Setting Up Administer Salaries for the Netherlands

This chapter provides an overview of prerequisites, common elements, and terminology and discusses how to:

Define earnings and payments.
Define benefits and other deductions.
Organize your payroll processes.
Establish additional benefits features.
Specify employee bank information.

Understanding Prerequisites, Common Elements, and Terminology

This section discusses:

Prerequisites.
Common elements used in this chapter.
Terminology.

Prerequisites

Before you enter information about payments, benefits, and deductions for your employees, complete the following information:

Enter employee personal and job data.
Enter any companies for which you plan to run payroll, along with their employer tax identification numbers and default pay groups.
Create the appropriate salary plans and grades for your companies on the Salary Plan and Salary Grade tables.

Use the Salary Plan table to distinguish salary plans for different types of employees, such as permanent and temporary hires. Use the Salary Grade table to specify the salary grades for your companies and the corresponding salary ranges (minimum, midpoint, and maximum) for each grade.

See Also

Increasing the Workforce

Setting Up Organization Foundation Tables

Setting Up Salary Plans, Grades, and Steps

Common Elements Used in This Chapter

Incidental	Select if the payments or deductions cover a closed time period, with a one-time payment or deduction.
Permanent	Select if the payments or deductions cover a time period with an initial and final date, but where the final date is open and the payment or deduction continues indefinitely until the final date is closed.
Both	Select if the payments or deductions are incidental and permanent.
WT, SS (wage taxes, Social Security)	Select if the tax class for this earnings code is for wage taxes, Social Security premiums.
WT, NoSS (wage taxes, no Social Security)	Select if the tax class for this earnings code is for wage taxes, no Social Security premiums or doesn't apply.
NoWT, SS (no wage taxes, Social Security)	Select if the tax class for this earnings code is for no wage taxes or doesn’t apply, Social Security premiums.
NoWT, NoSS (no wage taxes, no Social Security)	Select if the tax class for this earnings code is for no wage taxes or doesn’t apply, no Social Security premiums or doesn’t apply.

Terminology

The following table defines the terminology used throughout Administer Salaries for the Netherlands and this documentation:

Salary Administration	The functionality that ensures that all of the information about payments and pay deduction for employees is included within your Human Resources system. Third-party systems need this information to process your organization’s payroll.
Pay Groups (or Salary Groups)	Groups of staff that are distinguished from others by a unique set of working conditions, salary packages, and benefits programs. Pay groups can be distinguished across departments within a company.
Permanent (or Semipermanent)	Payments or deductions that cover a time period with an initial and final date. The final date is open, and the payment or deduction continues indefinitely until the final date is closed.
Incidental	Payments or deductions that cover a time period that is closed. The payment or deduction is a one-time transaction.
Salary	Refers either to an employee’s annual gross salary or to an employee’s regular salary (regular earnings) for a pay cycle.
Earnings	Payments made to employees. Total earnings comprise regular salary and additional earnings. Earnings are either permanent or incidental. For example, regular salary is a permanent payment. Permanent additional payment is a traveling allowance for commuting, and incidental additional payment is a performance bonus.
Benefits	Benefits, in contrast to salary and other earnings, usually involve deductions. Benefits deductions are generally considered permanent or semi-permanent. An example of a permanent benefit deduction is a health insurance deduction.
Deductions	All payroll deductions for benefit plans and other general payments, not including taxes. There are two types of deductions: benefit deductions and general deductions.
General Deductions	Payroll withholdings other than benefits deductions and taxes that are either permanent or incidental (although the term general deductions is most often used in reference to the permanent type). Examples of permanent general deductions include loan payments, parking charges, cafeteria charges, charitable contributions, and union dues. An example of an incidental deduction is the settlement of a cash advance.
Taxes	Payroll withholdings required for payment to the government. In Administer Salaries for the Netherlands, taxes aren’t considered deductions or general deductions; they are just taxes.

Defining Earnings and Payments

This section provides overviews of earnings and earnings programs and discusses how to:

Enter information about your earnings methods.
Define the adjustment factors and tax classes for your earnings code.
Set up earnings programs.
Set up work shifts and define shift differential pay.

See Also

Increasing the Workforce

Understanding Earnings

Earnings are payments made to employees, whether for regular salary or additional payments, such as sick pay, bonuses, and commissions. The information that you establish in the Earnings table is the basis for the way the system calculates and taxes earnings. Create a work sheet to map the way that you want to define earnings and shifts within the system before you set them up. Also determine the three-character codes that represent earnings codes, such as REG (regular), VAC (vacation), and HOL (holiday).

At a minimum, establish earnings codes to specify regular earnings and overtime pay. Regular earnings are normally associated with a regular salary or regular hours worked. Regular earnings are typically taxed by all taxing entities and consist of a simple rate-multiplied-by-time calculation, or a flat amount. Overtime pay uses a slightly different method of calculation based on regular earnings. For example, overtime, double time, or triple time earnings codes apply a multiplication factor to the earnings.

Also set up earnings codes for leave pay, such as sick pay, holiday pay, and vacation pay. Set up your earnings codes for these to process accrual accounting, as well. If you want your payroll system to track holiday, vacation, sick, jury duty, personal time off, and so on for leave accruals, set up earnings codes for these leave categories and report the applicable hours.

Depending on your organization’s requirements, you may want to create other types of earnings to do the following:

Record non-hourly earnings, such as bonuses, commissions, or automobile allowances.
Differentiate between earnings that should or shouldn’t be taxed, such as automobile allowances or expense advances.
Identify the earnings codes you use to pay earnings resulting from late paperwork or collective bargaining.

Understanding Earnings Programs

An earnings program is a set of valid earnings codes for one or more pay groups. A single company may have any number of earnings programs. An individual employee may belong to only one earnings program, based upon the individual's pay group, and the codes for that program are the only valid earnings codes for that employee.

For example, executives ordinarily do not get overtime pay, so their pay group’s earnings program shouldn’t include overtime as a valid earnings code. You might also want to exclude part-time employees who work less than 30 hours a week from holiday pay eligibility.

Normally, employees are assigned to earnings programs through their pay groups. The earnings programs that you enter on the Company Table - Default Settings page become the default earnings programs for the pay groups that you set up on the Pay Group Table - Definition page. To override this default, specify a different earnings program for a pay group. You cannot override the pay group earnings program at the employee level if an employee belongs to a certain pay group.

Pages Used to Define Earnings and Payments

Page Name	Object Name	Navigation	Usage
Earnings Table 1	EARNINGS_TABLE1_NL	Set Up HRMS, Product Related, Benefits NLD, Earnings Table, Earnings Table 1	Establish earnings codes and enter information about your earnings methods.
Earnings Table 2	EARNINGS_TABLE3_NL	Set Up HRMS, Product Related, Benefits NLD, Earnings Table, Earnings Table 2	Define the adjustment factors and tax classes for your earnings code. Your payroll system can use the adjustment factors and limits that you enter on this page to adjust calculations for earnings codes.
Earnings Program Table	EARNS_PROG_TBL_NLD	Set Up HRMS, Product Related, Benefits NLD, Earnings Program Table	Set up an earnings program.
Shift Table	SHIFT_TABLE	Set Up HRMS, Product Related, Benefits NLD, Shift Table	Set up work shifts for your company and define shift differential pay if you have work shifts and if shift differential pay is provided to your employees.
Run Control	PRCSRUNCNTL	Set Up HRMS, Product Related, Benefits NLD, Reports, Earnings	Use the Earnings report (INT004NL) to review all the valid earnings codes that you entered into the system, along with the payroll calculation characteristics that you assign to each.

