Payroll for US and Canada 8.12
(also applies to releases 8.9, 8.10 and 8.,11)
What you will learn:
This five-day course covers the functionality needed to implement the Payroll module to meet unique and varying business process requirements. Because the payroll system relies upon Time and Labor information to produce employees’ payments, this course also covers the functionality needed to implement the Time and Labor module as it relates to payroll processing.
Participants will learn how to configure summarized and daily time entry, define timecard templates and other advanced functions such as configure automatic overtime processing and retroactive pay rules, set up time entry uploads from third party sources, and construct Automatic Accounting Instructions to enable integration with the General Ledger. Participants will also learn how to manage all aspects of payroll cycle, implement the interim payments module, and convert Payroll history.
Audience:
• Functional Implementer
Prerequisites:
Required Prerequisites:
• Employees and Jobs 8.12
• Common Foundation Rel. 8.,11
Course Objectives:
• The features of the EnterpriseOne Payroll module
• The dependence of the Payroll module on the EnterpriseOne Time and Labor module
• The features of the Time and Labor module
• Payroll integration
• Describe the purpose of options and constants
• Set up payroll company options
• Set up business unit constants
• Describe how Quantum for Payroll Tax works with payroll to calculate payroll taxes
• Set up tax areas
• Set up corporate tax IDs
• Set up unemployment insurance information
• Set up worker's compensation insurance
• Configure the Geo-coder
• Test tax setup through employee information
• Describe the Quantum for Payroll Tax calculation
• Set up tax areas
Course Topics:
Describing the Features of the Payroll Module
• Payroll Features
• Payroll Process
Describing the Dependence of the Payroll Module on the Time and Labor Module
• Dependence on the Time and Labor Module
Describing the Features of the Time and Labor Module
• Business Purpose
• Timecards
Describing Payroll Integration
• Payroll Integration
Describing the Purpose of Options and Constants
• System Instructions
• Components
• Implementation Task
Setting Up Payroll Company Options
• What Company Options Control
• Importance of the Default Company
• Defining Company Options
Setting Up Business Unit Constants
• Business Unit Constants
Describing How Quantum for Payroll Tax Works with Payroll to Calculate Payroll Taxes
• Quantum for Payroll Tax by Vertex, Inc.
• Tax Calculation
• Quantum for Payroll Tax Activation
Setting Up Tax Areas
• Tax Areas and Tax Types
• Defining Tax Areas and Tax Types
Setting Up Corporate Tax IDs
• Corporate Tax Identification Numbers
• Purpose of the Common Paymaster
Setting Up Unemployment Insurance Information
• Experience Rates
• Unemployment Insurance Setup
Setting Up Worker's Compensation Insurance
• Experience Rates
• Procedure for Setting Up Worker's Compensation
Configuring the Geo-Coder
• Geo-Coder
• Process for Configuring the Geo-Coder
Testing the Tax Setup Through Employee Information
• Assigning Tax Area Information to Employees
Describing the Quantum for Payroll Tax Calculation
• Quantum for Payroll Tax by Vertex, Inc.
• Tax Calculation
• Quantum for Payroll Tax Activation
Setting Up Tax Areas
• Tax Areas and Tax Types
• Tax Area Information Setup
• Setting Up Tax Area Information
Setting Up Corporate Tax IDs
• Corporate Tax IDs for Employment Insurance
• Common Paymaster
• Setting Up Corporate Tax IDs for Employment Insurance
Setting Up Employment Insurance Information
• Employment Insurance
• Employment Insurance Rates Setup
Setting Up Worker's Compensation
• Reporting Worker's Compensation Using a Tax ID
• Procedure for Setting Up Worker's Compensation
Running the Populate Vertex Filing Status Process Program
• Purpose of the Populate Vertex Filing Status Process
Testing the Tax Setup Through Employee Information
• Assigning Tax Area Information to Employees
Review