HRMS 88 Release Notes

PeopleSoft 8.
8 HRMS Release Notes
PeopleSoft Proprietary and Confidential
December 2002
PeopleSoft 8.8 HRMS Release Notes
PeopleSoft 8.8 HRMS Release Notes Contributors: Teams from PeopleSoft Product Documentation, Development, Strategy, and Marketing Copyright 2002 PeopleSoft, Inc. All rights reserved. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement, which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, the PeopleSoft logo PeopleBooks, PeopleCode, PeopleTalk, PeopleTools, PS/nVision, and Vantive are registered trademarks, and "People power the internet." are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners.
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TABLE OF CONTENTS
PeopleSoft 8.8 HRMS Release Notes ......................................................................................... 9 New Products Introduced in PeopleSoft 8.8 HRMS................................................................. 9 PeopleSoft HRMS Cross-Product Enhancements ................................................................... 9 Navigation Enhancement...................................................................................................... 9 Address Enhancements........................................................................................................ 9 HRMS Security Enhancement ............................................................................................ 10 Full Time Equivalent (FTE) Enhancement.......................................................................... 10 Accessibility-Related Enhancements ................................................................................. 10 PeopleSoft HelpDesk for HR 360 View.......................................................................... 11 Common Components Enhancements .................................................................................. 11 Catalog Management - New ............................................................................................... 11 PeopleSoft Common Partner Registration ......................................................................... 13 Data Transformer................................................................................................................ 15 Enterprise Integration Repository ....................................................................................... 17 Synchronized Codeline for Integration Utilities................................................................... 18 Credit Card Interface .......................................................................................................... 18 Address Component ........................................................................................................... 19 Market Rates ...................................................................................................................... 19 Datasets.............................................................................................................................. 20 PeopleSoft Directory Interface............................................................................................ 20 PeopleSoft Human Resources ............................................................................................... 22 (FRA) Manage French Profit SharingNew Business Process ........................................ 22 Manage Commitment Accounting Enhancement ............................................................... 25 Manage Labor Relations Enhancements ........................................................................... 25 Manage Positions Enhancements ...................................................................................... 27 Plan Salaries Enhancements.............................................................................................. 28 Manage Base Benefits Enhancements .............................................................................. 28 (BRA) Features for BrazilNew Country ........................................................................... 29 (IND) Features for IndiaNew Country ............................................................................. 32 (BEL) Enhancements for Belgium ...................................................................................... 33 (FRA) Enhancements for France........................................................................................ 34 (JPN) Enhancements for Japan ......................................................................................... 35 (NLD) Enhancements for The Netherlands ........................................................................ 37
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(ESP) Enhancements for Spain.......................................................................................... 37 (CHE) Enhancements for Switzerland................................................................................ 38 (GBR) Enhancements for the UK ....................................................................................... 38 PeopleSoft Global Payroll ...................................................................................................... 39 Cancel Interval.................................................................................................................... 39 Retro Adjustment Sources.................................................................................................. 39 Absence Take Daily Order Processing............................................................................... 40 Triggers by Country ............................................................................................................ 41 Payee Iterative List ............................................................................................................. 42 Rules Packager .................................................................................................................. 42 (BRA) PeopleSoft Global Payroll for BrazilNew Country Extension................................... 43 Statutory Setup ................................................................................................................... 43 Union Parameters............................................................................................................... 43 Earnings.............................................................................................................................. 44 Average Salary ................................................................................................................... 44 13th Salary.......................................................................................................................... 44 Vacation Pay....................................................................................................................... 44 Termination Pay.................................................................................................................. 45 Deductions .......................................................................................................................... 45 Social Security Contributions.............................................................................................. 45 Taxes .................................................................................................................................. 45 Garnishments and Alimony................................................................................................. 45 Loans .................................................................................................................................. 46 Overtime ............................................................................................................................. 46 Absences ............................................................................................................................ 46 Payslips............................................................................................................................... 46 Banking ............................................................................................................................... 46 Reports ............................................................................................................................... 47 (IND) PeopleSoft Global Payroll for IndiaNew Country Extension ..................................... 47 Establishment Definition ..................................................................................................... 47 Allowances.......................................................................................................................... 47 Employee State Insurance.................................................................................................. 48 Provident Fund ................................................................................................................... 48 Taxes .................................................................................................................................. 48 Year-End Processing.......................................................................................................... 49
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Loans and Advances .......................................................................................................... 49 Absences ............................................................................................................................ 49 Payslips............................................................................................................................... 49 Banking ............................................................................................................................... 50 Reports ............................................................................................................................... 50 (NLD) PeopleSoft Global Payroll for The NetherlandsNew Country Extension ................. 50 Statutory Setup ................................................................................................................... 51 Processes ........................................................................................................................... 51 Earnings.............................................................................................................................. 51 Deductions .......................................................................................................................... 52 Social Security .................................................................................................................... 52 Taxes .................................................................................................................................. 53 Absences ............................................................................................................................ 54 Payslips............................................................................................................................... 54 Banking ............................................................................................................................... 54 Reports ............................................................................................................................... 54 (NZL) PeopleSoft Global Payroll for New ZealandNew Country Extension ....................... 55 Additional Set Up ................................................................................................................ 55 Payslips............................................................................................................................... 56 Earnings and Deductions.................................................................................................... 56 Taxation .............................................................................................................................. 57 Banking and Recipient Processing..................................................................................... 57 General Ledger Interface.................................................................................................... 58 Absences and Terminations ............................................................................................... 59 Inland Revenue Reporting .................................................................................................. 59 Reports ............................................................................................................................... 59 (SGP) PeopleSoft Global Payroll for SingaporeNew Country Extension ........................... 60 Earnings and Deductions.................................................................................................... 60 Absence and Termination................................................................................................... 62 Central Provident Fund Requirements ............................................................................... 62 Integration with the Festive Advance Business Process.................................................... 62 Payslips............................................................................................................................... 63 Banking and Recipient Processing..................................................................................... 64 PeopleSoft General Ledger and Leave Reporting ............................................................. 64 Inland Revenue Reporting .................................................................................................. 65
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Reports ............................................................................................................................... 66 (AUS) PeopleSoft Global Payroll for Australia ....................................................................... 67 Pay Frequency Conversions............................................................................................... 67 Chartfield Remapping ......................................................................................................... 67 Payroll Report Definitions ................................................................................................... 67 (FRA) PeopleSoft Global Payroll for France .......................................................................... 67 (DEU) PeopleSoft Global Payroll for Germany ...................................................................... 69 (ITA) PeopleSoft Global Payroll for Italy ................................................................................ 69 Social Security INPDAI .................................................................................................... 69 Assignees ........................................................................................................................... 70 Absences ............................................................................................................................ 71 Termination Payments........................................................................................................ 71 New Reports ....................................................................................................................... 71 Other Payroll Enhancements.............................................................................................. 73 (JPN) PeopleSoft Global Payroll for Japan ............................................................................ 73 Self-Service YEA Data Collection and Loading.................................................................. 73 Paper Exchange Method of YEA Data Collection and Loading ......................................... 74 Enhancements to Existing Data Pages .............................................................................. 74 (MEX) PeopleSoft Global Payroll for Mexico ......................................................................... 75 Tax Reforms ....................................................................................................................... 75 Tax Method Enhancements................................................................................................ 76 Vacation Premium .............................................................................................................. 77 Work-Related Disabilities.................................................................................................... 77 Subsidy Factor Calculation ................................................................................................. 77 Reports ............................................................................................................................... 78 (ESP) PeopleSoft Global Payroll for Spain ............................................................................ 79 Legal Updates..................................................................................................................... 79 Social Security .................................................................................................................... 79 Taxes .................................................................................................................................. 80 Extra Period Enhancements ............................................................................................... 81 Segmentation...................................................................................................................... 82 Payslip Enhancements ....................................................................................................... 83 (CHE) PeopleSoft Global Payroll for Switzerland .................................................................. 83 Geneva Maternity Insurance............................................................................................... 83 EO Enhancements.............................................................................................................. 83
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Source Tax Enhancements ................................................................................................ 84 Solidarity Tax ...................................................................................................................... 85 Family Allowances .............................................................................................................. 85 5-Rappen Rounding............................................................................................................ 85 New Reports ....................................................................................................................... 86 Enhanced Reports .............................................................................................................. 86 (GBR) PeopleSoft Global Payroll for the UK.......................................................................... 87 Enhancements for Managing End of Year Submissions .................................................... 87 P46(Car) Report ................................................................................................................. 89 (HKG) PeopleSoft Global Payroll for Hong Kong................................................................... 89 PeopleSoft Mobile WorkforceNew Product Suite ............................................................... 90 PeopleSoft Mobile Time ManagementNew Product ....................................................... 90 PeopleSoft ePerformance ManagementNew Product........................................................ 93 Designing Performance Documents................................................................................... 93 Job Profiles ......................................................................................................................... 96 Creating Performance Document ....................................................................................... 97 Integrated Third-Party Content and Advisor Tools ............................................................. 98 Employee Documents....................................................................................................... 100 Performance Notes........................................................................................................... 100 Monitoring and Reporting ................................................................................................. 101 Integration with Other PeopleSoft Products ..................................................................... 102 Workflow Notification and Approval Process.................................................................... 102 PeopleSoft Collaborative Applications ................................................................................. 103 General Enhancements to Collaborative Applications ..................................................... 103 PeopleSoft eCompensation .............................................................................................. 105 PeopleSoft eCompensation Manager Desktop ................................................................ 105 PeopleSoft eDevelopment ................................................................................................ 107 PeopleSoft ePay ............................................................................................................... 109 Recruiting Solutions ............................................................................................................. 111 PeopleSoft Human Resources: Recruit Workforce .......................................................... 111 PeopleSoft eRecruit.......................................................................................................... 113 PeopleSoft eRecruit Manager Desktop ............................................................................ 115 PeopleSoft Payroll for North America .................................................................................. 116 Rapid Data Entry Paysheets............................................................................................. 116 (USA) Bank Transit Number Validation ............................................................................ 117
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PeopleSoft Time and Labor.................................................................................................. 118 Enhanced HRMS / Financials Integration......................................................................... 118 Enhanced Employee and Manager Self-Service Search Functionality............................ 118 Self-Service Overtime Management................................................................................. 119 Self-Service Time Reporting by Period ............................................................................ 119 Self-Service Manager Time Calendar Views.................................................................... 119 Self-Service Home Pages................................................................................................. 120 PeopleSoft Pension Administration...................................................................................... 120 Pension Calculation Process ............................................................................................ 120 New Search and Prompt Views ........................................................................................ 120 PeopleSoft Third-Party Supplier Integrations....................................................................... 120
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This document provides a high-level overview and preview of the new products, features, and enhancements in PeopleSoft 8.8 HRMS.
New Products Introduced in PeopleSoft 8.8 HRMS

In PeopleSoft 8.8 HRMS, we continue the global expansion of our world-class HRMS solutions, adding new countries to the list of supported locations and enhancing our products in those regions already familiar with PeopleSoft. New products in PeopleSoft 8.8 include: PeopleSoft Mobile Time Management. Part of the PeopleSoft Mobile Workforce application suite, this application employs PeopleTools Mobile Agent to enable your mobile workforce to record, report, and update time through a laptop or PDA (personal digital assistant) while disconnected from a network. PeopleSoft ePerformance Management. This full-featured, self-service performance management solution for managers, employees, and Human Resources administrators features a collaborative planning and measurement process. PeopleSoft Global Payroll for Brazil. PeopleSoft Global Payroll for India. PeopleSoft Global Payroll for The Netherlands. PeopleSoft Global Payroll for New Zealand. PeopleSoft Global Payroll for Singapore.
PeopleSoft 8.8 includes new functionality and enhancements in other areas as well.
PeopleSoft HRMS Cross-Product Enhancements

PeopleSoft 8.8 HRMS incorporates several enhancements that apply across all PeopleSoft 8.8 HRMS applications.
Navigation Enhancement
PeopleSoft 8.8 HRMS features portal navigation, a new and more intuitive way to navigate around your HRMS application.
Address Enhancements
PeopleSoft 8.8 HRMS provides enhanced address formatting for all countries as well as address search functionality.
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Address Formatting for Each Country PeopleSoft 8.8 HRMS supports the unique address format requirements of each country. To edit an address on any page, you now access a subpage unique to the country that displays the appropriate address fields in the appropriate order. We provide the address formatting information for our supported countries and you can add formats for any country. Address Search Functionality HRMS address functionality now also enables prompting and validating against any pre-defined list of valid addresses. The prompting and validation, along with which address fields this applies to, can be set up by country.
HRMS Security Enhancement

Were adding a new process, Create Row Level Security for Department Managers, to automatically create a row security permission list for each department manager. The permission list provides managers with access to each department (including sub-departments) assigned to the manager. In addition, the process updates existing manager permission lists and removes the manager permission lists of employees no longer in a managerial position. Weve also added the ability to create large numbers of users based on group membership. You can create user IDs for immediate use or lock them until theyre needed.
Full Time Equivalent (FTE) Enhancement

PeopleSoft 8.8 HRMS provides more flexibility in FTE calculations. To improve precision in FTE and FTE-related calculations, such as employee compensation, weve expanded the number of decimal positions displayed and calculated in the FTE field to six. In addition, we provide a set of external rounding rules that allow you to define at the company level the preferred number of significant decimals for FTE calculations. These rounding rules are effective-dated. (FRA) FTE enhancements extend to the French-specific PAID FTE field as well.
Accessibility-Related Enhancements
Weve redesigned several HRMS pages to provide added support for users of PeopleSoft applications in conjunction with various assistive technologies (such as screen readers for the visually impaired). These changes greatly improve the usability of PeopleSoft HRMS applications and substantially achieve the accessibility goals of Section 508 of the Rehabilitation Act (US federal legislation). Some of the changes include: Standardized navigation links across applications. Removal of options that are not relevant to the current user. Expanded buttons to display complete labels. Ensuring that all functional images have labels and/or mouse-over text and that the label effectively communicates the purpose of the image. Ensuring that all grid columns have labels.
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Changes to field tab order to improve data entry process where possible.
PeopleSoft HelpDesk for HR 360 View

PeopleSoft HelpDesk for HR 360 View provides a complete view of an employee's HRMS data. This PeopleSoft CRM application is set up and operated from CRM but extracts and displays data stored in PeopleSoft HRMS.
Common Components Enhancements

This section discusses the enhancements to enterprise components that are delivered with PeopleSoft 8.8 HRMS.
Catalog Management - New

The new PeopleSoft Catalog Management built on the PeopleSoft technology platform replaces the Cohera Catalog Management System. PeopleSoft Catalog Management offers a unique solution to catalog integration and is designed for organizations that want a web-based application to access, transform, and integrate structured content to meet their catalog management needs. Below is an illustration of the catalog management business process flow:
PeopleSoft Catalog Management Business Process Flow Illustration

PeopleSoft Catalog Management simplifies content integration, enabling organizations to: Import and update partner content. Define transformation and filtering rules to cleanse content. Build and maintain category hierarchies. Automatically categorize offerings. Manage enterprise catalog and partner catalog versions.
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Syndicate catalog content.
PeopleSoft Catalog Management provides the framework for collaborative content shared between an enterprise and its partners. This framework allows the enterprise to empower partners with the tools necessary to import and manage their own content. Both the enterprise and its partners utilize the same application for importing and managing structured content. The configurable security model built into Catalog Management enables the enterprise to: Create and manage users and roles using standard PeopleTools user administration. Assign users privileges to perform catalog administration functions, such as: categorizing partner content, syndicating content, and moving catalog to production.
Roles There are four significant roles in PeopleSoft Catalog Management: the administrator, the taxonomy manager, the manager within the enterprise, and the partner manager. Enterprise Catalog Administrator Taxonomy Manager Enterprise Catalog Manager Has access to all information for all catalogs that they created. This person creates catalogs and grants catalog access. Defines categories and category hierarchies. Has access to catalogs to create and maintain data. This person manages the data either on behalf of a partner, or for items provided directly by the enterprise. Activities performed by this person include: Catalog and partner offering maintenance. Importing, transforming, and loading data. Categorization. Staging. Moving catalogs to production. Rollback. Syndication.
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Partner Catalog Manager
Can only access their own catalogs. Access is determined by the permissions assigned at the catalog level. The Enterprise Catalog Manager and Partner Catalog Manager share the responsibility of catalog content maintenance. Activities that can be performed by this person include: Partner offering maintenance. Importing, transforming, and loading data. Categorization. Staging. Browsing partner offerings. Manually updating partner offerings.
PeopleSoft Common Partner Registration

PeopleSoft Common Partner Registration allows an enterprise to share its PeopleSoft applications with outside parties, which reduces the enterprise's workload and streamlines its processes. In order for the enterprise to share its applications with an outside party, the outside party must become registered for one or more services that are created and offered by the enterprise. Services are used to group a certain set of functionality or applications that the outside party will use to perform collaborative business. Within a service, a partner administrator may assign roles that the enterprise wishes to assign to partner users and associate processes to perform actions within an application. An outside party can become registered for services in the following ways: The outside party registers through a recruitment event that is sent by the enterprise. The enterprise registers a pre-existing customer or vendor for services. The enterprise manually adds a new partner into PeopleSoft Common Partner Registration.
Once at least one registration is approved, the outside party becomes a partner of the enterprise. Below is an illustration of PeopleSoft Common Partner Registration business process flow:
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PeopleSoft Common Partner Registration Business Process Flow Illustration

