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Global payroll training

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Page 1 May 2013 Global Payroll PeopleSoft on Thnh Trung Implement Consultant, Human Capital Management (HCM) Applications
Overview Courses Kh坦a h畛c o t畉o v畛 module Global Payroll c畛a h畛 th畛ng qu畉n tr畛 nh但n s畛 PeopleSoft. Th畛i gian d畛 ki畉n l 5 ngy bao g畛m: 40% l l箪 thuy畉t. 60% th畛i gian th畛c hnh. Kh坦a h畛c cung c畉p hi畛u bi畉t v畛 Global Payroll t畛 m畛c c董 b畉n 畉n n但ng cao. K畉t th炭c kh坦a h畛c h畛c vi棚n c坦 th畛 c畉u h狸nh 鱈t nh畉t m畛t bi to叩n l動董ng cho c叩c 董n v畛 tr棚n h畛 th畛ng PS.
i畛u ki畛n tham gia kh坦a h畛c C叩c h畛c vi棚n c畉n c坦 鱈t nh畉t c叩c i畛u ki畛n sau khi tham gia kh坦a h畛c: C坦 hi畛u bi畉t v畛 h畛 th畛ng Peoplesoft-C叩c kh叩i ni畛m c董 b畉n SETID, BU, Efftivedate, ki畉n th畛c v畛 core HR, Compensation, ePerformance, Absence, time and labor C坦 ki畉n th畛c CNTT(t畛i thi畉u ph畉i vi畉t 動畛c SQL, hi畛u 動畛c c畉u tr炭c b畉ng) C坦 th畛 s畛 d畛ng PeopleTool( t畉o table,view) C坦 hi畛u bi畉t v畛 nghi畛p v畛 l動董ng, th動畛ng( hi畛u bi畉t v畛 c叩ch t鱈nh l動董ng ngy c担ng, l動董ng th畛i gian, c叩c ch鱈nh s叩ch v畛 BH, c叩c lo畉i ch畉 畛, ph畛 c畉p, c叩ch t鱈nh thu畉 TNCN...)
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng ngoi chu k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
PeopleSoft HCM Product Portfolio Core HR User Productivity Kit Payroll for NA Global Payroll Payroll Interface Benefits Admin Workforce Service Delivery Business Intelligence Talent Mgmt Workforce Mgmt Core Stock Admin Pension Admin Time & Labor Absence Mgmt Workforce Scheduling Resource Mgmt Travel & Expense Activity Based Mgmt Help Desk for HR HRMS Portal Pack Workforce Communications eCompensation eProfile eDevelopment eBenefits ePay Web Services Ad-hoc Analysis Proactive Alerts MS Office Plug-in Reporting & Publishing Interactive Dashboards Disconnected Analytics HR Analytics 7.9.6 Recruiting Solutions Succession Planning ePerform eComp Learning Mgmt Profile Management Oracle Incentive Comp Services Procuremt
6 Global Payroll-Overview 6
Global payroll cho ph辿p thi畉t k畉 v x但y d畛ng h畛 th畛ng l動董ng m畛t c叩ch linh ho畉t, m畛m d畉o. S畛 d畛ng tr狸nh duy畛t, PeopleTools, v c叩c quy t畉c c畛a h畛 th畛ng, c坦 th畛 c畉u h狸nh h畛 th畛ng b畉ng l動董ng m kh担ng c畉n vi畉t hay thay 畛i m達 ngu畛n, do 坦 lm gi畉m th畛i gian l畉p 畉t v chi ph鱈. Global payroll kh担ng ch畛a c叩c o畉n m達 quy 畛nh c叩c quy t畉c, nguy棚n t畉c, c担ng th畛c l動董ng c畛 th畛 no. S畛 d畛ng c叩c pay items, 動畛c g畛i l c叩c element, b畉n x但y d畛ng c叩c quy t畉c x叩c 畛nh l動董ng v ngh畛 動畛c t鱈nh tr棚n c董 s畛 ng動畛i th畛 h動畛ng theo ng動畛i th畛 h動畛ng, v x畛 l箪 l x畛 l箪 hng lo畉t. Global Payroll-Overview
Global Payroll-Overview Tri畉t l箪 c畛a Global payroll: 動畛c x但y d畛ng xung quanh c叩c element C叩c element l thnh ph畉n nh畛 nh畉t, c董 b畉n nh畉t 畛 c畉u thnh n棚n c叩c d畛 li畛u c畛a payroll C坦 r畉t nhi畛u lo畉i element 畛 畛nh 畛nh ngh挑a c叩c kho畉n, d畉ng thu nh畉p c畛a nh但n vi棚n. Nh動ng chia ra lm 3 nh坦m ch鱈nh l Payroll element, absence element, support element. c叩c Element ny 動畛c t畛 ch畛c thnh c叩c Group v g叩n vo cho t畛ng Pay Group. Element Group: Ch畛a c叩c Element m nh但n vi棚n 動畛c h動畛ng M畛i nh但n vi棚n 動畛c g畉n v畛i m畛t Pay Group nh畉t 畛nh. H畛 th畛ng khi t鱈nh to叩n s畉 x畛 l箪 c叩c Element h畛p l畛.
Global Payroll-Overview
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
Global Payroll-Structure Process Structure How to Process Calendar Period ID When to Process Organization Structure Who to Process Pay Computation Processing Calendar
Global Payroll- Organization Structure Base Pay BASE PAY Holiday HOLIDAY Element Group Pay Entity Statutory Pay SSP/SMP/SAP Payees Eligibility Group Bonus BONUS Pay Group
Global Payroll- Process Structure
Global Payroll- Calendar Period Calendar Group ID Run Type Calendar ID Calendar Period ID Process List Pay Group Run Control How When Who Combines Organization and Process Structures to define Payroll Process
Global Payroll- Calendar Period Combines Organization and Process Structures to define Payroll Process
M畛t s畛 kh叩i ni畛m PeopleSoft - ENG PeopleSoft- VNM ngh挑a Element Ph畉n t畛 Thnh ph畉n c董 b畉n nh畉t 畛 c畉u thnh n棚n c叩c d畛 li畛u c畉u h狸nh c畛a Payroll. PIN T棚n 畛i t動畛ng chi tr畉 L c叩c m達 (s畛) 畛 x叩c 畛nh cho c叩c ph畉n t畛 (element). M畛i ph畉n t畛 trong Payroll 畛u c坦 m達 PIN 畛 ph但n bi畛t. Payee Ng動畛i h動畛ng l動董ng B畉t c畛 c叩n b畛/nh但n vi棚n no trong h畛 th畛ng 動畛c t狸nh l動董ng 畛 chi tr畉 trong Global Payroll 畛u 動畛c g畛i l payee. Posititive Input Kho畉n 畉u vo t鱈ch c畛c Nh畛ng d畛 li畛u 動畛c c叩n b畛 ti畛n l動董ng nh畉p cho c叩c ph畉n t畛 c坦 s畛 thay 畛i ri棚ng bi畛t cho c叩c k畛 t鱈nh l動董ng. Earning/ Deduction Thu nh畉p/ Kh畉u tr畛 Earning: C叩c kho畉n thu nh畉p c畛a c叩n b畛. Deduction: C叩c kho畉n kh畉u tr畛 c畛a c叩n b畛. Pay Entity 董n v畛 chi tr畉 l動董ng 董n v畛 chi tr畉 l動董ng c畛a t畛 ch畛c. Vi畛c x叩c 畛nh 董n v畛 chi tr畉 l動董ng ph畛 thu畛c vo c叩c y畉u t畛 ph叩p l箪 c畛a t畛 ch畛c 坦. Pay Group Nh坦m tr畉 l動董ng Nh坦m 畛 x叩c 畛nh c叩c c叩n b畛/ nh但n vi棚n c坦 c湛ng c叩c thnh ph畉n, c叩ch t鱈nh l動董ng.
M畛t s畛 kh叩i ni畛m PeopleSoft ENG PeopleSoft- VNM ngh挑a Eligibility Groups Nh坦m c叩c h畉ng m畛c L nh坦m c畛a c叩c element groups. M畛i m畛t Pay group 動畛c g畉n v畛i m畛t Eligibility Group. Element Groups Nh坦m c叩c element L danh s叩ch c叩c element 動畛c gom vo thnh m畛t nh坦m, c坦 th畛 g叩n vo nhi畛u nh坦m h畉ng m畛c kh叩c nhau. Segmentation Ph但n o畉n l動董ng Ph但n o畉n l動董ng c畛a c叩n b畛/ nh但n vi棚n trong m畛t k畛 t鱈nh l動董ng n畉u c坦 s畛 thay 畛i v畛 thu nh畉p, tr畉ng th叩i nh但n s畛, thay 畛i c担ng vi畛c trong k畛 坦. Trigger T叩c 畛ng 畉nh h動畛ng Nh畛ng thay 畛i 畛 h畛 th畛ng x叩c 畛nh t畛 畛ng x畛 l箪 m畛t vi畛c c畛 th畛 Retroactive Truy l挑nh/ Truy thu T鱈nh l畉i c叩c k畛 t鱈nh l動董ng tr動畛c (b畉ng l動董ng 達 duy畛t) v狸 l箪 do thay 畛i th担ng tin trong qu叩 kh畛 m ch動a 動畛c x畛 l箪. Finalize Ph棚 duy畛t Ph棚 duy畛t b畉ng l動董ng On-cycle 畛nh k畛 Vi畛c t鱈nh l動董ng 畛nh k畛 畛u 畉n theo th叩ng, theo k畛. Off- cycle Kh担ng 畛nh k畛 T鱈nh l動董ng kh担ng 畛nh k畛.
M畛t s畛 kh叩i ni畛m PeopleSoft -ENG PeopleSoft- VNM ngh挑a Payslip B畉ng l動董ng B畉ng l動董ng c畛a nh但n vi棚n c畛 th畛. Absence Entitlement Ch畉 畛 ngh畛 X叩c 畛nh ch畉 畛 ngh畛 cho m畛i lo畉i ngh畛. Absence Take Lo畉i ngh畛 C叩c lo畉i ngh畛 Working Schedule L畛ch lm vi畛c X叩c 畛nh l畛ch lm vi畛c c畛a c叩c c担ng ty: - Tu畉n lm vi畛c 5 ngy, t畛 th畛 2 畉n th畛 6 - M畛t nm c坦 9 ngy l畛 theo lu畉t 畛nh Period K畛 l動董ng X叩c 畛nh kho畉ng th畛i gian cho k畛 t鱈nh (V鱈 d畛 k畛 l動董ng t畛 ngy m畛ng 1 畉n ngy m畛ng 2 hng th叩ng ) Calendar L畛ch t鱈nh l動董ng X叩c 畛nh lo畉i l畛ch t鱈nh l動董ng (V鱈 d畛: T鱈nh ngh畛, t鱈nh l動董ng) Calendar Group Nh坦m l畛ch t鱈nh Nh坦m c叩c l畛ch t鱈nh l動董ng 畛 th畛c hi畛n t鱈nh to叩n
Elements Element l thnh ph畉n nh畛 nh畉t trong h畛 th畛ng Global Payroll. Ch炭ng ta x但y d畛ng c叩c element v k畉t h畛p ch炭ng l畉i v畛i nhau 畛 t畉o thnh h畛 th畛ng l動董ng. Khi 畛nh ngh挑a m畛t element, ch炭ng ta c坦 th畛 s畛 d畛ng 畛 nhi畛u n董i n畉u nh動 element 坦 叩p 畛ng 動畛c 箪 畛 bi to叩n c畛a ch炭ng ta. H畛 th畛ng cho ph辿p ch炭ng ta ph畛i h畛p s畛 d畛ng c叩c element m畛t c叩ch linh ho畉t 畛 c坦 th畛 x但y d畛ng 動畛c h畛 m畛t c担ng th畛c l動董ng v畛i c叩c y棚u c畉u kh叩c nhau c畛a bi to叩n.
