Reviewing Triggers for the UK
In Global Payroll, the mechanism used to detect online changes to data that should result in some type of system action is called a trigger. Examples of common data changes that might use triggers are the hiring of a new payee, a change in pay rate, and a change in job location. There are three types of triggers: iterative, retro, and segmentation.
Before you can use a trigger to process a payee, perform segmentation, or perform retroactive processing, you must set up a trigger definition to tell the system that when a particular change to the database occurs, it should generate the desired trigger. Define Trigger Event IDs on the Trigger Definitions page in the core application.
Review the triggers delivered by PeopleSoft and decide if you need to define additional triggers for your organization. Global Payroll for the UK delivers a retro trigger for processing starters' payments as explained in this table:
|
Type |
Retro Process Definition |
Trigger Definition |
Purpose |
|---|---|---|---|
|
Retro Forwarding |
RETRO HIRE |
JOB Field name: ACTION Values: HIR, REH |
This trigger is used for payees whose first payment is made several pay periods after the initial Hire Date. For this type of payment, the NI contributions have to be made according to the NI code that applies for the reference period. |
For the retro trigger for terminations and retirement actions, the OffSet Days field on the Trigger Definitions - Field Value page is set to –1 to adjust the effective date of the trigger compared to the effective date of the change in the JOB record. In earlier versions of Global Payroll, the trigger effective date was always equal to the effective date of the JOB record change.
This page shows the Offset Days setting for the UK retro trigger for JOB (select Set Up HCM, Product Related, Global Payroll and Absence Mgmt, Triggers, Trigger Definitions, Trigger Definitions. Click the List Field Values link on the Trigger Definitions page):
This example illustrates the fields and controls on the Trigger Definitions - Field Values page for UK Retro Trigger.
PeopleSoft delivers these segmentation triggers for the UK:
|
Type |
Trigger Definition |
Purpose |
|---|---|---|
|
Period segmentation |
JOB Field names: ACTION (HIR, REH and TER), GP_PAYGROUP, and PAYSYSTEM_FLG |
This trigger identifies changes in the job data action code, changes in pay group, and a change of the payroll system field. |
|
Element segmentation |
JOB Field names: COMPRATE |
This trigger identifies changes in employee compensation. |
Segmentation is discussed in more detail in the next topic.