upmc introduction to global payroll. upmc areas to be covered global payroll integration setting up...
TRANSCRIPT
![Page 1: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/1.jpg)
UPMC
Introduction to
Global Payroll
![Page 2: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/2.jpg)
UPMC
Areas to be Covered
• Global Payroll Integration• Setting up Employee Data
» Entering Employees Tax Data» Entering Direct Deposit Information» Entering Loans» Entering Pension
• Processing Court Orders» Assigning Court Orders» Assigning Net Pay Recipients
• Preparing for Payroll Process» Entering Positive Input» Time & Labor Import
• Absence Events
• Running the Payroll Process» Running Identify Process» Running Calc Process» Checking Payee Messages» Checking Payee Status» Running Re-Calc Process» Closing Payroll – Finalize Process
• Post Payroll Process» Payment Prep Process» Payment Prep – GBR / IRL» Creating BACS» GL Process
• Off-Cycle Processing• Year End Processing• Reports
![Page 3: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/3.jpg)
UPMC
How does it work..??
Process StructureHow to
Process
Calendar Period IDWhen to
Process
Organization StructureWho to
Process
Pay Computation
Processing Calendar
![Page 4: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/4.jpg)
UPMC
Potential Organizational Structure
Base PayBASE PAY
HolidayHOLIDAY
Element GroupUPMC_ELEMENT_GROUP
Pay EntityUPMC
Statutory PaySSP/SMP/SAP
Payees
Eligibility GroupIRL
Bonus BONUS
Pay GroupIRLXX
![Page 5: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/5.jpg)
UPMC
Global Payroll
![Page 6: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/6.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Taxes Tax Data / Student Loans / Tax Credits
• Maintain Tax Data
![Page 7: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/7.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Taxes Tax Data / Student Loans / Tax Credits
![Page 8: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/8.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data NI Maintain NI Data
![Page 9: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/9.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Net Pay Maintain Bank Accounts
![Page 10: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/10.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Net Pay Net Pay Elections
![Page 11: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/11.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Loans Maintain Loans GBR
![Page 12: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/12.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Pension Information Assign Scheme GBR
![Page 13: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/13.jpg)
UPMC
Payee DataMaintaining Employee Tax DataGlobal Payroll Payee Data Garnishments/Court Orders Assign Court Orders GBR
![Page 14: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/14.jpg)
UPMC
Deduction Pay Out - Net Pay Recipient
![Page 15: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/15.jpg)
UPMC
Positive Input – Entering Pay
![Page 16: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/16.jpg)
UPMC
Entering Payroll Advances
![Page 17: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/17.jpg)
UPMC
AdjustmentsTime & Labor Report Time Adjust Paid Time
![Page 18: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/18.jpg)
UPMC
Run Controls
![Page 19: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/19.jpg)
UPMC
Time and Labor Process – Creating Payable TimeTime & Labor > Process Time > Request Time Administration
![Page 20: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/20.jpg)
UPMC
Absence Events2 Types – Statutory – HolidayGlobal Payroll Payee Data Maintain Absences Absence Event GBR
![Page 21: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/21.jpg)
UPMC
Statutory Absence DetailsWorkforce Administration Absence and Vacation Maternity/ Parental Leave UK
![Page 22: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/22.jpg)
UPMC
Payroll ProcessingIdentify – Calculate – FinalizeGlobal Payroll Absence and Payroll Processing Calculate Absence and Payroll
![Page 23: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/23.jpg)
UPMC
How does it work………
Calendar Group ID
Run Type
Calendar ID
Calendar Period ID
Process List
Pay Group
Run Control
How
When
Who
Combines Organization and Process Structures to define Payroll Process
![Page 24: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/24.jpg)
UPMC
Creating a company
![Page 25: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/25.jpg)
UPMC
Adding a new starter
![Page 26: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/26.jpg)
UPMC
Starters cont……
![Page 27: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/27.jpg)
UPMC
Adding Tax details
![Page 28: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/28.jpg)
UPMC
Tax details cont………
![Page 29: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/29.jpg)
UPMC
Bank details
![Page 30: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/30.jpg)
UPMC
Court Orders
• Add screen
![Page 31: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/31.jpg)
UPMC
P45 requests
![Page 32: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/32.jpg)
UPMC
Holiday Pay
• The current holiday scheme will carry over to the PeopleSoft application.
• Requests will come through Tomass as of now and be keyed through Time & Labour.
![Page 33: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/33.jpg)
UPMC
Reviewing Payroll ResultsGlobal Payroll Absence and Payroll Processing Review Absence Payroll Info Results
![Page 34: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/34.jpg)
UPMC
Reviewing Payroll ResultsGlobal Payroll Absence and Payroll Processing Review Absence Payroll Info Payee Messages
![Page 35: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/35.jpg)
UPMC
Reviewing Payroll ResultsGlobal Payroll Absence and Payroll Processing Review Absence Payroll Info Payee Status
![Page 36: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/36.jpg)
UPMC
Post Payroll Processing – GL, Payslips, GLGlobal Payroll Payslips Create / Print Payslips
![Page 37: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/37.jpg)
UPMC
Payments – Payment Prep, Payment, BACSGlobal Payroll Payment Processing Run Payment Prep / Run Payment Prep GBR
![Page 38: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/38.jpg)
UPMC
Payments – Payment Prep, Payment, BACSGlobal Payroll Payment Processing Create BACS File / BACS File Audit
![Page 39: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/39.jpg)
UPMC
General Ledger Processing
![Page 40: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/40.jpg)
UPMC
Global Payroll Processing Time& Labor /GL Costs Send Costs to Time & Labor
![Page 41: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/41.jpg)
UPMC
Global Payroll Processing Time& Labor /GL Costs Send Costs to GL
![Page 42: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/42.jpg)
UPMC
Global Payroll Processing Time& Labor /GL Costs Reset GL
![Page 43: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/43.jpg)
UPMC
Global Payroll Processing Time& Labor /GL Costs Finalize Costs for GL
![Page 44: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/44.jpg)
UPMC
Off-Cycle – Advance PaymentsGlobal Payroll Absence Management Absence & Payroll Processing Off-Cycle
![Page 45: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/45.jpg)
UPMC
Off-Cycle – Advance PaymentsGlobal Payroll Absence Management Absence & Payroll Processing Off-Cycle Requests
![Page 46: UPMC Introduction to Global Payroll. UPMC Areas to be Covered Global Payroll Integration Setting up Employee Data » Entering Employees Tax Data » Entering](https://reader037.vdocuments.us/reader037/viewer/2022102900/5517782355034645368b4ed8/html5/thumbnails/46.jpg)
UPMC
Off-Cycle – Advance PaymentsGlobal Payroll Absence Management Absence & Payroll Processing Off-Cycle Requests