N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure 董n v畛 tr畉 l動董ng(Pay Entities) Nh坦m tr畉 l動董ng(Pay Groups) Nh坦m c叩c h畉ng m畛c(Eligibility Groups) Nh坦m element(Element Groups) Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
董n v畛 tr畉 l動董ng(Pay Entity) T畛 ch畛c ch畛u tr叩ch nhi畛m thanh to叩n ti畛n l動董ng cho ng動畛i lao 畛ng. 董n v畛 tr畉 l動董ng 動畛c 畛nh ngh挑a theo quy ch畉 c畛a t畛ng c担ng ty. Trong m畛t s畛 tr動畛ng h畛p n坦 ch鱈nh l c担ng ty. 畛 但y ch炭ng ta 畛nh ngh挑a t畛 ch畛c th畛c hi畛n thanh to叩n l動董ng cho ng動畛i lao 畛ng, v c滴ng 畛nh ngh挑a v畛 lo畉i ti畛n t畛 d湛ng 畛 t鱈nh to叩n l動董ng. 董n v畛 tr畉 l動董ng c坦 th畛 d湛ng 畛 li棚n k畉t v畛i nhi畛u nh坦m t鱈nh l動董ng, tuy nhi棚n m畛i m畛t nh坦m t鱈nh l動董ng ch畛 動畛c li棚n k畉t v畛i m畛t 董n v畛 tr畉 l動董ng.
Pay Entity (cont)
Paygroup Global Payroll s畛 d畛ng kh叩i ni畛m nh坦m tr畉 l動董ng 畛 nh坦m l畉i c叩c c叩 nh但n c坦 chung c叩ch t鱈nh l動董ng. Khi ch畉y l動董ng c叩c c叩 nh但n 動畛c t鱈nh to叩n l動董ng m畛t c叩ch 畛ng th畛i. M畛i m畛t nh坦m tr畉 l動董ng s畉 動畛c g叩n m畛t nh坦m c叩c h畉ng m畛c l動董ng. Khi t鱈nh l動董ng cho CBNV trong nh坦m ny, ch畛 nh畛ng kho畉n n畉m trong nh坦m ny m畛i 動畛c t鱈nh to叩n. C叩c nh坦m tr畉 l動董ng s畉 動畛c d湛ng 畛 t畉o ra l畛ch t鱈nh l動董ng. N棚n khi chia nh坦m tr畉 l動董ng c畉n ph畉i chia nh坦m c叩c nh但n vi棚n c坦 c湛ng c担ng th畛c t鱈nh l動董ng v畛i c湛ng t畉n su畉t l挑nh l動董ng(tu畉n, th叩ng, nm)
Paygroup (cont)
Paygroup (cont)
Eligibility Groups Nh坦m c叩c h畉ng m畛c(Eligibility Groups) l nh坦m c畛a c叩c element groups. 動畛c g畉n v畛i c叩c nh坦m tr畉 l動董ng. Khi th畛c hi畛n t鱈nh l動董ng cho nh畛ng 畛i t動畛ng thu畛c nh坦m tr畉 l動董ng, th狸 h畛 th畛ng ch畛 t鱈nh to叩n c叩c kho畉n thu nh畉p kh畉u tr畛 c坦 trong nh坦m c叩c h畉ng m畛c l動董ng ny.
Eligibility Groups
Element Groups Nh坦m c叩c element 動畛c d湛ng 畛 ch畛 畛nh cho ng動畛i th畛 h動畛ng danh s叩ch c叩c kho畉n thu nh畉p kh畉u tr畛 m m畛t ng動畛i c坦 th畛 動畛c h動畛ng. Trong danh s叩ch ny ch畛 c畉n th棚m vo 2 lo畉i element l kho畉n thu nh畉p(Earning) v kh畉u tr畛(Deduction). Nh畛ng element (Earning v deduction) kh担ng 動畛c 動a vo danh s叩ch ny s畉 kh担ng 動畛c t鱈nh to叩n gi叩 tr畛.
Element Groups
N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Run type Process Lists Sections Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
Run Type
Sections Each section can have one or more individual elements A section is a grouping of elements and controls the order that those elements are processed on the process list How the system processes section elements during payroll or absence runs. What types of elementssuch as earning elements, absence take elements, and supporting elements Whether the section can be used for absence processing, payroll processing, or both.
Sections (Cont)
Process List Process lists control payroll processing at the highest level. They perform three basic functions: Specify whether the process applies to absence or payroll processing Identify the gross and net pay accumulators for the payroll process. The banking process determines net pay by referencing the net pay accumulator. Identify the sections, or sets of elements, to resolve during the payroll process and the order in which they resolve.
Process List (cont)
N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Periods Calendars Calendar Groups Segment-slice Trigger Retro-trigger review-trigger
Calendar
Calendar Period Periods define the begin date, end date, and frequency of a pay period
Calendar
Calendar Groups
Segmentation Segmentation refers to the process of calculating all or a subset of elements in a process list in separate slices or segments. You can segment components of pay based on changes in compensation, employee status, or other events during a pay period. For example, if an individual changes jobs during a pay period and your organization separates components earned in the first job from those earned in the second job, you can set up your system to trigger segmentation of earning results on the payslip when there's a change to the job change action/reason field in PeopleSoft Enterprise Human Resources. Global Payroll provides two types of segmentationperiod segmentation and element segmentation
Segmentation Global Payroll provides two types of segmentationperiod segmentation and element: Period segmentation Occurs when data that changes in mid period, such as a compensation rate All elements in the process list to be calculated repeatedly on either side of the change date. The system divides the pay period into two or more distinct segments and treats each segment as a complete and separate payroll calculation. It calculates each element in the process list for each segment, resulting in multiple gross-to-net processes, payslips, and Payee Process Stat records. The system calculates each element using components that were effective during the different time slices.
Segmentation Global Payroll provides two types of segmentationperiod segmentation and element Element segmentation Occurs when data that changes in midperiod requires the affected element (and perhaps a subset of other elements) to be calculated repeatedly on either side of the change date. (Each sub-period is called a slice.) The system segments only the elements that you select and it creates separate result rows only for the specified elements. In element segmentation, there is only one gross-to-net result set.
Segmentation Periods Pay periodsmonthly, biweekly, or weeklyare used to group and calculate a payee's earnings. Each period has a begin and end date and can be sliced or segmented. Segments A sub-period of time within the normal pay period that is created due to period segmentation. Each segment represents a separate gross-to-net calculation of every element in the period and has begin and end dates. Individual elements can be sliced within a sub-period. Slices The span of time into which an element is segmented due to element segmentation. Unlike a segment or period, it does not represent a separate gross-to-net process, because it affects only a limited set of elements in a period or segment. Like a segment, a slice has begin and end dates
Segmentation (cont)
Trigger
Review-trigger
Review-trigger
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
Processing Payroll
Processing Payroll
Processing Payroll Identify: Select the first time you run the process. It instructs the system to identify all payees (associated with the calendar group ID, or selected stream, if applicable) that meet the payee selection criteria that is defined on the calendar pages that are linked to the calendar group ID Calculate: the system calculates every payee that is flagged by the Identify phase Freeze:The system freezes all calculations for the selected population Suspend:Select to pull payees from an open payroll run Finalize: Select to close the payroll or absence cycle for the entire calendar group ID. Once you finalize the run, no more calculations are possible
Processing Payroll-View results
Processing Payroll-View results
Processing Payroll-View results
Processing Payroll-View results
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
C叩c element l畉y d畛 li畛u System elements Arrays Writable arrays Brackets Rate codes Fictitious calculations Historical rules
C叩c lo畉i element d湛ng 畛 t鱈nh to叩n Variables Earnings Dates Deductions Duration Absence entitlements Formulas Absence takes Rounding rules Accumulators Counts Generation control Proration rules
System elements C叩c System elements 動畛c cung c畉p v duy tr狸 b畛i PeopleSoft, N坦 ch畛a c叩c th担ng tin m ta c坦 th畛 s畛 d畛ng 畛 t鱈nh to叩n l動董ng. Ch炭ng ta kh担ng th畛 thay 畛i, hay i畛u ch畛nh c叩c element h畛 th畛ng, kh担ng t畉o m畛i 動畛c c叩c element h畛 th畛ng, nh動ng c坦 th畛 畛i t棚n. C坦 2 lo畉i element h畛 th畛ng: Database system elements System-computed elements
Database system elements C叩c database system element 動畛c hi畛u gi畛ng nh動 c叩c element li棚n quan 畉n ng動畛i th畛 h動畛ng. Ch炭ng ch畛a c叩c d畛 li畛u c坦 th畛 動畛c s畛 d畛ng th動畛ng xuy棚n trong c叩c ph辿p t鱈nh V鱈 d畛: dept ID, location, personal data. C叩c database system element gi畉i quy畉t ch畛 khi ch炭ng 動畛c s畛 d畛ng 畛 t鱈nh to叩n. System-computed elements: l nh畛ng element c畛a h畛 th畛ng cho k畉t qu畉 畉u ra c畛a m畛t t鱈nh to叩n khi ch炭ng 動畛c s畛 d畛ng. V鱈 d畛 t鱈nh ngy ngh畛 c畛a m畛t nh但n vi棚n.
Database system elements Nh動 v畉y ch炭ng ta c坦 th畛 hi畛u c叩c system element l c叩c element c坦 s畉n 動畛c s畛 d畛ng cho vi畛c t鱈nh l動董ng. Ch炭ng ta ch畛 vi畛c s畛 d畛ng n坦 m kh担ng ph畉i t畉o ra, 畛nh ngh挑a, hay s畛a 畛i g狸. N坦 c坦 th畛 cung c畉p d畛 li畛u c畛a nh但n vi棚n tr棚n h畛 th畛ng, c坦 th畛 l k畉t qu畉 c畛a m畛t ph辿p t鱈nh to叩n.