Roles PeopleSoft delivers roles to be used with PeopleSoft Common Partner Registration. The following describes the roles and their responsibilities. Partner Administrator May perform all enterprise tasks related to PeopleSoft Common Partner Registration, including system setup, creating recruitment events, managing partner details and approving service registration. May create recruitment events, select email templates and send notifications out to prospective partners. May perform all enterprise tasks related to PeopleSoft Common Partner Registration except system setup. May manage partner information such as contacts, company details, user administration and company addresses. Also has access to view current services. Partner roles can only access information that pertains to themselves.
Partner Analyst Partner Manager Partner
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Partner Service Approver
May approve service registrations.
Data Transformer
PeopleSoft Data Transformer introduces a new ETL utility to extract, transform and load (ETL) data from remote or local data sources to a data source of your choice. This utility handles high volume data transfers and transformation processing. It will be configured to provide maximum performance between PeopleSoft applications and disparate third party systems. All the pages required to set up, run, and maintain the ETL Utility are accessible from the following links on the Data Transformer Home page: Data Administration - Set up remote data connections, default ETL installation options, and subject area (object owner) information. Source Data Objects - Set up and maintain source data objects used to define datasets for ETL maps, set up target field defaults, translation set values, and transformations to be used in ETL map definitions. ETL Engine - Define, group, and run ETL maps, and correct any data errors.
Data Administration
Data Administration will consist of setting up a remote database connection (if needed), selecting ETL installation options, and setting up subject areas. Remote Database Connection Remote Database Connection will allow set up of connectivity information for a remote database based on database type. ETL Installation Options System administrators will use ETL Installation Options to set certain high-level ETL defaults such as the maximum number rows to return on a preview of transformed data, a tablespace name, or message set number. Subject Area Subject Area is used as a grouping mechanism on translation sets, transformations, map rules and map definitions. These objects can only be shared within a Subject Area. An enterprise Subject Area can be used for objects that are to be shared by all Subject Areas. Default tablespaces may be set up or temporary tables created dynamically by Subject Area.
Source Data Object

ETL Source Data Object allows definition of a SQL statement at design time that will be generated at runtime to retrieve data from the remote data source. That data will be moved into a single target table in your local data source. The statement will perform most expressions that can be handled in SQL and execute joins across tables in a single data source.
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ETL Engine
The ETL Engine is designed to simplify the source to target mapping effort, to handle high volume data transfers, and provide transformation processing. The ETL Engine provides maximum performance between PeopleSoft applications and disparate third party systems. The ETL Engine will perform data transformation during extraction, transformation, and loading in the ETL process. The utility will redirect bad data to alternative targets and provide error handling for transformation errors. Data transfer will occur in parallel between single source and target tables or with multiple maps using map groups. The process of developing ETL maps has been designed to automate a significant amount of the field mapping effort using the AutoMapper, a utility used by both the ETL Designer and RunTime Compiler. ETL Designer ETL Designer will provide the system administrator and ETL Map Specialist with the tools to create and maintain ETL Maps through the data transformation process. The majority of the data transformation set up and maintenance process has been automated in order to simplify the source to target mapping effort. AutoMapper will give you the ability to significantly reduce the amount of manual effort that an ETL Map Specialist must go through to create the field mapping effort. Set Target Field Default - pre-define values that will default in a map target field definition where there are no acceptable source values available. Translation Set - Define equivalent values or a code set for data conversion. The to and from values can be applied as a required rule to the map rule definition so the value will be used by the AutoMapper feature in any map definition. Transformation Definition - Define simple to complex types of data transformations, including data integrity checks where the data is validated against previously loaded tables. Transformations may be based on complex user defined business rules set up within the transformation or from PeopleCode. Map Rule Definition - Streamlines the process of capturing map rules based on a target field and applying these rules via AutoMapper. Map rules can be established for global type required and non-required data transformation based on a target field. The system administrator manages the map rules in one central place to analyze how different requirements are being applied. Map Definition - Captures map information and details used to run the ETL Engine. The map definition includes a Description, Subject Area, Source data object, Target object, Error Handling options, and any additional comments regarding the use of the specific map. Map field details may be generated with AutoMapper to preview transformed map results. Advanced users or system administrators will access the Map Options page to override or select options at the map level. Map Group - Setup map groups to load maps into the target database individually or in groups. For enhanced processing, jobs may be chunked and run in parallel (simultaneously).
ETL Run Time The ETL Run-Time component of the ETL Engine consists of: Data Conversion Expression - Utility that will automatically handle data conversion for
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dissimilar source and target fields, rounding, data truncation and default alias for null values based on meta-sql and / or platform specific code to convert the field. AutoMapper AutoMapper is used by both the ETL Design Time and the ETL Run-Time features. The utility automatically attempts to match the Source to Target field list, apply any required map rules including target field defaults, translation set values and transformations then map any remaining target fields with the constant values from the PSRECFIELD.DEFFIELDNAME. Publish Map - The advanced user or system administrator will have the ability to publish or compile map prior to execution. The compiled version will be saved in the ETL Map Library. The user will have the ability to modify the related SQL for de-bugging purposes. When a map is un-published, the previous compiled version will be removed from the ETL Library. Execution - Run ETL provides the user with the tools to run the ETL process by a single map or by map groups. When a map is executed, the program looks in the ETL Map Library for a published map, if found, uses the published compiled map. If a published map is not found, then the map is compiled at run time. When a group is executed, all of the underlining maps are either compiled or copied from the ETL Map Library into a run time version before any actual processing occurs. This reduces the risk of encountering problems late in a multi-map process, guarantees that each parallel process is executing the same version, and insulates the current running job from any changes to the actual map definition. In any event, the compiler outputs to the ETL Map Library and before executing any map, it is copied to the run time copy. These tables are basically identical to the ETL versions, but keyed by RUN_CNTL_ID and discarded at the end of each run. Target Load Options - Incremental Update-Allows the ETL Engine to extract only data when the records have changed or been added since the previous load. Supports transaction oriented table using the source timestamp field to isolate rows that have been created or modified since a give data and time. Full Load-Extract entire set of data values, also known as a destructive load. Destructive Load option where the user can delete all rows on the target record and replace from the source record ETL Processing modes Single Map, one process and one chunk (by source field). Single Map, one process with multiple chunks of data based on specific criteria. Single Map, with multiple processes running and processed in chunks at the same time. Groups of maps with multiple processes and combination of serial and parallel processing.
Enterprise Integration Repository

The EI (Enterprise Integration) Repository is a tool used by Application Development teams to document integration points delivered in PeopleSoft applications.
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The current version of the EI Repository (currently known as EIP Catalog) is hosted on a standalone system where applications groups enter EIP information and is not delivered to customers. Customers, however, can retrieve information and metadata details for PeopleSoft delivered EIPs via PeopleSoft.com and Customer Connection. The aim is to provide an enhanced product version of the EI Repository that is delivered along with the various application products. This provides the following benefits: Easier process for creating and maintaining integration definitions. No longer would application groups need to navigate to a standalone, hosted environment to update EIP information. Updates would be made in their own product builds. More seamless link between EIPs and the Integration Broker. Integration profile setup and administration. Ability to create Nodes and link with EIPs. Ability to browse and manage integration through the catalog. Elimination of additional need to maneuver between Application Designer and PIA pages to activate messages and subscription PeopleCode. W3C Schema generation for integration points from catalog.
The design for Enterprise Integration Repository can be found in the Homer database under Enterprise Integrations/Enterprise Integration Repository/EI Repository Development.
Synchronized Codeline for Integration Utilities

This release consists of a synchronized code line for Integration Utilities. The Integration Utilities consist of the following solutions: Effective Date Utility Full/Batch Publish Utility Related Language Utility Error Handling Utility Flat File Utility
These utilities were delivered directly to the application from Release 8.0 forward. In many instances these utilities were customized within each product line and the code line became splintered. With this release, the code line for Integration Utilities has been brought back together to form one code line that can be maintained centrally for all applications.
Credit Card Interface

The Credit Card Interface provides communication between PeopleSoft applications and a third party product for purposes of credit card authorization. Previously a CyberSource-specific integration existed; this integration is a common component and includes an additional generic version designed to work with any XML-compliant vendor interface.
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The interface performs some internal validation; if no errors are detected, it passes credit card numbers and relevant data to the third party for verification. It receives authorization codes and error messages back from the third party.
Address Component
The new Address Component enables the creation of new secondary pages for each country, including the address fields applicable to each. It includes three pages: Country Description, Address Format, and Valid Address. The Country Description page defines the valid countries that can be used throughout the system. The Address Format page enables you to set up editing, displaying, and printing of addresses. In the Valid Address page you enter the valid address combinations the user can search on and select. The Address Component has been enhanced for PeopleSoft 8.8 HRMS to allow the developer to do the following to address subpages for individual countries: Specify the order in which the address fields appear. Enable users to search on specific address fields. Validate specific address fields. Choose specific fields to display and/or print. Select to display the field description or not. Enter pre- and post-separator characters to display around a field.
Market Rates
PeopleSoft now offers a core set of objects (fields, tables, work records, pages, and PeopleCode functions), as well as a recommended set of standard techniques and formulas, to support a common approach to defining and storing market rates and for converting currency throughout PeopleSoft applications. Since businesses often use many types of market rates in addition to currency conversion rates, PeopleSoft provides support for creating a common repository within applications for multiple types of market rate data. Our approach to market rates and currency conversion has been driven by the need to accommodate a number of important global-market business practices, such as: Maintenance of international market rates that include interest rates, stock exchange indices, and so forth, in addition to exchange rates. Use of direct and indirect quotation methods and avoidance of calculated reciprocal rates. Use of triangulated currency conversions, in which currencies are converted via a third reference currency. This requirement is essential for converting between subdenominations of the Euro. Tolerance checking during maintenance of market rates.
To meet these needs we deliver a suite of market rate pages that enable you to: Map indices for market rates into broad exchange categories, such as exchange rates and interest rates.
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View and maintain market rates online. Set limits for variances between rates. Provide detailed information about an exchange rate and calculate triangulated rates. Set up and maintain currency quotation methods for exchange rates. Set up reciprocal and cross rates.
See Also PeopleSoft 8.8 Enterprise Components PeopleBook, PeopleSoft Common Objects and Components, Defining and Storing PeopleSoft Market Rates
Datasets
The data distribution functionality previously available in PeopleSoft 8.4 CRM is now a common component called Datasets, and is available for use by all product lines. Datasets comprise reusable criteria for the selection of data to filter data for a given purpose. Component rules define datasets in conjunction with each user role's security rules. Rules and roles are defined as follows: Dataset Rules are defined to filter the data to be selected. A Dataset consists of multiple rules, each for specified fields in a selected record. Rule conditions may specify selection of values equal to, greater than, and so on. Dataset Rules can be assigned to user roles according to the roles' security and data requirements in the enterprise. Each user role may have multiple associated datasets, and within each dataset the appropriate rules for the user role are specified.
As user roles are assigned to individual user IDs, the related dataset rules result in appropriate data distribution for those users. Datasets can be further defined specifically for distributing data to mobile devices according to individual users requirements.
PeopleSoft Directory Interface

The PeopleSoft Directory Interface (PDI) previously available within the HRMS database has been converted to a common component available to all product lines for the 8.8 release. PDI enables you to share data thats maintained in your PeopleSoft database with your Lightweight Directory Access Protocol (LDAP) directory service. The PDI uses a single, centralized user profile across PeopleSoft and non-PeopleSoft applications to expose application information securely. The flexible directory structure and schema leverage the LDAP security model to control access to PeopleSoft applications. Check the release notes and documentation that accompany the PeopleSoft applications you are implementing. If the application is taking advantage of the PeopleSoft Directory Interface, the PeopleSoft application documentation will provide application-specific information related to the PeopleSoft Directory Interface implementation. For detailed information on this technology, see Enterprise Components 8.8 PeopleBooks: PeopleSoft Directory Interface.
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Features of the PDI include: Directory Mapping Provides the ability to map data in PeopleSoft to the Directory. Group Membership Change group membership within the directory triggered by a business event in PeopleSoft. Role Membership Change role membership in PeopleSoft based on directory groups. Load Process Load PeopleSoft data into the directory. Audit Process/Reports Compare data between PeopleSoft and the directory. Note. The documentation for PeopleSoft Directory Interface refers to the generated reports using underscores within the report name. However, the report names have been changed and the underscores have been removed. For example, the generated report names are EODS001 and EODS002.
Directory Inquiry Pages Inquiry pages enable the user to search for data in the Directory. Messages Application Messages triggered by business events drive the updates. Business Interlinks PeopleCode invokes Business Interlinks for searching and updating the LDAP directory server data. Enhanced Security Sign-on PeopleCode for directory server authentication enables Single Sign-on capability. Enhanced Server Configuration Ability to configure multiple servers (fault tolerance).
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PeopleSoft Human Resources

PeopleSoft 8.8 Human Resources provides a variety of enhancements that improve both core and country-specific functionality. Enhancements to PeopleSoft Human Resources core business processes benefit employers everywhere in the world. Country-specific functionality is expressly designed to meet the local customary, regulatory, and best practice human resources needs of employers in particular countries. In PeopleSoft 8.8 Human Resources, were adding India and Brazil to the list of supported countriesbringing our total to 19. We also provide a variety of enhancements for currently supported countries, such as Belgium, France, Japan, Spain, The Netherlands, and the UK.
(FRA) Manage French Profit SharingNew Business Process

PeopleSoft 8.8 Human Resources includes a new business processManage French Profit Sharing. Here are some of the features of this new functionality: Adaptable Agreements PeopleSofts design enables French organizations to set up two types of agreements: Profit sharing (participation aux resultats) agreements enable employees to benefit from company profits. Workers participation (intressement des salaris) agreements are incentive plans, based on improvements in company results.
For both types of agreements, you define: Agreements for single companies or group agreements. Reference periods for extraction of financial data and computation of incomes and salaries. Employee eligibility criteria that determines who is eligible for profit sharing. How to calculate the total amount that is shared by eligible employees. Methods of distributing funds. Settings for proposed investment methods. Legal document associated with the agreement. You can attach the document to the agreement, making it available online to all interested employees.
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Use the Define Agreement pages to define all types of agreement

User-Definable Funding Formulas User-defined variables and formulas give you complete flexibility in defining the calculation of your profit share fund and make it easier to maintain your agreements. At the end of a reference period, the Extract Eligible Employees process and the Compute Global Fund process calculate the profit share fund available using these formulas. PeopleSoft delivers the distribution legal formula for profit-sharing agreements and common indicators as system data. Automated Eligibility, Fund Calculation, and Distribution Processes PeopleSoft provides four processes that run at the end of the reference period to calculate employees profit share according to the rules defined in the agreement: Extract Eligible Employees Process. Compute Global Fund. Distribute Global Fund. Process Interest and Payment.
Investment Methods Settings The Manage French Profit Sharing business process enables you to define all information related to investments: Company stock. FCP.
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SICAV. Bonds. Company investment. This method provides additional features, such as interest computation.
Company saving account (Plan d'Epargne Entreprise). Time-saving account (available with the worker's participation agreement type only).
Your compensation administrator can keep track of each employees investments and can record fund transfer to financial organizations, if required. Personalization and Security Employees involved in an agreement can view all information related to the agreement definition and personalize the agreement settings, as required by French legislation. Employees can view computed amounts and send payment requests to the administrator. For security, the following rules are applied: Payment requests require administrator approval. Employees can access only information that is relevant to them.
Employee Self-Service Transactions Employee self-service transactions are available if you have installed PeopleSoft eCompensation. These easy-to-use transactions give employees access to inquiry and personalization pages without the need for special training. Meet Legal Requirements The Manage French Profit Sharing business process provides the following features to support French legal requirements: Definition of all mandatory clauses in the agreement. In addition, the attachment feature enables you to make the official agreement document available to employees. Processes apply the legal rules that you define in the agreement. Using our agreement setup pages you can specify formulas and other criteria to ensure that your agreements meet regulatory requirements regarding, for example, limit formula, eligibility criteria, work unit, and working day proration. Required information available to employees. Employees have access to information through individual reports that are provided with the employees payslips and online using employee options and self-service transactions. Integration with PeopleSoft Global Payroll for France or other Payroll Systems The Process Interest and Payment process is the final step in the Manage French Profit Sharing business process. The compensation administrator uses this process to send interest and payment information to the PeopleSoft Global Payroll for France application.
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PeopleSoft also delivers enterprise integration points (EIPs) that enable you to integrate the Manage French Profit Sharing business process with other external payroll systems. Workflow Support Workflow is integrated to enhance communication between employees and the compensation administrator and to notify the compensation administrator of actions required.
Manage Commitment Accounting Enhancement

In PeopleSoft 8.4 Financials, the PeopleSoft 7.5 Financials for Education and Government application merged with the commercial application. This merge has introduced four new ChartFields to the Financials account code structure. Weve added these ChartFields to the Account Code table in the PeopleSoft Human Resources: Commitment Accounting business process, ensuring that your PeopleSoft HRMS account codes map accurately to your PeopleSoft Financials account codes. Weve also streamlined the integration of the Account Code table between Financials and HRMS. The system now uses the Integration Broker to publish the information to HRMS. When you use the Account Code Load process (BUD003) to retrieve account codes you no longer have to specify an input file.
Manage Labor Relations Enhancements

