PeopleSoft Enterprise Global Payroll for Italy 9.1 PeopleBook

Defining Country Data

This chapter provides an overview of PeopleSoft Enterprise Global Payroll core functionality in Italy and discusses how to:

Define family data.
Access previous employment data.
Establish reasons for changing information.
Set up print classes and Structured Query Report (SQR) forms.
Run pay element reports.
View payroll results.

Understanding PeopleSoft Enterprise Global Payroll Core Functionality in Italy

This section discusses:

Integration with PeopleSoft Enterprise Human Resources.
Proration of earning and deduction assignments.
Segmentation.
Retroactivity.
Pay entity definition.
Viewing delivered elements.

Integration with PeopleSoft Enterprise Human Resources

Global Payroll for Italy is designed to use company data and employee personal and job data entered in the PeopleSoft Enterprise Human Resources. PeopleSoft provides the necessary arrays and SQR reports to collect the human resources data needed for payroll processing.

See Also

Updating Person and Job Information

Proration of Earning and Deduction Assignments

Global Payroll provides two options for determining whether payee earning and deduction assignments are processed within a given period:

If the assignment is active at the segment end date.

If you select this option, earnings and deductions are processed if they are assigned to an employee at the end of the segment only. Any assignments that end between the segment begin and end dates are not processed.
If the assignment is active at any time between the segment begin and end date.

If you select this option, earnings and deductions that are assigned to an employee for all or part of the segment are processed.

This setting is configured for each country on the Countries page (Set Up HRMS, Product Related, Global Payroll & Absence Management, System Settings, Countries). Italy is configured to process earning and deduction assignments that are active at any time within the segment.

To support this configuration, Global Payroll for Italy also delivers a segmentation trigger for the earning and deduction assignment record (GP_PYE_OVRD). This trigger is required for element segmentation (and proration) of earnings and deductions that are assigned for part of the segment. See the next section for more information.

Setting Up Segmentation Triggers for The Begin and End-Dated Earning and Deduction Assignment Record (GP_PYE_OVRD)

Defining Installation Settings

Segmentation

This section discusses:

Period segmentation
Element segmentation

Period Segmentation

Global Payroll for Italy permits period segmentation only in the following instances:

Hiring/termination during the month.
Changes in the labor agreement during the month.
Changes of company during the month.

Changes in labor agreement and company require a separate payslip. Only one payslip is issued for periods related to hiring and termination.

Element Segmentation

Global Payroll for Italy delivers a segmentation trigger for the earning and deduction assignment record GP_PYE_OVRD. This trigger enables you to assign an earning or deduction to a payee on the Element Assignment by Payee (GP_ED_PYE) or Payee Assignment by Element (GP_ED_ELEM) components. It also enables you to segment (and prorate) the element when the assignment begin date comes after the pay period begin date, the assignment end date comes before the period end date, or both.

See Also

Defining Segmentation

Retroactivity

Global Payroll for Italy uses forward retroactivity as its standard.

Retroactive deltas on earnings and deductions to be forwarded in case of retroactive calculation can be defined at a single element level.

See Also

Defining Retroactive Processing

Pay Entity Definition

The pay entity is a legal definition of an organization from a payroll perspective; it is the organization that is responsible for making payments to payees. Often, the organization and the pay entity are the same. Use the Pay Entity component in the core Global Payroll application to define pay entities for your organization.

See Also

Defining Pay Entities

Viewing Delivered Elements

The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Italy. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 9.1 PeopleBook.

Defining Family Data

You use family data specifically to manage Italian payroll; it is complementary to Human Resource data. This section discusses how to:

Enter family member names.
Enter family member information.

Pages Used to Define Family Data

Page Name	Definition Name	Navigation	Usage
Name	GPIT_DEPEND_BENEF1	Global Payroll & Absence Mgmt, Payee Data, Define Family Data ITA, Name	Enter information about family members. Enter one Familiar ID for each relative.
Personal Profile	GPIT_DEPEND_BENEF2	Global Payroll & Absence Mgmt, Payee Data, Define Family Data ITA, Personal Profile	Enter additional information about family members and indicate if they are ANF (family allowance) dependents and whether they are tax dependents.
Review Family Data ITA	GPIT_DEP_BENEF_SUM	Global Payroll & Absence Mgmt, Payee Data, Review Family Data ITA, Review Family Data ITA	View a summary of an employee's family information.

Entering Family Member Names

Access the Name page (Global Payroll & Absence Mgmt, Payee Data, Define Family Data ITA, Name).

Enter the relative's name and relationship to the employee on this page.

Entering Family Member Information

Access the Personal Profile page (Global Payroll & Absence Mgmt, Payee Data, Define Family Data ITA, Personal Profile).

