Setting Up Payroll Schedules

This chapter provides an overview of payroll schedules and discusses how to:

Set up pay groups.
Set up balance IDs.
Set up pay run IDs.
Set up pay calendars.

Understanding Payroll Schedules

To track and export changes that occur to employee-level payroll data, you run the Payroll Interface processes at least once each pay period using the payroll schedules that you establish in PeopleSoft Enterprise HRMS.

Payroll schedules consist of pay groups and pay calendars. Pay groups tell the system which employees to process. Pay calendars tell the system when to process these employees.

To enable payroll scheduling, perform these tasks:

Set up the pay groups.
Set up a balance ID—required for pay calendars.
Set up a pay run ID—required for pay calendars.
Set up the pay calendars.

Note. Set up your pay groups and pay calendars following the requirements of the third-party payroll system. The payroll schedules that you use to run the Payroll Interface processes should coincide with the payroll schedules that are used by the third-party payroll system.

Setting Up Pay Groups

To set up pay groups, use the Pay Group Table (PAYGROUP_TABLE) component.

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

Set up pay group definitions.
Set up process controls.
Set up calculation parameters.
Set up source bank IDs.

Understanding Pay Groups

Pay groups are set up using the Pay Group Table component. The PI Configuration ID field on the Pay Group Table - Definition page is important for Payroll Interface. The PI Configuration ID links your PeopleSoft pay groups to the third-party payroll system.

Warning! If the PI Configuration ID is not set up correctly, the Payroll Interface processes will not function properly.

See Setting Up the Configuration Table.

Additional information about pay groups is discussed in PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook.

See Setting Up Pay Groups.

Pages Used to Set Up Pay Groups

Note. The Pay Group Table - Paysheets, Check Distribution, Check Sequencing, and Reports Parameters pages are rarely used by Payroll Interface. The Pay Group Table - Time and Labor page is never used by Payroll Interface.

Page Name	Object Name	Navigation	Usage
Definition	PAYGROUP_TABLE1	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Definition	Set up a pay group and its basic characteristics. Enter the PI configuration ID.
Process Control	PAYGROUP_TABLE2	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Process Control	Set up process controls and establish default employee types.
Calc Parameters	PAYGROUP_TABLE3	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Calc Parameters	Set up other processing parameters for pay groups.
Paysheets	PAYGROUP_TABLE4	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Paysheets	Set up the proration rules and paysheet options for each pay group that you establish. This page is used rarely by Payroll Interface.
Check Distribution	PAYGROUP_TABLE5	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Check Distribution	Set up the order in which you want to sort paychecks and to select address and delivery options. This page is used rarely by Payroll Interface.
Check Sequencing	PAYGROUP_TABLE6	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Check Sequencing	Set up print sequence options. This page is used rarely by Payroll Interface.
Report Parameters	PAYGROUP_TABLE7	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Report Parameters	Define other report parameters for pay groups. This page is used rarely by Payroll Interface.
Bank/Tip Info (Bank/Tip Information)	PAYGROUP_TABLE8	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Bank/Tip Info	Set up the bank from which employees are to be paid. Enter the source bank ID.
Time and Labor	PAYGROUP_TABLE9	Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table, Time and Labor	This page is never used by Payroll Interface. Note. Payroll Interface cannot process dynamic time and labor data.

Setting Up Pay Group Definitions

Access the Definition page.

PI Configuration ID (Payroll Interface Configuration ID)

Select to enter the Payroll Interface configuration ID.

Warning! If the PI configuration ID is not set up correctly, the Payroll Interface processes will not function properly.

Setting Up Process Controls

Access the Process Control page.

Setting Up Calculation Parameters

Access the Calc Parameters (Calculation Parameters) page.

Setting Up Source Bank IDs

Access the Bank/Tip Info (Bank/Tip Information) page.

Source Bank ID

Select the bank from which employees in this pay group are to be paid.

Note. This field is not used by Payroll Interface. However, to save the pay group, you must enter a value.

Setting Up Balance IDs

To set up balance IDs, use the Balance ID Table (BALANCE_ID_TABLE) component.

Balance IDs are discussed in PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook.

Setting Up Pay Run IDs

To set up pay run IDs, use the Pay Run Table (PAY_RUN_TABLE) component.

Pay run IDs are discussed in PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook.

Setting Up Pay Calendars

To set up pay calendars, use the Pay Calendar Table (PAY_CALENDAR_TABLE) component.

Pay calendars are discussed in PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook.