Entering Payment Instructions and Distribution Details

Page Name

Definition Name

Usage

Select Job Title Page

GP_SS_EE_NPD_JOB

Select a job for which you want to enter distribution and payment instructions.

The system displays this page only if the employee has multiple jobs. If the employee has only one job, the system displays the Select Type of Payroll page or the Pay Distribution Instructions page.

Select Type of Payroll Page

GP_SS_EE_NPD_RT

Select the run type for which you want to enter payment instructions and define distribution amounts and percentages.

The system displays this page only if more than one run type is selected for distribution on the Run Types page. If only one run type is selected, the system displays the Pay Distribution Instructions page.

Pay Distribution Instructions Page

GP_SS_EE_NPD

View, delete, or edit any previously defined distributions and payment instructions, and add new distributions and payment instructions.

Select Distribution Method Page

GP_SS_EE_NPD_PAY

Select a payment method for which you want to distribute amounts or percentages.

Pay Distribution Instructions - Personal Bank Accounts Page

GP_SS_EE_BANK_SUMM

Select a bank account for which you want to distribute amounts or percentages.

Distribution Instruction Details Page

GP_SS_EE_NPD_DET

Specify the priority and the amount or percentage of funds to be paid for the selected payment method.

Distribution is processed in priority order. To change priority order when the priority has already been used, the original row with that priority must be changed first.

Employees must specify an amount or a percentage, but cannot specify both. Employees can also leave both amount and percentage blank if they select the Use for any Remaining Pay check box. If Use for any Remaining Pay has been selected on a row, it cannot be selected on another row. The user would have to assign an amount or percentage to the original row before assigning the remaining pay to another account.

Delete Confirmation Page

GP_SS_DEL_CONFIRM

Delete a payment instruction.

After the payroll administrator has set up payment instructions and distribution details, employees can enter their own bank account information, payment instructions, and distribution details.

Note: Pages listed below are classic self service pages for reviewing, editing, and adding bank account and payment distribution information. These page are desupported, which means that while they can still be used, Oracle will no longer provide bug fixes or updates for them. Replacement pages are available in Fluid. For more information, see Using the PeopleSoft Fluid User Interface for Self Service Banking.

To enter personal bank account information, payment instructions, and distribution details, the employee:

  1. (Optional) Uses the Personal Bank Accounts component to enter personal bank account information, first selecting a bank, then a branch, and then entering the account name and account number.

    The employee can select only those banks and branches that you have set up by using the Bank Table and Branch Table pages.

    The accounts defined here are those to which employees distribute their net pay in step two. If the employee does not have bank account information when the employee uses the Pay Distribution Instructions component (GP_SS_EE_NPD), the employee can add personal bank account information because the Personal Bank Accounts transaction is incorporated within the Pay Distribution Instructions transaction.

    Note: Any information that the employee enters in this component automatically updates the Maintain Bank Accounts page in the Global Payroll core application. The Maintain Bank Accounts page is designed to enable payroll departments to enter employee bank account information, while the Personal Bank Accounts component is designed as part of a self-service application that enables employees to enter their own account information online. Regardless of which page is used to enter account information, both pages display the most up-to-date account data because both pages reference the same bank table (PYE_BANKACCT).

  2. Uses the Pay Distribution Instructions component to:

    • Select bank transfer as the payment method and distribute electronic transfer payments between the various banks and accounts defined in step 1.

    • Select check, postal order, or cash as the payment method to receive some or all of their earnings.

      Each user can specify one cash and one check distribution. The priority order determines the order of payment during processing.

    • Specifies the priority order for each disbursement.

      The priority order determines the order of payment during processing.

    If you configure the system so that employees can specify different distributions for different run types, then employees are required to select a payroll type before entering distribution details. If employees have more than one job, they must also select the job for which they are entering distribution details.

    Note: Any information that employees enter on these pages automatically updates the Net Distribution page in the Global Payroll core application. The Net Distribution page was designed to enable payroll departments to define net distribution details, while the Pay Distribution Instructions component was designed as part of a self-service application, enabling employees to set their own distribution amounts and percentages online. Regardless of which page is used to enter pay distribution information, both pages display the most up-to-date pay distribution data because both pages reference the same bank tables (GP_NETDIST, GP_NETDIST_DT, and GP_NETDIST_DTL).