Earnings & Deductions Use earning elements to define all types of compensation for a payee, including salary, fees, bonuses, commissions, pensions, and retirement pay. You use deduction elements to define different types of deductions for a payee. Deductions can be voluntary, such as those for retirement plans, or statutory, such as taxes and garnishments. You can define the following four types of calculation rules for elements: Amount Base * Percent Unit * Rate Unit * Rate * Percent
Earnings
Earnings (cont)
Earnings (cont)
Arrays M畛t Arrays element 動畛c hi畛u nh動 li棚n k畉t gi畛a m畛t tr動畛ng trong c董 s畛 d畛 li畛u v畛i m畛t element. Khi ch炭ng ta mu畛n l畉y m畛t d畛 li畛u m kh担ng 動畛c cung c畉p b畛i c叩c system element, th狸 ch炭ng ta s畛 d畛ng Arrays element 畛 l畉y th担ng tin 坦. C坦 th畛 s畛 d畛ng Arrays element 畛 l畉y th担ng tin t畛 m畛t b畉ng b畉t k畛 trong c董 s畛 d畛 li畛u. Nh動 v畉y c坦 2 b動畛c cn b畉n khi d湛ng 畉n Arrays element: L畉y d畛 li畛u ra. S畛 d畛ng d畛 li畛u 畛 t鱈nh to叩n.
Arrays Vi畛c 畛nh ngh挑a m畛t Arrays element gi畛ng nh動 c叩ch m b畉n 畛nh ngh挑a m畛t c但u l畛nh SQL 畛 ch畛n ra m畛t d嘆ng d畛 li畛u. C坦 nhi畛u c叩ch l畉y d畛 li畛u ra 畛 s畛 d畛ng t湛y thu畛c bi to叩n. L畛a ch畛n ny ch炭ng ta s畛 d畛ng b畉ng c叩ch ch畛n ph動董ng th畛c l畉y d畛 li畛u trong m畛c: Loading Option Tuy nhi棚n Array element l畉i kh担ng ph畉i l n董i l動u d畛 li畛u, th担ng th動畛ng ch炭ng ta s畛 d畛ng m畛t Variable Element 畛 l動u d畛 li畛u 動畛c l畉y ra b畉ng c叩ch s畛 d畛ng Array element Th畉 no l m畛t Variable Element th狸 s畉 動畛c gi畛i thi畛u 畛 ph畉n sau.
Writable Arrays Kh叩c bi畛t v畛i Array element 動畛c s畛 d畛ng 畛 l畉y d畛 li畛u trong m畛t b畉ng. Writable Arrays 動畛c hi畛u l c叩c element l動u d畛 li畛u(v畛i array kh担ng l動u d畛 li畛u m 畉y vo c叩c Variable). C坦 th畛 s畛 d畛ng PeopleTool 畛 t畉o ra m畛t b畉ng l動u k畉t qu畉 no 坦, r畛i s畛 d畛ng Writable Arrays element 畛 l動u c叩c gi叩 tr畛 theo t畛ng hng m畛t 畛 t鱈nh to叩n. C坦 l畛i cho hi畛u qu畉 t鱈nh to叩n v s畛 l箪 hng lo畉t.
Writable Arrays M畛t b畉ng l動u k畉t qu畉 ph畉i c坦 鱈t nh畉t 7 tr動畛ng sau: EMPLID CAL_RUN_ID EMPL_RCD GP_PAYGROUP CAL_ID ORIG_CAL_RUN_ID RSLT_SEG_NUM
Brackets Brackets element gi炭p t畉o ra m畛t b畉ng tra c畛u 畛 t鱈nh to叩n, d畛a vo d畛 li畛u tra c畛u v ph動董ng ph叩p tra c畛u ch炭ng ta c坦 th畛 g叩n gi叩 tr畛 th鱈ch h畛p 畛 s畛 d畛ng cho vi畛c t鱈nh to叩n l動董ng. Brackets element cho ph辿p x但y d畛ng b畉ng tra c畛u theo m畛t ho畉c nhi畛u tr動畛ng. V cho ph辿p tra c畛u theo nhi畛u c叩ch kh叩c nhau b畉ng vi畛c s畛 d畛ng c叩c l畛a ch畛n Interpolation Methods: Use Nearest, Use Next Lower, Use Next Higher, Linear
Brackets Nm c畛ng hi畉n Gi叩 tr畛 th動畛ng 5 30% 10 60% Interpolation Method Return Value Description Linear(Tra 7) 42% T鱈nh theo c担ng th畛c c担ng th畛c tuy畉n t鱈nh Use Nearest 30% G畉n nh畉t s畛 d畛ng Use Next Higher 60% Gi叩 tr畛 cao h董n g畉n nh畉t Use Next Lower 30% Gi叩 tr畛 th畉p h董n g畉n nh畉t
Brackets Search Keys (Dept ID, Years of Service) Return Columns (Bonus Percentage) ABC, 1 10 ABC, 3 12 ABC, 5 15 DEF, 1 11 DEF, 3 13 DEF, 5 15
Rate Codes Ch炭ng ta kh担ng s畛 d畛ng rate code trong HR 畛 t鱈nh l動董ng, m ph畉i t畉o ra m畛t rate code element t動董ng 畛ng v畛i m畛i rate code trong HR 畛 t鱈nh to叩n l動董ng. M畛i m畛t rate code element 動畛c k畉t n畛i v畛i m畛t Rate code trong HR. C坦 th畛 s畛 d畛ng rate code element 畛 l畉y nhi畛u thnh ph畉n l動董ng 動畛c x叩c 畛nh trong HR. Bao g畛m c畉 thnh ph畉n l動董ng c董 b畉n v kh担ng c董 b畉n. T畉o ra earning element c坦 s畛 d畛ng rate code 畛 畛nh ngh挑a c叩c kho畉n thu nh畉p. V ph畉i t畛 畛nh ngh挑a t畛ng earning element cho m畛i rate code element.
Variables 動畛c hi畛u l c叩c element d湛ng nh動 c叩c bi畉n, d湛ng 畛 l動u c叩c gi叩 tr畛. C坦 th畛 d湛ng 畛 l動u c叩c gi叩 tr畛 l畉y 動畛c nh畛 t鱈nh to叩n, l畉y ra t畛 c董 s畛 d畛 li畛u, ho畉c g叩n cho n坦 m畛t gi叩 tr畛 trong khi 畛nh ngh挑a. C坦 c叩c ki畛u gi叩 tr畛 sau: S畛 -l動u 動畛c s畛 v畛i format 12.6. Chu畛i k箪 t畛- l動u 動畛c 30 k箪 t畛 Ngy th叩ng Ti畛n t畛 -l動u 動畛c s畛 v畛i format 12.6. Con tr畛-!?
Dates Dates element 動畛c d湛ng 畛 l動u v t鱈nh to叩n c叩c gi叩 tr畛 ki畛u ngy. Gi畉 s畛 mu畛n x叩c 畛nh th畛i i畛m sau 5 nm lm vi畛c c畛a m畛t nh但n vi棚n, ta t畉o m畛t element v畛i ki畛u date, b畉t 畉u v畛i ngy tuy畛n d畛ng, v th棚m 5 nm vo element. C坦 th畛 t叩ch c叩c thnh ph畉n ngy, th叩ng, nm c畛a m畛t date element 畛 t鱈nh to叩n.
Duration Duration element l element 動畛c d湛ng 畛 t鱈nh kho畉ng th畛i gian gi畛a 2 th畛i i畛m. Element ny l動u gi叩 tr畛 d畉ng s畛, c坦 th畛 畛nh ngh挑a n坦 l nm, th叩ng, ho畉c ngy. Trong nhi畛u tr動畛ng h畛p ta c畉n 畉n kho畉ng th畛i gian gi畛a 2 th畛i i畛m, gi畉 s畛 畛 t鱈nh l動董ng, ta c畉n x叩c 畛nh nh畛ng ngy v畉ng m畉t c畛a m畛t nh但n vi棚n. Ho畉c t鱈nh th但m ni棚m c畛a ng動畛i lao 畛ng c滴ng c畉n d湛ng 畉n element d畉ng ny.
Formulas 但y l lo畉i element 動畛c s畛 d畛ng 畛 x但y d畛ng c叩c c担ng th畛c t鱈nh to叩n. Element cung c畉p c叩c function v c叩c ph辿p to叩n, to叩n t畛 畛 x但y d畛ng m畛i c担ng th畛c to叩n h畛c. C叩c function: And, Average, Comment, Else, Endif, Exit, If, In, Maximum, Minimum, Or, Sum, and Then C叩c ph辿p to叩n, to叩n t畛: (none), -, *, /, +, < <=, <>, =, >, and >=, ph辿p g叩n.
Formulas C坦 th畛 hi畛n th畛c nh畛ng c担ng th畛c sau b畉ng c叩ch t畉o m畛t element Formulas: If BASE COMP < 10,000, then BASE COMP * .10 = PENSION, else (10,000 * .01) + ((BASE COMP - 10,000) * .02) = PENSION Endif
Formula
Rounding Rules S畛 d畛ng c叩c c叩c element Rounding Rules 畛 x但y d畛ng c叩c quy t畉c lm tr嘆n s畛. C坦 r畉t nhi畛u c叩ch lm tr嘆n c坦 th畛 畛nh ngh挑a 動畛c b畉ng c叩ch s畛 d畛ng Rounding Rules: Lm tr嘆n l棚n Lm tr嘆n xu畛ng 畉t i畛u ki畛n lm tr嘆n Th畛c hi畛n c畉t b畛t ph畉n d動.
Counts Global payroll cung c畉p Counts element s畛 d畛ng cho c叩c m畛c 鱈ch 畉m m畛t c叩i g狸 坦, gi畉 s畛 畉m gi畛 lao 畛ng c畛a m畛t c担ng nh但n trong m畛t ngy, 畉m ngy c担ng trong m畛t th叩ng, 畉m ngy ngh畛 trong m畛t th叩ng C坦 th畛 hi畛u m畛t count element ho畉t 畛ng nh動 m畛t counting formula.
Earnings Earnings element l element quy 畛nh m畛i kho畉n thu nh畉p c畛a nh但n vi棚n, nh動 l動董ng, ti畛n th動畛ng, hoa h畛ng, l動董ng h動u C坦 4 quy t畉c t鱈nh to叩n cho c叩c kho畉n thu nh畉p: Amount Base * Percent Unit * Rate Unit * Rate * Percent M畛t khi 達 x叩c 畛nh quy t畉c t鱈nh to叩n cho earning element th狸 kh担ng th畛 thay 畛i 動畛c tr畛 khi: Element ch動a 動畛c x畛 l箪, ch動a c坦 k畉t qu畉 ph辿p t鱈nh no c畉. Ch畛 c坦 m畛t ngy hi畛u l畛c duy nh畉t.
Earnings C叩c b動畛c khai b叩o m畛t kho畉n thu nh畉p 畉t t棚n, m畛c 畛 b畉o m畉t, cho ph辿p ghi 竪.
Earnings Quy t畉c t鱈nh to叩n: ch畛n c叩c thnh ph畉n t畉o n棚n quy t畉c t鱈nh to叩n c叩c kho畉n thu nh畉p, s畛 ti畛n, quy t畉c t鱈nh ph畉n trm, nh但n t畛 l畛, ho畉c 董n v畛. Ch畛n t畉n s畛 thu nh畉p, c叩c tham s畛 truy畛n. C畉n ph畉i x叩c 畛nh 動畛c c担ng th畛c t鱈nh c畛a c叩c kho畉n thu nh畉p c畛a nh但n vi棚n.
