5 Day(s)


This course provides the basic information users need to set up and configure Global Payroll elements, including earnings, deductions, formulas, and brackets; it provides a combination of instruction and practice in setting up processing and organizational structures, defining payee data, running payrolls, and verifying results; it concludes with lessons on running the banking process, reconciling payments, and setting up the general ledger interface

Because this course provides practice in creating a payroll system from the ground up, beginning with the most basic calculation rules and continuing with setup steps such as the definition of accumulators, segmentation triggers, and proration rules, it provides a solid foundation for both implementers and functional analysts who are responsible for developing Global Payroll rules


  • Functional Implementer
  • Business Analysts
  • Technical Consultant

Skills Gained

  • Define Calculation Rules
  • Process Payrolls
  • Set Up the Processing Structure
  • Verify and Control Results
  • Set Up the Organizational Structure
  • Perform Post Processing Steps


Suggested Prerequisites

  • Introduction to PeopleSoft for HRMS Rel 9
  • Human Resources Rel 9

Course Specifics

Course Outline

Defining Common Characteristics of Elements

  • Explaining Elements
  • Explaining How Elements and Used
  • Explaining How Elements are Categorized
  • Describing the Element Name Page

Defining Major Elements - Earnings and Deductions

  • Identifying the Common Attributes of Earnings and Deductions
  • Defining an Earning
  • Defining a Deduction
  • Explaining Batch Processing of Earnings and Deductions
  • Defining Rate Codes

Defining Accumulators

  • Explaining Accumulators
  • Setting Up Accumulators

Defining the Organizational Structure

  • Describing the Organizational Structure
  • Defining Element Groups
  • Defining Eligibility Groups
  • Defining Pay Entities
  • Defining Pay Groups

Defining the Processing Structure

  • Describing the Processing Structure
  • Defining Sections
  • Defining Process Lists

Setting Up Calendars

  • Describing Calendar Concepts
  • Defining Run Types
  • Defining Periods
  • Defining Calendars
  • Defining Calendar Groups

Establishing Payee Data

  • Explaining the Human Resources and Global Payroll Integration
  • Viewing Payee Data in Global Payroll

Running the Payroll Process

  • Explaining the Payroll/Absence Run Control Page
  • Explaining Processing Phases and Options
  • Reviewing the Processing Steps
  • Reviewing Processing Results

Viewing Payroll Results

  • Reviewing the Output Result Tables
  • Viewing the Output Result Tables

Describing Supporting Elements

  • Reviewing Supporting Elements
  • Describing System Elements
  • Creating Variables
  • Describing Dates
  • Explaining Durations

Controlling Results

  • Defining Rounding Rules
  • Describing Frequency Conversion
  • Explaining Generation Control
  • Managing Currency Support in Global Payroll

Using Additional Supporting Elements

  • Defining a Formula
  • Explaining Operators
  • Explaining Elements Used to Look Up Values
  • Explaining Brackets
  • Summarizing Bracket Examples

Processing Payee Level Overrides

  • Reviewing Payee Level Overrides
  • Assigning Earnings and Deductions to Payees
  • Entering Positive Input

Creating Supporting Element Overrides

  • Explaining Supporting Element Overrides
  • Explaining Supporting Element Override Levels
  • Explaining the Supporting Element Override Hierarchy

Managing Iterative Processing

  • Summarizing Types of Triggers
  • Defining Iterative Triggers
  • Setting Up Triggers
  • Viewing Iterative Triggers
  • Setting Up Mass Triggers

Creating Segmentation

  • Explaining Types of Segmentation
  • Defining Segmentation Terminology
  • Setting Up Segmentation
  • Processing Segmentation
  • Explaining Proration

Creating Banking Information

  • Reviewing Banking
  • Explaining Banking Set Up Requirements
  • Defining Banks
  • Setting Up Electronic Transfer Formats
  • Explaining Source Bank Accounts
  • Assigning Banking Information
  • Explaining Recipient Processing
  • Defining Deposit Schedules

Completing the Payroll Process

  • Running the Finalize Process
  • Running the Banking Process
  • Viewing Banking Results

Processing Retroactive Pay

  • Explaining Retroactivity
  • Setting Up Retroactivity
  • Explaining Version and Revision Numbers
  • Defining the Retroactive Process
  • Specifying Backward and Forward Limits
  • Explaining Areas Affected by Retro
  • Summarizing Retroactive Methods

Processing Off-Cycle Payrolls

  • Explaining Off-Cycle Payrolls
  • Describing Types of Off-Cycle Transactions
  • Configuring Off-Cycle Requests
  • Entering Manual Payments
  • Creating Corrections
  • Creating Additional Payments
  • Entering Advances
  • Processing Off-Cycle Payrolls

Using ePay

  • Reviewing ePay Transactions
  • Defining Personal Bank Information
  • Defining Distribution Details
  • Viewing Payslips

Reconciling Payments

  • Explaining the Reconciliation Process
  • Managing Bank File Information
  • Entering Bank File Information
  • Running the Reconciliation Process
  • Viewing Exceptions
  • Reconciling Transactions Manually

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
5 6375 £6375 2018-07-17
5 2500 £2500 2017-09-05
5 2500 £2500 2017-09-04
5 2500 £2500 2017-08-10
5 2500 £2500 2017-08-08
5 2500 £2500 2017-07-21