NA payroll Course Content

Day#	Topics Covered	Duration (HH:MM)
Part 1	The processing flow of NA Payroll in PeopleSoft	0:59
	Various stages involved in the Payroll Processing
	Understanding Paysheet and how they are created/updated
	Understanding Pay calculation and how it works, what are it's outcomes
	How to review the Paychecks, validate the payroll results and re-run the Pay Calculation
	Understanding Pay Confirmation and how it works, what are it's outcomes
	Understanding the GL Interface
Part 2	Paycheck Elements (Earnings, Deductions)	1:27
	What are Taxable and Non-Taxable Earnings
	Understanding Benefit Plans provided by Employer
	What are the Pre-Tax and After-Tax deductions
	What is the Gross Pay and Taxable Gross
	What are the Federal, State and Local Taxes
	What are the Garnishments and how it's calculated on disposable income
	What is the FICA and how it works
	Federal Tax Brackets and how it works
	Different type of tax filers in US
	How the Federal Income Taxes and other Taxes are calculated
	How the Net Pay is Calculated
Part 3	US Payroll Tax Structure	1:29
	PeopleSoft Maintained tax tables and Employer Maintained tax tables
	Federal/State Tax Table
Part 4	Various concepts around Federal/State Taxes	1:35
	How the Federal/State tax table is setup
	Understanding Tax Reciprocity between states and how it's setup in the State Reciprocity table
	Understanding how these setups affect various elements in the Paycheck when they are generated
	Overview of tangibility of earnings/deductions at federal and state level
	Overview of Taxable Gross Definition
	Know all the scenarios that require an entry in Taxable Gross Definition table
	Know all the scenario that doesn't require entry in Taxable Gross Definition Table
Part 5	Creating entry in Taxable Gross definition for earnings/deduction, with a taxable gross component.	2:15
	Assigning Taxable Gross Component in Earnings/Deduction
	SWT Marital Status Codes and their significance
	Understand the Local Tax table
	How the local tax rates are defined for various localities in the Local Tax table
	The company state tax table
Part 6	Company local tax table	1:19
	Tax Location Table
	Overview of Overtime and FLSA
Part 7	Elements of Overtime Pay
	Overtime Pay Calculation based on FLSA Rate	1:30
	Overtime Pay Calculation based on Contractual Rate
	Setup Architecture for FLSA	1:30
Part 8	Understanding Overtime Calculation for Public Safety Employees
	Configure FLSA rules in various components
	Overview of Shift Pay Calculation and Shift Differential	1:45
	Understanding all the methods used to calculate Shift Pay
Part 9	Setting up the Shift Pay Calculation that is based on other earnings
	Setting up the Shift Pay Calculation that is based adjustment factor
	Setting up the Shift Pay Calculation that is based on SetID/Paygroup and Shift table
	Verifying the shift pay calculation results in the paycheck against all the calculation methods
	Understanding how earnings calculated
	Different types of earnings
Part10	Earnings Table page	1:00
	Earnings Program Overview
	Defining Earnings Program
	Understanding Special Accumulators and how they are defined
	Overview and fundamentals of Paygroup in payroll
Part 11	How we determine how many Paygroups needed when implementing payroll for an organization	2:00
	Understanding various attributes of Paygroup
	Paygroup Setup Component
	Understanding Payroll Deductions
	How NA Payroll integrates Benefits module
Part 12	How Payroll Deduction codes are linked to Benefit Plans	1:50
	How NA Payroll calculates deduction amount
	Understanding Deduction classifications and Tax types
	Defining Deductions
	Overview of Garnishments
	Garnishment Setup
Part 13	Creating Garnishment	2:00
	Processing Garnishments
	Understanding pay processing controls
	Setup Pay Run ID
	Know how Pay Run ID works
Part 14	Setup Balance ID	2:00
	Know how Balance ID works
	Setup Pay Calendar
	Pay Calendar attributes and their significance
	Paysheet Overview
	Overview of T&L and NA Payroll integration
	Setup Time and Labor for Payroll integration
Part 15	Setup Core HR for payroll integration	1:05
	Preparing for the Payroll integration
	Loading Time and Labor data into Payroll (Creating Paysheet)
	Reviewing Paysheet for hourly employees
	Overview of pay calculation
	Updating Paysheets by different ways
	Pay Unsheet and disabling pay calculation
	Understanding concept of off cycle and on cycle payroll run
Part 16	Running payroll calculation process in preliminary mode	1:37
	Running payroll calculation in full calculation mode
	Reviewing payroll error messages and resolving errors
	Checking the report PAY010 for unprocessed employees
	Understanding entire payroll processing period from preliminary calculation to confirming payroll
	Running final payroll calculation
	Understanding accounting basics and chartfields
	How transactions are entered against accounts
	Understanding balance sheet and income statements
	understanding how the payroll entries are made in GL accounts
Part 17	Understanding setup architecture	2:30
	Setting Up Business Units for General Ledger Integration
	Grouping Earnings, Deduction, and Tax Expenses
	Mapping Expense Groups to ChartField Combinations
	Preparing and Transferring Payroll Data to General Ledger

