PAYROLL 8.9 TRAINING GUIDE ONLINE CHECKS

Transcription

1 PAYROLL 8.9 TRAINING GUIDE ONLINE CHECKS

2 TABLE OF CONTENTS 1. INTRODUCTION ONLINE CHECKS: FUNCTION: PAYROLL OBJECTIVE(S) ENTRANCE CRITERIA PREREQUISITE(S)/PRECEDING PROCESS(ES) INPUT DATA PROCEDURAL STEPS CONFIGURE ONLINE PRINTING ONLINE CHECK PAYSHEET PAGE CREATING ONLINE CHECK ENTRIES VIEWING RESULTS...10

3 1. INTRODUCTION <Training Content is created by the functional teams as they develop the process and the system. Insert any overall introduction here although for training content the brief statement of Process, Application and Objective that follow are usually sufficient unless this document is to serve as the final training material.> 1.1. Online Checks: PeopleSoft Payroll provides the functionality to calculate, view, and print a single employee check interactively, online. Enter the hours or an amount and, if necessary, override Job Data, taxes, deductions, or garnishments to create a single employee check. This feature can also be used for check modeling: enter the employee's information, calculate the results, and then delete the check Function: Payroll 1.3. Objective(s) By the end of this chapter the user will be able to: Configure online printing Create/Access online check paysheet Create/modify online check entries View online check results 2. ENTRANCE CRITERIA 2.1. Prerequisite(s)/Preceding Process(es) <The training team should identify prerequisites to training (e.g. Basic Navigation of Peoplesoft, Security access to systems, etc.) > 2.2. Input Data < The Training team should document the input form or source (e.g., sample documents, Client data, Training team data) prior to conducting the training exercises. > No. Input Form or Source Field Value / Comments 1 2 1

4 3. PROCEDURAL STEPS 3.1. Configure Online Printing Navigation > Set Up HRMS > Product Related > Payroll for North America > Payroll Processing Controls > Configure Online Printing Access the Online printing page by following the navigation path Enter the appropriate options. Field /Button R/O/C Description Values Comments User ID R Select a valid User ID Case Sensitive O Select this checkbox if you want your search to be case sensitive Table Legend explanation of R/O/C abbreviations: Table Legend R (Required) The field listed is a required field. Data must be entered for the transaction to be completed. Required fields are designated by an asterisk preceding the field name. O (Optional) The field listed is an optional field. Data may be entered but it is not required to complete a transaction. When a business variation warrants data in this field, it should be entered. 2

5 C (Combined) The field listed is required only if other related fields have not been populated. The requirement is combined across two or more fields; it is required that one of the fields listed be populated. D (Display) The field listed is a display only field. Data cannot be entered into this field. E (Empty) The field listed should be left blank in most cases Enter the appropriate printing options. Field /Button Server R/O/C Description Values Comments R Enter/search for the server that you would like to use. Type O Select Printer, File, or None. Destination R Enter a printer port or file directory to receive the output. EX - PSNT EX lpt1 Format O Select the format in which the report should print. See Table Legend in section above for an explanation of R/O/C abbreviations. 3

6 3.2. Online Check Paysheet Page Access the Online Check Paysheet page by the following navigation path. Navigation > Payroll for North America > Payroll Processing USA > Create Online Checks > Create Online Check Enter as many indicative search fields as needed to select the appropriate employee or narrow the search to a manageable list of employees matching the search criteria entered. Entry into at least one field is required. Field /Button Pay Period End Date R/O/C Description Values Comments O Enter or search for the appropriate Pay Period End Date for the check, EmplID O Enter an appropriate Employee ID, Empl Rcd Nbr O Enter an appropriate Employee Record Number. See Table Legend in section above for an explanation of R/O/C abbreviations. 4