PAYROLL 8.

9 TRAINING GUIDE
PAYSHEETS/PAYLINES

Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

TABLE OF CONTENTS
1. 1.1. 1.2. 1.3. 2. 2.1. 2.2. 3. 3.1. 3.2. 3.3. 3.4. 3.5. 3.6. 3.7. 3.8. INTRODUCTION...............................................................................................................................1 PAYSHEETS/PAYLINES:................................................................................................................. 1 FUNCTION: PAYROLL .................................................................................................................... 1 OBJECTIVE(S)...............................................................................................................................1 ENTRANCE CRITERIA .................................................................................................................... 1 PREREQUISITE(S)/PRECEDING PROCESS(ES) ................................................................................ 1 INPUT DATA.................................................................................................................................. 2 PROCEDURAL STEPS .................................................................................................................... 3 CREATING PAYSHEETS ................................................................................................................. 3 PAYROLL ERROR MESSAGES ........................................................................................................ 4 MODIFY PAYSHEETS/PAYLINES ..................................................................................................... 5 ADDITIONAL DATA OPTIONS ........................................................................................................ 10 RECORD ONE-TIME DEDUCTIONS, GARNISHMENTS, AND TAXES................................................... 11 PAYSHEET BALANCES ................................................................................................................. 17 USING PAYSHEETS EFFECTIVELY ................................................................................................ 18 CLOSING/COMMENTS ................................................................................................................. 18

Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

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.

Paysheets/Paylines:

Paysheets/Paylines contain the data required to calculate employee pay for each pay period. PeopleSoft Payroll for North America uses an online version of the traditional pencil-and-paper paysheets and paylines used by a payroll department. The information entered into the payroll tables appears in the paysheets during the Paysheet Creation process. Use the paysheets/paylines 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) before the Pay Calculation process is run. Paysheets vs. Paylines: Paysheet pages bring together information from many different sources in the system. The default information appears as a Payline for each employee when the page is accessed. A Paysheet contains many Paylines (as defined on the Company Table). Each employee appears on a separate Payline that contains standard pay information, such as the amount of regular pay, number of regular hours, and job data. When Paysheets are viewed online only one Payline per page is visible at a time.

1.2. 1.3.

Function: Payroll Objective(s)

Understand Paysheets/Paylines Create Paysheets Check Payroll Error Messages Modify Paysheets/Paylines Understand Additional Pay Data options Record one-time deductions, garnishments, and taxes Review paysheet balances Use paysheets effectively Use paysheet reports

By the end of this chapter the user will be able to:

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.) >
1

Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

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.
1 2

Input Form or Source

Field Value / Comments

Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

3. PROCEDURAL STEPS
3.1. Creating Paysheets
During the Paysheet Creation process the system creates Paysheets containing one Payline for each employee to be paid. During this process the system scans all employees and selects the employees scheduled to be paid for the specified pay period. It recognizes them because their pay groups are assigned to a pay calendar entry that is associated with the Pay Run ID.

Navigation
> Payroll for North America > Payroll Processing USA > Create and Load Paysheets

3.1.1. Before creating Paysheets run the Presheet Audit Report (PAY034). This optional SQR verifies the integrity of the payroll and benefits setup, as well as employee data. See Appendix A: PeopleSoft Payroll for North America Reports," PAY034 Presheet Audit 3.1.2. Access the Paysheet Creation page by following the navigation path and entering a valid Control ID.

> Create Paysheets

Field /Button Name

Pay Run ID

R/O/C

Description

Values

Comments

Enter an appropriate Pay Run ID.

Table Legend explanation of R/O/C abbreviations:

Table Legend

Payroll Paysheets/Paylines Paysheets / Paylines 8.9 Training Guide

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. 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.

O (Optional)

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) E (Empty) The field listed is a display only field. Data cannot be entered into this field. The field listed should be left blank in most cases.

3.1.2.1. Click the RUN button.

3.2.

Payroll Error Messages

Check for any Payroll Error Messages that may have been generated during the Paysheet Create Process.
Navigation
> Payroll for North America >Payroll Processing USA > Review Processing Messages > Review Payroll Error Messages

3.2.1. Access the Payroll Error Messages page by the following navigation path.