Entering Information About Your Earnings Methods

Access the Earnings Table 1 page.

Payment Type

Flat Amount	Select to define an earnings code as a flat amount and also specify the amount. For example, you want to give multiple employees a specific flat amount of additional pay. You can maintain this type of flat amount and make mass changes to the flat amount on the Earnings table, instead of changing multiple additional pay records at the employee level.
Unit/Override Rate	Select and specify a rate if you want to set up your payroll system to override the hourly rate on the employee’s job record, or if you want to provide an earnings code for piecework earnings.
Hours Only	Select if you want to enable the entry of hours for earnings.
Amounts Only	Select if you want to enable the entry of amounts for earnings.
Defined by Salary System	Select if a third-party payroll system defines the way to process the payment for earnings.
Both Hours and Amount OK	Some companies need the ability to enter both hours and an amount for earnings. Select this option to record an employee's hours (for your records only) and to enter the actual amount of pay that you want the employee to receive.
Either Hours or Amount OK	Select if you want to enable the entry of either hours or amount, but not both, for earnings.

Defining the Adjustment Factors and Tax Classes for Your Earnings Code

Access the Earnings Table 2 page.

Rate Adjustment Factor

The amount that applies to adjustments in pay rates. For example, if your collective labor agreement included an hourly cost of living adjustment, enter the value in this field for any applicable earnings (such as regular, overtime, vacation, and sick). Any employee getting this type of earnings is paid that hourly amount in addition to the compensation rate specified on that employee's job record.

Hours Adjustment Factor

Enables you to indicate the adjustment to the number of hours associated with an earnings code, such as 40 hours for regular earnings. This number can be positive or negative.

Multiplication Factor

To calculate hourly earnings, such as overtime or double time, for which a specific number or factor (such as 1.5 or 2.0 for double time) multiplies the earnings for overtime.

Earnings Adjustment Factor

If you want to indicate a specific amount that doesn’t affect pay rates or hours, enter it as a flat amount here. Use this type of definition for earnings codes for which the amount always remains the same for all employees, such as an 50.00 EUR Christmas bonus. When you set up this type of earnings, also set the multiplication factor to zero.

Maximum Yearly Earnings

Enter a value to set a yearly ceiling on the earnings code.

Setting Up Earnings Programs

Access the Earnings Program Table page.

Earnings Code

Select each earnings code that you want in the program. Insert additional data rows if necessary.

Setting Up Work Shifts and Defining Shift Differential Pay

Access the Shift Table page.

Time In Hour, Time In Minute, Time Out Hour and Time Out Minute

The time format uses a 24-hour clock, so if you’re setting up a shift from 8 a.m. to 4 p.m., enter 8 and 00 to 16 and 00.

Specified at Employee level

If shift premiums vary from employee to employee, select this check box, which enables you to define the shift premium rate or factor for employees assigned to the shift at the employee level.

Rate

If you didn't select Specified at Employee Level, enter the rate. At the employee level, use the Shift/Rate/Factor fields on the Job Data - Job Information page.

Factor

If you didn't select Specified at Employee Level, enter the factor. At the employee level, use the Shift/Rate/Factor fields on Job Data - Job Information page.

Defining Benefits and Other Deductions

This section provides overviews of benefit plans, benefit programs, and deductions and discusses how to:

Set up permanent and incidental deductions for tax purposes.
Set up general deduction data.
Set up company general deductions.
Set up benefit plan definitions.
Create benefit coverage codes.
Set up basic benefit program data.
Link benefits programs to plan types.
Link benefits programs to rate and calculate values.
Use the benefit program clone utility.

Understanding Benefit Plans

Every benefit plan in PeopleSoft is distinguished by a unique combination of plan type and plan name. Plan type is important because our system uses it to distinguish insurance plans, for example, health insurance plans from life insurance plans.

Plan types are assigned a numerical value and are divided up into categories based upon those values. For example, all health-related plan types begin with a 1. Therefore, the system recognizes all plan types in the range of 10−19 as health plans. After that come the life insurance plans, with plan type values of 20−29, and so on.

For each category that PeopleSoft delivers, you can add types that include a letter value, as long as you begin with the correct series identification. For example, all health plan types must start with a 1, so you can add plan types with values from 1A to 1Z. A value of 2Z wouldn’t work as a health plan type but could be used for a new life insurance plan type.

Because you add plan types starting from the beginning of the alphabet, it is recommended that you start with Z and work backward to A. If you use a plan type in the range of 10−19 and 1A−1Z, the system recognizes it as a health plan type.

The plan type series delivered by Human Resources are as follows:

Plan Type Numbers	Plans
10−19, 1A−1Z	Health plans
20−29, 2A−2Z	Life insurance plans
30−39, 3A−3Z	Disability plans
40−49, 4B−4Z	Savings plans
4A	Employee stock purchase plans (ESPPs)
50−59, 5B−5Z	Leave plans
5A	Company car (European organizations only)
60−69, 6A−6Z	Flexible spending account plans (U.S. and Canada)
70−79, 7A−7Z	Retirement plans (U.S.)
80−89, 8A−8Z	Pension plans (U.S. and Canada)
90−99, 9A−9Z	Vacation buy/sell plans

We recommend that you work within the delivered plan type series. If you add plan types that do not conform to the delivered series, update the associated processing logic.

The plan types delivered by Human Resources are as follows:

Plan Type	Description	Plan Type	Description
10	Medical	4A	ESPP
11	Dental	50	Sick leave
12	Medical/Dental	51	Vacation leave
13	Major medical	52	Personal leave
14	Vision/Hearing	53	Family Medical Leave Act (FMLA) leave
15	Nonqualified medical	5A	Company car (European organizations only)
16	Nonqualified dental	60	Health care - FSA (Flexible Spending)
17	Nonqualified vision	61	Dependent care - FSA
20	Life	62	Legal - FSA
21	Supplemental life	65	Canadian health care
22	AD/D	66	Canadian retirement counseling
23	Life and AD/D	70	PERS
24	Dependent AD/D	80	Standard pension (Canadian)
25	Dependent life	81	Supplementary pension (Canadian)
26	Survivor income	82	USDB Pension Plan 1
30	Short-term disability	83	USDB Pension Plan 2
31	Long-term disability	84	USDB Pension Plan 3
40	401(K)	85	USDB Pension Plan 4
41	Profit sharing	86	USDB Pension Plan 5
42	Thrift	87	USDB Pension Plan 6
43	IRA	90	Vacation buy
44	Capital accumulation	91	Vacation sell
45	U.S. Savings Bonds

The first step in defining a benefit plan is to name the plan and identify the plan type through the Benefit Plan table.