Use the ANF Data and TAX Data group boxes to indicate a dependent's status for ANF (family allowance) and tax purposes. Employees are entitled to family allowance that is dependent on their income, the number of their dependants, and the type of their dependents.

Accessing Previous Employment Data

Global Payroll for Italy uses previous employment data when running a payroll. This information is complementary to Human Resource data.

Page Used to Access Previous Employment Data

Page Name	Definition Name	Navigation	Usage
Define Prior Employer Data ITA	GPIT_PDL_EE1	Global Payroll & Absence Mgmt, Payee Data, Taxes, Define Prior Employer Data ITA, Define Prior Employer Data ITA	Enter the employee's previous employment data for the year.

Defining Prior Employment Data

Access the Define Prior Employer Data ITA page (Global Payroll & Absence Mgmt, Payee Data, Taxes, Define Prior Employer Data ITA, Define Prior Employer Data ITA).

Use the Define Prior Employer Data ITA page to enter an employee's previous employment data for the year. When calculating termination or year-end adjustments, the system reads this data, totals the values from previous employers, increases the year-to-date accumulators accordingly, and prepares previous employment data for year-end reports. The system reads this data only once; it will not reread it during a second adjustment.

Establishing Reasons for Changing Information

Global Payroll for Italy uses reasons for changing information data when running a payroll. This information is complementary to Human Resources data. Use the Employment Change Reasons ITA component (GPIT_REA_CHANGE) to define reasons.

Page Used to Establish Reasons for Changing Information

Page Name	Definition Name	Navigation	Usage
Employment Change Reasons ITA	GPIT_REA_CHANGE1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Employment Change Reasons ITA, Employment Change Reasons ITA	Create a reason for changing information code.

Setting Up Print Classes and SQR Forms

This section provides overviews of print classes and SQR forms and discusses how to define print criteria.

Understanding Print Classes

Print classes are used for some reports to define the elements included in the report, the order of the elements, and the information included about those elements. Print classes are required for these reports:

Payslip report (GPITAL01).

The print class defines the elements included in the body of the payslip.
CUD report (GPITX01).
Generic report (GPITTX02).
Pay Element Summary Report (GPITRS01).
Pay Element History Report (GPITRS02).

Using the Print Classes ITA component (GPIT_BL_PRINT), you complete these steps to define a print class:

Access the Print Class page.
Select a print class or create a new one.
Select the elements that you want to appear on the report.
Group the elements in print groups.
Choose the print sequence in which elements within the print group will appear.
Select which components will appear, such as hours, factor, percent, or amount.
Select additional criteria.

See Also

Generating Payslips

Producing the CUD Reports

Understanding SQR Forms

Global Payroll for Italy provides the SQR Forms ITA component (GPIT_SQR_FORMS), which enables you to define the layout of SQR reports without editing SQR directly. Using this component, you can define the header, body, and footer of an existing SQR report.

Pages Used to Set Up Print Classes and SQR Forms

Page Name	Definition Name	Navigation	Usage
Print Class	GPIT_BL_PRINT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Print Classes ITA, Print Class	Select the elements contained in the columns of the body.
Print Class View	GPIT_BL_PRNT_VW	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Print Classes ITA, Print Class View	View the fields on the Print Class page.
Header	GPIT_SQR_FORMS1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Header	Define the header information for the SQR report.
Body	GPIT_SQR_FORMS2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Body	Define the body of the SQR report.
Footer	GPIT_SQR_FORMS3	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Footer	Define the footer of the SQR report.

Defining Print Criteria

Access the Print Class page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Print Classes ITA, Print Class).

Select the elements that you want to include in the report. Use the remaining fields to group the elements and to define the information that will be included in the report.

Status as of Effective Date	The system populates this field automatically.
Override Indicator	Select to change the default sign of the element.
Print Group	Enter the group in which the element is printed on the report. The print group determines the order in which elements are printed and the breakpoints in the listing of elements.
Print Sequence	Enter the sequence in which the element is printed on the report within the print group.
Box Number	Used only for the CUD report.
Note Code	Used only for the CUD report.
Print Hours	Select if units should be printed.
Print Factor	Select if the rate should be printed.
Print Percent	Select if the percent should be printed.
Print Amount	Select if the amount should be printed.
Print Base	Select if the base should be printed.
Static Pin Indicator	Used only for the CUD report.
Print Flag	Used only for the CUD report.
Check Box	Select to print an element as a conventional value that does not enter in a net accumulator. Use this check box for amounts, such as benefits in kind, that appear on the payslip and are taxable, but are not included in net pay.
Conditional Execution Flag	Used only for the CUD report.
Subjection	Select a value for this field to indicate that the element is liable for tax and social security.

Defining Report Headers

Access the SQR Forms ITA - Header page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Header).

Graphics

Use this scroll area to define the SQR graphical objects that are printed as the background of the report.

