Delete Obsolete PeopleSoft Time and Labor Template Build Rules - Posted by mybasicknowledge

At times we need to delete obsolete time and labor rule that are not in used. We have to use backend tools (App Designer, SQL PLUS) to delete them

1.  Following is the list of SQL statements to remove obsolete Time and Labor rules.

DELETE  FROM PS_TL_RULE_CONDS WHERE TL_RULE_ID=OLD RULE ID

DELETE  FROM PS_TL_RULE_DEFN WHERE TL_RULE_ID=OLD RULE ID

DELETE  FROM PS_TL_RULE_STEPS WHERE TL_RULE_ID=OLD RULE ID

DELETE  FROM PS_TL_RULE_TMPLT WHERE TL_RULE_ID=OLD RULE ID

DELETE  FROM PS_TL_TMPLT_RULE2 WHERE TL_RULE_ID=OLD RULE ID

DELETE  FROM PS_TL_TMPLT_RULE WHERE TL_RULE_ID=OLD RULE ID

2.  Remove an old rule from an existing rule program

DELETE FROM PS_TL_RULE_PGM_DTL WHERE TL_RULE_ID =OLD RULE ID

3.  For deleting the AE sections

Open AE program TL_TA_RULES and manually delete the appropriate sections containing old rules and Save.

TL_TA_RULES program is generated automatically during the Save event (i.e. when User tries to save the rule).

So, basically TL_TA_RULES program is a big library of all Customer rules. If Customers do not want to use one or another rule they can just remove the rule from the rule program and TA will not execute this rule.  Personally, they do not recommend removing it, as they do not need to look into TL_TA_RULES that often, if at all.  But you can do so by deleting the appropriate section from TL_TA_RULES & then press Save.

Terminated Employee(s) and Peoplesoft North American (NA) Payroll - Posted by mybasicknowledge

I summarize possible actions when you work with terminated employee(s) and Peoplesoft North American (NA) Payroll

Paying Terminated Employees on Peoplesoft North American (NA) Payroll

Peoplesoft Peoplesoft North American (NA) Payroll requires either of pay statuses A ,P (Paid Leave) ,Q (Retired with pay) or U (terminated with pay) only when it creates on-cycle paysheets. If you need to pay a one-time payment to a terminated employee the employee status does not matter, but you will have to create a paysheet manually. If you need to set up a recurring payment you might want to consider empl.status U - Terminated with pay. Then the system will create on-cycle paysheets for you until further action is taken and employee is moved to status T.


Benefit or Deduction  for Terminated Employees on Peoplesoft North American (NA) Payroll

If you want deductions to come out of the final paycheck issued for a terminated employee 

Option 1: 
Deduction level setup should not use Stop at Termination.  

In the case of an employee who is Terminated with Pay, you can insert a termination row into the base benefit record so deductions will not continue to be withheld from the continued pay.

Option 2:
Leave the benefits active and terminate after the payroll has been confirmed.

PeopleSoft North Americal Payroll Pay Process - Posted from mybasicknowledge

PeopleSoft Payroll can be logically divided into the following 4 processes or steps:

1. Configuration (Control) Tables - Validation and data integrity controls required to process payroll
2. Maintain Payroll Data - Employee level maintenance of payroll data
3. PeopleSoft Payroll Processes  - Iterative processing required in production of paychecks (based on pay frequency)
4. Reporting capabilities - Blend between standard reports delivered by PeopleSoft and packaged reporting tools

This article is focused on PeopleSoft Payroll Processes, and the 3 functions that comprise the iterative process of executing payroll:  Create Paysheets, Run Pay Calculation, Run Pay Confirmation. 

Create Paysheets

Paysheets are used in the Manage Payroll Process menu to enter time and any additional payroll-related information for the current pay period (such as earnings, frequency, one-time deductions, one-time garnishments, one-time taxes, accounting data, and tax periods).  Any data that is required to calculate payroll successfully needs to be entered on an employee’s paysheet.

To load time or amount data into paysheets, PeopleSoft delivers functionality using its Time and Labor product.  Without the Time and Labor product, an interface would need to take the load from time capture devices/rules processing and insert it on the appropriate employee paysheets.  This type of interface is typically created using SQR and can be used for lump sum payments, time data, commission-based earnings, and virtually any type of pay.

Run Pay Calculation

In PeopleSoft Payroll for North America, pay calculation is an iterative process. You can run and rerun calculations repeatedly until you are confident that the payroll data is correct.

Run the payroll calculation after you create and update paysheets with the required information for the pay period. The pay calculation processes:

1. All the information that you set up in the PeopleSoft HRMS and PeopleSoft Payroll for North America tables and at the employee level.  (deduction details, paygroup details, etc.)
2. The additional information provided on paysheets.

After you run the pay calculation, view the results of paycheck earnings, deductions, and taxes using the Paycheck pages in the Manage Payroll Process menu. PeopleSoft Payroll for North America includes several standard reports that you can print and modify to verify the results of the pay calculation.

The system also produces an error report to make you aware of information that might be entered or set up incorrectly.   This error report can be used to determine which paysheets and paylines need to be adjusted in order to process properly.