In PeopleSoft Human Resources 8.8, the Manage Labor Relations business process contains the following enhancements to Works Council functionality: Fully Globalized Works Council Functionality Originally developed for the German market, the Works Council functionality in the Manage Labor Relations business process is now available as core functionality. Using the new Job Change by Reg Region page, Works Council functionality is associated with Action Reason code and Regulatory Region code combinations. This enables you to activate Works Council functions in countries requiring Works Councils but not necessarily across your entire organization. This expedites data entry, as only the codes associated with the Works Council Regulatory Region are available on Works Council-related pages.
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The Job Change by Reg Region page identifies which combination of regulatory region, action, and action reason may be selected from the Request Job Change - Works Council page.
All of the setup information required for a Works Council relevant job change request may be defined here, including which page areas are relevant for which participants, whether a given participant may also view current information, and so on. You can define which job changes require works council approval before they take place, by regulatory region, action, and action reason. If you are processing an employee transfer request, you can define whether the current or new manager requests the job change. Enhanced Job Change Notification and Approval Process With the new Request Job Change Works Council page, job change requests are sent to the Works Council for approval before being entered into the Job Data component. Once approval has been granted, the Job Data component can be updated automatically, through a new component interface, or manually. This new process works for requests entered by managers or HR administrators and covers the employee transfer process as well.
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On the Job Change Request by Reg Region page you can define who is involved with a request and what information they can see, including new and current information. With the enhanced Works Council functionality, employees, managers, or Human Resources administrators can enter job change requests. The process varies slightly depending upon who initiates the request, but the basic process remains the same. The following outlines the basic job change request process: 1. The requesting manager enters the job change request. 2. The request is forwarded to Human Resources. 3. Human Resources review the request and notify the Works Council. 4. If the Works Council denies a request, the HR Administrator can override the decision : in this case HR Administrator can execute step 7. 5. If the Works Council approves the request, Human Resources receive a worklist for the job change request with links to the Request Job Change - Works Council page. 6. If the Works Council approves the request, Human Resources receive a worklist for the job change request with links to the Request Job Change - Works Council page. 7. Human Resources complete any checklist items and enter the job change request in Job Data. This process can be manual or automated through a component interface. 8. The requesting manager and the employee are notified of the change. Human Resources can also initiate a job change request directly, in which case the entire process is a subset of the process outlined above. In the case of a job change requested by the new manager, the same job change request process is followed with three additional steps at the beginning: 1. The prospective new manager enters a transfer request. 2. The current manager receives a worklist and can either approve or deny the request. 3. If the request is denied, the requesting manager is notified. If the request is approved, HR is notified and the process continues as described above.
Manage Positions Enhancements

The enhancements to the Manage Positions business process in PeopleSoft 8.8 Human Resources offer a greater degree of versatility in managing employees by position and effectively organizing your resources. Enhanced Defaulting Scheme for Managing Position Data When you create new positions, PeopleSoft Human Resources uses data that you entered in the Department, Location, and Job Code tables and inserts default values into several position data fields. The defaulting schemes for the Manage Positions business process are refreshed to accurately generate: Standard Hours (defaults from Salary Admin Plan table based on Location or from the Job Code table). Position Title (defaults to Detailed Position Description, formerly named Detailed Job Description. Defaults when Job Code data is modified).
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Salary Plan (defaults from the Location Table or Job Code Table, with Location table taking precedence.). FLSA Status (defaults from Job Code table automatically for commercial customers).
Enhanced Update Incumbent Function The Update Incumbent Function is now able to update the following salary-related fields on the Job Data component from Position Data: Standard Hours Salary Administration Plan Grade Step
These changes provide synchronized data across the enterprise. Enhanced Position Cloning Position cloning in PeopleSoft HRMS now provides cloning of all appropriate data from the record being cloned. The cloning of a new position from an existing position defaults the value of the current row values for the position being cloned, instead of the future effective dated row. This ensures that the correct position data is transferred to the newly cloned Position page.
Plan Salaries Enhancements

Weve added a number of pages enabling you assign and approve merit increases, to individuals or groups, and to load the salary changes into the employee Job records.
Manage Base Benefits Enhancements

PeopleSoft 8.8 Human Resources includes enhanced functionality to record and track benefits administrative contacts and monitor employee savings plan accounts. Benefits Administrative Contacts A new Benefits Administrative Contacts record and component allows the tracking of contact information such as name, title, address, and email within a benefits department (for both general functions and by benefit plan) or for third-party administrators. This new component replaces the COBRA Administrator setup component, and is also used during the printing of HIPAA certificates. Employee Savings Plans The new Identify Age-50 Extensions process identifies employees in PeopleSoft Payroll for North America who are age 50 or older and then creates extension records to increase the 402(g) and/or 457 savings plans limits for elective deferrals as authorized by IRS regulations.
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(BRA) Features for BrazilNew Country

The following are some of the highlights of PeopleSoft 8.8 Human Resources functionality for Brazil. Personal and Job History PeopleSoft Human Resources enables you to: Search for employees and employee data using the Brazilian name format. Track and define all statutory and common data used in the Brazilian hiring process, such as national IDs with all their complementary information, ethnic group, contract salary type, CBO, and SEFIP category.
Define Company and Establishment Data The Company and Establishment tables are enhanced to provide required fields for Brazil, including Nature of Declarer and Option to Simples. PeopleSoft Human Resources has three Brazil-specific pages to define establishment data: 1. On the Establishment ID Type page, enter the types of establishment ID codes and the format for each ID.
Establishment ID Type page

2. On the Additional Info - Brazil page, enter the type of establishment, the county code, the company inscription type, the establishments ID codes, and data for the PIS, RAIS, GPS, SEFIP, and DIRF reports.
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Additional Info - Brazil page (1 of 3)

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3. On the Centralization Data page, group establishments to obtain centralized data for multiple reports such as SEFIP and CAGED.
Establishment ID Type page

Define and Report Job Data PeopleSoft Human Resources enables you to define Brazilian occupational codes (CBO) for different jobs. You can also override CBO values at the employee level. You can generate Cadastro Geral de Empregados e Desempregados (CAGED) and employee registry reports. Defining Bank Branch PeopleSoft Human Resources enables you to define Brazilian bank branch data using fields for Verifier Digit, Branch Location, and Contact Name. Defining Dependents/Beneficiary Data PeopleSoft Human Resources provides the ability to: Define dependent data for family allowance (salario familia), income tax (imposto de renda), and child care (auxilio creche) purposes. View the number of dependents who qualified for family allowance, income tax, and childcare during the most recent payroll process.
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Union Data Union tables are enhanced to enable the definition of Brazilian union data such as union types, union codes, Union CNPJ, and month for salary review.
(IND) Features for IndiaNew Country

The following are some of the highlights of PeopleSoft 8.8 Human Resources functionality for India. Claims Management Companies often have to manage different kinds of compensation claims, track and process payee work rehabilitation plans, and record medical examination data. With the PeopleSoft Human Resources: Monitor Health and Safety business process, you can track all of the data related to a claims incident including claim details, charges, and provider, while also tracking the claim status. In addition, you can track the claim details with respect to the claimants and recipients, and the statutory act under which the claim has been filed. For example, you can identify whether a claim is made under the ESI Act, Workmens Compensation Act, or Accidental Insurance. PeopleSoft 8.8 Human Resources functionality for India allows you to track: Claims that are certified by a medical officer. Claims filed by a dependent in the event of an employees death. Claim payments and to whom the funds were disbursed. Dates when a claim was received and filed with the claim provider. Claim amounts that were approved, received, or unapproved.
Claim payments can be made via provisional deposits, claim deposits, or as advance payments made in addition to the claim payment. Health and Safety Indian law stipulates that certain benefits must be given to employees in cases of accidents arising from employment. The acts dealing with these provisions are the Workmens Compensation Act and Employees State Insurance Act, and each establishment is registered under one of these acts. PeopleSoft Human Resources enables you to capture information related to employment accident claims. Incident subtypes have been added for Work, Journey, Occupational Disease/Illness, and Other categories. You can also indicate: If an alcoholic substance was ingested. In which establishment an incident occurred. If the related establishment is registered with ESI or Workers Compensation. Who reported the incident (police, State Transport Administration, railways, airlines, or others).
For workplace injuries, we added several data fields such as the distance to the nearest medical practitioner and the hospital location, as well as the name of the hospital. You can also track the:
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Type of disability. Physicians recommendation regarding an employees return to work date or leave details. Employees work shift, start time, and end time. Employees supervisor. Person to whom the injury was reported. Insurance number. Date the injury was reported.
The reporting details are related to the inspectors information such as name, title, date and time of inspection, corrective or preventative action to be taken, date of the action, and responsible officer in the organization. Personal Data PeopleSoft Human Resources now makes available the national identification (NID) types, religions, and languages specific to India, along with the Indian states and union territories. Unions With PeopleSoft Human Resources, you can record the details of the unions that are pertinent to your organization in India, record employee affiliation with a union, and track the details of any union agreements. We added enhancements for India that track: Union code. Management representatives of the union. Union agreement end date. Union type (recognized, registered, or majority). Union registration number and date. Union affiliation. Union address and fax number. Employee union membership status (active or inactive), category, and position held.
(BEL) Enhancements for Belgium

PeopleSoft 8.8 Human Resources contains new functionality to support Belgian Social Security requirements, outlined by the Belgian E-government Social Security plan. You can now generate DIMONA (Dclaration Immdiate Onmiddellijke Aangifte) notifications as flat files. PeopleSoft supports employee hire and employee termination DIMONA notifications, including corresponding updates and cancellations. You can generate notifications for a single employee, for a company, or for a business unit.
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Once you have generated flat files containing the notifications and reviewed the results using a PeopleSoft inquiry page, you can transfer the flat files to the National Office for Social Security (NOSS), known as RSZ or ONSS in Belgium, using the NOSS ftp server. Once you transfer data to the NOSS, you can consult and update employee data using the NOSS database system. You can access the NOSS website directly from PeopleSoft Human Resources.
(FRA) Enhancements for France

In addition to the new Manage French Profit Sharing business process, the following enhancements are available for French employers in PeopleSoft 8.8 Human Resources. Single Hiring Statement (Dclaration unique dembauche) The Single Hiring Statement is a statutory report required by French organizations and filed at the time when new employees are hired. The Single Hiring Statement is accessible from the PeopleSoft Human Resources: Meet Regulatory Requirements (FRA) business process. For maximum flexibility, PeopleSoft provides these options for printing the Single Hiring Statement: By selecting employee IDs. If the new employee IDs are known, the HR administrator can run the report by selecting the new employees. By hire period. If your administrators prefer to process reports at regular periods, they can print the report for employees who have been hired during a defined period. Using workflow. If you enable workflow, when an employee is hired, workflow adds an entry to the HR administrators task list for the Single Hiring Statement. The Single Hiring Statement extracts information from your employee and company tables. To provide all the information required for the report, we have introduced two new pages where you can maintain the statutory codes delivered by PeopleSoft. Bordereau Individuel dAccs la Formation (BIAF) Report Another addition to our suite of French regulatory reports is the new BIAF report. This statutory report defines the training entitlement of employees on fixed term contracts, in accordance with French labor laws. You can run the BIAF report for selected employees or a group of employees. Using Group Build functionality, you can define employees included in the report based on their contract type. The BIAF report is not printed at a set time, giving you the option to print the report at any time after hiring an employee on a fixed term contract. A new FONGECIF page enables you to record details of organizations that manage training leave (Cong Individuel de Formation).
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French Public Sector Merge Significant changes in the design of our Manage French Public Sector (FPS) business process enable public sector employers in France to: Administer both public sector employees and other global employees in the same database. Integrate with PeopleSoft Global Payroll for France.
A new flag set during the hiring process enables the system to distinguish between public sector employees and employees hired using the global hire process. This flag affects the pages displayed during the hire process and the processing of employee data, ensuring that you enter the correct information for the employee. Where a business process, such as Track Global Assignments, does not apply to public sector employees, the system allows you to select global employees only. To enable integration with PeopleSoft Global Payroll for France, enter payroll information for public sector employees on an enhanced French Public Sector Work Location page.
(JPN) Enhancements for Japan

The following are some of the highlights of PeopleSoft 8.8 Human Resources for Japan. Additional Appointments Tracking (Kenmu) PeopleSoft 8.8 Human Resources now supports additional appointments (kenmu) within the global Human Resources concurrent jobs architecture. This functionality was previously delivered through a separate project for Japan. Additional Appointment Tracking Additional Appointments are tracked as additional jobs (employment record numbers) in the Job record. A new Additional Appointments component enables tracking of multiple additional appointment rows for each main appointment row of the Job record. A separate Cost Rate component enables the tracking of cost rate distribution among a main appointment and its additional appointments.
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A new Cost Rate Information page tracks cost rate distribution

The system automatically increments each additional appointments employment record number. The total number of additional appointments appears with main appointment data on the employees job summary. When additional appointments exist in conjunction with intercompany transfers, for example when you serve as a hosting company, you can store information about additional appointments your transferee may have in his home company, as well as any additional appointment information within your company as host. When you terminate a main appointment, the system automatically terminates all additional appointments associated with it. Additional Appointment Security We provide two security options for viewing additional appointment data: If you select departmental security, then users who do not have access to the department of the main appointment of an employee cannot view any data for that employee. If you select additional appointment security, then users who have access to the department of an additional appointment of an employee can view all data for that employee. The user must have security access to the Main Appointment to maintain additional appointment information, which is done in the Additional Appointment component.
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Enhanced Disability Data Tracking You can now track the following additional information on the Japan section of the Disability page: Disability Grade. Workers Compensation Disability Grade. Workers Compensation Injury and Sickness Grade.
Use the data for meeting various statutory reporting requirements. Employee Assignment List Report You can generate an Employee Assignment List and view employee breakdown by department including and excluding an employees additional appointments. This report was previously delivered through a separate project for Japan.
(NLD) Enhancements for The Netherlands

PeopleSoft 8.8 Human Resources contains enhancements for The Netherlands that enable you to: Enter the number of working days per week for employees to ensure that the correct social security premiums are calculated. Distinguish standby employees using a new employee class for tax reduction purposes. Indicate whether an employee qualifies for a disability tax reduction rule.
(ESP) Enhancements for Spain

For Spanish employers, PeopleSoft 8.8 Human Resources includes a new AFI (Affiliation to Social Security) process for reporting workforce changes to the Social Security General Treasury. The AFI process generates a flat file that lists changes in workforce, such as hiring, terminations, personal or job data changes, for a given period. You run the process for a selected company and CCC (Codigo Cuenta de Cotizacion). We provide two ways to select the employees to include in the AFI file: By selecting the types of changes you want to report. The system generates a list of employees who match the criteria and you can select the employees to include. By selecting specific employee IDs. If you know which employees you want to include, you enter the employee IDs.
In addition to workforce changes, you can use the AFI process to send information requests to the Social Security General Treasury. Employers use these requests to obtain information about their employees social security contributions. PeopleSofts process simplifies submissions by automatically creating a flat file in the format required by the Spanish authorities. To provide all the information required for the report, we have introduced new pages where you can maintain additional social security information.
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(CHE) Enhancements for Switzerland

HRMS address functionality now enables validating and prompting against Swiss postal codes. We now provide: A utility to update the Postal Code table directly from a file that can be retrieved from the website of the Swiss Post. Setup of municipality on the company location profile for municipality prompting when the employee is not a resident of Switzerland.
(GBR) Enhancements for the UK

PeopleSoft 8.8 Human Resources includes enhancements to meet changes in UK legislation. Northern Ireland Fair Employment Legislation To accommodate recent amendments to the Fair Employment and Treatment (Northern Ireland) Order 1998, the following PeopleSoft Human Resources features are modified: Community background tracking. The Equality Commission for Northern Ireland no longer requires employers to track determination method. Instead, employers are expected to use a direct question to ascertain community background. To reflect this change, we have replaced the Determination Method field in the Workforce Administration personal data pages and Recruiting applicant data pages with a check box Arrived at by Direct Question?. Northern Ireland report (UKNI001). The Equality Commission for Northern Ireland has expanded their reporting requirements to include part-time employees, applicants, appointees, promotees, and leavers. Our redesigned Northern Ireland report includes this additional information. Company Car Modifications Following a redesign of the Inland Revenues P11D form, the Company Cars report P11D Section A report (CAR002) has been renamed to P11D report and there are minor changes to the headings in the report. To meet P46(Car) reporting requirements, the Company Car Allocation page has two minor changes: A new Frequency Type field enables you to record the frequency of employee contributions towards the private use of a company car. A new Car Type field enables you to record whether the car is the employees primary car, second car, or replacement car.
The P46(Car) report is now available in PeopleSoft 8.8 Global Payroll for the UK.
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PeopleSoft Global Payroll

PeopleSoft 8.8 Global Payroll includes several new core features that increase functionality and ease of use. Following are highlights of the most significant enhancements.
Cancel Interval
PeopleSoft 8.8 Global Payroll now includes a cancel interval on the installation table. This field indicates the maximum number of payees for whom result table data can be deleted at one time. The system retrieves this value during the cancel process.
Installation Setting page

The default cancel interval is 2000. In the example above, up to 2000 payee rows can be deleted from the result tables at a time.
Retro Adjustment Sources

PeopleSoft 8.8 offers a new feature that enables you to share retroactive adjustments among run types. Using the Retro Adjustment Sources field on the Run Type page, you can automatically pull retroactive adjustments from previously established run types.
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Run Types page

In this example, the off cycle run is allowed to pull retro adjustments from retro deltas generated in the regular earnings run.
Absence Take Daily Order Processing

Absence take daily processing is a new feature that enables you to process absence takes in a daily order rather than by a process list order. With this feature, you can accurately represent daily entitlement activity before applying a new absence take. When multiple events occur on the same day, the system follows a set of rules that consider the take element order on the section list, the absence date, and other factors to resolve the order of processing overlapping events. This new feature enables you to choose between daily order and process list order processing.
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Using the Section Definition Page to create an Absence Take Daily Section
Triggers by Country
In PeopleSoft 8.8 Global Payroll, the Country field is now a key field for trigger definitions, event definitions, the segmentation table and retro trigger table. The Country field is also on the iterative trigger table. This enables multi-national companies to create unique trigger definitions and event ID names for each country without having to agree on one trigger definition per record or one event ID across all countries. Also, because all triggers now have an associated Country value, it is no longer necessary for the system to expand retro triggers before processing them.
Trigger Definition page
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Payee Iterative List