Earnings
Earnings X叩c 畛nh c叩c quy t畉c lm tr嘆n s畛 ho畉c chia t畛 l畛. X叩c 畛nh c叩c 畉c t鱈nh c畛a c叩c accumlator t畛 畛ng t畉o ra. X叩c 畛nh c叩c 畉c t鱈nh c畛a accumulator theo d探i v duy tr狸 s畛 d動 cho thu nh畉p c畛a ng動畛i th畛 h動畛ng, ch畛 畛nh c叩c lo畉i accumulator, cho bi畉t khi no v lm th畉 no accumulator 動畛c c畉p nh畉t , v ch畛n l畛ch v th畛i gian ti ch鱈nh cho accumulator. Ch畛n ra c叩c accumulator m kho畉n thu nh畉p ny 坦ng g坦p vo: Ch畛n ra c叩c accumulator m earning element ny l thnh vi棚n. V畛i m畛i accumulator ch畛 ra ngy b畉t 畉u ngy k畉t th炭c, t畛 l畛 ph畉n trm l畛i nhu畉n. Ghi 竪 l棚n m畛t supporting element khi c畉n thi畉t.
Deductions T動董ng t畛 nh動 c叩c kho畉n thu nh畉p th狸 c滴ng c坦 c叩c kho畉n ph畉i kh畉u tr畛. Deduction element 動畛c s畛 d畛ng 畛 畛nh ngh挑a c叩c kho畉n kh畉u tr畛 c畛a ng動畛i th畛 h動畛ng, c叩c kho畉n kh畉u tr畛 c坦 th畛 l t畛 nguy畛n ho畉c do lu畉t 畛nh. C叩c kho畉n kh畉u tr畛 c滴ng 動畛c 畛nh ngh挑a t動董ng t畛 nh動 c叩c kho畉n thu nh畉p, ngoi ra h畛 th畛ng PS c嘆n 畛nh ngh挑a th棚m v畛 c叩c kho畉n kh担ng 動畛c nh畉n, kho畉n hon v畛n, kho畉n n畛. H畛 th畛ng t畉o ra m畛t accumlator 畛 theo d探i c叩c kho畉n n畛 c畛a ng動畛i th畛 h動畛ng.
Accumulators S畛 d畛ng c叩c accumulator 畛 l動u tr畛 v theo d探i c叩c s畛 d動, c畛ng t畛ng c叩c kho畉n thu nh畉p, kh畉u tr畛. C坦 th畛 l動u tr畛 Accumulators theo m畛t kho畉ng th畛i gian no 坦: m畛t th叩ng, m畛t nm. V鱈 d畛 theo l動u tr畛 t畛ng thanh to叩n trong v嘆ng 1 nm. C坦 m畛t s畛 accumulator h畛 th畛ng t畛 sinh ra. Ch炭ng ta c滴ng c坦 th畛 t畛 t畉o ra c叩c accumulator b畛 sung. C坦 2 lo畉i accumulator: Accumulator thanh to叩n, l動u c叩c gi叩 tr畛 gross, net trong t鱈nh to叩n. Accumulator 畛i chi畉u. L動u tr畛 d畛 li畛u thanh to叩n trong v嘆ng 1 th叩ng ho畉c 1 nm.
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
Positive Input (cont) Positive input is earning and deduction data that you enter for one pay period. The datasuch as hours worked or a one time bonusis payee-specific and can change each period. You can enter positive input manually or receive it from applications such as PeopleSoft Enterprise Time and Labor.
Positive Input (cont) When entering positive input for an earning or deduction element, you can enter a flat amount or values for the components of the element's calculation rule. For example, if the rule for calculating a payee's regular pay element is Regular Pay = Rate Units , you can enter an amount that overrides the calculation rule or specify a value for rate, units, or both rate and units. If you enter values, you can enter numeric values, such as 40 hours, or select a rate code element that retrieves the component's value from PeopleSoft Enterprise Human Resources.
Positive Input (cont)
Positive Input (cont)
Positive Input (cont)
Positive Input
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
T鱈nh l動董ng h畛i t畛 N畉u th畉 gi畛i l hon h畉o, m畛i d畛 li畛u t鱈nh to叩n 畛u ch鱈nh x叩c 100%. Ch炭ng ta kh担ng bao gi畛 ph畉i lo l畉ng v畛 nh畛ng sai l畉m trong qu叩 kh畛. Tuy nhi棚n 畛i kh担ng ph畉i l炭c no c滴ng 畉p nh動 v畉y, ch炭ng ta v畉n c畛 ph畉i xem x辿t l畉i nh畛ng vi畛c t動畛ng ch畛ng nh動 達 gi畉i quy畉t m畛t c叩ch 畛n th畛a m kh担ng ph畉i lo l畉ng g狸 trong t動董ng lai. H畛i t畛 l動董ng cho ph辿p ch炭ng ta t鱈nh to叩n l畉i nh畛ng ch棚nh l畛ch do s畛a 畛i d畛 li畛u c畛a nh畛ng k畛 l動董ng 達 坦ng. C坦 2 h狸nh th畛c t鱈nh h畛i t畛: H畛i t畛 i畛u ch畛nh t畉i ch畛. H畛i t畛 chuy畛n ti畉p.
Retro-Activity H畛i t畛 i畛u ch畛nh t畉i ch畛. S畛 d畛ng ph動董ng ph叩p ny 畛 t鱈nh to叩n l畉i nh畛ng kho畉n thu nh畉p kh畉u tr畛, hay vi畛c chia l畉i c叩c ph但n o畉n l動董ng c畛a k畛 l動董ng 達 動畛c 坦ng tr動畛c 坦, Nh畛ng thay 畛i s畉 動畛c ch畛nh s畛a tr畛c ti畉p t畉i k畛 t鱈nh to叩n tr動畛c 坦. i畛u 坦 d畉n 畉n vi畛c t鱈nh to叩n l畉i hon ton m畛i d畛 li畛u 達 t鱈nh to叩n tr動畛c 坦. H畛i t畛 chuy畛n ti畉p: S畛 d畛ng ph動董ng ph叩p ny 畛 t鱈nh to叩n l畉i nh畛ng kho畉n thu nh畉p, kh畉u tr畛 達 動畛c ch畛 畛nh, tuy nhi棚n kh叩c v畛i h畛i t畛 i畛u ch畛nh t畉i ch畛. K畉t qu畉 c畛a vi畛c t鱈nh to叩n h畛i t畛 kh担ng lm thay 畛i th担ng tin c畛a k畛 達 坦ng tr動畛c 坦, th担ng tin thay 畛i s畉 動畛c chuy畛n ti畉p vo k畛 t鱈nh to叩n hi畛n t畉i.
Retro-Activity Forwarding Retro The forwarding method calculates the differences between the original and recalculated pay runs. The differences between the new and old calculations are carried forward to the current calendar period as an adjustment to elements specified by the user. Unlike corrective retro, forwarding retro does not result in the replacement of the original results. Balance accumulators are not updated in the recalculated period but in the current calendar period.
Setting-Thi畉t l畉p cho qu畛c gia
Setting-Thi畉t l畉p cho c畉 董n v畛
Setting-Re Tro cho t畛ng c叩 nh但n
Setting-Runtype
Setting-C叩c kho畉n t鱈nh ReTro
Setting-C叩c k畛 t鱈nh Re Tro
DEMO RETRO Y棚u c畉u: Nh但n s畛 Y h畉t th畛i gian th畛 vi畛c nh動ng 動畛c 董n v畛 ch畛t k畉t qu畉 th畛 vi畛c mu畛n d畉n t畛i vi畛c chuy畛n tr畉ng th叩i t畛 th畛 vi畛c qua ch鱈nh th畛c b畛 mu畛n m畛t th叩ng -> Th畛c hi畛n thao t叩c tr棚n ph畉n m畛m nh畉m 畉m b畉o Ng動畛i lao 畛ng 動畛c t鱈nh l動董ng 畉y 畛 v bi畉n 畛ng b畉o hi畛m 動畛c th畛 hi畛n r探 rng. Gi畉i 叩p: T鱈nh l動董ng h畛i t畛 畛 t鱈nh ra thay 畛i l動董ng v b畉o hi畛m. (Retro-Active) 109
T鱈nh backdate K畛ch b畉n, th畛 vi畛c th叩ng 1, th叩ng 2. Th叩ng 3 h畉t th畛 vi畛c nh動ng b叩o mu畛n, n棚n l動董ng th叩ng 3 v畉n t鱈nh l th畛 vi畛c. Th叩ng 4: nh畉n 動畛c th担ng tin backdate nh畉p l畉i ngy 01/03/2016 chuy畛n t畛 th畛 vi畛c->ch鱈nh th畛c. C坦 tng l動董ng. T鱈nh l畉i 動畛c l動董ng th叩ng 3. 110
L動董ng th叩ng 3 達 t鱈nh 111
Nh畉p back date chuy畛n H sang ch鱈nh th畛c 112
C坦 i畛u ch畛nh l動董ng 113
K畉t qu畉 t鱈nh to叩n th叩ng 4 114
K畉t qu畉 t鱈nh to叩n th叩ng 4 115
K畉t qu畉 t鱈nh to叩n th叩ng 4 116
K畉t qu畉 ch棚nh l畛ch b畉o hi畛m 117
Understanding Complex Retro Processing
Understanding Complex Retro Processing
Understanding Complex Retro Processing
Understanding Complex Retro Processing
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
Off-Cycle Process Off cycle payroll processing refers to processing payments and making corrections to payroll results outside of the normal payroll schedule. Off cycle transactions are typically made to correct prior payments or to make early termination payments that can't wait until the next scheduled on-cycle payroll. You can readily launch an off cycle process without creating additional calendars, and the system automatically suspends the on cycle run.
Off-Cycle Process Global Payroll supports the following four types of off cycle transactions: Manual payments You can record payments for items that you calculate and pay outside of the system, such as cash or check payments. Corrections These are transactions that correct the results of a finalized payroll.. Unscheduled payments These are one time payments, such as a special bonus or expense reimbursement that fall outside of the on cycle process and for which calendars would not ordinarily be defined. Advances Advances are the processing of segments before they are normally scheduled, such as the early payment of wages due to termination, or the processing and pay of leave in advance
Off-Cycle Process Differences Between On Cycle and Off Cycle Payrolls On cycle processing Refers to performing regularly scheduled runs. In Global Payroll, these are recurring runs for which a period, calendar, and calendar group have been predefined. A pay group with a monthly frequency has twelve regularly scheduled on cycle payrolls each year. Off cycle payroll processing Refers to processing payments and making corrections to finalized results outside of the normal payroll schedule. Off cycle transactions are typically made to correct prior payments or to make early termination payments that can't wait until the next scheduled on cycle payroll.
Off-Cycle Process
Off-Cycle Process
Off-Cycle Process
Off-Cycle Process
Off-Cycle Process
Off-Cycle Process
N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
Reports
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Global payroll training

  • 1. Page 1 May 2013 Global Payroll PeopleSoft on Thnh Trung Implement Consultant, Human Capital Management (HCM) Applications
  • 2. Overview Courses Kh坦a h畛c o t畉o v畛 module Global Payroll c畛a h畛 th畛ng qu畉n tr畛 nh但n s畛 PeopleSoft. Th畛i gian d畛 ki畉n l 5 ngy bao g畛m: 40% l l箪 thuy畉t. 60% th畛i gian th畛c hnh. Kh坦a h畛c cung c畉p hi畛u bi畉t v畛 Global Payroll t畛 m畛c c董 b畉n 畉n n但ng cao. K畉t th炭c kh坦a h畛c h畛c vi棚n c坦 th畛 c畉u h狸nh 鱈t nh畉t m畛t bi to叩n l動董ng cho c叩c 董n v畛 tr棚n h畛 th畛ng PS.
