PeopleSoft HRMS 9.0

PAYROLL TRAINING GUIDE

PeopleSoft FDM for Education and Government 9.0 August 2008

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Table of Contents Update Employee Payroll................................................................................................. 1 

Record a Garnishment ................................................................................................................. 1 Record Direct Deposit ............................................................................................................... 17 Record a General Deduction...................................................................................................... 21 Process Employee Tax Data ...................................................................................................... 25 Adding a Deduction for a Savings Bond ................................................................................... 28 Adding Additional Pay .............................................................................................................. 30 

Payroll Processing........................................................................................................... 35 Update Payroll Data on a Payline.............................................................................................. 35 View Payroll Error Messages .................................................................................................... 40 View Paycheck Data.................................................................................................................. 44 

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Update Employee Payroll

Record a Garnishment

Procedure In this topic you will learn how to enter Record a Garnishment into the PeopleSoft System.

Step Action

1. Click the Employee Pay Data USA link.

2. Click the Deductions link.

3. Click the Create Garnishments link.

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Step Action

4. Enter the desired information into the Last Name field. Enter "SMITHSON". 5. Click the Search button.

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Step Action

6. Enter the desired information into the Garnishment ID field. Enter "CS001". 7. Click the Status list.

8. Click the Approved list item.

9. Enter Date or use Date Icon to select date

10. Enter Receive time: 11. Enter Date and Time 12. Click the Type Drop Down list.

13. Click the Child Support list item.

14. Enter the desired information into the Court Name field. Enter "Juvenile Court CS

Fund". 15. Enter the desired information into the Court Document IDs field. Enter "CS-15550". 16. Click the Garnishment Spec Data 2 tab.

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Step Action

17. Click the Look up SetID (Alt+5) button.

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Step Action

18. Click an entry in the Description column.

19. Click the Lookup Vendor ID button 20. Select: Dept of SOC Serv: N. O.

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Step Action

21. Click the Look up Location (Alt+5) button.

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Step Action

22. Click an entry in the Description column.

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Step Action

23. Click the Look up Remit Address (Alt+5) button.

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Step Action

24. Click an entry in the Description column.

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Step Action

25. Enter the desired information into the Name field. Enter "Mary Kelly". 26. Enter the desired information into the Phone field. Enter "504-282-9999".

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Step Action

27. Enter the desired information into the Priority field. Enter "150". 28. Click the Garnishment Spec Data 4 link.

Note: The garnishment Spec Data 4 can be selected from the tab at the top of the screen or from the Link at the bottom of the screen.

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Step Action

29. Click the % DE + Amount option.

30. Enter the desired information into the Flat Amount field. Enter "50.00". 31. Enter the desired information into the or Flat Amount field. Enter "5.00". 32. Click the Garnishment Spec Data 6 tab.

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Step Action

33. Click the Lookup Law Source.

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Step Action

34. Click an entry in the Description column.

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Step Action

35. Click the Look up Rule ID (Alt+5) button.

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Step Action

36. Click an entry in the Description column.

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Step Action

37. Click the object.

38. Click the Save Button

39. End of Procedure.

Record Direct Deposit

Procedure In this topic you will learn how to enter Record Direct Deposit into the PeopleSoft System.

Step Action 1.

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Step Action

2. Click the Payroll for North America link.

3. Click the Employee Pay Data USA link.

4. Click the Request Direct Deposit link.

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Step Action

5. Enter the desired information into the Last Name field. Enter "Smithson". 6. Click the Search button.

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Step Action

7. Click the Add a new row at row 1 (Alt+7) button.

8. Click the Account Type list.

9. Click the Checking list item.

10. Click the Deposit Type list.

11. Click the Amount list item.

12. Enter the desired information into the % Net Pay/$ Amount field. Enter "75.00". 13. Click in the Bank ID field.

14. Enter the desired information into the Bank ID field. Enter "099685001". 15. Press [Tab]. 16. Enter the desired information into the Checking Issue Check Savings field. Enter

"125098576". 17. Enter the desired information into the Priority field. Enter "300". 18. Click the Save button to when complete.

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Step Action 19. End of Procedure.

Record a General Deduction

Procedure In this topic you will learn how to enter Record a General Deduction into the PeopleSoft System.