Each time you execute a payroll process, the system generates a list of affected payees. You can access this information to: View an inquiry list that includes all payees processed during each batch process. Learn the reason behind each action taken for a payee. Review all of the calculation-related information including the payee messages, payee status, and payee results pages.
Iterative List page
Rules Packager
Enhancements to the rules packager feature the ability to move data between the source and target database without the need for both databases to have the same base language. Using Data Mover functionality, the rule packager can create a new row for the base language or replace it if that base language is in the related language table in the source database.
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Create Rule Package View Package page
(BRA) PeopleSoft Global Payroll for BrazilNew Country Extension

PeopleSoft 8.8 Global Payroll for Brazil delivers rules, pages, processes, and reports that work with the core PeopleSoft Global Payroll application to form a complete payroll package for Brazil. The following are some of the highlights of PeopleSoft Global Payroll for Brazil.
Statutory Setup
PeopleSoft Global Payroll for Brazil enables you to define the tables that contain the tax rates, deduction limits, and other statutory data that the system needs in order to accurately calculate payroll in Brazil. This includes information such as: Minimum wage. INSS Table. Federal tax rates. Entitlement for vacation (including absence discounts).
Union Parameters
PeopleSoft Global Payroll for Brazil enables you to define a set of parameters at the union code level, including: General parameters, such as Union Monthly Contribution Percentage and Transportation Coupons percentage. 13th salary parameters, such as whether to pay the average salary payment with the first payment or to recalculate the payment if you have advance payments. Termination parameters, such as the number of days notice required for dismissal and whether to allow termination when an employee has tenure.
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Average salary parameters, such as the criteria for averages calculation and which earnings and deductions to include in the calculation.
Earnings
PeopleSoft Global Payroll for Brazil enables you to define and process different types of earnings. These include regular pay, overtime, bonuses and premiums, transportation allowances, extra pay required by union and collective agreements, and termination pay, among others. You can also set up salary advances for monthly and hourly employees. The system template bases the advance on 40% of the monthly salary and the number of days worked during the month. You can also create criteria to meet your specific requirements.
Average Salary
PeopleSoft Global Payroll for Brazil enables you to define different rules and criteria for calculating the average salary allowance to which employees who receive variable compensation (such as overtime or a differential for a night shift) may be entitled. You can specify whether the average salary allowance should be adjusted for inflation. You can add the average salary allowance to vacation, termination, 13th salary, or maternity pay. Eligibility for the average salary allowance depends on union rules and the Consolidated Labor Laws (CLT). For each union, you can specify the rules and criteria for calculating the average salary allowance.
13th Salary
PeopleSoft Global Payroll for Brazil enables you to calculate the statutory 13th salary (Christmas bonus) given to employees. Bonus amounts are based on the monthly salary and are prorated according to the months worked during the year (a month is counted as worked if the employee worked more than 15 days during the month). You can choose to pay average salary in the first payment and to pay the first 13th salary payment during the vacation payslip run and/or during the payroll process.
Vacation Pay
PeopleSoft Global Payroll for Brazil enables you to record and track vacations. You can: Generate vacation acquisitive periods according to Brazilian legislation. For example, cancellation of the entitlement period for a work disability lasting for more than 180 days, and discontinuation of the accrual period for military service. Generate vacation entitlement days according to accrued days and unpaid absences. Maintain the accrual acquisitive periods table. Track vacation acquisitive periods history with its corresponding statuses: closed, expired, close per absence, in progress, open, and vacation schedule. Track vacation events with their status. Create mass vacation takes. You can record the same vacation take for a group of employees.
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Automatically create vacation discounts for balances that will expire in a specified number of days. Generate the vacation payslip.
Termination Pay
With PeopleSoft Global Payroll for Brazil, you can calculate the final check amount for terminated employees. The system enables you to define different termination action/reason combinations that trigger specific termination earnings and deductions to include in the employees final check.
Deductions
PeopleSoft Global Payroll for Brazil provides the ability to define and process different types of before tax and after tax deductions. Examples include union fees, benefits, absences, personal loans, garnishments, and pension fund deductions based on seniority, among others.
Social Security Contributions

PeopleSoft Global Payroll for Brazil enables you to define and update the Instituto Nacional do Seguro Social (INSS) percentage table and calculate INSS contributions for employees, employer, and third parties. In Brazil you can calculate the INSS provision for vacations, the INSS discount for 13th salary and regular payroll.
Taxes
You can define and process each one of the legal requirements for taxes, including income tax (IRRFImposto de renda na fonte) and taxes such as the Seniority Service Warranty Fund (FGTSFundo de garantia por tempo de servio). PeopleSoft Global Payroll for Brazil enables you to calculate and deduct withholding of income tax for monthly payroll, 13th salary, and vacation payments. You can also update the IRRF table when changes to deductible tax rates occur. The following allowable tax deductions are delivered: Deductions for qualifying dependents. Contributions to social security (INSS). Income from retirements and pensions.
Garnishments and Alimony

With PeopleSoft Global Payroll for Brazil, you can calculate four types of garnishments, including alimony: Fixed amount. Amount based on minimum wage. Amount based on an accumulator.
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Amount based on the net payment (this will generate a gross to net calculation).
Loans
PeopleSoft Global Payroll for Brazil enables you to create scheduled payments for your loans, track balances for each loan, and adjust payroll deduction amounts. You can deduct loan payments from monthly payroll, vacation, 13th salary, or termination payments.
Overtime
PeopleSoft Global Payroll for Brazil enables you to pay overtime at 100%, 70%, or 50% of the normal salary and to specify how to treat nightly hours. The overtime functionality is handled by rules, which can be changed to suit your payment requirements.
Absences
You can define and track multiple absences with PeopleSoft Global Payroll for Brazil. This includes the following absence types: Maternity Labor accident Sickness Military service Paid absence Unpaid absence Union absence
You can create work schedules and calendars specifying the holidays (dias festivos). The calculation process uses these schedules and calendars to determine whether each day is a work day or non-worked day. In addition, you can process overlapping absences (such as illness during vacation).
Payslips
You can generate payslips using PeopleSoft Global Payroll for Brazil. You can specify the printing order, which earnings and deductions should be printed, and the range of employees for whom you want to generate payslips. You can also generate separate monthly payroll and vacation payslips.
Banking
You can define source bank and payee bank information. After generating a payroll, you can run the banking process and generate a flat file containing payment instructions for the bank. PeopleSoft Global Payroll for Brazil delivers one template that you can modify to match different bank reporting formats.
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Reports
With PeopleSoft Global Payroll for Brazil, you can generate the following reports: Results Register. Results Summary. Dependents Statement for Income Tax (Declarao de Dependentes para o IR). Term of Responsibility for Family Allowance. Family Allowance Register. Employment and Unemployment General Register (Cadastro Geral de Empregados e DesempregadosCAGED). Payslip (for monthly payroll and vacations). Financial Register. Banking (EFT flat file). FGTS Report in case of Termination (Guia do Recolhimento Rescisrio do FGTSFGTS [Seniority Service Warranty Funds]). Social Funds Report (Guia da Previdncia SocialGPS). DARF - Withholding Income Tax Report. File for SEFIP.
(IND) PeopleSoft Global Payroll for IndiaNew Country Extension

PeopleSoft 8.8 Global Payroll for India delivers rules, pages, processes, and reports that work with the PeopleSoft Global Payroll core application to form a complete payroll package for India. The following are some of the highlights of PeopleSoft Global Payroll for India.
Establishment Definition
Establishments are used to identify separate units of a company, based on location. PeopleSoft Global Payroll for India provides pages on which you capture important establishment information. The provided pages record the head of the establishment, nature of business, whether the establishment is registered under the Factories Act or the Shops and Establishments Act, whether the establishment is covered under Employee State Insurance, Workmens Compensation Act, or both, and Employee State Insurance, Provident Fund, Professional Tax, and Income Tax registration details.
Allowances
Companies may provide their payees certain types of allowances. PeopleSoft Global Payroll for India provides functionality to process leave travel and medical allowances.
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For your leave travel allowance program, you can define the program (including who can be covered for reimbursements), capture the leave travel allowance amount (per payee) for the year, track payee claims details, and track payee balances. For your medical allowance program, you can define the program (defining the exemption amount that a payee can claim), track payee claims details (while ensuring that the claims in excess of the exemption limit are added to the taxable earnings of the payee), and track payee balances.
Employee State Insurance

Employee State Insurance (ESI) is a social security program designed to provide income protection to workers and their dependents when a payee becomes unable to work, or when a payee dies, due to certain sanctioned circumstances. With PeopleSoft Global Payroll for India you can ensure that all of your payees are registered per the ESI Act, capture relevant personal information of payees and their dependents, and ensure that the deductions for contributions from payees are deducted from their pay each month.
Provident Fund
The Provident Fund program is a method of retirement savings for Indias workforce. With PeopleSoft Global Payroll for India, you can: Define the type of Provident Fund chosen by your company (Statutory Provident Fund or Recognized Provident Fund). Ensure that all payees are registered with a Provident Fund and capture the personal information for the payee and their beneficiaries. Define the three programs under the Provident Fund and the calculation methodology for each. Ensure that the deductions for payee contributions are properly calculated and deducted on a monthly basis. Ensure that the employer contribution is properly calculated. Ensure that the monthly contributions are correctly deposited with the proper Provident Fund Authority.
Taxes
Companies must deduct and report on taxes. PeopleSoft Global Payroll for India provides functionality to meet legislative tax recording, reporting, and processing requirements for taxes deducted per the Indian Income Tax Act and Profession Tax Act. Refer to the Year-End Processing section below for more details on the reporting.
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Year-End Processing
One of the important tasks that must be undertaken in the annual payroll cycle is year-end processing. We provide functionality to meet the requirements for year-end recording, reporting, and processing. Year-end reports are generated in formats required under legislation such as the Factories Act, Employees State Insurance, Provident Fund Act, Profession Tax Act, the Minimum Wages Act, and the Income Tax Act. Year-end information can easily be provided to both the regulatory authorities and the payees at the close of the financial year. PeopleSoft Global Payroll for India enables you to generate the following report forms: Form 3A Form 5 Form 6 Form 12BA Form 16 Form 24
Loans and Advances

Many companies in India make loans and advances available to their employees. PeopleSoft Global Payroll for India enables you to issue loans and advances to payees and then process repayments as deductions over a period of time. You can define the different type of loans that your company provides (such as home loans, car loans, and personal loans), define the repayment schedules that the payee requests based on the type of loan, and ensure that repayment from payees is deducted on a monthly basis and that the monthly repayments are adjusted against the loan balance or the advance balance. The payee has the option of early payment of the loan commonly known as foreclosure in India. PeopleSoft Global Payroll for India enables you to easily provide payment and balance information to payees.
Absences
PeopleSoft delivers predefined rules for processing absences due to privilege leave, illness, maternity, and other reasons. Weve designed these rules according to Indias statutory requirements. You can easily modify many of these rules to reflect absence policies that are specific to your organization or to labor agreements that may be in force for your employees. We deliver sample values for many absence take and absence entitlement elements as well as predefined sections and process lists for absence processing. You can use them, modify them, or create your own.
Payslips
Our payslip solution provides a series of features including payslip definition pages, run control pages, and a Structured Query Report (SQR) program.
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The data used in the production of the payslips is generated by the pay calculation process and resides in various result tables. Additional data from PeopleSoft Human Resources and PeopleSoft Global Payroll are also used. While some customers have their own pay advice designs, we provide a generic payslip that can be modified to meet your needs.
Banking
The banking process uses input from PeopleSoft Global Payroll setup, payee, and result tables. The process creates the data required for direct deposit into output tables. Data includes the Employee, Account number, Net Pay and other fields. You must run the banking process after the payroll run. We are delivering specifications to the ICICI financial institution as a guide for you to use for your financial institution. The system generates a report and a flat file to be sent to the bank from these output tables. You may run the banking process separately for reimbursements such as medical or leave travel allowance. If the earnings for reimbursements are non-taxable, then the gross and net amounts will be the same. For other types of pay (such as bonuses), you follow the same process as for a regular payroll, which you run separately.
Reports
For certain payroll business processes, it is necessary to generate reports in order to comply with legislative reporting requirements. Such reports are required for processes related to Employee State Insurance, Provident Fund, Profession Tax, Income Tax, Medical Allowance, and Leave Travel Allowance. PeopleSoft Global Payroll for India provides samples of these for your reporting needs. The PeopleSoft Global Payroll for India Payee Reports feature provides a flexible reporting solution for your payroll information. Setup pages enable you to change the Global Payroll elements that are used in the sample reports delivered. This feature enables you to change the contents of a report without making a change to the program that prints the report. Additionally, PeopleSoft Global Payroll provides generic reporting pages to address your additional reporting needs. You create a generic report by defining report parameters such as break levels, sorting, and the rows and columns to be printed on the report. Once the parameters are defined, you can run the report. At the time you run the report, you can define additional parameters on the run control page to further refine the resulting reports.
(NLD) PeopleSoft Global Payroll for The NetherlandsNew Country Extension

PeopleSoft 8.8 Global Payroll for The Netherlands delivers rules, pages, processes, and reports that work with the core PeopleSoft Global Payroll application to form a complete payroll package for The Netherlands. The following are some of the highlights of PeopleSoft Global Payroll for The Netherlands.
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Statutory Setup
PeopleSoft Global Payroll for The Netherlands enables you to comply with legislative requirements and run your payroll process efficiently. With PeopleSoft Global Payroll for The Netherlands, you can select: Retroactivity methods (corrective or forwarding). Segmentation and proration methods. Triggers. Accumulators specific to The Netherlands. Rounding rules. Supported pay periods, such as weekly, monthly, 4-weekly, and quarterly.
Note. PeopleSoft Global Payroll for The Netherlands provides the corrective retro method as the default retro solution.
Processes
PeopleSoft Global Payroll for The Netherlands provides the ability to process: Regular payroll. Regular absences. Special pay runs, such as the holiday allowance or the 13th month allowance. End-of-the-year processing. Hire and termination processing. Net-to-gross calculation.
Earnings
PeopleSoft Global Payroll for The Netherlands provides the ability to define and process different types of earnings. These include: Base salary components, such as frequency-based salary and holiday allowance. Regular earnings, such as commuting allowance and shift work allowance. Incidental earnings, such as 13th month allowance, bonus, and overtime.
Below is an example of how you define commuting ceilings in PeopleSoft Global Payroll for The Netherlands. First you select the type of transportation used (Public Transport or Private Transport), and then define the commuting ceilings in the Limits group box.
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Commuting Ceilings page

Once youve defined the commuting ceilings for each type of transport on the Commuting Ceilings page, you can then enter commuting data for each employee on the Commuting Data page. The system uses the commuting data to calculate the taxable and tax-free portions of the commuting allowances for each employee.
Deductions
PeopleSoft Global Payroll for The Netherlands provides the ability to define and process different types of deductions. These include: Regular deductions, such as savings plans and private health insurance. Incidental deductions, such as loans, salary advances, and garnishments.
Social Security
PeopleSoft Global Payroll for The Netherlands provides the ability to administer, calculate, and process different aspects of social security in The Netherlands. This includes: Base calculation of social insurances (ZW, WAO, WW, and ZWF). Support for additional premiums, such as pension premium, pre-pension premium (pensioenpremie en vut-premie), and social insurance gaps (ANW en WAO-hiaat).
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Setup of the employee and employer contribution for social insurances and the additional premiums by establishment. Calculation based on the cumulative or non-cumulative method. Calculation based on working days or average working days. Legislatively required reports and interfaces.
Taxes
Taxation features include: Taxation rules for active and inactive people, such as employees and wao-ers (employees on long-term disability). Tax for regular and non-regular payments. Advantage ruling (Voordeelregel). Exceptional tax rules (Herleidingsregels). Additional tax rules, such as the 30% rule, and common tax reduction rules for low wages, former unemployment, and education. Legislatively required reports and interfaces.
Heres an example of how to maintain employee data related to tax calculation and reporting in PeopleSoft Global Payroll for The Netherlands.
Employee Tax Data page

The system retrieves information entered in the Employee Tax Data page, along with information from several PeopleSoft Human Resources tables, such as Company, Disability, Personal Data, and Job Data, to calculate taxes for an employee.
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Absences
You can define and track multiple absences with PeopleSoft Global Payroll for The Netherlands. This includes absence types, such as vacation, illness, maternity, typical Dutch absences, and absence types regarding Wet Arbeid en Zorg. You can track leave balances such as vacation, ADV-dagen, and vacation days saved (verlofsparen). You can also monitor and report long-term illnesses (wet Poortwachter), and track disability (WAO).
Payslips
With PeopleSoft Global Payroll for The Netherlands, you can generate and print payslips. You can configure how you set up a payslip, show retro on a payslip, and have additional payslips to support special pay runs, such as the 13th month allowance. You can also add customized messages to employees payslips.
Banking
You can define the interface to banks in order to pay your employees and non-employees. PeopleSoft Global Payroll for The Netherlands includes: Support of bank payments through Interpay, according to the standard format (Clieop03). Net distribution of funds. Payment List report (Overzicht Bank/Giro betalingen). Instruction letter business payment (Opdrachtformulier voor loonbetalingen).
Reports
With PeopleSoft Global Payroll for The Netherlands, you can generate reports and interfaces to comply with legislative requirements such as: Tax Authority Reports Tax authority reports include: Monthly tax report (maandelijkse loonbelasting aangifte). Personal payroll register (Model loonstaat). Summary payroll register (Verzamelloonstaat). Annual statement of earnings (Jaaropgave werknemer). Summary of tax reductions (Overzicht met gegevens van afdrachtsverminderingen).
Social Security Reports Social security reports include: Insurance Notification report and interface (MSV- meldingen).
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Public Health Insurance eligibility report as of Nov. 1st (ZFW toetsing). Annual statement of earnings and social details (Verzamelloonstaat/Jaaroverzicht). Summary of exceeding total earnings with 5% (Overzicht overschrijding loonsom met 5%).
(NZL) PeopleSoft Global Payroll for New ZealandNew Country Extension