  • 3. i畛u ki畛n tham gia kh坦a h畛c C叩c h畛c vi棚n c畉n c坦 鱈t nh畉t c叩c i畛u ki畛n sau khi tham gia kh坦a h畛c: C坦 hi畛u bi畉t v畛 h畛 th畛ng Peoplesoft-C叩c kh叩i ni畛m c董 b畉n SETID, BU, Efftivedate, ki畉n th畛c v畛 core HR, Compensation, ePerformance, Absence, time and labor C坦 ki畉n th畛c CNTT(t畛i thi畉u ph畉i vi畉t 動畛c SQL, hi畛u 動畛c c畉u tr炭c b畉ng) C坦 th畛 s畛 d畛ng PeopleTool( t畉o table,view) C坦 hi畛u bi畉t v畛 nghi畛p v畛 l動董ng, th動畛ng( hi畛u bi畉t v畛 c叩ch t鱈nh l動董ng ngy c担ng, l動董ng th畛i gian, c叩c ch鱈nh s叩ch v畛 BH, c叩c lo畉i ch畉 畛, ph畛 c畉p, c叩ch t鱈nh thu畉 TNCN...)
  • 4. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng ngoi chu k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 5. PeopleSoft HCM Product Portfolio Core HR User Productivity Kit Payroll for NA Global Payroll Payroll Interface Benefits Admin Workforce Service Delivery Business Intelligence Talent Mgmt Workforce Mgmt Core Stock Admin Pension Admin Time & Labor Absence Mgmt Workforce Scheduling Resource Mgmt Travel & Expense Activity Based Mgmt Help Desk for HR HRMS Portal Pack Workforce Communications eCompensation eProfile eDevelopment eBenefits ePay Web Services Ad-hoc Analysis Proactive Alerts MS Office Plug-in Reporting & Publishing Interactive Dashboards Disconnected Analytics HR Analytics 7.9.6 Recruiting Solutions Succession Planning ePerform eComp Learning Mgmt Profile Management Oracle Incentive Comp Services Procuremt
  • 7. Global payroll cho ph辿p thi畉t k畉 v x但y d畛ng h畛 th畛ng l動董ng m畛t c叩ch linh ho畉t, m畛m d畉o. S畛 d畛ng tr狸nh duy畛t, PeopleTools, v c叩c quy t畉c c畛a h畛 th畛ng, c坦 th畛 c畉u h狸nh h畛 th畛ng b畉ng l動董ng m kh担ng c畉n vi畉t hay thay 畛i m達 ngu畛n, do 坦 lm gi畉m th畛i gian l畉p 畉t v chi ph鱈. Global payroll kh担ng ch畛a c叩c o畉n m達 quy 畛nh c叩c quy t畉c, nguy棚n t畉c, c担ng th畛c l動董ng c畛 th畛 no. S畛 d畛ng c叩c pay items, 動畛c g畛i l c叩c element, b畉n x但y d畛ng c叩c quy t畉c x叩c 畛nh l動董ng v ngh畛 動畛c t鱈nh tr棚n c董 s畛 ng動畛i th畛 h動畛ng theo ng動畛i th畛 h動畛ng, v x畛 l箪 l x畛 l箪 hng lo畉t. Global Payroll-Overview
  • 8. Global Payroll-Overview Tri畉t l箪 c畛a Global payroll: 動畛c x但y d畛ng xung quanh c叩c element C叩c element l thnh ph畉n nh畛 nh畉t, c董 b畉n nh畉t 畛 c畉u thnh n棚n c叩c d畛 li畛u c畛a payroll C坦 r畉t nhi畛u lo畉i element 畛 畛nh 畛nh ngh挑a c叩c kho畉n, d畉ng thu nh畉p c畛a nh但n vi棚n. Nh動ng chia ra lm 3 nh坦m ch鱈nh l Payroll element, absence element, support element. c叩c Element ny 動畛c t畛 ch畛c thnh c叩c Group v g叩n vo cho t畛ng Pay Group. Element Group: Ch畛a c叩c Element m nh但n vi棚n 動畛c h動畛ng M畛i nh但n vi棚n 動畛c g畉n v畛i m畛t Pay Group nh畉t 畛nh. H畛 th畛ng khi t鱈nh to叩n s畉 x畛 l箪 c叩c Element h畛p l畛.
  • 10. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 11. N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
  • 12. Global Payroll-Structure Process Structure How to Process Calendar Period ID When to Process Organization Structure Who to Process Pay Computation Processing Calendar
  • 13. Global Payroll- Organization Structure Base Pay BASE PAY Holiday HOLIDAY Element Group Pay Entity Statutory Pay SSP/SMP/SAP Payees Eligibility Group Bonus BONUS Pay Group
  • 15. Global Payroll- Calendar Period Calendar Group ID Run Type Calendar ID Calendar Period ID Process List Pay Group Run Control How When Who Combines Organization and Process Structures to define Payroll Process
  • 16. Global Payroll- Calendar Period Combines Organization and Process Structures to define Payroll Process
  • 17. M畛t s畛 kh叩i ni畛m PeopleSoft - ENG PeopleSoft- VNM ngh挑a Element Ph畉n t畛 Thnh ph畉n c董 b畉n nh畉t 畛 c畉u thnh n棚n c叩c d畛 li畛u c畉u h狸nh c畛a Payroll. PIN T棚n 畛i t動畛ng chi tr畉 L c叩c m達 (s畛) 畛 x叩c 畛nh cho c叩c ph畉n t畛 (element). M畛i ph畉n t畛 trong Payroll 畛u c坦 m達 PIN 畛 ph但n bi畛t. Payee Ng動畛i h動畛ng l動董ng B畉t c畛 c叩n b畛/nh但n vi棚n no trong h畛 th畛ng 動畛c t狸nh l動董ng 畛 chi tr畉 trong Global Payroll 畛u 動畛c g畛i l payee. Posititive Input Kho畉n 畉u vo t鱈ch c畛c Nh畛ng d畛 li畛u 動畛c c叩n b畛 ti畛n l動董ng nh畉p cho c叩c ph畉n t畛 c坦 s畛 thay 畛i ri棚ng bi畛t cho c叩c k畛 t鱈nh l動董ng. Earning/ Deduction Thu nh畉p/ Kh畉u tr畛 Earning: C叩c kho畉n thu nh畉p c畛a c叩n b畛. Deduction: C叩c kho畉n kh畉u tr畛 c畛a c叩n b畛. Pay Entity 董n v畛 chi tr畉 l動董ng 董n v畛 chi tr畉 l動董ng c畛a t畛 ch畛c. Vi畛c x叩c 畛nh 董n v畛 chi tr畉 l動董ng ph畛 thu畛c vo c叩c y畉u t畛 ph叩p l箪 c畛a t畛 ch畛c 坦. Pay Group Nh坦m tr畉 l動董ng Nh坦m 畛 x叩c 畛nh c叩c c叩n b畛/ nh但n vi棚n c坦 c湛ng c叩c thnh ph畉n, c叩ch t鱈nh l動董ng.
  • 18. M畛t s畛 kh叩i ni畛m PeopleSoft ENG PeopleSoft- VNM ngh挑a Eligibility Groups Nh坦m c叩c h畉ng m畛c L nh坦m c畛a c叩c element groups. M畛i m畛t Pay group 動畛c g畉n v畛i m畛t Eligibility Group. Element Groups Nh坦m c叩c element L danh s叩ch c叩c element 動畛c gom vo thnh m畛t nh坦m, c坦 th畛 g叩n vo nhi畛u nh坦m h畉ng m畛c kh叩c nhau. Segmentation Ph但n o畉n l動董ng Ph但n o畉n l動董ng c畛a c叩n b畛/ nh但n vi棚n trong m畛t k畛 t鱈nh l動董ng n畉u c坦 s畛 thay 畛i v畛 thu nh畉p, tr畉ng th叩i nh但n s畛, thay 畛i c担ng vi畛c trong k畛 坦. Trigger T叩c 畛ng 畉nh h動畛ng Nh畛ng thay 畛i 畛 h畛 th畛ng x叩c 畛nh t畛 畛ng x畛 l箪 m畛t vi畛c c畛 th畛 Retroactive Truy l挑nh/ Truy thu T鱈nh l畉i c叩c k畛 t鱈nh l動董ng tr動畛c (b畉ng l動董ng 達 duy畛t) v狸 l箪 do thay 畛i th担ng tin trong qu叩 kh畛 m ch動a 動畛c x畛 l箪. Finalize Ph棚 duy畛t Ph棚 duy畛t b畉ng l動董ng On-cycle 畛nh k畛 Vi畛c t鱈nh l動董ng 畛nh k畛 畛u 畉n theo th叩ng, theo k畛. Off- cycle Kh担ng 畛nh k畛 T鱈nh l動董ng kh担ng 畛nh k畛.
  • 19. M畛t s畛 kh叩i ni畛m PeopleSoft -ENG PeopleSoft- VNM ngh挑a Payslip B畉ng l動董ng B畉ng l動董ng c畛a nh但n vi棚n c畛 th畛. Absence Entitlement Ch畉 畛 ngh畛 X叩c 畛nh ch畉 畛 ngh畛 cho m畛i lo畉i ngh畛. Absence Take Lo畉i ngh畛 C叩c lo畉i ngh畛 Working Schedule L畛ch lm vi畛c X叩c 畛nh l畛ch lm vi畛c c畛a c叩c c担ng ty: - Tu畉n lm vi畛c 5 ngy, t畛 th畛 2 畉n th畛 6 - M畛t nm c坦 9 ngy l畛 theo lu畉t 畛nh Period K畛 l動董ng X叩c 畛nh kho畉ng th畛i gian cho k畛 t鱈nh (V鱈 d畛 k畛 l動董ng t畛 ngy m畛ng 1 畉n ngy m畛ng 2 hng th叩ng ) Calendar L畛ch t鱈nh l動董ng X叩c 畛nh lo畉i l畛ch t鱈nh l動董ng (V鱈 d畛: T鱈nh ngh畛, t鱈nh l動董ng) Calendar Group Nh坦m l畛ch t鱈nh Nh坦m c叩c l畛ch t鱈nh l動董ng 畛 th畛c hi畛n t鱈nh to叩n
  • 20. Elements Element l thnh ph畉n nh畛 nh畉t trong h畛 th畛ng Global Payroll. Ch炭ng ta x但y d畛ng c叩c element v k畉t h畛p ch炭ng l畉i v畛i nhau 畛 t畉o thnh h畛 th畛ng l動董ng. Khi 畛nh ngh挑a m畛t element, ch炭ng ta c坦 th畛 s畛 d畛ng 畛 nhi畛u n董i n畉u nh動 element 坦 叩p 畛ng 動畛c 箪 畛 bi to叩n c畛a ch炭ng ta. H畛 th畛ng cho ph辿p ch炭ng ta ph畛i h畛p s畛 d畛ng c叩c element m畛t c叩ch linh ho畉t 畛 c坦 th畛 x但y d畛ng 動畛c h畛 m畛t c担ng th畛c l動董ng v畛i c叩c y棚u c畉u kh叩c nhau c畛a bi to叩n.