Box ID	Enter an identifier for the SQR form object.
Graph Type (graphic type)	Select the type of graphic you want to include in the box ID: Box, Horiz-Line (horizontal line), or Vert-Line (vertical line).
Line, Column, Width, Depth, Rule Width, Shading	Enter values that define the attributes of the graphical object.

Strings

Use this scroll area to define the column headings of the report and the format of those column headings. Strings are defined using the PeopleTools Strings Table (PeopleTools, Utilities, Administration, Strings Table).

Program ID	Select the program defined.
String ID	Select the string ID from the list of string IDs defined for the program you selected. The text associated with the string ID is used for the column heading in the SQR report.
Print Format	Select the SQR PRINT format command to use for the string.
Print Mask	Enter the SQR PRINT command mask to use. The SQR PRINT command is described in the Enterprise PeopleTools PeopleBook: SQR Language Reference for PeopleSoft.
Line, Column, Line Length, Max Lines, Font, Font Size	Enter values that define the format and position of the column headings.

See Enterprise PeopleTools PeopleBook: SQR Language Reference for PeopleSoft

Fields

Use this scroll area to define the fields that you want to print in the report and how that information will be formatted.

Record (Table) Name, Field Name	Select the field to include in the report.
Line Space	Enter the number of blank lines that will follow the field.
Break List	Select to break the report listing when the field value changes.

See Also

Enterprise PeopleTools PeopleBook: System and Server Administration

Defining Report Body

Access the SQR Forms ITA - Body page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Body).

Use this page to define the pages of the SQR report. The fields on this page are similar to those on the SQR Forms ITA - Header page.

See Also

Enterprise PeopleTools PeopleBook: SQR Language Reference for PeopleSoft

Enterprise PeopleTools PeopleBook: System and Server Administration

Defining the Report Footer

Access the SQR Forms ITA - Footer page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, SQR Forms ITA, Footer).

Use this page to define the footer of the SQR report. The fields on this page are similar to those on the SQR Forms ITA - Header page.

See Also

Enterprise PeopleTools PeopleBook: SQR Language Reference for PeopleSoft

Enterprise PeopleTools PeopleBook: System and Server Administration

Running Pay Element Reports

This section lists common elements and discusses how to:

Run the Pay Element Summary report.
Run the Pay Element History report.
Run the Payroll Register report.

Common Elements Used in This Section

Pay Entity, Pay Group, Company, Establishment

Use these fields to define the employee population included in the report.

Print Class

Select the print class that defines the elements you want to include in the report.

See Setting Up Print Classes and SQR Forms.

Criteria

Use the Break Criteria group box to define how you want the report organized. For example, if you select Company, the report is sorted by company, and it includes the total contributions for each company.

You can select up to four criteria. The report includes totals for each criteria. For example, if you select Company and Establishment, the report is sorted by company and, for each company, the report is organized by establishment.

Select one of the following values: Category, Company, DeptID (department ID), Empl Class (employee class), Establ (establishment), Job Code, or Sub Cat. (sub category).

Pages Used to Run Pay Element Reports

Page Name	Definition Name	Navigation	Usage
Pay Element Summary ITA	GPIT_RS01_RUNCTL	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Pay Element Summary ITA, Pay Element Summary ITA	Run the Pay Element Summary report (GPITRS01) to summarize the total values of earnings and deductions for a given period. Run the report for one or more companies or establishments. The earning and deductions included in the report are defined by a print class, or you can run the report for all earnings and deductions.
Pay Element History ITA	GPIT_RS02_RUNCTL	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Pay Element History ITA, Pay Element History ITA	Run the Pay Element History report (GPITRS02) to summarize the total values of earnings and deductions by month for a given period. Run the report for one or more companies or establishments or for selected employees. The earnings and deductions included in the report are defined by a print class.
Payroll Results Register ITA	GPIT_RC_TX02	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Payroll Results Register ITA, Payroll Results Register ITA	Run the Payroll Register report (GPITTX02) to print and group used-defined elements. Use the Print Classes ITA component (GPIT_BL_PRINT) to define the elements included in the report. Note. The Pay Element Summary report supersedes the Payroll Register report. In general, we recommend that you use the Pay Element Summary report in preference to the Payroll Register report.

Running the Pay Element Summary Report

Access the Pay Element Summary ITA page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Pay Element Summary ITA, Pay Element Summary ITA).

From Date, Thru Date

Enter the start and end date for the report. Typically, you run this report for a month period.

Select All Earnings/Deductions

Select if you want the report to include all earnings and deductions. If you deselect this check box, the Print Class field appears and you can select a print class that defines the elements to include in the report

Running the Report

When you click Run, the Process Scheduler Request page lists three options:

Pay Element Summary Appl. Eng. (pay element summary application engine)	Select to run the application engine process (GPIT_RS01_AE ) that prepares the data from the payroll results.
Pay Element Summary SQR Report	Select to run the SQR process (GPITRS01) that creates the report using the data prepared by the application engine process.
Application Engine and SQR	Select to run the PSJOB (GPITRS_1) that runs both the application engine and SQR process.

