Here's how you need to setup POI for paying through NA Payroll :
POI – “Pension” (Pension Administration) or “Other Payee” (used for retirees) should be in a Company that has the Tax Reporting Type of 1099 on the Company Table.
POI – “Student Refund”- must be in a Company that has the Tax Reporting Type of Non-Employees or None on the Company Table. No tax filing will be done for this type.
Not all POI are allowed to be paid. only below POI types can be paid:
Pension Payee – Is used for Pension Employees who use our Pension Administration System.
Other Payee – One such usage is for use for Retirees who do not use our Pension Administration system.
Student Refund – Is used for Student Refunds.
so ..
If an employee is person type "EMP" he MUST be in a W-2 or W-2PR company. If they are retirees in a 1099-R company, they must be a person type of "POI".
and
For POI to work properly in North American Payroll,you must be at least on Tax Update 06C and HR bundle #8.
Is there any way to set up a new POI type to use for Ben Admin processing or is this limited to certain types of POI's like the Payroll question was?
The biggest difference in 9.0 is that a CWR cannot be processed using Benefits Administration and one of the POI types can. As a CWR, you can set them up using Base Benefits, but if you try to set the Benefits System to Ben Admin you will get an error. In 9.0, (perhaps this is also in 8.9 now) there is a POI Type of Other-Payee which originally was intended to allow a Person in this POI type to be paid from Payroll for North America. Since then, this POI Type has been "enhanced" by Oracle to allow processing by Benefits Administration as well (there is a "fix" posted on CC for it).
The initial requirement here was to move them out of the employee population but still allow them to be processed for Benefits purposes using Ben Admin. CWR did not meet that need, but the POI did.
As to the statement about adding "whatever you want for POI's", in the Red Paper released by Oracle for v8.9 Person Model there is a caution about creating new POI types that require a Job record as this may require the need to modify PeopleCode or Batch processes. The perfect example of that is the "fix" delivered to allow the Other-Payee type to work with Ben Admin. In that fix, you will see that PeopleCode was modified to allow this to work.
**`PeopleSoft Enterprise Payroll for North America does not process payroll for contingent workers.
CWR - Contingent Worker:
A person who provides services to the organization and who does not have a legal employee relationship with the organization.
The relationship of a person who provides services to another entity under terms specified in a contract on a non-permanent basis. Contingent workers include independent contractors, temporary workers, and leased workers. The exact definition of what defines a contingent worker is left to the customer since each country has different rules. You will want to make the determination based on your regulatory requirements. Each Contingent Worker's relationship must have a distinct EMPL_RCD.
The employee and contingent worker relationships represent your workforce and are the main focus of the business processes in PeopleSoft. Most of the processes that are designed for employees are also available for contingent workers with the following exceptions:
Payroll for North America
Plan Salary
Plan Careers and Successions
Variable Compensation
**Just a note - although oracle says that you cannot pay contingent workers through payroll for north America, it is in fact possible. The system will not generate a paysheet for them, but you can override and manually create a paysheet.
For that reason it is always recommended that you set the pay system to other for CWRs. In addition to that, setting the pay system will also eliminate some of the pay specific fields that are required, like paygroup. this will ensure that you do not need to setup dummy config for them.
