Defining Country Data

This chapter discusses:

• Core functionality in PeopleSoft Global Payroll for China.

• Human Resources setup considerations.

• Organizational and processing frameworks.

• Users, roles, and permission lists.

• How to view delivered elements.

• How to modify variable details.

Understanding Core Functionality in Global Payroll for China

This section discusses:

• Payment keys

• Retroactivity

• Segmentation

• Rounding rules

• Triggers

Note. Suffixes that are used in Global Payroll for China are discussed in this PeopleBook.

See Also

Functional Area Codes

Payment Keys

Payment keys are used with forwarding retroactivity to keep deltas separate in the current pay period. When a payment key exists for recalculated periods and deltas are forwarded to the current period, the system runs a separate gross-to-net calculation for that payment key, thereby creating an additional GP_PYE_SEG_STAT record.

Global Payroll for China uses Company as a payment key.

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Defining Retroactive Processing"

Retroactivity

The system generates a retroactive trigger every time you enter a change for the following data:

• Pay rate changes.

• Absences.

• Positive input.

• Earning and deduction assignments.

• Schedule assignments.

• Employee actions such as hire, termination, or transfer.

• Standard hours changes.

• Company changes.

• Department changes.

• Pay system changes.

• Pay group changes.

• Eligibility group changes.

• Holiday changes.

• Grade changes.

Retro Method and Override Sets

For Global Payroll for China, the default retroactive method is forwarding and two delivered override sets determine how elements are forwarded when a retroactive trigger is generated:

• Retro Override Set 1: Referred to as the retro when earned override set. Using this override set, the system forwards retro earnings to the current month and calculates deductions such as tax and PHF/SI contributions based on the combined total of current earnings and retro earnings.

• Retro Override Set 2: Referred to as the retro when paid override set. Using this override set, the system creates deltas for each earning, deduction, and segment accumulator recalculated in a prior period, and forwards the deltas to the current period.

The formula CN FM RETRO determines which override set to use for a payee. It first checks for a supporting element override (SOVR) for the CN VR RETRO variable. If no SOVR exists for CN VR RETRO, CN FM RETRO uses the default override set for the payee's contribution area according to the value listed in the CN BR RETRO DFLT bracket. If a SOVR exists for CN VR RETRO, CN FM RETRO uses the overridden value to determine which override set to use.

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Introducing the Core Application Architecture"

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Defining Retroactive Processing"

Segmentation

You can segment components of pay based on events such as changes to compensation, employee status, or a job during a pay period. For example, you can set up the system to trigger segmentation of earnings results on the payslip when a change occurs to an employee's job data in PeopleSoft Enterprise Human Resources.

PeopleSoft Global Payroll provides two types of segmentation:

• Period segmentation (full segmentation).

• Element segmentation (slice segmentation).

Period segmentation occurs when more than one gross-to-net calculation is required. Element segmentation occurs when employee data changes in midperiod, requiring the affected elements to be calculated on either side of the date of change.

In Global Payroll for China, period segmentation occurs as a result of:

• Company changes.

• Pay group changes.

• Pay system changes.

• Employee actions, such as hires, terminations, transfers, and additional jobs.

Element segmentation occurs as a result of:

• Pay rate changes.

• Standard hours changes.

• Department changes.

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Defining Segmentation"

Rounding Rules

In Global Payroll, you can apply rounding to any component of an earning or deduction, the resolved amount of an earning or deduction, or within a formula. Rounding is applied to each of the components first before the resolved amount is rounded. Rounding is applied after the system applies proration rules.

Global Payroll for China delivers these rounding rules:

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Defining Calculation Elements," Defining Rounding Rule Elements

Triggers

Triggers are used to detect online changes to data that should result in some type of system action.

Global Payroll provides three types of triggers:

• Iterative

  Tells the system to process (or reprocess) an employee in the current period. In Global Payroll for China, an iterative trigger must be defined for each table containing retroactive or segmentation triggers.

• Segmentation

  Tells the system to segment a period or element. PeopleSoft Global Payroll delivers a full segmentation and an element segmentation event with Global Payroll for China.

• Retro

  Tells the system to perform retroactive processing. PeopleSoft delivers the forwarding processing retroactive event with Global Payroll for China.

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Setting Up Triggers"

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits, "Setting Up Base Benefits Core Tables"

Understanding Human Resources Setup Considerations

To successfully set up Global Payroll for China, you need to enter data in Human Resources tables. This data includes:

• Company Information

  In Global Payroll for China, the employer is defined at the company level. Set up company information on the Company table in Human Resources.