Step Action

1. Click the Payroll for North America link.

2. Click the Employee Pay Data USA link.

3. Click the Deductions link.

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Step Action 4. Click the Create General Deductions link.

Step Action

5. Click the Collapse (Ctrl+Y) Menu button.

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Step Action

6. Enter EmplID and click Search

7. Click the Look up Deduction Code (Alt+5) button.

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Step Action

8. Click an entry in the Description column.

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Step Action

9. Click the Save button.

10. End of Procedure.

Process Employee Tax Data

Procedure In this topic you will learn how to Process Employee Tax Data in the PeopleSoft System.

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Step Action

1. Click "Employee Pay Data USA"

2. Click the Tax Information link.

3. Click the Update Employee Tax Data link.

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Step Action

4. Click the Collapse (Ctrl+Y) Menu button.

5. Enter the desired information into the Withholding Allowances field. Enter "2". 6. Enter the desired information into the Amount field. Enter "50.00".

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Step Action

7. Click the Save button.

8. End of Procedure.

Adding a Deduction for a Savings Bond

Procedure In this topic you will learn how to Add a Deduction for a Savings Bond

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Step Action

1. Click the Employee Pay Data USA link.

2. Click the Deductions link.

3. Click the Purchase U.S. Savings Bonds link.

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Step Action

4. Click the Collapse (Ctrl+Y) Menu button.

5. Enter the desired information into the Priority field. Enter "20". 6. Click the Employee option.

7. Enter the desired information into the Flat Amount field. Enter "25.00". 8. Point to the MAIL object.

9. Click the MAIL list item.

10. End of Procedure.

Adding Additional Pay

Procedure In this topic you will learn how to Add Additional Pay to the PeopleSoft System.

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Step Action

1. Click the Employee Pay Data USA link.

2. Click the Deductions link.

3. Click the Create Additional Pay link.

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Step Action

4. Click the Collapse (Ctrl+Y) Menu button.

5. Click the Look up Earnings Code (Alt+5) button.

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Step Action

6. Click an entry in the Description column.

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Step Action

7. Enter the desired information into the Addl Seq # field. Enter "2". 8. Click the 14 link.

9. Enter the desired information into the Hours field. Enter "24". 10. End of Procedure.

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Payroll Processing

Update Payroll Data on a Payline

Procedure In this topic you will learn how to update on a Payline. Note: In order to update a Payline a payroll must be open. The information in this topic is based on a payline that has already been updated.

Step Action

1. Click the Payroll for North America link.

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Step Action

2. Click the Payroll Processing USA link.

3. Click the Update Paysheets link.

4. Click the By Payline link.

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Step Action

5. Click the Look up Company (Alt+5) button.

6. Click an entry in the Company column.

7. Click the Search button.

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Step Action

8. Click the One-Time Deductions tab.

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Step Action

9. Click the One-Time Garnishments tab.

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Step Action

10. Click the One-Time Taxes link.

11. End of Procedure.

View Payroll Error Messages

Procedure In this topic you will learn how to view Payroll Error Messages.

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Step Action

1. Click the Payroll for North America link.

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Step Action

2. Click the Payroll Processing USA link.

3. Click the Review Processing Messages link.

4. Click the Review Payroll Error Messages link.

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Step Action

5. Click the Look up Company (Alt+5) button.

6. Click an entry in the Description column.

7. Click the Search button.

8. Click an entry in the Pay Period End Date column.

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Step Action

9. Click the Show next row (Alt+.) button.

10. End of Procedure.

View Paycheck Data

Procedure In this topic you will learn how to View Paycheck Data of an Employee.

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Step Action

1. Click the Payroll for North America link.

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Step Action

2. Click the Payroll Processing USA link.

3. Click the Produce Payroll link.

4. Click the Review Paycheck link.

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Step Action

5. Click the Look up Company (Alt+5) button.

6. Click an entry in the Company column.

7. Enter the desired information into the EmplID field. Enter "0105884". 8. Click the Search button.

9. Click the Collapse (Ctrl+Y) Menu button.

10. Click an entry in the Pay Period End Date column.

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Step Action

11. Scroll the Processing... please wait object with the mouse wheel. 12. Click the Paycheck Taxes tab.

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Step Action

13. Click the Paycheck Deductions tab.

14. End of Procedure.