PeopleSoft NA Payroll or HCM Functional Training:

PeopleSoft NA Payroll or HCM Functional Training:

Please send email to nandu.peoplesoft@gmail.com for enrolling the course or call me @8897575066. Please see below HCM Functional training AGENDA.

Payroll for North America training AGENDA.

This is an online Functional Training. Training goes through webex and explain you with real time execution of processes with examples. Recordings and documentation will be given once the training is done.

Thursday, September 27, 2012

New features for Payroll for North America 9.1

New features for Payroll for North America 9.1 include:

  1. Additional contract pay options.
  2. Field and array size expansion.
  3. Enhancements to the paysheet load process.
  4. Increased flexibility for retro pay.
  5. Support for multiyear encumbrances.
  6. Real-time budget checking.
  7. More complete ChartField integration.

Pennsylvania Act 32 Local Earned Income Tax Changes Reported Issues and Fixes


Pay Calculation Duplicate Insert Error 805 (INSERT-PAY-TAX) or Incorrect Pennsylvania Local Earned Income Tax Calculations After Application of Tax Update 12-D

With Tax Update 12-D applied, depending on the payline entries, COBOL may abort with error 805 pointing to INSERT-PAY-TAX or if the check is calcualated, the Pennsylvania (PA) Local Earned Income Tax (EIT) may be too high.
These issues will be addressed in a future tax update.

Workaround:  In order to assure a successful pay calculation and accurate PA Local EIT, take steps to assure that PA paylines include the appropriate locality code.
Please refer to Article ID 1408814.1

Wednesday, September 26, 2012

How do you delete a time and labor template built rule?

If you are working on Time and Labor Template Built rule and if you happen to create a rule by mistake or realize that you did not want the rule to be in specific name and want to create a new one, there is no option in PeopleSoft Time and Labor to delete the Rule that you just created using the Templates. The only way would be using the backend method.
Below are the Time and Labor Tables that you will use to delete the rule using a SQL Editor.
DELETE FROM PS_TL_TMPLT_RULE WHERE TL_RULE_ID = 'Rule Name';
DELETE FROM PS_TL_TMPLT_RULE2 WHERE TL_RULE_ID = 'Rule Name';
DELETE FROM PS_TL_RULE_TMPLT WHERE TL_RULE_ID = 'Rule Name';
DELETE FROM PS_TL_RULE_DEFN WHERE TL_RULE_ID = 'Rule Name';
DELETE FROM PS_TL_RULE_STEPS WHERE TL_RULE_ID = 'Rule Name';
Also, go to TL_TA_RULES Application Engine Program and delete the section of the template rule.

How does PeopleSoft Calculate Hourly Rate

In PeopleSoft HCM, we define Frequency ID’s that are defined on the Frequency table, that are used for many different purposes, but one of the usage of Frequency ID is to convert compensation calculations from one frequency to another.
Each Frequency ID that is defined is associated with a Annualization Factor. Frequency Annualization Factor is the number of periods in one year for the frequency ID. For example, a standard monthly frequency has the Annualization factor of 12.
If you hire a Salaried Employee and provide a compensation rate with Annual Frequency, how does PeopleSoft Calculate the Hourly Rate? What logic will it use in converting the Annual Amount to Hourly Amount?  We can take an Example of a Salaried Employee who has a Compensation Rate of 6000.00 USD with a Monthly Frequency.
PeopleSoft uses the below formula for Compensation Conversion Using Frequency:
Annual compensation rate / job standard hours’ × frequency factor of standard work period. 
First the system annualizes the Comp Rate for the given frequency, then for the Annualized Rate, the system applies the above formula. 
For monthly compensation of 6000.00 USD, it is first converted to Annualized rate, by applying the Annualization factor of 12.  This would become 72,000.00 USD. 
Next comes the Job Standard hour for the work period.  If the standard work period defined is as ‘W’ (Weekly, with annualization factor of 52), and for this work period, if the standard hours are defined as 40, then the above formula would be: 
Hourly Rate:           
=   72,000.00 / (40 * 52)         
 =  72,000 / (2080)
 =  34.615385

Tuesday, September 25, 2012

PAY Calc error message “Shift Not Found”



PAY Calc error message “Shift Not Found”
Message ID : 000049
Shift Not Found
The shift displayed below was not found.

There are number of ways to define Shift in PeopleSoft Payroll as indicated in this previous post:
if you are defining Shift through the Paygroups or even some other method, PeopleSoft Payroll needs you to define at least one shift in PS_SHIFT_TBL; The shift you define is based on the SETID you select in PS_PAYGROUP_TBL; So, the Shift is connected to Paygroup that you define for your company;


When you define a paygroup, there is a Set ID in the paygroup, that is defaulted same as paygroup;you can change it to your HR SetID, but this should be defined in the SetID Table and SetControl value before you change it; or you can leave the default value as it is and come back and change it;


if you want to change it, you need to do the following setup:For the Paygroup value you are defining, go to SetControl table that is under TableSet Control (TableSet Control - PeopleTools Utilities Administration TableSet Control ) enter the paygroup value under Set Control Value: and under PY_02 record group, change the value for SetID;


For this SetID, you need to define a shift value; if you are not using the Shift Table, you must define at least one shift as shown below:



So, when a paycalc is run, it checks the paygroup's SetID; For this value it checks the SetControl Table and under PY_02 record group, for the value of the SetID, there should be a Shift Defined; 

Else, you should expect a payroll error :
Message ID : 000049
Shift Not Found
The shift displayed below was not found.