  You also need to enter payroll-specific company information on the Pay Entity page in Global Payroll if your pay entity is the same as your company.

  See PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "Setting Up Organization Foundation Tables," Entering Company Information.

  See PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Defining the Organizational Structure," Defining Pay Entities.

  See Setting Up Tax Processing.

• Source Bank Accounts Information

  On the Source Bank Account page, you need to define additional information regarding prenotes for the source bank.

  See PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "Setting Up Banks and Bank Branches".

• Person Checklist Information

  To ensure that a payee is set up properly, PeopleSoft Human Resources provides a person checklist. To see what setup is needed for payees in Global Payroll for China, navigate to Workforce Administration, Personal Information, Organizational Relationships, Person Checklist and enter K6GPAY in the Checklist field. A checklist for Global Payroll for China payees appears. The Person Checklist page provides links to key Global Payroll for China setup pages.

  Note. In Global Payroll for China, the employee tax setup is minimal. The only time that an override is needed for the employee type is when an employee isn't a local (for example, when the person is an expatriate or when the person has been granted a disability status). The employee type has a direct impact on tax calculations.

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Setting Up the Administer Workforce Business Process," Creating Checklists.

  See Setting Up Tax Processing.

• Personal File Information

  To update personal information without changing job information, use the Modify a Person component (PERSONAL_DATA), which contains the same pages that you use to add personal data records with the exception of the Organizational Relationship page.

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Updating Person and Job Information."

• Ethnic Group, Religion, Hukou Data, Working Life Data, and Working and Living Permit Data

  You can set up different ethnic groups and religions on the Ethnic Groups and Religions pages in PeopleSoft Workforce Administration. Enter the appropriate information in the Ethnic Group and Religion fields on the Regional page within the PERSONAL_DATA component.

  You can also use the Regional page to enter the Hukou type, Hukou location, working life start date, and working and living permit data for a payee.

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Adding a Person in PeopleSoft Human Resources."

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Setting Up the Administer Workforce Business Process."

• Citizenship Status

  You can enter or update dependent citizenship and passport data on the Depdnt Identification Details - Depdnt Citizenship/Passport page in Workforce Administration within the CITIZEN_PP_DEP component.

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Entering Additional Data in Human Resources Records."

• Disability Status

  You can enter or update a person's disability status on the Disability page in Workforce Administration within the DISABILITY component.

  See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Entering Additional Data in Human Resources Records."

Understanding Organizational and Processing Frameworks

This section discusses:

• Organizational framework for Global Payroll.

• Processing framework for Global Payroll for China.

Organizational Framework for Global Payroll

This diagram depicts a generic organizational framework for Global Payroll:

Organizational framework for Global Payroll

Note. K6CMONTHLY is the only eligibility group that PeopleSoft is delivering with Global Payroll for China.

Processing Framework for Global Payroll for China

This diagram depicts a generic processing framework for Global Payroll:

Processing framework for Global Payroll

Understanding Users, Roles, and Permission Lists

This section discusses:

• Users in Global Payroll for China.

• Roles in Global Payroll for China.

• Permission lists in Global Payroll for China.

Users in Global Payroll for China

Global Payroll for China delivers these user IDs:

Roles in Global Payroll for China

Global Payroll for China delivers the GP Administrator role for China (GP Administrator CHN).

Permission Lists in Global Payroll for China

Permission lists enable you to access system pages and processes. Several kinds of permissions are used in PeopleSoft HRMS (human resources management system), including:

• Primary permissions

• Component permissions

• Data permissions

• Standard permissions

Global Payroll for China delivers these permission lists:

Viewing Delivered Elements

This section discusses:

• Delivered sections.

• Delivered process lists.

Delivered Sections

This table lists the delivered sections for Global Payroll for China:

Delivered Process Lists

This table lists the delivered process lists for Global Payroll for China:

Note. PeopleSoft delivers a query that you can run to view the names of all delivered elements that are designated for China payroll.

See Also

PeopleSoft Enterprise Global Payroll 9.1 PeopleBook, "Viewing Delivered Elements and System Data."

Modifying Variable Details

This section discusses how to edit variable values.

Page Used to Modify Variable Details

Editing Variable Values

Access the Variable Detail CHN page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Supporting Elements, Variable Detail CHN).

Use this page to add, delete, or edit character values and descriptions for Global Payroll for China variables.

Note. Specific delivered variables are discussed in more detail in the PeopleSoft Global Payroll for China PeopleBook chapters to which they apply.

See Delivered Supporting Elements, Payee Overrides for Tax Calculation, Defining Severance Payment Variables, Defining Termination Variables.