  • 21. N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
  • 22. N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure 董n v畛 tr畉 l動董ng(Pay Entities) Nh坦m tr畉 l動董ng(Pay Groups) Nh坦m c叩c h畉ng m畛c(Eligibility Groups) Nh坦m element(Element Groups) Processing Structure Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
  • 23. 董n v畛 tr畉 l動董ng(Pay Entity) T畛 ch畛c ch畛u tr叩ch nhi畛m thanh to叩n ti畛n l動董ng cho ng動畛i lao 畛ng. 董n v畛 tr畉 l動董ng 動畛c 畛nh ngh挑a theo quy ch畉 c畛a t畛ng c担ng ty. Trong m畛t s畛 tr動畛ng h畛p n坦 ch鱈nh l c担ng ty. 畛 但y ch炭ng ta 畛nh ngh挑a t畛 ch畛c th畛c hi畛n thanh to叩n l動董ng cho ng動畛i lao 畛ng, v c滴ng 畛nh ngh挑a v畛 lo畉i ti畛n t畛 d湛ng 畛 t鱈nh to叩n l動董ng. 董n v畛 tr畉 l動董ng c坦 th畛 d湛ng 畛 li棚n k畉t v畛i nhi畛u nh坦m t鱈nh l動董ng, tuy nhi棚n m畛i m畛t nh坦m t鱈nh l動董ng ch畛 動畛c li棚n k畉t v畛i m畛t 董n v畛 tr畉 l動董ng.
  • 25. Paygroup Global Payroll s畛 d畛ng kh叩i ni畛m nh坦m tr畉 l動董ng 畛 nh坦m l畉i c叩c c叩 nh但n c坦 chung c叩ch t鱈nh l動董ng. Khi ch畉y l動董ng c叩c c叩 nh但n 動畛c t鱈nh to叩n l動董ng m畛t c叩ch 畛ng th畛i. M畛i m畛t nh坦m tr畉 l動董ng s畉 動畛c g叩n m畛t nh坦m c叩c h畉ng m畛c l動董ng. Khi t鱈nh l動董ng cho CBNV trong nh坦m ny, ch畛 nh畛ng kho畉n n畉m trong nh坦m ny m畛i 動畛c t鱈nh to叩n. C叩c nh坦m tr畉 l動董ng s畉 動畛c d湛ng 畛 t畉o ra l畛ch t鱈nh l動董ng. N棚n khi chia nh坦m tr畉 l動董ng c畉n ph畉i chia nh坦m c叩c nh但n vi棚n c坦 c湛ng c担ng th畛c t鱈nh l動董ng v畛i c湛ng t畉n su畉t l挑nh l動董ng(tu畉n, th叩ng, nm)
  • 28. Eligibility Groups Nh坦m c叩c h畉ng m畛c(Eligibility Groups) l nh坦m c畛a c叩c element groups. 動畛c g畉n v畛i c叩c nh坦m tr畉 l動董ng. Khi th畛c hi畛n t鱈nh l動董ng cho nh畛ng 畛i t動畛ng thu畛c nh坦m tr畉 l動董ng, th狸 h畛 th畛ng ch畛 t鱈nh to叩n c叩c kho畉n thu nh畉p kh畉u tr畛 c坦 trong nh坦m c叩c h畉ng m畛c l動董ng ny.
  • 30. Element Groups Nh坦m c叩c element 動畛c d湛ng 畛 ch畛 畛nh cho ng動畛i th畛 h動畛ng danh s叩ch c叩c kho畉n thu nh畉p kh畉u tr畛 m m畛t ng動畛i c坦 th畛 動畛c h動畛ng. Trong danh s叩ch ny ch畛 c畉n th棚m vo 2 lo畉i element l kho畉n thu nh畉p(Earning) v kh畉u tr畛(Deduction). Nh畛ng element (Earning v deduction) kh担ng 動畛c 動a vo danh s叩ch ny s畉 kh担ng 動畛c t鱈nh to叩n gi叩 tr畛.
  • 32. N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Run type Process Lists Sections Setting Up Calendars Segment-slice Trigger Retro-trigger review-trigger
  • 34. Sections Each section can have one or more individual elements A section is a grouping of elements and controls the order that those elements are processed on the process list How the system processes section elements during payroll or absence runs. What types of elementssuch as earning elements, absence take elements, and supporting elements Whether the section can be used for absence processing, payroll processing, or both.
  • 36. Process List Process lists control payroll processing at the highest level. They perform three basic functions: Specify whether the process applies to absence or payroll processing Identify the gross and net pay accumulators for the payroll process. The banking process determines net pay by referencing the net pay accumulator. Identify the sections, or sets of elements, to resolve during the payroll process and the order in which they resolve.
  • 38. N畛i dung kh坦a h畛c C畉u tr炭c ph但n h畛 l動董ng Organizational Structure Processing Structure Setting Up Calendars Periods Calendars Calendar Groups Segment-slice Trigger Retro-trigger review-trigger
  • 40. Calendar Period Periods define the begin date, end date, and frequency of a pay period
  • 43. Segmentation Segmentation refers to the process of calculating all or a subset of elements in a process list in separate slices or segments. You can segment components of pay based on changes in compensation, employee status, or other events during a pay period. For example, if an individual changes jobs during a pay period and your organization separates components earned in the first job from those earned in the second job, you can set up your system to trigger segmentation of earning results on the payslip when there's a change to the job change action/reason field in PeopleSoft Enterprise Human Resources. Global Payroll provides two types of segmentationperiod segmentation and element segmentation
  • 44. Segmentation Global Payroll provides two types of segmentationperiod segmentation and element: Period segmentation Occurs when data that changes in mid period, such as a compensation rate All elements in the process list to be calculated repeatedly on either side of the change date. The system divides the pay period into two or more distinct segments and treats each segment as a complete and separate payroll calculation. It calculates each element in the process list for each segment, resulting in multiple gross-to-net processes, payslips, and Payee Process Stat records. The system calculates each element using components that were effective during the different time slices.
  • 45. Segmentation Global Payroll provides two types of segmentationperiod segmentation and element Element segmentation Occurs when data that changes in midperiod requires the affected element (and perhaps a subset of other elements) to be calculated repeatedly on either side of the change date. (Each sub-period is called a slice.) The system segments only the elements that you select and it creates separate result rows only for the specified elements. In element segmentation, there is only one gross-to-net result set.
  • 46. Segmentation Periods Pay periodsmonthly, biweekly, or weeklyare used to group and calculate a payee's earnings. Each period has a begin and end date and can be sliced or segmented. Segments A sub-period of time within the normal pay period that is created due to period segmentation. Each segment represents a separate gross-to-net calculation of every element in the period and has begin and end dates. Individual elements can be sliced within a sub-period. Slices The span of time into which an element is segmented due to element segmentation. Unlike a segment or period, it does not represent a separate gross-to-net process, because it affects only a limited set of elements in a period or segment. Like a segment, a slice has begin and end dates
  • 51. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 54. Processing Payroll Identify: Select the first time you run the process. It instructs the system to identify all payees (associated with the calendar group ID, or selected stream, if applicable) that meet the payee selection criteria that is defined on the calendar pages that are linked to the calendar group ID Calculate: the system calculates every payee that is flagged by the Identify phase Freeze:The system freezes all calculations for the selected population Suspend:Select to pull payees from an open payroll run Finalize: Select to close the payroll or absence cycle for the entire calendar group ID. Once you finalize the run, no more calculations are possible
  • 59. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 60. C叩c element l畉y d畛 li畛u System elements Arrays Writable arrays Brackets Rate codes Fictitious calculations Historical rules
  • 61. C叩c lo畉i element d湛ng 畛 t鱈nh to叩n Variables Earnings Dates Deductions Duration Absence entitlements Formulas Absence takes Rounding rules Accumulators Counts Generation control Proration rules
  • 62. System elements C叩c System elements 動畛c cung c畉p v duy tr狸 b畛i PeopleSoft, N坦 ch畛a c叩c th担ng tin m ta c坦 th畛 s畛 d畛ng 畛 t鱈nh to叩n l動董ng. Ch炭ng ta kh担ng th畛 thay 畛i, hay i畛u ch畛nh c叩c element h畛 th畛ng, kh担ng t畉o m畛i 動畛c c叩c element h畛 th畛ng, nh動ng c坦 th畛 畛i t棚n. C坦 2 lo畉i element h畛 th畛ng: Database system elements System-computed elements
  • 63. Database system elements C叩c database system element 動畛c hi畛u gi畛ng nh動 c叩c element li棚n quan 畉n ng動畛i th畛 h動畛ng. Ch炭ng ch畛a c叩c d畛 li畛u c坦 th畛 動畛c s畛 d畛ng th動畛ng xuy棚n trong c叩c ph辿p t鱈nh V鱈 d畛: dept ID, location, personal data. C叩c database system element gi畉i quy畉t ch畛 khi ch炭ng 動畛c s畛 d畛ng 畛 t鱈nh to叩n. System-computed elements: l nh畛ng element c畛a h畛 th畛ng cho k畉t qu畉 畉u ra c畛a m畛t t鱈nh to叩n khi ch炭ng 動畛c s畛 d畛ng. V鱈 d畛 t鱈nh ngy ngh畛 c畛a m畛t nh但n vi棚n.
  • 64. Database system elements Nh動 v畉y ch炭ng ta c坦 th畛 hi畛u c叩c system element l c叩c element c坦 s畉n 動畛c s畛 d畛ng cho vi畛c t鱈nh l動董ng. Ch炭ng ta ch畛 vi畛c s畛 d畛ng n坦 m kh担ng ph畉i t畉o ra, 畛nh ngh挑a, hay s畛a 畛i g狸. N坦 c坦 th畛 cung c畉p d畛 li畛u c畛a nh但n vi棚n tr棚n h畛 th畛ng, c坦 th畛 l k畉t qu畉 c畛a m畛t ph辿p t鱈nh to叩n.
  • 65. Earnings & Deductions Use earning elements to define all types of compensation for a payee, including salary, fees, bonuses, commissions, pensions, and retirement pay. You use deduction elements to define different types of deductions for a payee. Deductions can be voluntary, such as those for retirement plans, or statutory, such as taxes and garnishments. You can define the following four types of calculation rules for elements: Amount Base * Percent Unit * Rate Unit * Rate * Percent
  • 69. Arrays M畛t Arrays element 動畛c hi畛u nh動 li棚n k畉t gi畛a m畛t tr動畛ng trong c董 s畛 d畛 li畛u v畛i m畛t element. Khi ch炭ng ta mu畛n l畉y m畛t d畛 li畛u m kh担ng 動畛c cung c畉p b畛i c叩c system element, th狸 ch炭ng ta s畛 d畛ng Arrays element 畛 l畉y th担ng tin 坦. C坦 th畛 s畛 d畛ng Arrays element 畛 l畉y th担ng tin t畛 m畛t b畉ng b畉t k畛 trong c董 s畛 d畛 li畛u. Nh動 v畉y c坦 2 b動畛c cn b畉n khi d湛ng 畉n Arrays element: L畉y d畛 li畛u ra. S畛 d畛ng d畛 li畛u 畛 t鱈nh to叩n.