Core Technical Course Content

Day#	Content	Duration
1	PeopleSoft Technical Overview Application Designer Overview What all we do in Application Designer	2 Hours
2	Introduction to PeopleCode Application Packages, Classes, Methods and other PeopleCode Elements What are the common methods we use for business requiremnts
3	Overview	3 Hours
	App classes Vs functional Library
	Elements of App Classes and their uses
	Creating an App Package and App Class
App Engine	Introduction Why do we prefer Application Engine over SQR Section, Step and Action Different types of Actions and how and when they should be used Execution priority and flow of Actions in a Step State Records and Temp Records when and how to use them File Layouts and and how to use them in Application Engine Developing your First Application Engine Program Creating Process Definition to run the Program	2 Hours
App Engine	Developing an Inbound Interface using Application Engine Developing an Outbound Interface using Application Engine	2 Hours
App Engine	Parallel Processing Overview For what business scenarios Parallel Processign to be used How to Implement Parallel Processing in Application Engine	1. 5 Hours
App Engine	Set Processing Overview For what business scenarios Set Processing to be used How to Implement Set Processing in Application Engine	1.5 Hours
Page Design	What are Pages What are Sub Pages and how and when they are used What are Secondary Pages and how and when they are used Designing a simple and complex page What are the Components How to add multiple pages in a Component Deferred and Interactive Processing What are the Menues What are the Menue Bars and BarItems Creating Menues Understanding record structure in a Page Creating a Business Transaction using Page, Component and Menue Registering a Component through Application Designer	3 Hours
Component Buffer	Understanding Component Buffer How CB Works Read/Write data from/to Component Buffer Reading/Writing data from Records fields in CB at various levels RowSet Class and how we use it in CB	1.46 Hours
PeopleCode Events	Introduction of PeopleCode Event Different Scopes of PeopleCode Events PeopleCode Events Flow How to View and Write PeopleCode Events at various levels What are all the events fired and how they effect the page when we open a page in PIA	2 Hours
11	Detailed Discussion on follwoing PeopleCode Events: Activate Prebuild Postbuild SavePreChange SavePostChange SearchInit SearchSave Developing a page for a business scenario where all these events have been used	3 - 4 Hours
12	Detailed Discussion on follwoing PeopleCode Events: FieldEdit FieldChange FieldDefault FieldFormula RowInit RowInsert RowDelete RowSelect Developing a page for a business scenario where all these events have been used	3 - 4 Hours
13	Introduction to Component Interface Why the CI is extremely important in uploading the data How does CI works Properties and in Methods in CI When and how the CI should be used How many ways we can call the CI	2 Hours
14	Developing an Upload Program using CI and App Engine	4 Hours
	Migration Overview and project life-cycle
	Understand the objects and their types
	Inserting objects into project
	Creating file references
	Understanding data migration
15	Understanding DMS scripts and how to create them	3 Hours
	Upgrade flags and how they work
	Creating Change package
	Comparing and migrating the project in target instance
	Reviewing and updating upgrade flags
	Copying the project in the target instance
	Building the project
	Importing the data through DMS
Converting Classic to fluid	Converting Pages in fluid	6 Hours
	Working on Page Layout in fluid
	Working on Scroll area in fluid
	Working on other page controls
	Create layout page
	Working on search record for fluid
	Creating Component
	Creating pivot grid for search functionality
Fluid Tiles	Tiles overview and Core Concepts	2 Hours
	Types of creating fluid tiles
	Creating tiles through Tile Wizard
	Creating tiles through Portal Registry
	Adding Tiles to homepage and the security configuration

