US Payroll Setup

 Log on with US Super HR Manager

 Define a Location with United States Address format. City, Country and State are
New York and ZIP Code 10000. Set up Payroll Tax City, Country and State as
 New York and ZIP Code 10000

 Define a Business Group (Incorporate Business Group Info from Other tab), HR
Organization
 Create a Super HR Manager Responsibility
 Create User and assign responsibility
 Setup HR: Security Profile for the responsibility
 Log on with the new user
 Define Workers Compensation Carrier as organization classification of ‘Workers
Compensation Carrier’
 Define a legal entity and set up Legal Entity Accounting, Employer Identification
number, Federal, State and local taxes.
 Define a Job
 Define Workers Compensation rates
 Define Workers Compensation Codes
 Define a 2 Position (Don’t make the Position ‘Budgeted’)
 Define 3 Payment Methods – Cash, Check and NACHA
 Define a Payroll and associate with Payment Methods
 Define GL FLEX Mapping
 Define 1 element from ‘Earnings’ option with classification ‘Earnings’
 Define 1 element from ‘Earnings’ option with classification ‘Supplimental
Earnings’
 Define an element from ‘Deduction’ option with classification ‘Involuntary
Deductions’ and category ‘Alimony’
 In a US setup the following elements are already provided:

Workers Compensation
Workers Compensation Information
Workers Compensation EE
VERTEX
Create open links for them
 Link the earnings and deductions elements to payroll
 Define Salary Basis

 Define an employee: Define primary address and taxation address; assign salary
basis; assign to a GRE and assign job, position and grade
 Enter salary and earnings of the employee
 Total Compensation > Basic > Tax Withholding Rules

 Create Payee Organization/contact for an employee

 Select the third party payment method as personal payment method of the
employee and select the Payee Organization/contact
People > Enter and Maintain > Find an employee > Assignment (B) >
Others (B) > Pay Method (B)
 Assign the deduction element to the employee
People > Enter and Maintain > Find an employee > Assignment (B) >
Entries (B)
 Query the Lookup Types ABSENCE_CATEGORY and ABSENCE_REASON
and add new values
 Define an Infirmation type absence element
 Define an absence type
 Define an absence element as non-recurring
 Record absence for an employee
People > Enter and Maintain > Others (B) > Absence
 Define a PTO Accrual Plan and link to employee (Employee assignment > Entries
window)
Total Compensation > Basic > Accrual Plans
Enroll employee into Accrual Plan

 Run Payroll Process. Check the statement of earnings.

 Run PrePayment

 Run CheckWriter
 Run Costing process
 To transfer to GL run ‘Transfer to GL’