See Also

Entering Benefits and Deductions

Understanding Benefit Programs

A benefit program is a set of benefits and deductions that is valid for an employee or group of employees. A single company may have any number of programs, and an employee with concurrent jobs may have multiple benefit programs. Therefore, when you set up a benefit program, you are defining which benefits and deductions are valid for the employees enrolled in the program.

To keep your benefit program accurate and consistent, the calculation rules and options must be individually effective-dated in a coherent, logical manner. If they aren't, your benefit program is open to a variety of errors as historical records get shuffled and benefits data lost. Plans associated with a benefit program cannot be in effect unless their effective dates are set on or after the effective date of the benefit program. Similarly, the rates and calculation rules that you associate with the plans cannot be in effect unless their effective dates are set on or after the dates of the plans to which they’re linked. If a benefit program and benefit plan combination isn’t effective when you think it should be, check the effective dates of the benefit program and the benefit plan. The effective date of the benefit plan must be less than or equal to the effective date of the benefit program.

Understanding Deductions

Deductions comprise all payroll deductions for benefit plans and other general payments, not including taxes. There are two basic types of deductions: benefits deductions and general deductions. In Human Resources, a general deduction is a deduction (permanent or incidental) that isn't a benefit deduction. Charitable deductions, union dues, parking fees, garnishments, and bonds all fit into this category. Refer to deductions for taxes as taxes. When setting up deductions in Human Resources, remember that there are two parts to defining a deduction.

To define a deduction:

Use the Deduction Table page to specify, for all benefits deductions and general deductions, whether a deduction is permanent or incidental and how the deduction affects taxes.
Define the actual calculation of a deduction on the General Deduction Table page or on the Benefits tables, depending on the type of deduction that you specify.

Use the General Deduction Table page for non-benefit deductions, such as parking fees, union dues, or garnishments. This page contains the codes that classify all payroll deductions that do not fit into a category covered by one of the Benefits tables, such as loan payments, cash, advance settlements, union dues, and parking fees.

Use the Benefits tables for benefit deductions, such as those for medical and life insurance plans.

For each entry on the General Deduction Table page or in the Benefits table, there should be a corresponding entry on the Deduction Table page.

The Human Resources system provides two Structured Query Reports (SQRs) for reviewing the valid deduction codes that are entered into the system:

The Deductions report (INT005NL) provides an overview of the different deductions defined in the system.

This SQR is sorted by plan type, deduction code, and effective date. It prints the classification codes that you set up for each plan type on the Deduction Table page.
The purpose of the General Deduction/Frequency report (INT006NL) is to provide information about valid general deduction codes that you entered into the system.

The report shows the calculation type code for each deduction and, where applicable, the flat rate or percentage, the employee pay frequency, and any additional flat deduction amounts.

See Also

Entering Data for General Deductions

Setting Up Vendors

Pages Used to Define Benefits and Other Deductions

Page Name	Object Name	Navigation	Usage
Deduction Table	DEDUCT_TABLE1_NL	Set Up HRMS, Product Related, Benefits NLD, Deduction Table	Specify, for all benefits deductions and general deductions, whether a deduction is permanent or incidental and how the deduction affects taxes.
General Deduction Table	GENL_DEDUCT_TBL_NL	Set Up HRMS, Product Related, Benefits NLD, General Deduction Table	Set up general deduction data and define how nonbenefit deductions are calculated. These deductions include parking fees, union dues, or garnishments. (For benefit deductions, use one of the Benefits tables.)
Company General Deductions	GDED_COM_TBL	Set Up HRMS, Product Related, Benefits NLD, Company General Deductions	Set up company general deductions.
Vendor Information	VNDR_ID1	Set Up HRMS, Product Related, Benefits NLD, Provider/Vendor Table, Vendor Information	Add a new provider.
Addresses	VNDR_ADDRESS	Set Up HRMS, Product Related, Benefits NLD, Provider/Vendor Table, Addresses	Add an address for a new provider.
Benefit Plan Table	BENEFIT_PLAN_TABLE	Set Up HRMS, Product Related, Benefits NLD, Benefit Plan Table	Set up a benefit plan definition. Also define providers, provider codes, and default deduction codes for all plan types.
Coverage Code Tbl (coverage code table)	COVRG_CD_TBL	Set Up HRMS, Product Related, Benefits NLD, Coverage Codes, Coverage Code Tbl	Create new coverage codes for your benefit programs. PeopleSoft suggests that you give the coverage code a numerical values of one through seven. Coverage codes should be ordered according to their complexity, with Employee Only being first.
Benefit Program	BEN_PROG_DEFN1	Set Up HRMS, Product Related, Benefits NLD, Benefit Program Table, Benefit Program	Set up basic benefit program information.
Plan Type and Option	BEN_PROG_DEFN2	Set Up HRMS, Product Related, Benefits NLD, Benefit Program Table, Plan Type and Option	Link plan types to the benefit program and add important information about plan types.
Cost	BEN_PROG_DEFN3	Set Up HRMS, Product Related, Benefits NLD, Benefit Program Table, Cost	Link a benefit program and plan type to rate and calculate rules. Use the outer scroll arrow to enter information about more than one plan type.
Benefits Clone	BN_CLONE	Set Up HRMS, Product Related, Benefits NLD, Clone Benefit Program, Benefits Clone	Use the benefit program clone utility to identify a benefit program and have the system make an exact copy of that program with a different effective date. Give the duplicate program the same name as the original or rename it, which saves you time and effort when you create a new benefit program with a future effective date.

Setting Up Permanent and Incidental Deductions for Tax Purposes

Access the Deduction Table page.

Note. Deductions on the Deduction table are grouped by plan type. The plan type code for general deductions is always 00. Benefit deduction plan type codes vary depending on the nature of the benefit, but are already coded into the system as translate values. If you want to create plan types, use Z0 through ZZ. You must also ensure that the deduction codes you create are the same ones that you used in the General Deduction Table and the Benefits Table.

Setting Up General Deduction Data

Access the General Deduction Table page.

Deduction Calculation Routine

For each general deduction, indicate the type of deduction calculation routine that your payroll system uses to determine the amount of the deduction. If you select a deduction calculation routine that uses a deduction rate or percent, also enter a flat/additional amount per pay period to be deducted. However, you must indicate the amount here only if it’s the same for all employees within a pay frequency.

Flat Amount: Select if the deduction calculation is for a flat amount. Enter the amount in the Deduction Flat/Addl Amount (deduction flat/additional amount) field.

Percentage: Select if the deduction calculation is for a percentage. Enter the percentage in the Deduction Rate or % (deduction rate or percent) field.

Calculated by Salary System: Select if the deduction is calculated by the payroll system.

Amount Per Pay Period

This group box displays the amount to be deducted from an employee’s pay every pay period.

Pay Frequency

If you have a deduction that varies by pay frequency, indicate the amount deducted in each pay period for each pay frequency. For example, if there is a 50.00 EUR per month parking deduction for the company GBI, set up the deduction for the semimonthly pay group KN2 so that it applies only to the last pay period of the month. Rather than taking out 25.00 EUR each pay period, take the full 50.00 EUR at the end of the month. To set this up, indicate both the frequency and amount.

Deduction Flat/Addl Amount (deduction flat /additional amount)

If you select a deduction calculation routine that uses a flat amount, enter a flat amount or additional deduction amount. However, indicate the amount here only if it’s the same for all employees within a pay frequency.