PeopleSoft 8.8 Global Payroll for New Zealand delivers rules, pages, processes, and reports that work with the core PeopleSoft Global Payroll application to form a complete payroll package for New Zealand. The following are some of the highlights of PeopleSoft Global Payroll for New Zealand.
Additional Set Up
To supplement PeopleSoft Global Payroll with setup specifically for New Zealand we have provided additional pages that enable you to: Link source banks to debit types for a particular organizational unit, for example a source bank (account) for salaries for a particular department. The system requires additional bank, bank account, recipient, and payee data to process payments to banks and providers for New Zealand. That information includes: Source bank overrides for certain debit types. Data related to fees and commissions that may be payable by providers to pay entities for collecting payee deductions on the provider's behalf. Group IDs, assigned by providers that identify your pay entity for those providers. Payee IDsmembership numbersassigned by providers. Record Inland Revenue Department (IRD) details for your organization. We provide a page on which you enter the IRDs number for your organization and contact information. Assign your payslip templates to pay groups and identify pay run types that you can use for paying leave in advance. Within the general structure of PeopleSoft Global Payroll calendars, periods and calendar groups, the system has to determine which calendar group an advance should be paid in. In determining which calendar group to put an advance in, the system needs to look at the calendars the group contains to see when they are being paid. However, a calendar group can contain a number of calendars, each potentially with different periods and payment dates. To choose the calendar group, in which the advance will be paid, the system looks at only those for a particular run type, the type you have specified as your organizations regular run type.
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Specify the calendar groups in which the system can advance leave pay. You mark calendars within the calendar group that can be advanced. A page displays the pay entities, pay groups, and calendars that you entered on the Calendar Group ID page (and you can add to them if required). You then just select a checkbox to enable the system to advance a calendar.
Payslips
The New Zealand country extension to PeopleSoft Global Payroll comes with a generic payslip template that you can modify to suit your payslip reporting requirements. The design of the payslip feature enables you to create and control self-service and printed payslips so that they display the data that you want and in the format that you want. You can override templates at lower levels, so you do not have to create multiple templates to cover every payslip scenario that you may have. The payslip feature enables you to: Create payslip templates in which you can: Specify accumulator column headings such as Gross, Tax, and Net. Add row labels for your columns such as Period to Date, Year-to-date. Specify the earnings and deductions to appear on the payslip. Specify the associated components for each earning and deduction (for example rate, unit) to appear on the payslip. Create sections that allow related earnings and deduction elements to be grouped together on the payslip. Set delivery options that can be overriden. Specify the absence entitlement to appear on the payslip. Attach payslip templates to pay groups. Create payslip messages: For a particular calendar group prior to finalizing the calendar group. For all payees or selected groups of payees within a calendar group.
Earnings and Deductions

We provide fully functional earnings and deductions used for commonor genericbusiness practices the rules for which you can adapt as necessary. These include: Earnings District and on call allowances complete with adjustments based on regular hourly rates, checks that maximum payment limits wont be exceeded, checks on leave without pay absences in the period concerned.
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Meal, stress, and phone allowances. These include controls to ensure that allowances are paid in exactly the right pay period, for example the last of the weekly pay periods in a month. Loans or advances that the system can detect and automatically assign recovery deductions. Earnings that the system is to gross-up to ensure a specified net payment. A full set of earnings for ARCI-related payments. A full set of earnings for use with retro payments
Deductions Membership fees and union dues where the system can adjust the deduction to be a percentage or a flat amount according to the rules. Child support where the system applies a post-processing formula to protect minimum net pay. Advance payback deductions generated by an Application Engine program that detects the payment of an advance. Formulas combine to adjust the deduction amount where necessary to ensure the amount repayable is not exceeded. A loan repayment deduction that the system generates when it detects a termination and an outstanding loan balance. Superannuation and National Provident Funds deductions for employees and employers and a SSCWT deduction that demonstrates the grossed-up method for calculating the tax correctly.
Taxation
PeopleSoft Global Payroll for New Zealand comes with all the elements required to calculate a payees tax correctly. Whatever the scenariomultiple payments within a calendar period, annualized tax, mid-period hires or terminations, multiple jobs, student loan or child support deductions, SSCWTthe system correctly calculates the tax. But calculating tax is only one part of managing taxation. You need to enter details about your pay entity (usually your company or organization), enter tax-related information about each payee, and submit statutory reports to the Inland Revenue Department.
Banking and Recipient Processing

The banking process of PeopleSoft Global Payroll brings together payroll data, pay entity source bank data, and payee or recipient bank data. The Electronic Funds Transfer (EFT) file creation process extracts data compiled by the banking process according to the content you want in the EFT file that you are creating, merges it with data provided by the New Zealand country extension, and creates the file for transmission. Within the banking and recipient processing functionality you can: Select from multiple options for the content of the MT9 EFT file. Create your EFT file. Create files for the submission of recipient payment data in the recipients electronic file
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format. Create manual and separate payments.
General Ledger Interface

The general ledger interface (GLI) functionality for New Zealand builds on the standard GLI functionality delivered with PeopleSoft Global Payroll. Additional features for New Zealand enable you to: Link journal types to GL groupings. A GL grouping comprises entry types of earnings, deductions, or segment accumulators. There are five delivered journal types: Accrual, Salary, Employee Entitlements, Statistical, and Terminated Ees (employees) Entitlement. Accrual and Entitlement are processed the same way. And Salary and Statistical are processed the same way. So you can choose to use only three of the supplied journal types. Calculate and report accrued salary at the percentage you specify. If the end date of the last pay period in a month is before the end of the accounting period, you can send a percentage of total salary as the accrued costing for the gap between the two dates. The value sent to GL is reversed by the financials system the following month and replaced by actual costings. Calculate and report leave liability. The amount of leave an employee is owed needs to be costed as a liability in the general ledger. For leave liability reporting, we have set up earnings that store the monetary value of each employees leave entitlement. The earnings are not paid as earnings because they do not contribute to NZL GROSS. Report leave liability and history. Liability and absence history are calculated and reported to assist in the administration of employee absences and leave. You can use the reports for costing purposes and to identify trends in absence. Remap your chartfields. PeopleSoft Global Payroll for New Zealand enables you to define chartfield remapping data used during the GL interface process and to post payroll costs to differing levels of chartfields based on GL groupings codes or accounts. You can use the GL Chartfield Remap page to set up GL chartfield parameters that enable you to re-map default chartfields after you run the initial calculate process.
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Absences and Terminations

PeopleSoft Global Payroll for New Zealand delivers predefined rules for processing absence payments, such as annual leave, sick leave, unpaid leave, special leave, long service leave, and ACC leave. Rules are also delivered to calculate absence entitlements on termination, including rules for the payment of unused annual leave and the proration of pay for public holidays that occur within fourteen days after an employee is terminated. PeopleSoft designed these rules in accordance with the New Zealand Holidays Act. The system can manage accrued leave and leave payments according to the year in which it was accrued and the calculation of rolling averages for leave payments. You can easily modify many of these rules to reflect absence and termination policies that are specific to your organization or to labor agreements with your employees. We provide 12 absence entitlement elements and 13 absence take elements to demonstrate how PeopleSoft Global payroll can process typical leave requirements in New Zealand. You can use the rules within this feature to: Accrue entitlement and pro rata leave. Manage other leave. Calculate ACC leave. Pay leave in advance. Manage termination payments. Manage eligibility and forecasting. Manage the yearly reconciliation process.
Inland Revenue Reporting

PeopleSoft Global Payroll for New Zealand enables you to meet the New Zealand Inland Revenue Departments (IRD) requirement to produce the IR 345/6 Employer Deductions Remittance certificate twice a month and the IR 348 Employer Monthly Schedule (EMS). For IR 345/6 Employer deduction reporting the system extracts payroll data that you copy to the IRDs pre-printed forms. For IR 348 reporting there is a two-step process. The system firsts calculates and stores the required data by employee so that you can review it and print it. Then, when you are satisfied with the data, you can create the electronic file for submission to the IRD. An exception report shows you if any payments that should have been reported, werent reported. We provide four pages that enable you to view IRD reporting. And in one of them you can change the status of the data. In another you can adjust the Child Support Variation code.
Reports
In addition to the reports delivered with PeopleSoft Global Payroll, the New Zealand country extension comes with a set of reports to support your business requirements. Reports included in the country extension are:
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Invalid IRD numbers. Net Payment. Recipient (payments) File. Employer Monthly Schedule (EMS) IR 348. Payroll Messages. Payroll Register and Payroll Reconciliation. Pay Components. Payslips. Leave Liability and Absence History.
When you run the Payroll Register, Reconciliation and Pay Components reports, you have the option to report earnings and deductions together or just accumulators or both. However, you might not want to always include all earnings and deductions or all accumulators. You can set up payroll report definitions and, at run time, use the report definition ID to control what is included or excluded. You can select the report definition that excludes the earnings and deductions elements you specified for the definition, and the report definition that includes the accumulators you specified for the definition.
(SGP) PeopleSoft Global Payroll for Singapore New Country Extension

PeopleSoft 8.8 Global Payroll for Singapore contains rules, pages, processes, and reports that work with the core PeopleSoft Global Payroll application to form a complete payroll package for Singapore. The following are some of the highlights of PeopleSoft Global Payroll for Singapore.
Earnings and Deductions

We provide earnings and deductions used for common, or generic, business practices, the rules for which you can adapt where necessary. Earnings Provided earnings include: Basic and daily salary. Basic and daily monthly variable compensation. Basic and daily non-pensionable compensation. Basic and daily non-pensionable variable payment. Annual wage supplements. Night shift and overtime allowances.
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Meal and on-call allowances. Transport and mileage allowances. Commissions and loan payments. Make up pay. CPF and festive advances. Annual leave. GST, bonus, and salary accrual.
Deductions Provided deductions include: Social club contributions. Employee stock purchase plan. Loan payback and repayment on termination. Leave without pay. Parking and insurance. Festive advance payback deductions. Contributions for the following CPF funds and levies: Foreign Worker Levy. Mosque Building Mendaki Fund. Singapore Indian Development Association. Chinese Development Assistance Council. Eurasian Community Fund. SHARE Programme Donations. Skills Development Levy. Employer and employee ordinary CPF. Employer and employee additional CPF. Employer and employee voluntary CPF. Employer and employee CPF adjustment.
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Absence and Termination

PeopleSoft 8.8 Global Payroll for Singapore delivers predefined rules for processing absence payments, such as annual leave, sick leave, maternity leave, other leave and national service leave. Rules are also delivered to calculate unused annual leave on termination. Absence requirements specific to Singapore focus on the common business process and legislative requirements. You can easily modify any of these rules to reflect absence and termination policies that are specific to your organization or to labor agreements with your employees. To demonstrate how PeopleSoft Global Payroll can process typical absence requirements in Singapore, PeopleSoft provides 10 absence entitlement elements and 10 absence take elements.
Central Provident Fund Requirements

This feature enables you to calculate, record, and report contributions for Central Provident Fund (CPF) and other funds and levies collected by the CPF board. PeopleSoft supports the administrative and reporting requirements of CPF administration and maintenance and provides: Support for employee and employer payments to a nominated CPF or other fund or levy (including such funds as MBMF, CDAC, and ECF) in accordance with the calculation of eligibility rules for CPF legislation. The calculation of monthly CPF contributions on ordinary and additional wages according to CPF rate schedules for government and non-government employees. The calculation of other contributions collected by the CPF Board according to the required rate schedules. The identification and management of unique company and employee identifiers. Recalculation and adjustment of CPF contributions at year-end using actual wages for the year. Additional CPF contributions taken from the final pay. A process that creates a file containing all CPF contributions for a month for submission to the CPF Board via the CPF PAL Internet facility or CPF/IRAS Line. Reports to support administrative reporting in accordance with CPF requirements. Monthly CPF Schedule reports that provide listings of all CPF contributions and other deductions that can be submitted to the CPF Board each week.
Integration with the Festive Advance Business Process

This feature provides the integration between PeopleSoft Human Resources: Administer Festive Advance and PeopleSoft Global Payroll. This enables you to post the festive advance amounts calculated in PeopleSoft Human Resources to PeopleSoft Global Payroll and provides for the updating of the festive advance status in PeopleSoft Human Resources. After setting up some base information such as calculation rules and pay program and then calculating and reviewing the appropriate festive advance amounts for individual employees in PeopleSoft Human Resources, PeopleSoft Global Payroll then enables you to: Distribute the amount to the employee.
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Recover the advance from the employee in subsequent payrolls.
You can post calculated festive advance amounts to Global Payroll by using the Post/Unpost FA run control page. The posting process enables you to copy the festive advances from the FA Payments table into the PeopleSoft Global Payroll Positive Input tables. You can then nominate the calendar to which the payments are to be posted. Festive advance earnings for each festive amount type enable you to pay the festive advance. You specify the earnings elements to be used for payment of the festive advances on the Festive Advance Pay Program page in PeopleSoft Human Resources. To ensure you select appropriate earnings on this page, the system enables you to select only earnings with a category of FA (Festive Advance). When an advance is paid, it is then added to the following two accumulators: FAD AC ADV AMT (Advance Amount Accumulator) holds the amount paid and is cleared out when each advance is paid so that it only contains the value of the last paid advance. FAD AC FA BAL (Outstanding Balance Accumulator) holds the outstanding balance and is also reduced by the payback deductions.
Customary festive advance payback deductions, corresponding to each of the festive advance types (and supporting elements) enable you to deduct Festive Advance amounts in subsequent pays. You specify the deduction elements to be used for the recovery of the festive advances on the Festive Advance Pay Program page in PeopleSoft Human Resources. This enables you to recover the entire outstanding festive advance payments when an employee terminates.
Payslips
PeopleSoft Global Payroll for Singapore comes with a generic payslip template, which you can use as a pattern when you create your own. The design of the payslip feature enables you to create and control payslips so that they display the data that you want and in the format that you want. You can override templates at lower levels, so you do not have to create multiple templates to cover every payslip scenario that you may have. The payslip feature enables you to: Create payslip templates and payslip messages in which you can specify: Accumulator column headings such as Gross, Tax, and Net. Row labels for your columns such as Period to Date and Year-to-date. Earnings and deductions to appear on the payslip. From one of three element descriptions to appear on the payslip. Set delivery options that can be overriden. Specify the absence entitlement to appear on the payslip. Attach payslip templates to pay groups.
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Banking and Recipient Processing

This feature supports net payment (employee salary) direct deposits and recipient payments using the electronic file (GIRO) format. PeopleSoft Global Payroll for Singapore generates electronic file outputs to credit employee salaries and reports this data to the recipient. The banking process of PeopleSoft Global Payroll brings together payroll data, pay entity source bank data, and payee or recipient bank data. The EFT file creation process extracts data compiled by the banking process according to the content you want in the EFT file that you are creating, merges it with data provided by PeopleSoft Global Payroll for Singapore, and creates the file for transmission. Within the banking and recipient processing functionality you can: Run an EFT file creation process to generate a file that includes employee salaries (net payments) and recipient payments. Net amounts and recipient payments are calculated by the core banking process and stored in the GP PAYMENT result table. Generate data for the purpose of delivering deduction details to the recipient. The program extracts payment information directly from the GP PAYMENT result table, to create the GIRO file. Choose whether the commission is taken out of the recipient payment as recipients pay a commission to the pay entity. Track your banking and recipient processing, by generating a report containing information on amounts transferred to employee accounts (Net Payment Report), and another report containing details of amounts collected from employees on behalf of a recipient (Recipient Report).
PeopleSoft General Ledger and Leave Reporting

The General Ledger Interface (GLI) functionality for Singapore builds on the standard GLI functionality delivered with PeopleSoft Global Payroll. Additional features for Singapore include: Leave Liability Reports. Absence History Report. General Ledger (GL) leave functionality.
The following PeopleSoft General Ledger leave functionality is provided: The ability to cost employee leave entitlements. The ability to post accrual when pay periods do not match costing periods. An online inquiry page that enables you to see your PeopleSoft General Ledger data.
General Ledger functionality enables you to: Link journal types to GL groupings so you can report by journal type. Calculate accrued salary and leave liability. Report leave liability and history.
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Calculate state payroll tax liability. Run the GLI processes.
PeopleSoft Global Payroll for Singapore also enables you to define chartfield remapping data used during the General Ledger (GL) interface process and post payroll costs to differing levels of chartfields based on GL groupings codes or accounts. You can use the GL Chartfield Remap page to set up GL chartfield parameters that enable you to re-map default chartfields after you run the initial calculate process. For example, you may have a requirement that a higher level of chartfields is attached to each of your account codes. Instead of using multiple departments for each account code, you may require one global chartfield level, which covers all departments. A field appears for each chartfield you have set up on the Chartfield page in PeopleSoft Global Payroll. You can use the specific chartfields check boxes to choose not to send your specific chartfields to the General Ledger. During mapping, chartfields can be used to cost to different account codes. You can then choose not to send the chartfields to the General Ledger and only send the values to the accounts. When integrating PeopleSoft Global Payroll with General Ledger, you can remap chartfield values to a business unit's general ledger (GL) account numbers. To enter the new, remapped chartfield value, you can use the Transformed Values tab. The default chartfields values display in the fields on the Chartfields tab. To remap the default settings, you can select the new values on the Transformed Values tab. The chartfield remapping process achieves the following: Uses specified chartfield overrides and updates the GP_GL_DATA records. Enables the GL interface finalize process to correctly summarize transactions using your chosen (remapped) combination of chartfields, grouping codes and account values, for correct account mapping.
Inland Revenue Reporting