Running the Pay Element History Report

Access the Pay Element History ITA page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Pay Element History ITA, Pay Element History ITA).

From Date,Thru Date

Enter the start and end dates of the reporting period. The report includes all results for which the segment end date is between the dates that you enter. The reporting period should not exceed a year and should not cross years.

Employee Details

Select if you want the report to print earning and deduction information for each payee. If you deselect this check box, the report includes totals for payees by break criteria, but it does not list information for individual payees.

EmplID

If you want to run the report for selected employees, select those employees.

Running the Report

When you click Run, the Process Scheduler Request page lists three options:

Pay Element History App. Eng. (pay element history application engine)	Select to run the application engine process (GPIT_RS02_AE) that prepares the data from the payroll results.
Pay Element History SQR Report	Select to run the SQR process (GPITRS02) that creates the report using data prepared by the application engine process.
Application Engine and SQR	Select to run the PSJOB (GPITRS_2) that runs both the application engine and the SQR process.

Running the Payroll Register Report

Access the Payroll Results Register ITA page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Payroll Results Register ITA, Payroll Results Register ITA).

Current Pay End Date

Select the end date of the pay period you want to include in the report.

EmplID

If you want to run the report for selected employees, select those employees.

Sort Criteria

Use the this group box to define how you want the report organized. For example, if you select Company, the report is sorted by company and includes the total contributions for each company.

You can select up to three criteria. The report includes totals for each criteria. For example, if you select Company and Location, the report is sorted by company and, for each company, the report is organized by location.

Select one of the following values: Category, Company, DeptID (department ID), Emplid (employee ID), PayGroup, Location, Name, or Pay Entity.

Viewing Payroll Results

The core Global Payroll application provides components for viewing payroll results by element type. These components are discussed in the PeopleSoft Enterprise Global Payroll 9.1 PeopleBook. In addition, Global Payroll for Italy delivers a component for viewing payroll results by functional area. This section lists the pages used to view payroll results.

See Also

Viewing and Finalizing Payroll Results

Pages Used to View Payroll Results

Page Name	Definition Name	Navigation	Usage
INPS/FPS Results	GPIT_RSLT_INPSFPC	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, INPS/FPS Results	Displays social security and pension fund information for the pay period and year-to-date.
Detractions Results	GPIT_RSLT_TAXDTR	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, Detractions Results	Displays the deductions from gross tax that reduce employees' taxable income. These deductions include dependents and deductible expenses.
Tax Results	GPIT_RSLT_TAX	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, Tax Results	Displays IRPEF and separate taxation data results.
Additional Tax Results	GPIT_RSLT_TAX_ELEM	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, Additional Tax Results	Displays city and county tax information.
TFR Fund Results	GPIT_RSLT_TFRFUND	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, TFR Fund Results	Displays details of the Trattamento di Fine Rapporto (TFR) fund accrued by the employee.
TFR Tax Rate and Detractions	GPIT_RSLT_TFR_RATE	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, TFR Tax Rate and Detractions	Displays TFR payments made to the employee, the rate at which the payment was taxed, and the balance of the TFR fund and the TFR reductions.
TFR Tax Results	GPIT_RSLT_TFRTAX	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, TFR Tax Results	Displays TFR taxation data for TFR funds accrued before the year 2000 and those accrued from the year 2000 forward.
Other Indemnities Tax	GPIT_RSLT_OTHIND	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, Other Indemnities Tax	Displays details of the taxation of other indemnities (Incentivo all'esodo, Notification payments, and Integrazione transattiva).
TFR Reevaluation	GPIT_RSLT_RIVAL	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payroll Results ITA, TFR Reevaluation	Displays the results of the reevaluation calculation of an employee's previous years' accrued TFR fund.

See Also

Setting Up Social Security

Managing Taxation

Managing TFR Termination Payments

From Date, Thru Date	Enter the start and end date for the report. Typically, you run this report for a month period.
Select All Earnings/Deductions	Select if you want the report to include all earnings and deductions. If you deselect this check box, the Print Class field appears and you can select a print class that defines the elements to include in the report

From Date,Thru Date	Enter the start and end dates of the reporting period. The report includes all results for which the segment end date is between the dates that you enter. The reporting period should not exceed a year and should not cross years.
Employee Details	Select if you want the report to print earning and deduction information for each payee. If you deselect this check box, the report includes totals for payees by break criteria, but it does not list information for individual payees.
EmplID	If you want to run the report for selected employees, select those employees.

Current Pay End Date	Select the end date of the pay period you want to include in the report.
EmplID	If you want to run the report for selected employees, select those employees.