Setting Up Company General Deductions

Access the Company General Deductions page.

Deduction Code

Select deduction codes that are applicable for your company. Deduction codes are created on the DEDUCT_TABLE1_NL page.

Setting Up Benefit Plan Definitions

Access the Benefit Plan Table page.

SetID

Select a set ID for the vendor to be used.

Vendor ID

If the provider is not on the list, use the Provider/Vendor Table component to add it.

Group Number

Defined on the Provider Policy Table.

SPD URL ID (summary plan description uniform resource locator identification)

PeopleSoft Enterprise eBenefits provides access to the summary plan description on the Provider Policy Table.

Default Deduction Code

(Optional) Enter a default code here to save you from typing the deduction code each time that you associate this benefit plan with a benefit program on the Benefit/Deduction Program Table. (Deduction codes are created on the Deduction Table page.)

Pay Mode

Fields in this group box are for use with PeopleSoft Enterprise Payroll for North America only.

Self-Service Plan Description

Use only for health (1x), disability (3x), leave (5x), and retirement (7x) plans. Enter text describing the benefit plan that will also appear on eBenefits pages.

See Also

Defining Benefits and Other Deductions

Creating Benefit Coverage Codes

Access the Coverage Code Tbl page.

Min No of Dependents Allowed (minimum number of dependents allowed)

Enter the minimum number of dependents allowed under this coverage code. If there is no limit to the number of dependents allowed, enter 99.

Dependent Coverage

Indicate whether spouses and dependents are not allowed, or required by this coverage code.

Dependent Only Allowed: The delivered coverage codes allow the participant to have a dependent only, but no spouse.

Spouse Allowed: Define only if you don’t want the coverage code to require that one of the dependents be a spouse.

Spouse Not Allowed: The delivered coverage codes either don't allow the participant to have a spouse or require the participant to have a spouse.

Spouse Only Allowed: The delivered coverage codes allow the participant to have a spouse, but no dependents.

Spouse Required: The delivered coverage codes require the participant to have a spouse.

Sps + Deps Only Allowed (spouse and dependents only): The delivered coverage codes allow the participant to have spouse and dependents only.

Max No of Dependents Allowed (maximum number of dependents allowed)

Define the maximum number of dependents allowed under the coverage code. If there is no limit to the number of dependents allowed, enter 99.

Non Qualified Dep Coverage (non-qualified dependent coverage)

Not used for operations in the Netherlands.

Setting Up Basic Benefit Program Data

Access the Benefit Program page.

Program Type

The program type is set when you first build the benefit program. Set this field to Manual.

When you create the benefit program, use PeopleSoft Enterprise Benefits Administration in association with the Manage Base Benefits business process in Human Resources and select the Benefits Administration check box in the Installation table, set the Program Type field to Automated.

Currency Code

The type of currency that the program uses for this program's benefit and deduction calculations.

Dependent Age Limit	Enables you to set a maximum age limit that, once reached, indicates that a dependent is no longer eligible for coverage.
Student Age Limit	Enables you to set a maximum age limit that, once reached, indicates that a dependent can no longer be covered by student status.
Exclude Disabled from Age Lmt. (exclude disabled from age limit)	Enables you to exclude disabled dependents from the maximum dependent limits.
Dep Ineligible if Married (dependent ineligible if married)	Indicates that dependents who are married aren’t eligible for coverage under the benefits program.

Important! All of the fields in the COBRA, Benefits Administration, FSA, and FMLA group boxes are for Canadian and U.S. functionality and are not for operations in the Netherlands.

Linking Benefits Programs to Plan Types

Access the Plan Type and Option page.

Plan Type

Plan Type

Select a plan type from the predefined list of values. By adding rows, you can use this page to enter information for each plan type associated with a particular benefit program.

Plan Type 01 also called the program level of the benefit program, is used only by benefit programs that run in association with Benefits Administration.

Waive Coverage

Select this check box if the plan type allows it.

Option

Optn ID (option ID)	As you define options for each of the offered plan types, the system automatically enters the option ID.
Optn Type (option type)	Each row must have an option type designation. The option type that you select determines the remaining fields that you must complete on the Plan Type and Option (BEN_PROG_DEFN2) and the Cost (BEN_PROG_DEFN3) pages D (general deduction): Allowed only for plan type 00, which you use for general deductions. O (option): At least one O is required for each plan type except 01. G (general credit): Used only in benefit programs that run in association with Benefits Administration. P (program): Used only in benefit programs that run in association with Benefits Administration. W (waive): Used only in benefit programs that run in association with Benefits Administration.
Benefit Plan	Enter the code for a benefit plan that was defined on the Benefit Plan Table page.
Covrg Code (coverage code)	Indicate the level of coverage for health plan types (1x). This is a required field for those plan types.
Deductn Cd (deduction code)	Indicate how to handle deductions.

Important! The DisPlnSeq, Event Rules ID, COBRA Plan, HIPAA Plan, Minimum Annual Contribution, and Maximum Annual Contribution, Load Cross Plan Values elements, as well as the fields in the Self-Service Configuration group box, are for Canadian and U.S. functionality and are not for operations in the Netherlands.

The Opt Seq (option sequence), Opt Cd (option code), Optn Lvl (option level), Geog Locn (geographic location), and Elig ID (eligibility rules ID), fields are all used for Benefits Administration and are not for operations in the Netherlands.

Linking Benefits Programs to Rate and Calculate Values

Access the Cost page.

Option ID

The option ID information that you entered for each plan type. For each plan type, use the scroll arrows to navigate between the option IDs.

Option Type

The option type information that you entered for each plan type.

Benefit Plan

The benefit plan information that you entered for each plan type.

Coverage Code

The coverage code information that you entered for each plan type.

Cost Type

Enter a cost type: Price, Credit, or None.

Rate Type

Enter a rate type to specify which table should be used to determine rates for the plan type.

Important! The Rate TblID (rate table ID), Earn Code (earnings code), Cost ID, and Calc TblID (calculate table ID) fields are all used for Benefits Administration and are not for operations in the Netherlands.

Using the Benefit Program Clone Utility

Access the Benefits Clone page.

Copy From

Benefit Programs

Select the benefit programs that you want to duplicate.

Copy To

Benefit Program	Enter the benefit program name that you want to create.
Effective Date	Enter the effective date for the benefit program that you are creating.
Clone	Click to run this request. Process Scheduler runs the benefit program clone process at user-defined intervals.

Organizing Your Payroll Processes

This section provides an overview of pay groups and pay group setup and discusses how to:

Identify bank codes.
Define holiday schedules.
Create and maintain pay groups.
Enter additional data pay group processing parameters.
Set up pay run IDs.
Create pay calendars.

Understanding Pay Groups and Pay Group Setup

When you implement Human Resources, one of the major decisions is which pay groups to set up. A pay group gathers a set of employees for payroll processing. Your Human Resources system provides an SQR, the Pay Groups report, so that you can review an overview of the valid pay groups in the system.

Before grouping people into pay groups, consider that all employees in a pay group must:

Belong to the same company.
Be paid at the same pay frequency.
Use the same check form or direct deposit advice form.
Have the same check date.
Share the same pay period begin and end dates.
Work in the same country.
Be paid by the same bank.
Have the same work schedule for proration.
Have the same minimum net pay.
Have the same earnings program.