This feature enables you to capture, generate, and maintain both employee and company identification and biographical data that support the reporting requirements of the Singapore Inland Revenue Authority (IRAS). The system meets the IRAS requirement to produce the IR8A, IR8S, Appendix 8A and 8B, IR21 and Appendix 1 forms which are required for reporting annual payments, benefits, gains or profits from share options and foreign employees who are terminating their employment. For IR8A/IR8S and Appendix 8A reporting the system extracts most of the data from payroll (for Appendix 8B reporting you enter the details manually). System pages then enable you to review, maintain and enter additional data, and print the forms for distribution to employees in the required format. You can also produce files in the format required by IRAS for electronic reporting of employees payments and benefits and processes enable you to create the electronic files in the format required by the CPF/IRAS Line system. For IR21 and Appendix 1 forms, a process enables you to extract the data from the IR8A/S forms. You can then enter additional data and print the forms in the required IRAS format. Singapore Inland Revenue reporting functionality enables you to: Create IR8A, IR8S and Appendix 8A and 8B forms as required by the Singapore IRAS for reporting annual payments and benefits of employees.
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We provide a process to extract most of the data from payroll data, system pages that enable you to enter other data manually, and reports to print the forms in the required format. Produce files in the format required by Singapore IRAS for electronic reporting of employees payments and benefits. We provide processes to create the files in the format required by the CPF/IRAS Line system. Create IR21 and Appendix 1 forms as required by the Singapore IRAS for reporting of foreign employees who are terminating their employment. We provide a process to extract the data from the IR8A/S forms, pages that enable you to enter other data manually, and a report to print the forms in the required format. The company (tax) reference number controls IRAS reporting. Each pay group is assigned a company tax reference code, which is independent of the company or pay entity. This provides more flexibility in the way you set up pay entities. Company tax details, such as name and contacts are stored against the tax reference number.
Reports
In addition to the reports delivered with PeopleSoft Global Payroll, we provide a set of reports to specifically support Singapore business requirements. Reports included in PeopleSoft Global Payroll for Singapore are: GPSGAM01 - Absence History Report. GPSGAM02 - Leave Liability Report. GPSGCP01 - CPF Monthly Contributions Rept. GPSGCP02 - CPF Monthly Contributions List. GPSGCP03 - CPF Adjustments Report. GPSGIR01 - Print IR8A/IR8S Forms. GPSGIR02 - Create IR8A File. GPSGIR03 - Create IR8S File. GPSGIR04 - Print Appendix 8A Forms. GPSGIR06 - Print IR21 Forms. GPSGIR07 - Create Appendix 8A File. GPSGPY01 Payslip. GPSGPY11 - Payroll Register. GPSGPY12 - Payroll Reconciliation Report. GPSGPY13 - Payroll Component Report. GPSGPY14 - Payee Message Report.
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GPSGPY51 - Net Payment Report. GPSGPY52 - Recipient File Report.
When you run the Payroll Register, Reconciliation, and Pay Components reports, you have the option to report earnings and deductions together or just accumulators or both. However, you might not want to always include all earnings and deductions or all accumulators. You can therefore use the Payroll Report Defns (definitions) page to set up report definitions that control what is included or excluded. When you run the report, you can select the report definition that will give you the results you want. You can enter earnings and deductions elements that are to be excluded, and the accumulator elements that are to be included from all of the Singapore payroll reports.
(AUS) PeopleSoft Global Payroll for Australia

The following is a summary of the enhancements delivered in PeopleSoft 8.8 Global Payroll for Australia.
Pay Frequency Conversions

We have enhanced the performance of the system when converting pay amounts for one frequency to the equivalent amount for another frequency. It is no longer necessary for you to specify frequency defaults on the Pay Groups AUS page.
Chartfield Remapping
As part of an enhancement to the General Ledger Interface (GLI) functionality, PeopleSoft 8.8 Global Payroll for Australia enables you to define chartfield remapping data used during the GL interface process and to post payroll costs to differing levels of chartfields based on GL groupings codes or accounts. You can use the GL Chartfield Remap page to set up GL chartfield parameters that enable you to re-map default chartfields after you run the initial calculate process.
Payroll Report Definitions

When you run the Payroll Register, Reconciliation, and Pay Components reports, you have the option to report earnings and deductions together or just accumulators or both. However, you might not want to always include all earnings and deductions or all accumulators. You can set up payroll report definitions and, at run time, use the report definitions ID to control what is included or excluded. You can select the report definition that excludes the earnings and deductions elements you specified for the definition, and the report definition that includes the accumulators you specified for the definition.
(FRA) PeopleSoft Global Payroll for France

In PeopleSoft 8.8 Global Payroll for France, we are introducing a process for managing employee terminations.
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The new termination process builds on, and integrates with, the termination activity in PeopleSoft Human Resources. Workflow ensures that the necessary actions are completed at the right time.
A new terminated employees business process simplifies terminations

Here is a summary of how the termination process works: A batch process generates a list of terminated employees, based on predefined action codes. When an employee is added to this list, workflow is triggered that notifies the payroll administrator. The administrator checks the employee list and selects the employees to process. The payroll administrator runs the absence and payroll process for the terminated employees group list and approves the run. When the payroll process is completed and approved, worklist navigation directs the payroll administrator to the run control pages for these statutory reports: ASSEDIC Certificate (Attestation ASSEDIC). Work Certificate (Certificat de Travail). Last Payment Receipt (Reu pour Solde de Tout Compte). The Work Certificate and the Last Payment Receipt are new reports delivered in PeopleSoft 8.8 HRMS.
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(DEU) PeopleSoft Global Payroll for Germany

PeopleSoft 8.8 Global Payroll for Germany delivers the following new features: Selective mass triggers. This feature enables you to generate employee payroll triggers based on changes to specified setup tables. You select the components and records that use the trigger and which fields activate the trigger. You can view the trigger event and the affected records, and cancel the mass trigger event, if needed. Enhancements in the social insurance calculation according to DEUEV guidelines Weve improved the usability of the German Social Insurance pages with new plausibility checks and an improved user interface. The calculation can now split a month into subperiods for social insurance only, when, for example, there is a mid period provider change. The Social Contribution List and the Pay Balance have been redesigned to make them easier to understand.
(ITA) PeopleSoft Global Payroll for Italy

The following is a summary of the new features delivered in PeopleSoft 8.8 Global Payroll for Italy.
Social Security INPDAI

PeopleSoft Global Payroll for Italy can process social security (INPDAI) contributions for industry executives. This feature calculates the INPDAI applicable days, minimum income, contribution ranges, continuous adjustments, the TFR pension fund contribution, and the INPDAI TFR contribution, both for the previous and current year. It also calculates INPDAI contributions on notifications for the current and future year. This feature includes the GV93 report that is used to report employee and employer contributions due to INPDAI social security authority.
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Social Insurance Data page
Assignees
PeopleSoft Global Payroll for Italy manages the local tax implications related to those assignees that are paid by an Italian legal entity. This feature applies the Italian taxes and social security rules unique to the assignees situation to the calculation of the Italian payroll. To accomplish this, the system includes a page where you can enter general assignment and payee data.
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Define Assignee Data page
Absences
PeopleSoft Global Payroll for Italy delivers rules that calculate INPS refunds and employer contribution rates for absences related to illness, marriage leave, and disability leave. The feature includes the calculation of the comporto (the calculation of the company integration and employment guarantee for long term absences according to the metal mechanic labor agreement).
Termination Payments
With PeopleSoft Global Payroll for Italy, you can calculate a payees compensation due at termination (Trattamento di Fine Rapporto, TFR). The system calculates the applicable income and months of reference income, applies the specific TFR taxes, contributions, and allowances, and manages advanced TFR payments. The system also manages taxation of other indemnities payments, such as the incentivo esodo notification, to be taxed with TFR tax rate.
New Reports
PeopleSoft 8.8 Global Payroll for Italy provides the following new reports: CUD Report You can calculate and print the official CUD report. Both the fiscal and social security portions of this report can be run together or separately. Online pages display the annual report details.
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Top Portion of the CUD report

IRPEF F24 Report You can print a report containing the tax data for the official F24 form. The IRPEF F24 report contains the amounts needed for all tax types: ordinary, local, previous year, and termination payments.
F24 Control Report

Illness Report (S503) The S503 report feature contains the details of the calculation and payment of the social security indemnities related to every event of illness or maternity for a payee on a monthly basis.
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Other Payroll Enhancements

PeopleSoft Global Payroll for Italy delivers additional payroll functionality such as the calculation of all reimbursements and deductions linked to 730 fiscal assistance, the management of loans, the calculation process for contractors (Co. Co. Co.), taxation mechanisms for transfer indemnities, and sample accrual mechanisms.
Integrative 730 page
(JPN) PeopleSoft Global Payroll for Japan

PeopleSoft 8.8 HRMS supports both a paper exchange method and a self-service method of collecting Year-End Adjustment (YEA) data from employees. The following is a summary of the new features and enhancements in PeopleSoft 8.8 Global Payroll for Japan.
Self-Service YEA Data Collection and Loading

If your organization licenses PeopleSoft ePay and PeopleSoft eProfile, you can collect YEA data from employees through self-service pages and load it into the system for processing.
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Data Collection The self-service method of collecting data from employees through PeopleSoft 8.8 ePay is described in the Collaborative Applications section of this document. Employees can also access a transaction to update their personal data from the YEA Information Main page in PeopleSoft ePay. Data Review and Loading After employees enter data through the self-service pages, payroll administrators perform these steps: 1. (Optional) Review the data and accept it or notify the employee to revise it. 2. Run a process to load the data into the Human Resources and YEA Data tables. 3. Print the Dependent Deduction report and the Insurance Premium and Spouse Special Deduction report for record-keeping purposes.
Paper Exchange Method of YEA Data Collection and Loading

We provide the following two reports to support the manual collection and entry of YEA data: Dependent Deduction report. This report prints the current dependent information, which the employee can modify if there is a correction or update. Insurance Premium and Spouse Special Deduction report. This report prints the basic employee information only. Employees must fill out the form and submit it as proof of the declaration of their special deduction information even when they have nothing to declare. The payroll administrator collects the completed forms from employees and enters the data into the Income Tax Data page and Dependent Tax Data page.
Enhancements to Existing Data Pages

The existing Income Tax Data page and Dependent Tax Data page are enhanced with additional fields to support the information printed on the Dependent Deduction report.
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This disability information is printed on the Dependent Deduction report
Additional fields on the Income Tax Data page record information for the Dependent Deduction report
(MEX) PeopleSoft Global Payroll for Mexico

The following is a summary of the enhancements and new features delivered with PeopleSoft 8.8 Global Payroll for Mexico.
Tax Reforms
In order to comply with tax changes effective December 20, 2001 and January 1, 2002, PeopleSoft Global Payroll for Mexico now provides updated rules and reports, as well as new reports for federal taxes and social security. The tax reforms are in the following categories: Maternity and Illness quotas paid by the employer. Cash Salary Credit. Variable SDI Process.
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Maternity and Illness Quotas If an employees absence is for eight days or more, the employer is exempt from paying IMSS quotas for that pay period frequency (monthly or semimonthly, for example). This is in accordance with the new legislation effective 20 December 2001. PeopleSoft Global Payroll for Mexico delivers updated rules for IMSS quotas to handle this new legislation. Cash Salary Credit Starting in 1 January 2002, legislative changes require that employers must generate a Cash Salary Credit report and send it to IMSS. This report lists all employees who get paid a cash salary credit. The Cash Salary Credit report contains all the paid earnings and deductions to the employee during the month. Before you can generate the report, you need to indicate that the cash salary credit is paid with a special payslip (processed on a separate payroll run). You indicate this on the General Parameters page (Paygroup level parameters). Variable SDI Process Legislative changes require that the Variable SDI process is now run bimonthly instead of monthly. You select the earnings, accumulators, and formulas for the Variable SDI and then run the Variable SDI process. The system adds the variable earnings for the last two months and divides them by the number of paid days, calendar days, or 60 days minus unpaid absences. PeopleSoft Global Payroll for Mexico provides an updated Variable SDI Report, where you can indicate the two months for which you run the Variable SDI process. The Variable SDI process is run in January, March, May, July, September, and November.
Tax Method Enhancements

With PeopleSoft Global Payroll for Mexico, you can define the method for calculating employees taxes. The available tax methods are: ISR Article 113: Annual projection method. Semimonthly projected method (new). Adjustment at end of the month. Adjustment during the month. Without adjustment. Article 112 LISR (Severance pay method). Article 86 RISR (Vacation Premium, Profit Sharing, and Christmas Bonus methods). Article 91 RISR (Multiple months payment method).
Semimonthly Projected ISR The Semimonthly Projected tax method is new in PeopleSoft 8.8 Global Payroll for Mexico.
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For employees who are on a semimonthly project ISR payroll, the system projects their salaries for the next period, taking into account that the projection is made in every pay period and subtracting the tax retained in the previous periods. The semimonthly projected tax method applies to all types of employees (hourly and salaried) with a semimonthly pay frequency.
Vacation Premium
In addition to the existing calculation methods for the vacation premium, PeopleSoft Global Payroll for Mexico now provides the Annual method. Vacation premiums can be paid in one of three ways: Anniversary employees receive their entire vacation premium on their employment anniversaries. Proportional employees receive their vacation premium as they take vacations throughout the year. Annual employees receive their entire vacation premium for the year on a specified date that you define.
If you use the Annual method, the vacation premium is paid when the vacation premium payment date is between the period begin date and the period end date for all payees.
Work-Related Disabilities
There are three types of work-related leaves: Work-related illness leave. Work risk leave. In transit work risk leave.
Work-related illness can occur if an employee becomes ill as a result of work conditions, such as inhaling toxins in the workplace. Work risk can occur if an employee works in a risky work environment. In transit work risk can occur if an employee gets hurt on the way to and from work. PeopleSoft Global Payroll for Mexico now delivers a new absence type called INC ENF TR. You can record this absence type on the Absence Entry page and enter details about the work-related illness. You can create a report that lists all the workers who were on disability due to work-related illnesses or accidents during the year. The Risk Factor report contains information such as disability type (accident or illness), disability begin and end dates, percentage of permanent illness, and subsidized days for each employee who is on disability due to work-related accidents or illnesses. This report will help you in the annual Risk Factor percentage calculation process.
Subsidy Factor Calculation

Calculating the acreditable subsidy factor for employees is an annual process. Companies must calculate the subsidy proportion of taxes that will apply to employees in the following calendar year.
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Due to recent tax laws, all employees will have their subsidy factor calculated using the following formula: Total taxable base for the previous year / Total earnings in the previous year = Subsidy factor
For example, if an employees total taxable base for 2001 was 200,470.00 and his total earnings for 2001 was 243,083.00, the following subsidy factor will result: 200,470.00 / 243,083.00 = .82
With PeopleSoft Global Payroll for Mexico, you can now set up subsidy factor parameters for your company, calculate the subsidy factor online, and generate a Subsidy Factor report. You select the accumulators that track the total earnings and total taxable base used in the calculation of the subsidy factor on the Subsidy Factor Parameters page. Using a standard formula provided by the government, the system calculates the subsidy proportion, nonacreditable subsidy, and acreditable subsidy on the Calculate page. Once the calculation is complete, you can run the Subsidy Factor report that lists the earnings that are the base for the subsidy factor. Below is an example of the ANN Subsidy Factor Calculation MEX component that is delivered with PeopleSoft Global Payroll for Mexico.
ANN Subsidy Factor Calculation MEX component
Reports
PeopleSoft Global Payroll for Mexico includes three new reports: Cash Salary Credit Risk Factor Subsidy Factor
The following existing report has also been updated:
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Variable SDI.
(ESP) PeopleSoft Global Payroll for Spain

The following is a summary of the features and enhancements being delivered in PeopleSoft 8.8 Global Payroll for Spain.
Legal Updates
To meet changes in Spanish regulatory requirements, Global Payroll for Spain includes modifications for the euro conversion and new social security reductions. Euro Conversion Following the introduction of the euro in January 2002, PeopleSoft Global Payroll for Spain is modified to fully support the new currency. Calculations throughout the system are based on euros and the correct rules are applied. These are the key areas of change: Rounding rules. Previously monetary values in pesetas did not use decimals. With this release, elements in Global Payroll for Spain use the rounding rule that is designed specifically for calculations in euros. Social security calculations. As of January 2002, the social security contingency bases and contributions calculations must be in euros. To conform to these legislative changes, social security functionality now uses euros to calculate contingency bases and normalization rules are no longer applied. Reports. The reports delivered in Global Payroll for Spain have been modified to display monetary values in euros with rounding to two decimals places. New Social Security Reductions In January 2002, the Spanish authorities launched two new social security reductions based on an employees age, seniority, and social security contributions. To support this legislative requirement, new fields on the Contract Data page enable you to select either of the following reductions: For employees aged 60 or older with a minimum of 5 years service. For employees aged 65 or older with a minimum of 35 years of contributions to Social Security.
Social Security
In addition to the new social security reductions, were delivering further enhancements to the social security functionality provided in Global Payroll for Spain.
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Social Security Calculations for New Employees Were introducing new social security base calculations for calculating sickness benefits for employees who are sick within a month of their hire date. Normally, sickness benefits are based on the employees social security base for the previous month. However, for new employees there is not a base for previous months. PeopleSoft 8.8 Global Payroll for Spain automatically calculates sickness benefits for new employees by calculating a theoretical daily base using the earnings assigned to the employee. Flexible Complementary Benefit Calculations For PeopleSoft 8.8, were making complementary benefits calculations more flexible. Complementary benefits are paid to employees for sickness, non-work related injuries, maternity, or risk during pregnancy, and calculated as a percentage of a base amount. A new Base field on the Complementary Benefits page enables you to base complementary benefits calculations on any of the following: Social Security Common contingencies base. A user-definable accumulator.
Taxes
PeopleSoft 8.8 Global Payroll for Spain has significant enhancements for calculating taxes for different fiscal territories and managing Model 110 tax reporting. Model 110 Tax Reporting Global Payroll for Spain includes a new Model 110 report for Spanish employers that are required to report withholding tax information to the Hacienda Estatal. The Model 110 report is a statutory report provided by employers on a quarterly basis. Our Model 110 report is designed to meet the latest legislative requirements. The Model 110 report extracts information from your company table and payee data records and creates a flat file for electronic submission to the government authorities. Tax Calculations for Additional Fiscal Territories With PeopleSoft 8.8, were providing enhancements to the tax (IRPF) calculations in Global Payroll for Spain to support calculations for all fiscal territories (Territorios Fiscales). You can now use Global Payroll for Spain to calculate taxes according to the tax rules of these additional fiscal territories: Hacienda Foral de Alava. Hacienda Foral de Guipuzcoa. Hacienda Foral de Vizcaya. Hacienda Foral de Navarra.
Our design makes it easier to manage tax rule updates and changes in tax locations. Here is a summary of the changes being made to support multiple fiscal territories: The Tax Location page is enhanced and renamed Fiscal Territories. This effective-dated
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component defines statutory rates, withholding brackets, disability brackets, and ceiling brackets for each fiscal territory. You also use this component to associate fiscal territories with pay entities and normalization schedules.
The Fiscal Territories component defines the brackets and rates for each fiscal territory
We have renamed tax calendars to normalization schedules. If your organization reports withholding tax to multiple fiscal territories, you need to run the withholding calculation process at different times for each location. With PeopleSoft 8.8, you can now define a normalization schedule for each fiscal territory and pay entity in your organization. New pages for defining tax brackets for withholding tax, disability, and ceiling brackets for each fiscal territory. New pages for defining the tax rates for different fiscal territories. Enhancements to the payee data pages enable you to enter the information required by the employees fiscal territory.
Extra Period Enhancements