Advance Technical Course Content

Topic	Content	Duration
ExceltoCI	Excel to CI Introduction Business Scenarios where Excel to CI is used Uploading data through Excel to CI	1.11 Hours
BI/XML Publisher	Introduction to XML Publisher Advantage of using XML Publsher over SQR How XML Publisher Works How many ways we can call XML Publisher	2 Hours
BI/XML Publisher	Developing a complex business report using XML Publisher	2.11 Hours
PS Query	Introduction to PS Query Significance of PS Query in creating simple business reports The Power of PS Query How to Create a Simple business report with PS Query	3 Hours
PS Query	Creating a Complext PS Query for a business Requirement Avoiding auto generated row level security criteria in PS Query PS Query Security	2 Hours
AWE	Introduction to AWE Why AWE is so Important for Business Building blocks of AWE What are all the things we need to do to Setup up Approval Process thorugh AWE	2 Hours
AWE	Creating an Static Approval Process for a Business Requirement using AWE	4 Hours
	Creating an dynamic Approval Process for a Business Requirement using AWE
IB	Introduction to IB Understandng Messaging in IB Understandign CI Based Services Managing Service Operation Queues Where all the IB is used in internal PeopleSoft Applications	1 Hour
IB	Setting up a full sync between HCM and Finance	1.5 Hours
Classic to Fluid	Converting Pages in fluid	6 Hours
	Working on Page Layout in fluid
	Working on Scroll area in fluid
	Working on other page controls
	Create layout page
	Working on search record for fluid
	Creating Component
	Creating pivot grid for search functionality
Fluid	Tiles overview and Core Concepts	2 Hours
	Types of creating fluid tiles
	Creating tiles through Tile Wizard
	Creating tiles through Portal Registry
	Adding Tiles to homepage and the security configuration
Project Migration	Migration Overview and project life-cycle	2.5 Hours
	Understand the objects and their types
	Inserting objects into project
	Creating file references
	Understanding data migration
	Understanding DMS scripts and how to create them
	Upgrade flags and how they work
	Creating Change package
	Comparing and migrating the project in target instance
	Reviewing and updating upgrade flags
	Copying the project in the target instance
	Building the project
	Importing the data through DMS
Web Services	Overview of Web Services and integration with third party	2 Hours
	Configuring Local Gateway
	Creating WSDL node for external integration
	Setup integration through consume web service wizard
	Setup nodes and authentication if the third party requires authentication
	Business logic in PeopleCode for sending SOAP XML request and receiving response

Core HR Course Content

Day#	Duration (Hours)	Content
1	2 Hours	Introduction to PeopleSoft HRMS Types of tables in PeopleSoft HRMS Set Control Fields and Tablset Control Concept of BUS Unit, Reg Region and Company PeopleSoft Person and Position Model Understanding Establishments
2	1.15 Hours	Understanding Concept of Frequencies and its Setup Understand the concept of: Departments Locations Job Code Salary Admin Plan Grade and Steps Location Defaults
3	1.36 Hours	Setting Up Foundation Tables Departments Locations Job Code Salary Admin Plan Grade and Steps Location Defaults
4	1.06 Hours	Setting Up Foundation Tables Setting up Orgnization Default Jobcodes Citizen Status Name Types Frequencies Rate Code Class and Comp Rate Codes
5	2.31 hours	Setting Up Salary Plan Setting Up Salary Grade Setting Rate Code Default rules for Compensation Defining Compensation package for group of Employees Comp Rate Code used in Compensation page of Job Data Component Vs Earning Codes used in Additional Pay Component
6	48 Mins	Understanding The Concept of Employee Class Setting Up Employee Class Understanding the Concept of Paygroup Setting Up Paygroup
7	2 Hours	Introduction to Positions How the the data flows from Position Data page to Job Data Page How to Modify position data and what is it's Impact Understanding Biographical Data Understanding Organizational Data Types of Organizational Instances How to create different Organizational Instances Understanding how the Org Instance Number and Employee Record Number change
8	2 Hours	Hiring a Person Understand Job Data Component Employee Class, Full Part Time and Regular Temporary Understanding Employment Data page Understanding Benefit Program Enrollment PeopleSoft Checklists Updating Emergency Contacts and Dependent Information Understanding the Employment Data page
9	2 Hours	How the the data flows from Position Data page to Job Data Page How to Modify position data and what is it's Impact Calculating FTE How to Calculate FTE for Multiple Jobs Updating Bank Accounts Updating Other employee details like Badge, Additional Names etc... Updating dependents, Emergency Contact numbers
10	2.20 Hours	Introduction to Template Based Hires Defining Templates Hiring a Person through TBH Understanding Contract Administration Assigning contracts to employees Updating Contract Information
11	1.30 Hours	Introduction to Global and Additional Assignments Expats and Impats Concept of Home and Host Records Adding an Host Record
13,14,15	3 Hours	Overview of Org Chart Viewer with fluid UI Overview of Org Chart viewer without fluid UI Setting up the org chart viewer How to configure /add a custome field in Org Chart viewer Setting up security in org chart viewer
16	1 Hour	Overview of Smart HR template and in 9.2 How to set up Smart HR template Different transactions for which smart HR template can be used