When you are satisfied with the results of your preliminary pay calculation runs, and you have corrected all errors, you can run the final pay calculation and proceed to pay confirmation. Run the pay calculation again in final calculation mode.  This process locks in the paysheets and will not allow updates from changes to employee records or base table changes.

Run Pay Confirmation

Pay Confirmation is the final step in running payroll.  Running the Pay Confirmation process indicates that all the information has been reviewed and approved for this pay run, and that paychecks are ready to be produced.

During Pay Confirmation, the system updates all balances for earnings, deductions, Check Year-to-Date, taxes, garnishments, arrears, and leave accruals; the system also assigns check and advice numbers.

After a payroll has been confirmed, you can generate checks, advices, and any other payroll reports. You can also generate the direct deposit, general ledger, or any other interface. You can review an employee's check totals and payroll balances online.

PeopleSoft 9.2 New Functionality : Global Payroll

·         The Processing Monitor helps you better administer and monitor payroll and absence calculations. The solution provides a single access point for processing statistics, indicating quickly when a transaction may have gone wrong during the different stages of the absence and payroll process. The Processing Monitor enables you to see a summarized picture of the entire payroll and absence process and gives you the ability to drill down to pay group/calendar results at the department level, helping to determine the source of the problem rather than having to check into multiple components, pages, and search records.

·         The banking preparation framework delivered in 9.1 to manage SEPA payments is enhanced for release 9.2 to handle all the current layouts supported by PeopleSoft FSCM Financial Gateway. This enables organizations with multinational operations to use PeopleSoft Financial Gateway as a central point of distribution for all of their payments.

PeopleSoft 9.2 New Functionality : Benefits Administration

• A new Life Events guided process, the PeopleTools Activity Guide feature, allows organizations to configure life events through a sequence of action items. Organizations are able to define life event templates to support end to end HR/Benefits business processes and ensure uniform compliance with business policy and rules.
• Customers can add new life event types in addition to the out-of-the-box event types such as Marriage, Birth, Divorce and Adoption. Each event type can have its own set of rules according to the practices established by the organization. For example, a Benefits Administrator can indicate whether a proof is required for a life event type.
• Customers can create Life Event Categories to define the Employee Self Service Life Event Selection menu (the menu available to an employee on the Life Event main page to select which life event to process). Based on the business needs, a customer can define custom life event categories (groups), and then specify the menu items (life events) within a category.
• Employee Life Event Descriptive Pages have been introduced to guide employees through the activity guide process to complete a life event. A welcome page and an exit page are included, which customers can customize to include descriptive and informative text using the Text Catalog.
• Customers can configure what information should be displayed or hidden from the employees' Benefits Enrollment Summary Statement, a preliminary report generated by employees to review their benefit options. Employee Enrollment Summary Statement controls have been introduced to enable customers to customize the report.
• The benefits enrollment workflow has been enhanced for Life Events. When an employee starts enrollment, remote calls are initiated to prepare the employee's benefit options. An enrollment summary page, subpages and related hyperlinks enables easy enrollment of benefits by the employee.
• The benefits enrollment workflow has been enhanced for Life Events. Employees can complete benefits enrollment through a more user friendly approach using the start page, enrollment summary page, subpages and related hyperlinks.
• The benefits review process has been enhanced. A pop-up modal page is introduced to review an employee's benefit plan. A new preliminary report, the Benefits Enrollment Summary Statement in PDF format has been introduced to enable employees review the selected benefit options. The employee can then go back to any previous steps and make additional changes if required, before completing the benefits enrollment.

 

PeopleSoft 9.2 New Functionality :Talent Acquisition Manager

·         The new Recruiting Home gives recruiters, recruiting managers, and hiring managers a central dashboard for launching and performing recruiting activities.

·         New pivot grids provide graphic views of key performance measures. Delivered pivot grids include Time to Fill, Job Openings Aging Analysis, Job Openings Open and Close Trend, and In Process Applicants.  

·         The Manage Job Opening page has significant productivity enhancements.

·         The Manage Job Opening page now provides graphical related content with relevant information about the current job opening.

·         The Manage Applicant page has been redesigned to increase recruiter efficiency.  One-click actions let the recruiter quickly view applications and resumes, mark the applicant as having been reviewed, route the candidate for further review, schedule interviews, reject the applicant, and print the application. 

·         Recruiting Solutions 9.2 includes several search enhancements.  Oracle Secure Enterprise Search (SES) replaces Verity as the search engine for searching applicants and job postings.

PeopleSoft 9.2 New Functionality : Time and Labor

·         The real-time application of rules from the timesheet immediately updates the employee's timesheet results, which increases the timely completion of the payable time calculation. Users can easily make corrections and resubmit the timesheet to obtain updated payable time for payroll processing.

·         The Timesheet Lockdown feature enables administrators to control whether users can edit or only view time entries on a timesheet. Administrators can lock and unlock the timesheet during critical periods, such as payroll processing, to prevent users from modifying time entries.

·         The PeopleSoft Time and Labor Alerts Framework provides building blocks to automate business policies.

·         The PeopleSoft Time and Labor WorkCenter combines transactions, analytics, workflow, alerts, and reports into a configurable framework that can be tailored to each role-based user.

·         PeopleSoft Time and Labor Overtime Request process uses the powerful Approval Workflow Engine (AWE) technology, which can automatically trigger workflow notifications.