PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Track Global Assignments

Managing Educational Allowances

This chapter discusses how to manage international schools and programs allowances.

Your organization may provide financial assistance to employees on global assignments, such as school tuition for children and language and orientation classes for adults. PeopleSoft Enterprise Human Resources helps determine any educational assistance to which employees are entitled and tracks multiple institutions.

Managing International Schools and Programs Allowances

This section discusses how to manage educational data.

Use the International School/Program and Dependent International School pages to track educational allowances for your employees and their dependents.

Pages Used to Manage Educational Data

Page Name	Definition Name	Navigation	Usage
International School/Program	INTL_SCHOOL_PROGRM	Workforce Administration, Global Assignments, Educational Allowances, International School/Program, International School/Program	Enter payment information.
Dependent International School	INTL_SCHOOL_DEP	Workforce Administration, Global Assignments, Educational Allowances, Dependent International School, Dependent International School	Track beginning and end dates. Set up payment schedules for reimbursement in the designated currency.

Managing Educational Data

Access the International School/Program page (Workforce Administration, Global Assignments, Educational Allowances, International School/Program, International School/Program).

School/Program Code

Enter a school/program code. When you complete this field, the system displays the school/program type and indicates whether the school is internal or external. Create this information in the International School/Program table.

Begin Date

Enter the period during which the employee attends the school or program.

Amount and Currency

Complete this field only if you pay in a lump sum; enter the total amount. If you set up a payment schedule, leave this field blank. Once you create the schedule, the system calculates and sets the amount to the total scheduled amount.

The currency appears by default as the base currency that was designated on the Installation Table - HRMS Options page, which you can change. Currency codes are in the Currency Code table.

Payment Frequency

Enter a payment frequency, if you set up a payment schedule. Values are in the Translate table.

Total Scheduled Amt (total scheduled amount)

Displays the total that the system calculates as you enter the payment schedule. Save the information entered on the page; the system sets the amount to the total scheduled amount.

Payment Schedule

To add more payments, position your cursor in the Payment Schedule group box and click the Insert Row button.

Due Date

Enter the due date for each payment that is due.

Total Amt (total amount)

Enter the total amount of each payment.

Employer Amt (employer amount)

Enter the amount that the company pays.

Employee Amt (employee amount)

Displays the amount that the employee pays. If the total and employer amounts are different, when you complete the Employer Amt field, the system calculates and displays the employee amount.

Paid

Select when you've paid the total amount to the provider of the school or program.

Reimbrsmnt Status (reimbursement status)

Select the status that reflects your organization's reimbursement policy for this particular payment. After you reimburse the employee, change the status from Not Reimb to Reimbursed. If the amount that the employee paid can't be reimbursed, select Unreimb (unreimbursable).

School/Program Code	Enter a school/program code. When you complete this field, the system displays the school/program type and indicates whether the school is internal or external. Create this information in the International School/Program table.
Begin Date	Enter the period during which the employee attends the school or program.
Amount and Currency	Complete this field only if you pay in a lump sum; enter the total amount. If you set up a payment schedule, leave this field blank. Once you create the schedule, the system calculates and sets the amount to the total scheduled amount. The currency appears by default as the base currency that was designated on the Installation Table - HRMS Options page, which you can change. Currency codes are in the Currency Code table.
Payment Frequency	Enter a payment frequency, if you set up a payment schedule. Values are in the Translate table.
Total Scheduled Amt (total scheduled amount)	Displays the total that the system calculates as you enter the payment schedule. Save the information entered on the page; the system sets the amount to the total scheduled amount.
Payment Schedule	To add more payments, position your cursor in the Payment Schedule group box and click the Insert Row button.
Due Date	Enter the due date for each payment that is due.
Total Amt (total amount)	Enter the total amount of each payment.
Employer Amt (employer amount)	Enter the amount that the company pays.
Employee Amt (employee amount)	Displays the amount that the employee pays. If the total and employer amounts are different, when you complete the Employer Amt field, the system calculates and displays the employee amount.
Paid	Select when you've paid the total amount to the provider of the school or program.
Reimbrsmnt Status (reimbursement status)	Select the status that reflects your organization's reimbursement policy for this particular payment. After you reimburse the employee, change the status from Not Reimb to Reimbursed. If the amount that the employee paid can't be reimbursed, select Unreimb (unreimbursable).