Setting Up Payslips

This chapter provides an overview of payslip setup for Australia and discusses how to:

Create payslip templates and payslip messages.
Attach payslip templates to pay groups.

Note. The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Australia. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 9.0 PeopleBook.

Understanding Payslip Setup

The Payslip feature enables you to control the content and format of payslips. Because you can override templates at lower levels, you do not have to create multiple templates to cover every payslip scenario.

Creating Payslip Templates and Messages

To set up payslip templates and messages, use the Templates AUS (GPAU_PSLP_SETUP) and Messages AUS (GPAU_PSLP_MSG) components.

When creating payslip templates you can:

Set the accumulator column labels.
Select the accumulators to appear under the column labels.
Create unlimited rows of accumulators for each column and specify the sequence in which they appear.
Create unlimited sections for earnings and deductions.
Use standard or custom element descriptions.
Set delivery options.
Exclude departments or locations from printing at the setup level and override the exclusions at run time.

Pages Used to Create Payslip Templates and Messages

Page Name	Object Name	Navigation	Usage
Template Setup & Accumulators	GPAU_PSLP	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates AUS, Template Setup & Accumulators	Set up delivery and print exclusion options, column headings (labels) and column content (rows of accumulators)
Earnings and Deduction	GPAU_PSLP1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates AUS, Earnings and Deductions	Create sections of earnings and deductions, select description options, and set the element components that the payslip displays.
Absence Details	GPAU_PSLP2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Templates AUS, Absence Details	Enter a sequence number and element name, and select the description type. The system extracts the balance of each entitlement or pro rata absence element and includes it on the payslip.
Payslip Messages	GPAU_PSLP_EXT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Payslips, Messages AUS, Payslip Messages	Create messages to appear on payslips for a particular calendar group. You can control which payslips display the messages.

Setting Up Templates and Accumulators

Access the Template Setup & Accumulators page.

Payslip ID

Displays the payslip ID. A template can be attached to multiple pay groups.

Note. Only one template can be attached to a particular pay group at a time.

Delivery Option

Select an address to receive printed payslips. It can be an internal address of Department or Location, or an external address of Home Address or Mail Address as recorded on the payee’s personal data record.

You can override the selection made here on the Payee Payslip Overrides page. Because this selection is effective-dated, you can override the delivery option for a period of time, if necessary.

Exclude Printing

Select either Department or Location to exclude departments or locations from the payslip print run. The corresponding link becomes active, so you can select departments or locations.

You can override the exclusion on the Print Payslips page before you run the print program.

Note. If you enter a particular pay entity for the print option on the Print Payslips page and you have excluded a location within the pay entity, the payslips are not printed.

Accumulator Labels

Column 1 to Column 6

Enter the labels that appear on the printed payslips as the column headings for the accumulators. These column headings appear in the payslip region under the heading Pay Summary.

Accumulator Elements: Accumulators 1 to 3 Tab

Sequence

Enter a sequence number to set the order in which the accumulators appear. The accumulators appear in ascending order with the lowest number first.

Description

Enter a description of each accumulator row.

Accumulator 1 to Accumulator 3

Select the accumulators that appear in the corresponding column.

For example, suppose that you enter Current and YTD as the descriptions for accumulators 1 and 2. To also display quarter-to-date accumulated amounts, create a new row, enter the description QTD, and then select the accumulators that correlate to the columns headings.

Accumulator Elements: Accumulators 4 to 6 Tab

Accumulator 4 to Accumulator 6

Set up accumulators 4 to 6. There are no Sequence and Description fields because the same sequence number and description apply to all six accumulators in the row.

The following diagram shows how column numbers, sequences, and accumulator numbers appear on the printed payslip.

Columns and rows in the Pay Summary region of the payslip

Setting Up Payslip Earnings and Deductions

Access the Earnings and Deduction page.

Earnings and Deductions Section Setup

Description

Descriptions appear as section headings under the Payment Details heading on the payslip.

Element Details Tab

Display YTD Units and Display YTD Amount	Select these check boxes to have the YTD units and amounts for each element appear in the Payment Details region under the heading Year to Date Values.
Display Membership #	Select to display the recipient's membership ID in the Description region.

Element Components Tab

Description Type

Select the type of description to appear for each earnings or deduction row in the Payment Details region of the payslip. Select from the following values:

Custom: A text box appears for you to enter a description.

Description: The element’s description appears as entered on the element’s name page in its component.

Element Name: The element’s name appears from its name page in its component. It also appears on the Elements Details tab.

Recipient Name: The name of the recipient appears. Select this option to display the name of the superannuation fund.

Print Unit, Base, Rate, and Percentage

Select the components of the element’s calculation rule that you want to display for each earning or deduction in the sections.

You can select only the components in the element’s calculation rule. For example, for an earnings with calculation rule Unit × Rate, only the Unit and Rate check boxes are available.

Note. Amounts are always displayed.

Creating Payslip Messages

Access the Payslip Messages page.

Message Number

Enter a message ID to indicate the message that is appropriate for the payees. The system uses arrays, formulas, and variables to determine the correct message.

Message Level

Select from the following values:

All: All payees identified in the calendar group.

Group Build: All payees included in a group built using the Group Build – Group Definition feature, which you access by selecting Set Up HRMS, Common Definitions, Group Build. If you select this option, enter a group in the Group ID field.

Group List: All payees in a list built using the Group List feature. If you select this option, enter a group in the Group List ID field.

Message

Enter the text of the message to appear on selected payslips.

Attaching Payslip Templates to Pay Groups

Attach a payslip template to a pay group by using the Pay Groups AUS page. A pay group can have only one payslip attached at a time; however, a particular template can be attached to multiple pay groups.