For example, when setting up pay groups for a fictional company, GBI, group employees as follows:

KN1—Monthly	Employees who are paid monthly and share the same pay period, which ends on the last day of the month, may belong to the same pay group. Salaried employees at GBI are paid monthly.
KN2—Semi-Monthly	Employees who are paid semimonthly and share the same pay periods, ending on the 15th and last day of the month, may also belong to the same pay group. Exception hourly and hourly employees at GBI are paid semimonthly.

Establish pay groups using the three pages in the Pay Group Table. With these pages, you can create pay groups, assign valid pay group employee types, and enter additional bank and earning parameters for your pay groups. Pay groups default to employee job records from the company level.

Important! The Pay Group Table component in the system, located outside Administer Salaries for the Netherlands, isn't identical to the Pay Group Table component used for the Netherlands. There are distinct differences in the fields. For users of Administer Salaries for the Netherlands, it is important that you use the Pay Group Table component that appears on the Benefits NLD menu.

See Also

Entering Company Information

Pages Used in Organizing Your Payroll Process

Page Name	Object Name	Navigation	Usage
Bank Table	BANK_EC	Set Up HRMS, Common Definitions, Banking, Banks, Bank Table	Identify every bank and savings institution where your company has accounts established for payroll purposes, with the exception of employee’s direct deposit accounts.
Branch Table	BANK_BRANCH_EC	Set Up HRMS, Common Definitions, Banking, Banks, Branch Table	Identify bank branches for your company.
Account Code Table	ACCT_CD_TABLE	Set Up HRMS, Common Definitions, Chartfield Configuration, ChartField Transaction Table	Assign unique account codes that you can reference in your payroll system and track the distribution of your organization’s payments and expenses against budgeted accounts. If you plan to implement extensive account reporting, this table may be large.
Holiday Schedule	HOLIDAY_SCHED_TBL	Set Up HRMS, Foundation Tables, Organization, Holiday Schedule	Define a list of scheduled holidays that can be used on the Pay Group table. Holiday schedules that you set up through either navigation can be passed on to a third-party payroll system. Do not include personal floating holidays on this list. Because holidays may vary for different segments of your employee population, depending on location, work schedules, or other factors, you can set up as many holiday schedules on this table as needed.
Pay Group Table - Definition	PAYGROUP_TABLE1	Set Up HRMS, Product Related, Benefits NLD, Pay Group Table, Definition	Create and maintain pay groups.
Pay Group Table - Calc Parameters (pay group table - calculation parameters)	PAYGROUP_TBL3_GBL	Set Up HRMS, Product Related, Benefits NLD, Pay Group Table, Calc Parameters	Enter additional pay group processing parameters, including the bank and account, net pay minimums and maximums, and valid earnings codes. When you first add a pay group, a dialog box prompts you for a company ID and pay group ID. The company ID is a key field on the Pay Group table, implying that all employees in a pay group are also in the same company. For the pay group ID, use any three-character alphanumeric ID that conforms to your payroll system standards.
Pay Run Table	PAY_RUN_TABLE_NLD	Set Up HRMS, Product Related, Benefits NLD, Pay Run Table	Set up the pay run IDs that you use to combine pay calendar entries from different pay groups for payroll processing. The Pay Run Table page and procedures for establishing pay run IDs are the same for several other PeopleSoft payroll applications.
Pay Calendar Table	PAY_CAL_TBL_NLD	Set Up HRMS, Product Related, Benefits NLD, Pay Calendar Table	Schedule payroll cycles for your pay groups and specify when pay periods begin and end. You must have a calendar entry for every pay period for each pay group that you set up. Each entry on the Pay Calendar Table page corresponds to a specific pay period for a pay group, defined by the begin and end dates. For example, a monthly pay group would have 12 entries on the Pay Calendar Table page, representing a year of processing.

Identifying Bank Codes

Access the Bank Table page.

The system uses the bank number (or transit number) that you enter here to identify the bank from which checks or electronic funds transfers (direct deposits) are drawn for a pay group. Always create at least one entry on this table for the bank from which paychecks or direct deposits are drawn.

Note. PeopleSoft recommends not using this table to edit against the bank transit numbers for your employees’ direct deposit accounts. If you allow employees to direct deposit to any bank, it would be almost impossible to maintain a table of all valid bank numbers.

See Also

Setting Up Banks and Bank Branches

(NLD) Loading Dutch Postal Codes

Understanding Job Data

Defining Holiday Schedules

Access the Holiday Schedule page.

See Also

Setting Up Holiday Schedules

Creating and Maintaining Pay Groups

Access the Pay Group Table – Definition page.

Pay Group Information

Retiree Pay Group	Select only if you are adding a retiree pay group. This check box is informational only; however, it is recommend that you set up a special pay group for retirees because their processing requirements tend to differ from those of active employees.
PI Configuration ID (payroll interface configuration ID)	Select an ID for the pay group. The system uses this for the interface with the external payroll application.
Deduction Priority	Enter a deduction priority number for your pay group.
Currency	Select the appropriate currency.
Employee Type Default	Select the employee type default for the most common employee type within the pay group. When you set up a job record for an employee who is assigned to this pay group, this employee type is set by default to that job record. Values are: Excep Hrly (exception hourly): Employees who work a set number of hours each pay period. Enter exceptions to their schedules on their pay sheets. Hourly: Employees who do not work the same number of hours each pay period. Typically, hourly employees require positive time reporting. In this case, enter on their pay sheets the actual hours worked. Not Appl (not applicable): Select this option if the Employee Type Default field isn’t applicable. Salaried: Employees whose earnings are based on an amount per pay period, rather than accumulated hours. You can still enter exceptions on their pay sheets.

Frequency

Pay	Select the frequency of pay for this pay group: Annual, Biweekly, Daily, Monthly, Quarterly, Semimonthly, or Weekly.
Daily	Select the daily frequency to be used by Human Resources to calculate the daily rate that appears on the Compensation page of the Job Data component.
Monthly	Select the monthly frequency to be used by Human Resources to calculate the monthly rate that appears on the Compensation page of the Job Data component.

GL Use

The fields in the GL Use (general ledger use) group box are for Canadian and U.S. functionality and are not for operations in the Netherlands.

Entering Additional Pay Group Processing Parameters

Access the Pay Group Table – Calc Parameters page.

Paygroup Information

Source Bank ID	For use with Payroll for North America only.
Minimum Net Pay	For use with Payroll for North America only.
Maximum Net Pay	For use with Payroll for North America only.
Earnings Program ID	If you’re using Benefits Administration, select an earnings program ID. This value becomes the default for employee records in this pay group. The other fields in this page are optional for Human Resources.
Regulatory Region	Enter the regulatory region associated with this pay group.
Holiday Schedule	Select a default holiday schedule. The value you enter appears as the default in employee job data.
Default Benefit Program	If you use Benefits Administration, select a default benefit program.
Retro Pay Program ID	For use with Payroll for North America only.
Final Check Program ID	For use with Payroll for North America only.

Earnings Types

Regular Hours Earnings Type	Select the appropriate earnings code for the regular hours earnings type.
Regular Earns Earnings Type	Select the appropriate earnings code for the regular earns earnings type.
OT Hours Earnings Type (overtime hours earnings type)	Select the appropriate earnings code for the overtime hours earnings type.
Holiday	When the system creates paysheets and detects that a holiday falls within the pay period, it uses the earnings code that you enter here. If the holiday type on the Holiday Schedule page is Canadian, the system uses the holiday earnings code specified on the Pay Group Table - Definition page to set up the holiday earnings on the paysheet.

Netherlands

Collective Labor Agreement

Select the collective labor agreement: CAO Retail Trade, CAO Wood Industry, CAO Medical Staff, CAO Metal Industry, and CAO Transportation Industry.

Setting Up Pay Run IDs

Access the Pay Run Table page.

See Also

Creating Pay Run IDs

Creating Pay Calendars

Access the Pay Calendar Table page.

Pay Period End Date

The date on which the pay period ends in the payroll cycle.

Pay Run ID

Each payroll background process needs a pay run ID to determine which pay group it should process. The system processes all pay calendar entries with the same pay run ID at the same time.

Before you start payroll processing for a pay period, you must assign a pay run ID on this page. Establish the pay run ID on the Pay Run Table page.

Pay Period Begin Date

Select the date on which the pay period begins in the payroll cycle.

Paycheck Issue Date

The date that appears on the employee’s paycheck or advice slip.

Calendar Year

The calendar year for the pay run.

Month

The month for the pay run.

Number of workdays

The number of workdays in the pay period for this pay run.

Production Code

Your third-party payroll system uses this field for information for the specific payroll run or for printing on the final pay slip.

Text Payment Order

Your third-party payroll system uses this field for including information for the specific payroll run or for printing on the final pay slip.

See Also

Understanding Pay Calendars

Establishing Additional Benefits Features

This section lists common elements and discusses how to:

Set up leave plans.
Enter pension plan details.
Set up age-graded rates.
Create life and accidental death and dismemberment insurance coverage groups.

Common Elements Used in This Section

Age Range Low	Select a low age to define this age range. The system won’t accept a low-age range that exceeds the high-age range.
Age Range High	Select a high age to define this age range. The system won’t accept a low-age range that exceeds the high-age range.

Pages Used in Establishing Additional Benefits Features

Page Name	Object Name	Navigation	Usage
Leave Plan Table	LEAVE_PLAN_TABLE	Set Up HRMS, Product Related, Benefits NLD, Leave Plan Table	Set up leave plans by entering basic plan data for your organization’s leave plans.
Pension Plan Table	PENS_PLAN_TABLE_US	Set Up HRMS, Product Related, Benefits NLD, Pension Plan Table	Enter basic plan data and define contributory rates for your organization’s pension plans.
Age-Graded Rate	AGE_RATE_TABLE	Set Up HRMS, Product Related, Benefits NLD, Age Graded Rate	Set up age-graded rates for insurance benefit plans for employees and their dependents.
Coverage Group Tbl (coverage group table)	COVERAGE_GROUP_TBL	Set Up HRMS, Product Related, Benefits NLD, Coverage Group Table, Coverage Group Tbl	Create coverage group codes that set the maximum total life and accidental death and dismemberment (AD/D) coverage for life insurance and AD/D insurance benefit plans.
Dependent/Beneficiaries	DEPEND_BENEF1	Workforce Administration, Benefit Information NLD, Maintain General Information, Dependent/Beneficiary Data, Dependent/Beneficiaries	Enter dependent and beneficiary data before enrolling employees in specific benefit programs. Once you set up the data, you can enroll the dependent in multiple benefits.

Setting Up Leave Plans

Access the Leave Plan Table page.

Leave Plans

Accrual Process Date

The date you last ran a leave accrual calculation process for the displayed leave plan type and benefit plan.

Accrual Calculation

Service Units

The units by which you measure your employee’s length of service: Hours, Months, Pay Period, or Years.

Accrual Rate Units

The unit by which the accrual rate is quoted. Accrual awards are always measured in hours, so valid values are Hours per Hour, Hours per Month, Hours per Pay Period, Hours per Week, and Hours per Year.

Award Frequency

Tells you how often your employees receive the leave accrual award: Every Run, First Run of Month, First Run of Week, First Run of Pay Period, or First Run of Year.

The field values for this field are determined by the Accrual Rate Units field values:

Hours per Hour = Every Run.

Hours per Pay Period = First Run of Pay Period.

Hours per Week = First Run of Week.

Hours per Months = First Run of Month.

Hours per Year = First Run of Year.

Automatic Accrual Processing

Define the parameters for the system to automatically process and accrue employee leave time.

Special Calculation Routine	Select if your company has programmed a special calculation method.
Max Leave Balance (maximum leave balance)	Enter the maximum leave hours that an employee can accrue for the leave plan. If there is no maximum, enter 99999.
Service Calc at Year Begin (service calculation at year begin)	Select to calculate leave hours according to length of service as of January 1 of the current year. Don’t select this check box if you want to calculate leave hours according to the length of service as of the leave accrual process date. When performing this calculation, the system uses the service date in the employee’s employment record.
Max Leave Carryover (maximum leave carryover)	Enter the maximum number of hours that an employee can carry from one calendar year to the next. The system accepts a zero to indicate that there is no carryover allowed. If there is no maximum, enter 99999.

Manual Accrual Processing

The values you enter in this group box are for reference only; they don’t affect leave accrual plan processing in any way.

Pay in Lieu of Time Off	Select if you pay employees for accrued leave time that they don't use.
Pay at Termination	Select if employees can be paid at termination for a portion or for all time accrued.
Percent to Pay at Termination	If you selected the Pay at Termination check box, enter the percentage of pay that employees receive at termination.
Allow Negative Balance	Select if you allow employees to take more hours than they have accrued.
Max Negative Hours Allowed (maximum negative hours allowed)	Enter the maximum number of negative hours the employee is allowed.

First Year Award Values

Use this group box for leave plans that use annual accruals. Define a leave plan in which, during the first year of service, leave hours are prorated based on the month employment begins. First year award values are available only when the leave plan’s Accrual Rate Unit field value is Hours Per Year.

In the following year, these new hires are no longer considered first-year employees and don't receive leave accrual awards based on their first year award values. Instead, they receive leave accrual awards based on the accrual rate units defined on the prior page.

Employment Month	Enter the month that the employee began service with your company.
Month Eligible	Enter the month the employee became eligible for the leave benefit.

Accrual Rate Values

These values are defined in terms of the service unit and accrual rate unit. Enter the values that define how your employees accrue time for this leave plan.

In our example, values in the Service Units field are defined in hours per month. For the first 12 months of service, employees that you enroll in this sick leave plan accrue four hours per month. For months 13 through 60, employees accrue six hours per month and eight hours of sick leave per month thereafter.

If you choose a value in the Service Units field of Hours Per Hour, the accrual rate values display the amount of hours that an employee would receive after a certain number of hours of service. If you choose a value in the Accrual Rate Unit field of Hours per Year, the accrual rate values display the hours per year that an employee is awarded after a certain number of months of service.