Extra period functionality provided in Global Payroll for Spain is now more flexible. The enhancements enable you to: Vary the earnings that contribute to each extra period payment. Vary the percentage of each contributing earning.
A page in the Labor Agreement component enables you to define the eligible earnings for every extra period you define on the Extra Period Definition page. In addition, for each eligible earning you define the percentage of the earning that contributes to the extra period payment.
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New page in the Labor Agreement component for defining extra period earnings
Other enhancements to extra period functionality are: More flexible payment periods. This enables you to pay extra periods in the year after the extra period definition or before the end of the extra period timeframe. For example, you can define an extra period for July to December and the payment period as January of the next year. Absence processing is part of extra period calculation. The extra period calculation now includes absence processing so that, in the case of an absence that affects the extra period, the extra period payments are reduced for each day the employee is absent. Lump sum payments are based on monthly contributions. With PeopleSoft 8.8 were enhancing the extra period calculation by providing the ability to pay extra periods as a lump sum of all monthly contributions during the extra period timeframe.
Segmentation
PeopleSoft 8.8 Global Payroll for Spain is enhanced to support period and element segmentation for changes that affect: Social security calculations. Tax calculations. Employees compensation.
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Were also modifying payslips, so that printed payslips reflect the segmentation in those cases.
Payslip Enhancements
Payslips are enhanced as follows: Payslip definitions are now effective-dated, which enables you to track changes in payslip setup. You can select the layout on the Payslip Setup page. This enables you to have more than one payslip layout and specify the layout to use for each pay group. Payslips support the printing of segmentation. Extra period enhancements. You can now show extra period payments in the employees regular payslip or create a separate payslip. Retroactivity enhancements. You can now show retroactivity on your payslips in one of two ways: Print one payslip for the regular payroll and a second payslip showing all the retro calculations. Print each retro calculation on a different payslip and create another payslip for the regular payroll.
(CHE) PeopleSoft Global Payroll for Switzerland

The following is a summary of the new features and enhancements in PeopleSoft 8.8 Global Payroll for Switzerland.
Geneva Maternity Insurance

New functionality to support maternity insurance in the canton of Geneva includes: New Insurance Code setup page. New maternity insurance fields on the Maternity Leave page. Elements required to calculate employee and employer contributions.
EO Enhancements
Enhancements to existing EO functionality include: An interface file to send electronically to the AHV provider. EO payments calculated in the current month, which avoids many retroactive calculations and accommodates the year change. A new page that enables correction of calculation data for closed periods.
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Use the EO Correction Pay page to enter EO correction calculation data for closed periods.
Source Tax Enhancements

The Source Tax Data page has the following enhancements: The ability to select the tariff from a list of valid values for the corresponding canton. The ability to specify a workers exemption from the tax statement or from the source tax on the source tax page. Automatic calculation of tariffs for French border workers. You no longer need to enter French border workers on the page because their tariff is automatically calculated according to the location of the employer in Switzerland. The Postal Code table used to validate the municipality code of the employees home address (resident of Switzerland) or work location (nonresident).
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Source Tax Data page
Solidarity Tax
The solidarity tax (Schaffhausen) can be maintained at the company level. Possible distributions are: No contribution. Employer/employee distribution. Employer pays all.
Family Allowances
New fields on the Family Allowance page provide the following capability: The ability to indicate whether the canton Jura household allowance is to be reduced. If reduction is specified, the system pays half of all allowances, regardless of mid-period hire or termination, FTE status, or hours worked. The ability to indicate whether a child is living outside of Switzerland in a country that is not part of the EU in order to determine the child allowance. The ability to enter the factor of the birth allowance to be applied to each child in the case of multiple births.
5-Rappen Rounding
On the Social Insurance Rates page, you can specify whether the company enforces rounding in increments of 5 Rappen when data is entered in the Garnishment Data page or the Request Overtime page.
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5 Rappen Rounding option selected on the Social Insurance Rates page
New Reports
We provide the following new reports to satisfy requirements of the Swiss Federal Office of Statistic: BESTA Statistic (Beschaeftigungsstatistik). Salary Structure Analysis (Lohnstrukturerhebung).
Enhanced Reports
Were making the following enhancements to the Tax Statement report: When you print the Tax Statement during the year as a test, the report is clearly marked with the period reported and the test status. You can create a totally manual report for an employee, overriding the calculated report. The tax statement data can be viewed online.
Were making the following enhancements to other existing reports: The Element Contribution List report now provides information about chartfields as well as assignment of earnings and deductions to GL accounts and tax statement fields. The SI Company Setup report now includes information about the AHV administration cost, Geneva maternity insurance, and the source tax refund.
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SI Company Setup Report

Retroactive presentation on the FAK report is revised to: Not print a report if no print information has changed. Print deltas if numeric values changed. Print cancel/recalc if non-numeric values changed.
(GBR) PeopleSoft Global Payroll for the UK

PeopleSoft 8.8 Global Payroll for the UK features enhancements for managing end of year submissions to the Inland Revenue and a new P46(Car) report for reporting company car information.
Enhancements for Managing End of Year Submissions

At the end of every tax year, the Inland Revenue requires employers to submit end of year returns and an electronic employee listing for tax code processing. With PeopleSoft 8.8 Global Payroll for the UK, new processes streamline submissions by automatically creating the required data files in the correct format, ready for loading to the media of your choice. Similarly, when the Inland Revenue issues employees new tax codes on magnetic tape, a new Code Number Changes process updates your employees statutory details with minimal effort.
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End of Year Returns Process With PeopleSoft 8.8, we are extending the options for creating Inland Revenue end of year returns. PeopleSoft Global Payroll for the UK includes two mechanisms for creating an end of year return, the existing P14 and P35 reports for creating hard copy reports, and a new End of Year Return process for submitting electronically by magnetic media. The End of Year Return process extracts information from your PeopleSoft database and generates an output file that you copy to magnetic media (flexible diskette, open reel tape, or data cartridge) and submit to the Inland Revenue. The output file contains all the employee information required by the Inland Revenue, including details of National Insurance Contributions, pay, and income tax, and the files format conforms to the Inland Revenues formatting requirements. Pay/Pension Numbers Process We are automating the processing of employees tax code changes in PeopleSoft 8.8 Global Payroll for the UK. The Pay/Pension Numbers process is the first step in that process. At the end of the tax year, the Inland Revenue requires employers to submit a list of their employees, including the employee name, NI number, and employee ID. The Pay/Pension Numbers process creates a file containing this information, formatted to the Inland Revenue requirements. On completion of the process, you load the output file to magnetic media and submit to the Inland Revenue. Code Number Changes Process The new Code Number Changes process loads employees updated tax codes into your PeopleSoft database. At the end of a tax year, the Inland Revenue issues employees tax codes for the next tax year on magnetic tape. The Code Number Changes process extracts data from this Inland Revenue file and inserts a new row into the statutory details table for each employee listed in the file. To simplify troubleshooting, the process also creates a detailed message log file and an error file containing employee data not processed. You use the message log file and the error file to review the results and resolve issues with the data. If you have to make corrections to the data received from the Inland Revenue, these are applied to the error file. The error file has the same format as the Inland Revenue-delivered file so you can use the corrected error file as input if you need to rerun the process. Pay Entity Details Page This new page enables you to record Inland Revenue reference information for your pay entities, including the tax district details and PAYE reference number. This information is required by end of year processing and for generating statutory reports.
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New Pay Entity Details page
P46(Car) Report
For employers that administer company car schemes, PeopleSoft Global Payroll for the UK offers the ability to generate P46(Car) reports for reporting to the Inland Revenue. The P46(Car) report is submitted to the Inland Revenue every quarter for employees with company cars. The PeopleSoft P46(Car) report extracts information from your payroll tables and from the company cars tables in PeopleSoft Human Resources.
(HKG) PeopleSoft Global Payroll for Hong Kong

In PeopleSoft 8.8 Global Payroll for Hong Kong, we are introducing a process for setting up payroll report definitions. When you run the payroll register, reconciliation and pay components reports, you have the option to report earnings and deductions together or just accumulators or both. However, you might not want to always include all earnings and deductions or all accumulators. You can therefore use the Payroll Report Defns page to set up report definitions that control what is included or excluded. When you run the report, you can select the report definition that will give you the results you want.
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You can enter earnings and deductions elements that are to be excluded and the accumulator elements that are to be included from all of the Hong Kong payroll reports
Two templates (tables), one for the exclusion of earnings/deductions, and the other for the inclusion of accumulators are provided on the Payroll Report Defns page. For ease of data entry, the page contains two grids, one for each of these templates. For each of the templates, a Report ID enables you to create different templates to hold the different combinations of earnings/deductions exclusion lists and accumulators inclusions lists, if necessary. For example, you can create a Payroll Report ID that only contains earnings/deductions to be excluded and another Payroll Report ID that contains both the earnings/deductions to be excluded and the accumulators to be included. Then when you run the payroll reports, you nominate the appropriate Payroll Report ID on the run control.
PeopleSoft Mobile WorkforceNew Product Suite

In PeopleSoft HRMS 8.8, we introduce PeopleSoft Mobile Workforce, our new mobile business applications product suite. PeopleSoft Mobile Time Management premieres as the launch product for this new product suite.
PeopleSoft Mobile Time ManagementNew Product

PeopleSoft 8.8 Mobile Time Management provides functionality to enable the mobile workforce to record and report time through a laptop or Pocket PC while disconnected from a network. The mobile functionality also enables the user to modify submitted time and view schedules within the current time period.
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PeopleSoft Mobile Agent PeopleSoft Mobile Time Management makes use of PeopleTools Mobile Agent, supported on Win32 laptops and Pocket PCs. The Mobile Agent renders an HTML application interface, based on metadata and business data synchronized over the Internet using XML. The Mobile Agent has a device footprint over one hundred times smaller than whats available from other leading vendors today. Strengths include: Focused user interface. Flexible and fast synchronization. Agile business applications. Small device footprint. Internet synchronization. Robust, durable synchronization. Multi-channel access to a single business process. No change log replay. Database server not required on user machines.
Integration with PeopleSoft Time and Labor PeopleSoft Mobile Time Management integrates with PeopleSoft Time and Labor. While there is no additional setup required in Time and Labor, the applications share time reporting codes, currency codes, and user data. PeopleSoft Time and Labor processes submitted time, returning error messages to the mobile device when validation conflicts occur. Mobile Time Management Setup PeopleSoft Mobile Time Management requires the following setup: Install PeopleSoft Time and Labor. Build the PeopleSoft Time and Labor setup tables necessary to run the Time and Labor application. Install PeopleTools Mobile Agent on the workstation or laptop to be used. Install PeopleTools Mobile Agent on the Pocket PC. Install PeopleSoft Mobile Time Management.
Reporting and Synchronizing Time Use PeopleSoft Mobile Time Management to report time while traveling or during any other time when disconnected from the network. PeopleSoft Mobile Time Management provides a range of time reporting options. Using time reporting codes, users can report regular time, overtime, vacation, and a variety of other payable hours. In addition, users can report either billable or non-billable time to a client. Billable time data is processed through PeopleSoft Time and Labor and then recorded in PeopleSoft Projects if implemented.
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Once time is reported on the mobile pages, it remains stored in the mobile device until the next system synchronization. When synchronizing data, users can choose to upload changes only or to perform a full synchronization process, which initiates a complete reconciliation of the business data on the device with the corresponding data on the server. Additional synchronizations install and update the mobile applications on the device. Elapsed Time Summary Users have the option of viewing a summary of their reported hours. The Elapsed Time Summary page includes time for the current period that has been reported and submitted through the synchronization process, as well as any time for a date that has been reported but not yet submitted.
The Elapsed Time Summary page on the Pocket PC

Users can also add or update reported hours from the Elapsed Time Summary page. The Add button links to the Report Elapsed Time page where new time can be reported. The link associated with an existing row goes to the completed Report Elapsed Time page where time already reported for the current time period can be updated. View Schedule The View Schedule page enables users to view their schedule for the current time period.
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The View Schedule page on the Pocket PC
PeopleSoft ePerformance ManagementNew Product

With PeopleSoft ePerformance Management, PeopleSoft has introduced a full-featured, selfservice performance management solution for managers, employees, and Human Resources administrators. This new application features a collaborative planning and measurement process that helps ensure that all employees in your organization are working toward a common set of high-level goals and objectives. Managers have greater control over the performance management process. They can generate planning and review documents, tailor detailed evaluation criteria to employees, use convenient authoring tools to clearly communicate performance results, and monitor the status of pending documents. Employees can complete self-appraisals, maintain notes on their performance, and be actively involved in the performance management process. A flexible set of workflow notifications keeps managers, employees, and Human Resources administrators in the loop throughout the performance review cycle. The net result is proactive performance planning, timely performance evaluations, and improved internal communication that promotes a greater understanding of individual roles and responsibilities.
Designing Performance Documents

Human Resources administrators use flexible, easy-to-use templates to design the layout of the documents that managers use for performance planning and review. In addition to selecting the content for each section and choosing the business and processing rules to apply, they can: Define the types of performance document used by your organization.
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Define the categories of planning or evaluation criteria that can be included in performance documents such as competencies, responsibilities, and initiatives. Create one or more templates for each type of performance document thats used in your organization. Select assessment items from a pool of responsibilities, goals/objectives, competencies, and sub-competencies. Link individual evaluation criteria to enterprise goals, initiatives, and objectives. Include your organizations mission statement. Create one or more rating models. For example, 1 = Excellent, 2 = Good, 3 = Needs Improvement, 4 = Unacceptable. Choose from multiple calculation methods for tabulating results. Define what managers and employees can do in each section of a documentrate and weight performance, add free-form comments and assessment items, or override the calculated rating. Control when employees can see performance documents, if at all. Generate online and printed performance documents.
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Sample Performance Document (1 of 2)
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Sample performance document (2 of 2)
Job Profiles
Job profiles provide a convenient way to tailor performance documents to groups of employees. A job profile identifies the responsibilities and competencies for which employees in the same job, job family, position, or salary grade are to be measured. HR administrators can create job profiles then link them to templates. Performance documents generated from these templates automatically include the responsibilities and competencies that are specific to each employee.
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Creating job profiles

Note. Delivered as part of the core PeopleSoft Human Resources functionality, job profiles are presently used only by PeopleSoft ePerformance Management.
Creating Performance Document

Several options are available for creating performance documents: HR Administrators can run a batch process to create the performance documents and, optionally, the employees document. Managers can select from their list of direct reports and create a document for each selected employee. Managers can create separate employee documents, which are used by employees to evaluate their own performance or define their own performance goals, by clicking a button within the managers document.
HR Administrators or managers can create performance documents
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Integrated Third-Party Content and Advisor Tools

Managers often postpone writing performance documents because they find it difficult to express how employees performed against evaluation criteria. With PeopleSoft ePerformance Management, managers can use content that you import from third-party suppliers to more easily and clearly communicate performance results, strengths, and development opportunities. Several third-party providers supply competency and sub-competency data; some also provide content for the following Advisor Tools: Results Writer. Managers can invoke this tool from within a performance document to select predefined statements that describe an employee's level of proficiency for a competency, subcompetency or other assessment item. The Results Writer personalizes statements by inserting the employee's name or the gender-appropriate pronoun or adjective. Managers can also modify the selected statements, as needed.
Defining the text that can be inserted into the performance document
Language Checker and Language Suggestion Table. The Language Checker enables a manager to check free-form sections of a performance document for inappropriate language. When used with the Language Suggestion Table, the Language Checker can also suggest alternative words or phases.
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Defining the words that the system searches for when a manager is completing a performance document
Defining the content that can be used by a manager who is completing a performance document
Development Tips. Managers can use this tool to select development tips that are specific to employee needs. Employees can read the selected tips on the performance document.
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Defining the content that can be used by a manager when entering suggestions for developing employee skills
Note. If you choose not to purchase third-party content, you can develop your own content for competencies and the three authoring tools.
Employee Documents
Employees can conduct self-appraisals as part of the performance process. These employee documents resemble the official managers document that managers complete and can be generated at the same time as the managers document. The system automatically notifies employees when the employees documents are available. Employees can then access these documents through their home page. In addition to rating their own performance, employees can assess the relative weights of the evaluation criteria. Once an employee completes their document and submits it to the manager, the manager can view the completed document.
Performance Notes
From their respective PeopleSoft ePerformance Management home pages or from within the performance document, employees and managers can access pages for recording performancerelated notes. The system automatically stamps each note with the date and time. Notes can be cut and pasted into a performance document later on. Employees cannot view managers notes and vice versa. Managers can maintain a separate page of notes for each employee, quickly tracking or logging events, actions, or observations that they might want to reference later. They can paste the content of emails from customers, managers, or other employees who provide feedback on an employees performance.
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Managers and employees can maintain notes
Monitoring and Reporting