  • 70. Arrays Vi畛c 畛nh ngh挑a m畛t Arrays element gi畛ng nh動 c叩ch m b畉n 畛nh ngh挑a m畛t c但u l畛nh SQL 畛 ch畛n ra m畛t d嘆ng d畛 li畛u. C坦 nhi畛u c叩ch l畉y d畛 li畛u ra 畛 s畛 d畛ng t湛y thu畛c bi to叩n. L畛a ch畛n ny ch炭ng ta s畛 d畛ng b畉ng c叩ch ch畛n ph動董ng th畛c l畉y d畛 li畛u trong m畛c: Loading Option Tuy nhi棚n Array element l畉i kh担ng ph畉i l n董i l動u d畛 li畛u, th担ng th動畛ng ch炭ng ta s畛 d畛ng m畛t Variable Element 畛 l動u d畛 li畛u 動畛c l畉y ra b畉ng c叩ch s畛 d畛ng Array element Th畉 no l m畛t Variable Element th狸 s畉 動畛c gi畛i thi畛u 畛 ph畉n sau.
  • 71. Writable Arrays Kh叩c bi畛t v畛i Array element 動畛c s畛 d畛ng 畛 l畉y d畛 li畛u trong m畛t b畉ng. Writable Arrays 動畛c hi畛u l c叩c element l動u d畛 li畛u(v畛i array kh担ng l動u d畛 li畛u m 畉y vo c叩c Variable). C坦 th畛 s畛 d畛ng PeopleTool 畛 t畉o ra m畛t b畉ng l動u k畉t qu畉 no 坦, r畛i s畛 d畛ng Writable Arrays element 畛 l動u c叩c gi叩 tr畛 theo t畛ng hng m畛t 畛 t鱈nh to叩n. C坦 l畛i cho hi畛u qu畉 t鱈nh to叩n v s畛 l箪 hng lo畉t.
  • 72. Writable Arrays M畛t b畉ng l動u k畉t qu畉 ph畉i c坦 鱈t nh畉t 7 tr動畛ng sau: EMPLID CAL_RUN_ID EMPL_RCD GP_PAYGROUP CAL_ID ORIG_CAL_RUN_ID RSLT_SEG_NUM
  • 73. Brackets Brackets element gi炭p t畉o ra m畛t b畉ng tra c畛u 畛 t鱈nh to叩n, d畛a vo d畛 li畛u tra c畛u v ph動董ng ph叩p tra c畛u ch炭ng ta c坦 th畛 g叩n gi叩 tr畛 th鱈ch h畛p 畛 s畛 d畛ng cho vi畛c t鱈nh to叩n l動董ng. Brackets element cho ph辿p x但y d畛ng b畉ng tra c畛u theo m畛t ho畉c nhi畛u tr動畛ng. V cho ph辿p tra c畛u theo nhi畛u c叩ch kh叩c nhau b畉ng vi畛c s畛 d畛ng c叩c l畛a ch畛n Interpolation Methods: Use Nearest, Use Next Lower, Use Next Higher, Linear
  • 74. Brackets Nm c畛ng hi畉n Gi叩 tr畛 th動畛ng 5 30% 10 60% Interpolation Method Return Value Description Linear(Tra 7) 42% T鱈nh theo c担ng th畛c c担ng th畛c tuy畉n t鱈nh Use Nearest 30% G畉n nh畉t s畛 d畛ng Use Next Higher 60% Gi叩 tr畛 cao h董n g畉n nh畉t Use Next Lower 30% Gi叩 tr畛 th畉p h董n g畉n nh畉t
  • 75. Brackets Search Keys (Dept ID, Years of Service) Return Columns (Bonus Percentage) ABC, 1 10 ABC, 3 12 ABC, 5 15 DEF, 1 11 DEF, 3 13 DEF, 5 15
  • 76. Rate Codes Ch炭ng ta kh担ng s畛 d畛ng rate code trong HR 畛 t鱈nh l動董ng, m ph畉i t畉o ra m畛t rate code element t動董ng 畛ng v畛i m畛i rate code trong HR 畛 t鱈nh to叩n l動董ng. M畛i m畛t rate code element 動畛c k畉t n畛i v畛i m畛t Rate code trong HR. C坦 th畛 s畛 d畛ng rate code element 畛 l畉y nhi畛u thnh ph畉n l動董ng 動畛c x叩c 畛nh trong HR. Bao g畛m c畉 thnh ph畉n l動董ng c董 b畉n v kh担ng c董 b畉n. T畉o ra earning element c坦 s畛 d畛ng rate code 畛 畛nh ngh挑a c叩c kho畉n thu nh畉p. V ph畉i t畛 畛nh ngh挑a t畛ng earning element cho m畛i rate code element.
  • 77. Variables 動畛c hi畛u l c叩c element d湛ng nh動 c叩c bi畉n, d湛ng 畛 l動u c叩c gi叩 tr畛. C坦 th畛 d湛ng 畛 l動u c叩c gi叩 tr畛 l畉y 動畛c nh畛 t鱈nh to叩n, l畉y ra t畛 c董 s畛 d畛 li畛u, ho畉c g叩n cho n坦 m畛t gi叩 tr畛 trong khi 畛nh ngh挑a. C坦 c叩c ki畛u gi叩 tr畛 sau: S畛 -l動u 動畛c s畛 v畛i format 12.6. Chu畛i k箪 t畛- l動u 動畛c 30 k箪 t畛 Ngy th叩ng Ti畛n t畛 -l動u 動畛c s畛 v畛i format 12.6. Con tr畛-!?
  • 78. Dates Dates element 動畛c d湛ng 畛 l動u v t鱈nh to叩n c叩c gi叩 tr畛 ki畛u ngy. Gi畉 s畛 mu畛n x叩c 畛nh th畛i i畛m sau 5 nm lm vi畛c c畛a m畛t nh但n vi棚n, ta t畉o m畛t element v畛i ki畛u date, b畉t 畉u v畛i ngy tuy畛n d畛ng, v th棚m 5 nm vo element. C坦 th畛 t叩ch c叩c thnh ph畉n ngy, th叩ng, nm c畛a m畛t date element 畛 t鱈nh to叩n.
  • 79. Duration Duration element l element 動畛c d湛ng 畛 t鱈nh kho畉ng th畛i gian gi畛a 2 th畛i i畛m. Element ny l動u gi叩 tr畛 d畉ng s畛, c坦 th畛 畛nh ngh挑a n坦 l nm, th叩ng, ho畉c ngy. Trong nhi畛u tr動畛ng h畛p ta c畉n 畉n kho畉ng th畛i gian gi畛a 2 th畛i i畛m, gi畉 s畛 畛 t鱈nh l動董ng, ta c畉n x叩c 畛nh nh畛ng ngy v畉ng m畉t c畛a m畛t nh但n vi棚n. Ho畉c t鱈nh th但m ni棚m c畛a ng動畛i lao 畛ng c滴ng c畉n d湛ng 畉n element d畉ng ny.
  • 80. Formulas 但y l lo畉i element 動畛c s畛 d畛ng 畛 x但y d畛ng c叩c c担ng th畛c t鱈nh to叩n. Element cung c畉p c叩c function v c叩c ph辿p to叩n, to叩n t畛 畛 x但y d畛ng m畛i c担ng th畛c to叩n h畛c. C叩c function: And, Average, Comment, Else, Endif, Exit, If, In, Maximum, Minimum, Or, Sum, and Then C叩c ph辿p to叩n, to叩n t畛: (none), -, *, /, +, < <=, <>, =, >, and >=, ph辿p g叩n.
  • 81. Formulas C坦 th畛 hi畛n th畛c nh畛ng c担ng th畛c sau b畉ng c叩ch t畉o m畛t element Formulas: If BASE COMP < 10,000, then BASE COMP * .10 = PENSION, else (10,000 * .01) + ((BASE COMP - 10,000) * .02) = PENSION Endif
  • 83. Rounding Rules S畛 d畛ng c叩c c叩c element Rounding Rules 畛 x但y d畛ng c叩c quy t畉c lm tr嘆n s畛. C坦 r畉t nhi畛u c叩ch lm tr嘆n c坦 th畛 畛nh ngh挑a 動畛c b畉ng c叩ch s畛 d畛ng Rounding Rules: Lm tr嘆n l棚n Lm tr嘆n xu畛ng 畉t i畛u ki畛n lm tr嘆n Th畛c hi畛n c畉t b畛t ph畉n d動.
  • 84. Counts Global payroll cung c畉p Counts element s畛 d畛ng cho c叩c m畛c 鱈ch 畉m m畛t c叩i g狸 坦, gi畉 s畛 畉m gi畛 lao 畛ng c畛a m畛t c担ng nh但n trong m畛t ngy, 畉m ngy c担ng trong m畛t th叩ng, 畉m ngy ngh畛 trong m畛t th叩ng C坦 th畛 hi畛u m畛t count element ho畉t 畛ng nh動 m畛t counting formula.
  • 85. Earnings Earnings element l element quy 畛nh m畛i kho畉n thu nh畉p c畛a nh但n vi棚n, nh動 l動董ng, ti畛n th動畛ng, hoa h畛ng, l動董ng h動u C坦 4 quy t畉c t鱈nh to叩n cho c叩c kho畉n thu nh畉p: Amount Base * Percent Unit * Rate Unit * Rate * Percent M畛t khi 達 x叩c 畛nh quy t畉c t鱈nh to叩n cho earning element th狸 kh担ng th畛 thay 畛i 動畛c tr畛 khi: Element ch動a 動畛c x畛 l箪, ch動a c坦 k畉t qu畉 ph辿p t鱈nh no c畉. Ch畛 c坦 m畛t ngy hi畛u l畛c duy nh畉t.
  • 86. Earnings C叩c b動畛c khai b叩o m畛t kho畉n thu nh畉p 畉t t棚n, m畛c 畛 b畉o m畉t, cho ph辿p ghi 竪.
  • 87. Earnings Quy t畉c t鱈nh to叩n: ch畛n c叩c thnh ph畉n t畉o n棚n quy t畉c t鱈nh to叩n c叩c kho畉n thu nh畉p, s畛 ti畛n, quy t畉c t鱈nh ph畉n trm, nh但n t畛 l畛, ho畉c 董n v畛. Ch畛n t畉n s畛 thu nh畉p, c叩c tham s畛 truy畛n. C畉n ph畉i x叩c 畛nh 動畛c c担ng th畛c t鱈nh c畛a c叩c kho畉n thu nh畉p c畛a nh但n vi棚n.