After Service Interval	Using the accrual rate values that you defined, enter the interval of service after which an employee accrues leave time.
Accrue Hours At	Using the accrual rate values that you defined, enter the interval of service that an employee accrues for the after service interval.

Service Bonus Values

Using this group box, define how employees in the plan accrue bonus hours. These hours are in addition to regular leave hour accruals. For example, you can structure a vacation leave plan so that an employee receives a one-time special bonus of 20 hours upon enrolling in the plan; after five years, a one-time special bonus of 40 hours; and after ten years, another one-time special bonus of 40 hours.

After Service Interval	Using the accrual rate values that you defined, enter the interval of service after which an employee accrues bonus hours.
Award Bonus Hours	Using the accrual rate values that you defined, enter the bonus hours the employee receives for the service interval that you specify.

Entering Pension Plan Details

Access the Pension Plan Table page.

US Pension Plans

Pension Type	This field is for U.S. and Canadian functionality, not for operations in the Netherlands.
Allow Contingent Beneficiaries	This check box is for U.S. and Canadian functionality, not for operations in the Netherlands.
Plan Yr Begins (Month/Day) (plan year begins [month/day])	The year in which the pension plan begins. Enter the information in month/day format.
Plan Yr Ends (Month/Day) (plan year ends [month/day])	The year in which the pension plan ends. Enter the information in month/day format.

A plan year normally ends the day before the next one begins. However, if you change your plan year, the row for the resulting short plan year has non-consecutive beginning and end dates. For example, if the plan year changes from a July-June year to a calendar year resulting in a short plan year in 1980, the Pension Plan Table page includes the following data:

Effective Date	Plan Year Begin Date	Plan Year End Date
1/1/1900	7/1	6/30
1/1/1980	7/1	12/31
1/1/1981	1/1	12/31

Warning! Be sure to include a row for the short plan year. Failure to do this can cause calculation errors.

Contributory Plans

Voluntary Contributns Allowed (voluntary contributions allowed)

Select if the pension plan allows voluntary contributions. There are no parameters for defining voluntary contribution rates; these are established on an employee-by-employee basis when you enroll employees in the plan.

Special Accumulator Code

Enter the special accumulator code, if applicable, used to track earnings for mandatory contributions that can be structured as a percent of earnings subject to pension withholding.

Rates of Deduction

Enter the contribution rates. You can have different rates above and below a threshold. For example, employees can contribute 2 percent of earnings up to 50,000.00 EUR and 3 percent of earnings above that.

Enter the rate up to the threshold in the first Rates of Deduction field, the threshold in the next field, and the rate beyond the threshold in the final field.

Setting Up Age-Graded Rates

Access the Age-Graded Rate page.

Age-Graded Rate Table

Effective Date

The effective date must be the same as, or prior to, the effective dates of the benefit program and benefit plan combinations with which you associate the rates.

Rate per Unit

Select from the following values:

None: For a flat rate.

Per Hundred: For a rate that applies to each 100.00 EUR of coverage.

Per Thousand: For a rate that applies to each 1000.00 EUR of coverage.

Specify Limit

Click this link to display the Amount to Limit page, which defines the portion of the employee rate that is subject to the percent of gross pay limit defined on the Calculation Rule page: All, Flat Amount, Not Applicable, or Percent of Rate.

General Tab

Access the Age-Graded Rate page: General tab.

Gender	For each rate, define the gender. Define rates for males and females separately. Once you select a gender, the rates apply only to the gender you select.
Total Rate - Smoker	Enter the total rate for smoker, according to the rates per unit.
Total Rate - Nonsmoker	Enter the total rate for a nonsmoker, according to the rates per unit.

Employer Portion Tab

Access the Age-Graded Rate page: Employer Portion tab.

Smoker

Enter the employer portion rates for smoker according to the rates per unit that you selected. The employer portion rates can’t exceed the values in the Total Rate - Smoker column.

Nonsmoker

Enter the employer portion rates for nonsmoker according to the rates per unit that you selected. The employer portion rates can’t exceed the values in the Total Rate - Nonsmoker column.

Employee Portion Tab

Access the Age-Graded Rate page: Employee Portion tab.

Smoker

The system calculates these rates based on the rates in the Total Rate - Smoker field on the Age-Graded Rate page: General tab and the rates in the Smoker field on the Age-Graded Rate page: Employer Portion tab.

Nonsmoker

The system calculates these rates based on the rates in the Total Rate - Nonsmoker field on the Age-Graded Rate page: General tab and the rates in the Nonsmoker field on the Age-Graded Rate page: Employer Portion tab.

Creating Life and Accidental Death and Dismemberment Insurance Coverage Groups

Access the Coverage Group Tbl page.

Coverage Groups

The fields in this group box define coverage group codes that set the maximum total life and AD/D coverage for life insurance and AD/D insurance benefit plans.

Coverage Maximum

Enter a maximum coverage amount for the coverage group. This amount applies to all the life and AD/D insurance benefit plans associated with the coverage group code and associated with one benefit program.

Specifying Employee Bank Information

This section discusses how to enter payment method data.

Page Used to Specify Employee Bank Information

Page Name	Object Name	Navigation	Usage
Bank/Giro	DIRECT_DEPOSIT_NLD	Workforce Administration, Benefit Information NLD, Maintain General Information, Payment Distribution, Bank/Giro	Enter payment method and bank account information for each employee.

Entering Payment Method Data

Access the Bank/Giro page.

Priority

Enter a priority to indicate in which order to make payments or distributions to multiple accounts. The lower the priority number, the higher the priority. This is important when an employee’s net pay doesn't cover all payments and account deposits.

Account # (account number)

Enter an account number for your bank. It must comply with the 11-Check account validation method.

Ledger Account# (ledger account number)

If the payment is cash for the deposit of any uncollected funds, enter a ledger account number.

% of Net Pay / Amount (percentage of net pay/amount)

Enter a percentage of net pay or an exact amount to be paid. If there are multiple payments or distributions, then state each as either a percentage of net pay or an amount.

For example, an employee might want to have 50.00 EUR deposited to a savings account, receive a check for 100.00 EUR, and have 100 percent of the remaining net pay deposited to a checking account.

Ascription

(Optional) Enter information regarding the name or identity of the account owner.

Rate Adjustment Factor	The amount that applies to adjustments in pay rates. For example, if your collective labor agreement included an hourly cost of living adjustment, enter the value in this field for any applicable earnings (such as regular, overtime, vacation, and sick). Any employee getting this type of earnings is paid that hourly amount in addition to the compensation rate specified on that employee's job record.
Hours Adjustment Factor	Enables you to indicate the adjustment to the number of hours associated with an earnings code, such as 40 hours for regular earnings. This number can be positive or negative.
Multiplication Factor	To calculate hourly earnings, such as overtime or double time, for which a specific number or factor (such as 1.5 or 2.0 for double time) multiplies the earnings for overtime.
Earnings Adjustment Factor	If you want to indicate a specific amount that doesn’t affect pay rates or hours, enter it as a flat amount here. Use this type of definition for earnings codes for which the amount always remains the same for all employees, such as an 50.00 EUR Christmas bonus. When you set up this type of earnings, also set the multiplication factor to zero.
Maximum Yearly Earnings	Enter a value to set a yearly ceiling on the earnings code.