PeopleSoft ePerformance Management provides several ways for managers and HR administrators to monitor the progress of performance documents and interpret the results: Employee Alerts pagelet. This pagelet gives managers a snapshot of the status of the performance documents for which theyre responsible. For a selected document, it lists employees with complete, cancelled, and pending documents, displays the due date of each document, and includes color-coded icons that indicate which documents are on or behind schedule. Pie chart and graph views. Human Resource administrators can view a pie chart that illustrates the percentage of documents that are in the following statuses: in progress, available for review, review held, complete, or cancelled. For completed documents, they can display a graph that shows the distribution of ratings. Reports.
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PeopleSoft ePerformance Management delivers two reports. One report lists employees with late documents based upon a group of individuals. This report displays employee ID and name, the employees department and manager. The other report lists employees without current documents based upon a Group ID. This information is important to ensure that managers are currently evaluating their employees during a performance process cycle. HR administrators can generate these reports and follow up with managers, as appropriate.
Integration with Other PeopleSoft Products

Performance management is a core business process that can drive employee compensation or employee development. The open design of PeopleSoft ePerformance Management can accommodate either need: When you tie performance to compensation, you can take advantage of the integration between PeopleSoft ePerformance Management and the Plan Salaries business process in PeopleSoft Human Resources. When you tie performance to employee development, you can benefit from the integration between PeopleSoft ePerformance Management and the Manage Competencies business process in PeopleSoft Human Resources.
Workflow Notification and Approval Process

When certain events occur during the performance process cycle, workflow notification sends automated email messages to managers and employees. PeopleSoft ePerformance Management delivers 10 workflow notifications, in addition to approval-related notifications. You can activate or deactivate these notifications as desired, without customizing the application. This flexibility makes it easy to set up workflow notifications that are appropriate to your business processes. The following table provides some examples of actions that trigger emails and identifies the email recipients. Action HR uses batch process to create managers performance documents. HR uses batch process to create employee documents. Manager creates employee documents. Employee completes their employee document. Employee acknowledges that review meeting was held. Email Recipient Manager of each group Employees Employee Manager Manager
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Workflow also initiates the approval process for performance documents. PeopleSoft ePerformance Management supports many variations of the performance management business process. For example, you can specify whether or not approval is required and if performance documents must be approved before conducting review meetings, after conducting review meetings, or if no meeting is necessary. The selections you make affect the workflow notification process. The approval process integrates with the standard approval framework used by other PeopleSoft HRMS self-service applications. You can define different approval rules according to the type of performance document or use the approval process thats shared by other PeopleSoft Human Resources applications.
PeopleSoft Collaborative Applications

The following is a summary of the new features and enhancements in PeopleSoft 8.8 eCompensation, eCompensation Manager Desktop, eDevelopment, and ePay.
General Enhancements to Collaborative Applications

PeopleSoft 8.8 Collaborative Applications include the following general enhancements: Japanese Names Japanese names now appear in the LastName FirstName format in self-service pages. Enhanced Self-Service Workflow Configuration Process The self-service workflow configuration process has been enhanced. Self-service transactions that make use of this process can control: Whether a self-service transaction follows an approval process. Whether the database can be automatically updated by a self-service transaction or manually entered by an administrator. Who will handle problems or issues.
To define the rules for a self-service transaction, access the Self Service Workflow configurations page by navigating to Set Up HRMS, Common Definitions, Self-Service, Workflow Configuration.
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Defining the rules for self-service transactions

On this page you will see: Description Approval Process? List the self-service transactions delivered with the system that make use of the process. Available to those transactions that are designed to make use of an approval process. If the checkbox is selected, the system follows the approval process designed for the transaction. If selected, this check box allows the transaction to update the database. If not selected, an administrator will be notified of the change and can update the database using the Update Status Page that is accessed through Workflow Inquiry page. Administrator Role This identifies the role of the person who is responsible for reviewing the results of the transaction when errors occur. Note. If the Administrator Role is set to Defined in Approval Ruleset Object, then the role is defined in the ruleset within Application Designer. Notification Setup This link connects to the Admin Notification Setup page. On the Admin Notification Setup page you define when a notification message is sent to the administrator.
Allow DB Update
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Component Interface
This link displays the SS Component Interface Setup page. You do not need to modify this page unless you use custom-built component interfaces or exception tables. This is predefined system data that can be changed if you want to use a different component interface.
PeopleSoft eCompensation
The following is a summary of the enhancements to PeopleSoft eCompensation. Employee Transactions for French Profit Sharing With PeopleSoft 8.8 Human Resources, were delivering a new business process that enables French employers to manage their profit sharing agreements. To support this feature, we have developed employee self-service transactions that are available if you license PeopleSoft eCompensation. The new transactions give employees access to agreement details and to their personal profit-sharing information. PeopleSoft 8.8 eCompensation includes two employee transactions for viewing and updating profit-sharing information: Agreement Personalization This transaction enables employees to view details of agreements for which they are eligible. Employees can also select the investment method for their funds, if multiple investment methods are defined for the agreement, and select the interest payment option (immediate or reinvest). Profit Sharing Entitlements Using this transaction, employees can view details of their personal profit-sharing amount once these have been calculated and finalized. If the agreement has an investment method of Company Investment, employees can also request release of part or all of their entitlement. See the PeopleSoft Human Resources section of this document for a summary of the new Manage French Profit Sharing business process.
PeopleSoft eCompensation Manager Desktop

The new Request Salary Change transaction replaces the individual employee salary change and the group salary change without budget transactions. Note. This new transaction was designed to make use of self-service workflow configuration process. This enables you to define how the system processes a salary change. 1. A manager initiates the salary change for one or more direct reports.
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Entering the amount of the employee salary change

2. If the approval process is activated, the designated approver receives notification that there is a salary change needing approval.
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Approving the employee salary change request

3. The designated approver either approves or denies the salary change. The system sends a notification to the originating manager advising the manager of the approval status. 4. If the self-service configuration rules allow the database to be automatically updated, the system updates the employees record with the new salary.
PeopleSoft eDevelopment
The following is a summary of the enhancements made in PeopleSoft 8.8 eDevelopment.
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Competency Evaluation Transaction Competency Self-Evaluation was enhanced to make use of the configurable self-service approval process control feature. Now, the process is: 1. An employee enters their competencies.
Employees enter their competencies

2. A designated approver can approve the self-evaluation or return it to the originator for revision. This self-service transaction is designed to interface with the PeopleSoft Human Resources: Manage Competencies business process and PeopleSoft ePerformance Management. Request Training Transaction The Request Training transaction makes use of the configurable self-service approval process control feature.
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1. An employee requests training or a manager requests training for one or more of their direct reports. The system checks for required prerequisites.
Selecting a training session

2. The designated approver is notified of the request. They access the Approve Training Request transaction to approve or deny the request.
Approving a training request

3. The employee or manager is notified whether the training request was approved or denied. The HR administrator is notified either that the request needs entry into the system or that the database was updated with the request.
PeopleSoft ePay
The following is a summary of the enhancements to PeopleSoft ePay.
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PeopleSoft ePay Transaction for Japan Year-End Adjustment Data We provide a transaction to support the PeopleSoft Global Payroll for Japan Year-End Adjustment (YEA) process. During the dates defined by the payroll administrator, employees access the YEA Information transaction main page from the Payroll and Compensation Home page. From the YEA Information main page, employees can access PeopleSoft ePay pages to review and update the following information: Employee tax. Employee personal information. Dependent tax. Life insurance. Other insurance. Special deduction for spouses. Special deduction for housing loan.
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PeopleSoft ePay includes new transactions for Japanese employees to review and update their YEA Information
The employee can submit the data after reviewing all YEA information in these pages. See the PeopleSoft Global Payroll for Japan section of this document for a summary of the YEA data collection and loading business process.
Recruiting Solutions
PeopleSoft 8.8 HRMS offers a fully integrated recruiting solution for managing your recruitment activities. This section summarizes the enhancements to the Recruit Workforce business process, PeopleSoft eRecruit, and PeopleSoft eRecruit Manager Desktop.
PeopleSoft Human Resources: Recruit Workforce

The following changes were made:
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Standardized Job Posting Descriptions Recruiting administrators may create and save standard job posting descriptions that can be used over and over. This can expedite the creation of job postings and helps provide a standard corporate image.
Standardizing job requisition descriptions

New Job Posting Template Administrators create job-posting templates that can be linked to job requisitions. This template defines which types of job descriptions are included in the job posting and in which order. For example, your organization may always want a statement of job responsibility, qualifications, and how to apply included in every job posting. Creating a template with these descriptions selected defines the information a recruiter may include when creating a job posting.
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Defining the components that make up the job posting
PeopleSoft eRecruit
The following enhancements were made to PeopleSoft 8.8 eRecruit: Job Agent Feature Applicants may use the Job Agent feature to create job profiles that describe the type of position they are interested in applying for.
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Creating job profiles

An administrator runs a process that matches the applicants interests to posted job requisitions. If a match is found, an email is sent to the applicant notifying the applicant of the positions that matched their profile. Including Documents Other Than Resumes With Applications Applicants can submit other attachments, such as cover letters or references. Reviewing the Entire Interview Schedule for an Applicant Currently, employees can review their individual interview schedules. Employees can now review an applicants entire interview schedule and any comments or detailed information entered by the recruiter.
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PeopleSoft eRecruit Manager Desktop

The following is a summary of the enhancements in PeopleSoft 8.8 eRecruit Manager Desktop: Defined approval roles for Creating Job Requisitions To enable increased control over the Create Job Requisition transaction, administrators define which roles are allowed to approve a job requisition.
Assigning roles for approving job requisition

When managers create a job requisition they must select an approver and a recruiter.
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Assigning an authorizer and recruiter to the job requisition

Performance Improved for Search for Applicants The Applicant Index process was redesigned so that you can still search for applicants while the index processing is running.
PeopleSoft Payroll for North America

PeopleSoft 8.8 Payroll for North America is enhanced with two additional features.
Rapid Data Entry Paysheets

PeopleSoft 8.8 Payroll for North America provides a new rapid entry paysheet that enables you to quickly add basic payroll data such as exception time reporting (illness, vacation), overtime, commissions, and bonuses. This functionality is in addition to the paysheets feature that currently exists in PeopleSoft Payroll for North America. Following is a summary of the new feature: 1. Set up Rapid Entry Paysheet Templates. There are three template typesHours, Amounts, or Hours and Amounts. For each type you can define as many templates as needed. For each template, select the earnings codes that you want to populate on the rapid entry paysheet. 2. Enter employees earnings information in the Rapid Entry Paysheet page.
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Select the template ID when you access the page, which populates the earnings codes defined for the template. For Hours and Amounts template types, the page also provides an undefined earnings code column in which you can select an additional valid earnings code of the appropriate earnings type for an individual employee. Enter a separate check number if you want the earnings to appear on a separate check. Select the Gross Up check box to have the earnings grossed up during pay calculation. You can automatically populate basic employee information for groups of employees created through group build. 3. Run the validation process from the Rapid Entry Paysheet page and view validation results on the Validation Results page in the same component. 4. Create standard paysheets if the rapid entry paysheet entries are for an on-cycle run. 5. Load rapid entry paysheet information into the standard paysheets created within PeopleSoft Payroll for North America using the existing Load/Reset Paysheet Transactions process. For on-cycle pay runs, standard paysheets must be created before running the load process for rapid entry paysheet data.
The Rapid Entry Paysheet page using an Hours-type template
(USA) Bank Transit Number Validation

We now validate U.S. bank transit numbers entered when setting up company bank tables, employee direct deposits (including self-service), and USF deduction and garnishment distributions. The validation utilizes check digits to verify the transit routing number using an algorithm published by the American Bankers Association.
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PeopleSoft Time and Labor

The primary enhancements in PeopleSoft 8.8 Time and Labor are in the areas of integration with other PeopleSoft applications and self-service functionality. New self-service features improve searching capabilities while adding functionality for overtime management, time reporting, and time management using time calendar views.
Enhanced HRMS / Financials Integration

We updated the integration points between the PeopleSoft HRMS and PeopleSoft Financials databases to address issues that arose when Integration Broker, a new application messaging technology, was implemented in PeopleSoft 8.4 Financials. The integration point update affects publish and subscribe changes from PeopleSoft Time and Labor to PeopleSoft Projects. This enhancement provides PeopleSoft Projects with a valid accounting date from PeopleSoft Time and Labor that is also synchronized for integration between PeopleSoft payroll applications and PeopleSoft General Ledger. For enhanced PeopleSoft Human Resources: Commitment Accounting integration with PeopleSoft 8.4 Financials, we added four additional ChartFields to PeopleSoft Time and Labor: Budget Reference ChartField1 ChartField2 ChartField3
Enhanced Employee and Manager Self-Service Search Functionality

We replaced the existing PeopleTools-based search page functionality for employee and manager self-service time reporting features with PeopleSoft Time and Labor application-based search pages. Enhanced Employee Self-Service Navigation for Time Reporting We modified the navigation method for employee self-service time reporting for ease of use. The prior search page functionality now uses content reference links from the portal navigation menu. By clicking the Report Weekly Elapsed Time or Report Weekly Punch Time links you can access directly the reporting page or, if the employee has multiple jobs, the Select Job Title page where you can select the job title to which you want to report time. You can also view or report time for another week by refreshing the date on the page. Enhanced Manager Self-Service Search page Functionality After navigating to the new Select Employee search page, a manager can view an employees time entries based on reporting method with just two clicks of the mouse.
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Improved Manager Self-Service Group Time Approval Functionality Managers can now view a list of employees who have submitted time for approval by selecting Approve Time by Group from the portal navigation menu. Once the Approve Time by Group Select Employee page appears, the system displays all of the time to be approved without requiring a specified date range. Managers have the option to approve all or selected employee time submittals and to view an individual employees time entries for approval on a per time-entry basis. Approving time from the Approve Time by Group - Select Employee page initiates a batch publishing process.
Self-Service Overtime Management

The overtime management transactions help managers better plan their overtime needs and allocate overtime more equitably based on employees availability and the amount of overtime theyve already worked. Employees enter overtime requests through the Web and, if workflow is enabled, the system automatically routes the requests to the employees manager. Managers can view requests, check the amount of overtime that employees have worked to date, and approve or deny requests, entering comments that explain why. You can set overtime limits for selected time reporting codes (TRCs) or groups of codes and can set different limits based on months of service. When an overtime request exceeds the limit, the system can alert the employees manager by displaying a color-coded icon next to the request. Each workgroup can have a different set of overtime limits, or if you prefer, you can establish the same limits for all employees.
Self-Service Time Reporting by Period

New Time Reporting by Period functionality provides easy-to-use, self-service pages that employees and managers can use to report elapsed time. The pages, which are based on the employee's time reporting period ID, display the dates for the period of time for which the employee is reporting. Employees and managers can quickly enter time and task information for a range of dates within the reporting period, indicate that all scheduled hours were worked, or report time and task data for a single date. Self-service users can also view the current work schedule and click links to view the holiday schedule, check the status of overtime requests, and access the self-service, absence entry features of PeopleSoft Global Payroll, if that application is installed. Punch-time employees can use the Web Clock feature to record single punches for the current day.
Self-Service Manager Time Calendar Views

Self-service manager time calendar views provide managers with up-to-the-minute scheduling information for individuals and groups, including which employees are scheduled to work, which employees actually worked, which employees are available to work on an ad hoc basis, and which employees are scheduled for leave. They also provide information about employee training and absences. You can view time calendar information on a daily, weekly, or monthly basis.
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Time calendar views assist managers in determining their current resource allocations and how to adjust resources for maximum productivity and profitability. Managers can respond quickly to changing scheduling needs and employee requests. They can also view prior periods to assess the effectiveness of previous schedules and resource allocation.
Self-Service Home Pages

There are now home pages for both employee and manager self-service. Links to all pages serving a common function are grouped together on each home page.
PeopleSoft Pension Administration

PeopleSoft 8.8 Pension Administration includes the following enhancements.
Pension Calculation Process

The Pension Calculation process uses the value of QDRO_IND_YN to determine if an adjustment must be made to the employees pension benefit amount. The QDRO_IND_YN field used to be stored in PERSONAL_DATA; now deriving the value of QDRO_IND_YN is part of the Pension Calculation process. The delivered database alias QDRO_FLAG, which references QDRO_IND_YN, is now a calculated alias that retrieves the QDRO_IND_YN value from a COBOL Working Storage structure.
New Search and Prompt Views

New search and prompt views ensure that: You assign DROs only to employees. You can start the QDRO process only for EmplIDs that have a DRO assigned to them. You can define only alternate payees as QDRO IDs.
PeopleSoft Third-Party Supplier Integrations

PeopleSoft delivers new integrations to third-party solutions for the applications listed in the table below. Customers should refer to the PeopleSoft Web site http://www.PeopleSoft.com for further information. There are additional fees/costs related to these third-party solutions. Furthermore, due to the third-party nature of these offerings, supplier integrations are not included in PeopleSoft Support Services and are exempt from PeopleSoft's stated support policies, written or otherwise. PeopleSoft makes no assurances that supplier integrations are and/or will be supported. This table lists new supplier integrations introduced with PeopleSoft 8.8 HRMS. PeopleSoft HRMS Application eRecruit Manager Desktop ePerformance Management High-level Functionality Resume search for active/passive candidates Competency management content
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