  • 89. Earnings X叩c 畛nh c叩c quy t畉c lm tr嘆n s畛 ho畉c chia t畛 l畛. X叩c 畛nh c叩c 畉c t鱈nh c畛a c叩c accumlator t畛 畛ng t畉o ra. X叩c 畛nh c叩c 畉c t鱈nh c畛a accumulator theo d探i v duy tr狸 s畛 d動 cho thu nh畉p c畛a ng動畛i th畛 h動畛ng, ch畛 畛nh c叩c lo畉i accumulator, cho bi畉t khi no v lm th畉 no accumulator 動畛c c畉p nh畉t , v ch畛n l畛ch v th畛i gian ti ch鱈nh cho accumulator. Ch畛n ra c叩c accumulator m kho畉n thu nh畉p ny 坦ng g坦p vo: Ch畛n ra c叩c accumulator m earning element ny l thnh vi棚n. V畛i m畛i accumulator ch畛 ra ngy b畉t 畉u ngy k畉t th炭c, t畛 l畛 ph畉n trm l畛i nhu畉n. Ghi 竪 l棚n m畛t supporting element khi c畉n thi畉t.
  • 90. Deductions T動董ng t畛 nh動 c叩c kho畉n thu nh畉p th狸 c滴ng c坦 c叩c kho畉n ph畉i kh畉u tr畛. Deduction element 動畛c s畛 d畛ng 畛 畛nh ngh挑a c叩c kho畉n kh畉u tr畛 c畛a ng動畛i th畛 h動畛ng, c叩c kho畉n kh畉u tr畛 c坦 th畛 l t畛 nguy畛n ho畉c do lu畉t 畛nh. C叩c kho畉n kh畉u tr畛 c滴ng 動畛c 畛nh ngh挑a t動董ng t畛 nh動 c叩c kho畉n thu nh畉p, ngoi ra h畛 th畛ng PS c嘆n 畛nh ngh挑a th棚m v畛 c叩c kho畉n kh担ng 動畛c nh畉n, kho畉n hon v畛n, kho畉n n畛. H畛 th畛ng t畉o ra m畛t accumlator 畛 theo d探i c叩c kho畉n n畛 c畛a ng動畛i th畛 h動畛ng.
  • 91. Accumulators S畛 d畛ng c叩c accumulator 畛 l動u tr畛 v theo d探i c叩c s畛 d動, c畛ng t畛ng c叩c kho畉n thu nh畉p, kh畉u tr畛. C坦 th畛 l動u tr畛 Accumulators theo m畛t kho畉ng th畛i gian no 坦: m畛t th叩ng, m畛t nm. V鱈 d畛 theo l動u tr畛 t畛ng thanh to叩n trong v嘆ng 1 nm. C坦 m畛t s畛 accumulator h畛 th畛ng t畛 sinh ra. Ch炭ng ta c滴ng c坦 th畛 t畛 t畉o ra c叩c accumulator b畛 sung. C坦 2 lo畉i accumulator: Accumulator thanh to叩n, l動u c叩c gi叩 tr畛 gross, net trong t鱈nh to叩n. Accumulator 畛i chi畉u. L動u tr畛 d畛 li畛u thanh to叩n trong v嘆ng 1 th叩ng ho畉c 1 nm.
  • 92. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 93. Positive Input (cont) Positive input is earning and deduction data that you enter for one pay period. The datasuch as hours worked or a one time bonusis payee-specific and can change each period. You can enter positive input manually or receive it from applications such as PeopleSoft Enterprise Time and Labor.
  • 94. Positive Input (cont) When entering positive input for an earning or deduction element, you can enter a flat amount or values for the components of the element's calculation rule. For example, if the rule for calculating a payee's regular pay element is Regular Pay = Rate Units , you can enter an amount that overrides the calculation rule or specify a value for rate, units, or both rate and units. If you enter values, you can enter numeric values, such as 40 hours, or select a rate code element that retrieves the component's value from PeopleSoft Enterprise Human Resources.
  • 99. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 100. T鱈nh l動董ng h畛i t畛 N畉u th畉 gi畛i l hon h畉o, m畛i d畛 li畛u t鱈nh to叩n 畛u ch鱈nh x叩c 100%. Ch炭ng ta kh担ng bao gi畛 ph畉i lo l畉ng v畛 nh畛ng sai l畉m trong qu叩 kh畛. Tuy nhi棚n 畛i kh担ng ph畉i l炭c no c滴ng 畉p nh動 v畉y, ch炭ng ta v畉n c畛 ph畉i xem x辿t l畉i nh畛ng vi畛c t動畛ng ch畛ng nh動 達 gi畉i quy畉t m畛t c叩ch 畛n th畛a m kh担ng ph畉i lo l畉ng g狸 trong t動董ng lai. H畛i t畛 l動董ng cho ph辿p ch炭ng ta t鱈nh to叩n l畉i nh畛ng ch棚nh l畛ch do s畛a 畛i d畛 li畛u c畛a nh畛ng k畛 l動董ng 達 坦ng. C坦 2 h狸nh th畛c t鱈nh h畛i t畛: H畛i t畛 i畛u ch畛nh t畉i ch畛. H畛i t畛 chuy畛n ti畉p.
  • 101. Retro-Activity H畛i t畛 i畛u ch畛nh t畉i ch畛. S畛 d畛ng ph動董ng ph叩p ny 畛 t鱈nh to叩n l畉i nh畛ng kho畉n thu nh畉p kh畉u tr畛, hay vi畛c chia l畉i c叩c ph但n o畉n l動董ng c畛a k畛 l動董ng 達 動畛c 坦ng tr動畛c 坦, Nh畛ng thay 畛i s畉 動畛c ch畛nh s畛a tr畛c ti畉p t畉i k畛 t鱈nh to叩n tr動畛c 坦. i畛u 坦 d畉n 畉n vi畛c t鱈nh to叩n l畉i hon ton m畛i d畛 li畛u 達 t鱈nh to叩n tr動畛c 坦. H畛i t畛 chuy畛n ti畉p: S畛 d畛ng ph動董ng ph叩p ny 畛 t鱈nh to叩n l畉i nh畛ng kho畉n thu nh畉p, kh畉u tr畛 達 動畛c ch畛 畛nh, tuy nhi棚n kh叩c v畛i h畛i t畛 i畛u ch畛nh t畉i ch畛. K畉t qu畉 c畛a vi畛c t鱈nh to叩n h畛i t畛 kh担ng lm thay 畛i th担ng tin c畛a k畛 達 坦ng tr動畛c 坦, th担ng tin thay 畛i s畉 動畛c chuy畛n ti畉p vo k畛 t鱈nh to叩n hi畛n t畉i.
  • 102. Retro-Activity Forwarding Retro The forwarding method calculates the differences between the original and recalculated pay runs. The differences between the new and old calculations are carried forward to the current calendar period as an adjustment to elements specified by the user. Unlike corrective retro, forwarding retro does not result in the replacement of the original results. Balance accumulators are not updated in the recalculated period but in the current calendar period.
  • 104. Setting-Thi畉t l畉p cho c畉 董n v畛
  • 105. Setting-Re Tro cho t畛ng c叩 nh但n
  • 109. DEMO RETRO Y棚u c畉u: Nh但n s畛 Y h畉t th畛i gian th畛 vi畛c nh動ng 動畛c 董n v畛 ch畛t k畉t qu畉 th畛 vi畛c mu畛n d畉n t畛i vi畛c chuy畛n tr畉ng th叩i t畛 th畛 vi畛c qua ch鱈nh th畛c b畛 mu畛n m畛t th叩ng -> Th畛c hi畛n thao t叩c tr棚n ph畉n m畛m nh畉m 畉m b畉o Ng動畛i lao 畛ng 動畛c t鱈nh l動董ng 畉y 畛 v bi畉n 畛ng b畉o hi畛m 動畛c th畛 hi畛n r探 rng. Gi畉i 叩p: T鱈nh l動董ng h畛i t畛 畛 t鱈nh ra thay 畛i l動董ng v b畉o hi畛m. (Retro-Active) 109
  • 110. T鱈nh backdate K畛ch b畉n, th畛 vi畛c th叩ng 1, th叩ng 2. Th叩ng 3 h畉t th畛 vi畛c nh動ng b叩o mu畛n, n棚n l動董ng th叩ng 3 v畉n t鱈nh l th畛 vi畛c. Th叩ng 4: nh畉n 動畛c th担ng tin backdate nh畉p l畉i ngy 01/03/2016 chuy畛n t畛 th畛 vi畛c->ch鱈nh th畛c. C坦 tng l動董ng. T鱈nh l畉i 動畛c l動董ng th叩ng 3. 110
  • 111. L動董ng th叩ng 3 達 t鱈nh 111
  • 112. Nh畉p back date chuy畛n H sang ch鱈nh th畛c 112
  • 113. C坦 i畛u ch畛nh l動董ng 113
  • 114. K畉t qu畉 t鱈nh to叩n th叩ng 4 114
  • 115. K畉t qu畉 t鱈nh to叩n th叩ng 4 115
  • 116. K畉t qu畉 t鱈nh to叩n th叩ng 4 116
  • 117. K畉t qu畉 ch棚nh l畛ch b畉o hi畛m 117
  • 122. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 123. Off-Cycle Process Off cycle payroll processing refers to processing payments and making corrections to payroll results outside of the normal payroll schedule. Off cycle transactions are typically made to correct prior payments or to make early termination payments that can't wait until the next scheduled on-cycle payroll. You can readily launch an off cycle process without creating additional calendars, and the system automatically suspends the on cycle run.
  • 124. Off-Cycle Process Global Payroll supports the following four types of off cycle transactions: Manual payments You can record payments for items that you calculate and pay outside of the system, such as cash or check payments. Corrections These are transactions that correct the results of a finalized payroll.. Unscheduled payments These are one time payments, such as a special bonus or expense reimbursement that fall outside of the on cycle process and for which calendars would not ordinarily be defined. Advances Advances are the processing of segments before they are normally scheduled, such as the early payment of wages due to termination, or the processing and pay of leave in advance
  • 125. Off-Cycle Process Differences Between On Cycle and Off Cycle Payrolls On cycle processing Refers to performing regularly scheduled runs. In Global Payroll, these are recurring runs for which a period, calendar, and calendar group have been predefined. A pay group with a monthly frequency has twelve regularly scheduled on cycle payrolls each year. Off cycle payroll processing Refers to processing payments and making corrections to finalized results outside of the normal payroll schedule. Off cycle transactions are typically made to correct prior payments or to make early termination payments that can't wait until the next scheduled on cycle payroll.
  • 132. N畛i dung kh坦a h畛c T畛ng quan v畛 ph但n h畛 l動董ng c畛a ph畉n m畛m PS C畉u tr炭c ph但n h畛 l動董ng X畛 l箪 t鱈nh to叩n l動董ng C叩c lo畉i element Kho畉n 畉u vo t鱈ch c畛c(Positive Input) T鱈nh l動董ng h畛i t畛 T鱈nh l動董ng kh担ng 畛nh k畛(Off-Cycle Payrolls) Xem b叩o c叩o v phi畉u l動董ng Q&A
  • 135. Xin c畉m 董n! C担ng ty TNHH D畛ch v畛 ERP FPT T嘆a nh FPT, Ph畉m H湛ng, C畉u Gi畉y, H N畛i Tel: +84 4 3 5626000 Fax: +84 4 3 7689036 http://www.fis.com.vn/dich-vu/dich-vu-erp www.fis.com.vn