Time In Hour, Time In Minute, Time Out Hour and Time Out Minute	The time format uses a 24-hour clock, so if you’re setting up a shift from 8 a.m. to 4 p.m., enter 8 and 00 to 16 and 00.
Specified at Employee level	If shift premiums vary from employee to employee, select this check box, which enables you to define the shift premium rate or factor for employees assigned to the shift at the employee level.
Rate	If you didn't select Specified at Employee Level, enter the rate. At the employee level, use the Shift/Rate/Factor fields on the Job Data - Job Information page.

Deduction Calculation Routine	For each general deduction, indicate the type of deduction calculation routine that your payroll system uses to determine the amount of the deduction. If you select a deduction calculation routine that uses a deduction rate or percent, also enter a flat/additional amount per pay period to be deducted. However, you must indicate the amount here only if it’s the same for all employees within a pay frequency. Flat Amount: Select if the deduction calculation is for a flat amount. Enter the amount in the Deduction Flat/Addl Amount (deduction flat/additional amount) field. Percentage: Select if the deduction calculation is for a percentage. Enter the percentage in the Deduction Rate or % (deduction rate or percent) field. Calculated by Salary System: Select if the deduction is calculated by the payroll system.
Amount Per Pay Period	This group box displays the amount to be deducted from an employee’s pay every pay period.
Pay Frequency	If you have a deduction that varies by pay frequency, indicate the amount deducted in each pay period for each pay frequency. For example, if there is a 50.00 EUR per month parking deduction for the company GBI, set up the deduction for the semimonthly pay group KN2 so that it applies only to the last pay period of the month. Rather than taking out 25.00 EUR each pay period, take the full 50.00 EUR at the end of the month. To set this up, indicate both the frequency and amount.
Deduction Flat/Addl Amount (deduction flat /additional amount)	If you select a deduction calculation routine that uses a flat amount, enter a flat amount or additional deduction amount. However, indicate the amount here only if it’s the same for all employees within a pay frequency.

SetID	Select a set ID for the vendor to be used.
Vendor ID	If the provider is not on the list, use the Provider/Vendor Table component to add it.
Group Number	Defined on the Provider Policy Table.
SPD URL ID (summary plan description uniform resource locator identification)	PeopleSoft Enterprise eBenefits provides access to the summary plan description on the Provider Policy Table.
Default Deduction Code	(Optional) Enter a default code here to save you from typing the deduction code each time that you associate this benefit plan with a benefit program on the Benefit/Deduction Program Table. (Deduction codes are created on the Deduction Table page.)
Pay Mode	Fields in this group box are for use with PeopleSoft Enterprise Payroll for North America only.
Self-Service Plan Description	Use only for health (1x), disability (3x), leave (5x), and retirement (7x) plans. Enter text describing the benefit plan that will also appear on eBenefits pages.

Min No of Dependents Allowed (minimum number of dependents allowed)	Enter the minimum number of dependents allowed under this coverage code. If there is no limit to the number of dependents allowed, enter 99.
Dependent Coverage	Indicate whether spouses and dependents are not allowed, or required by this coverage code. Dependent Only Allowed: The delivered coverage codes allow the participant to have a dependent only, but no spouse. Spouse Allowed: Define only if you don’t want the coverage code to require that one of the dependents be a spouse. Spouse Not Allowed: The delivered coverage codes either don't allow the participant to have a spouse or require the participant to have a spouse. Spouse Only Allowed: The delivered coverage codes allow the participant to have a spouse, but no dependents. Spouse Required: The delivered coverage codes require the participant to have a spouse. Sps + Deps Only Allowed (spouse and dependents only): The delivered coverage codes allow the participant to have spouse and dependents only.
Max No of Dependents Allowed (maximum number of dependents allowed)	Define the maximum number of dependents allowed under the coverage code. If there is no limit to the number of dependents allowed, enter 99.
Non Qualified Dep Coverage (non-qualified dependent coverage)	Not used for operations in the Netherlands.

Option ID	The option ID information that you entered for each plan type. For each plan type, use the scroll arrows to navigate between the option IDs.
Option Type	The option type information that you entered for each plan type.
Benefit Plan	The benefit plan information that you entered for each plan type.
Coverage Code	The coverage code information that you entered for each plan type.
Cost Type	Enter a cost type: Price, Credit, or None.
Rate Type	Enter a rate type to specify which table should be used to determine rates for the plan type.

Pay Period End Date	The date on which the pay period ends in the payroll cycle.
Pay Run ID	Each payroll background process needs a pay run ID to determine which pay group it should process. The system processes all pay calendar entries with the same pay run ID at the same time. Before you start payroll processing for a pay period, you must assign a pay run ID on this page. Establish the pay run ID on the Pay Run Table page.
Pay Period Begin Date	Select the date on which the pay period begins in the payroll cycle.
Paycheck Issue Date	The date that appears on the employee’s paycheck or advice slip.
Calendar Year	The calendar year for the pay run.
Month	The month for the pay run.
Number of workdays	The number of workdays in the pay period for this pay run.
Production Code	Your third-party payroll system uses this field for information for the specific payroll run or for printing on the final pay slip.
Text Payment Order	Your third-party payroll system uses this field for including information for the specific payroll run or for printing on the final pay slip.

Smoker	Enter the employer portion rates for smoker according to the rates per unit that you selected. The employer portion rates can’t exceed the values in the Total Rate - Smoker column.
Nonsmoker	Enter the employer portion rates for nonsmoker according to the rates per unit that you selected. The employer portion rates can’t exceed the values in the Total Rate - Nonsmoker column.

Smoker	The system calculates these rates based on the rates in the Total Rate - Smoker field on the Age-Graded Rate page: General tab and the rates in the Smoker field on the Age-Graded Rate page: Employer Portion tab.
Nonsmoker	The system calculates these rates based on the rates in the Total Rate - Nonsmoker field on the Age-Graded Rate page: General tab and the rates in the Nonsmoker field on the Age-Graded Rate page: Employer Portion tab.

Coverage Groups	The fields in this group box define coverage group codes that set the maximum total life and AD/D coverage for life insurance and AD/D insurance benefit plans.
Coverage Maximum	Enter a maximum coverage amount for the coverage group. This amount applies to all the life and AD/D insurance benefit plans associated with the coverage group code and associated with one benefit program.

Priority	Enter a priority to indicate in which order to make payments or distributions to multiple accounts. The lower the priority number, the higher the priority. This is important when an employee’s net pay doesn't cover all payments and account deposits.
Account # (account number)	Enter an account number for your bank. It must comply with the 11-Check account validation method.
Ledger Account# (ledger account number)	If the payment is cash for the deposit of any uncollected funds, enter a ledger account number.
% of Net Pay / Amount (percentage of net pay/amount)	Enter a percentage of net pay or an exact amount to be paid. If there are multiple payments or distributions, then state each as either a percentage of net pay or an amount. For example, an employee might want to have 50.00 EUR deposited to a savings account, receive a check for 100.00 EUR, and have 100 percent of the remaining net pay deposited to a checking account.
Ascription	(Optional) Enter information regarding the name or identity of the account owner.