PeopleSoft Year-End Payroll – Canada Training

PeopleSoft Year-End Payroll - Canada Training

Introduction:

PeopleSoft Year-End Payroll - Canada Training Course Description

This PeopleSoft Year-End Payroll - Canada training covers the steps necessary for Oracle's PeopleSoft Payroll for North America’s Canadian year-end processing. Expert Oracle University instructors will help you develop an understanding of adjustments, balances, year-end slip processing, common pitfalls and errors and balancing reports.

Related Courses:

Duration: 1 days

Prerequisites:

Working knowledge of PeopleSoft Payroll for North America
Knowledge of your company's year-end payroll processing reqs

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Business Analysts
End Users
Functional Implementer

What You Will Learn:

Create balance adjustments.
Perform year-end audits.
Process year-end slips.
Identify the five steps of year-end payroll.
Produce accurate year-end reporting results, including T4, T4A, RL-1 and RL-2.

Skills Gained:

Process year-end data
Perform year-end preprocess audits for core tables and employee data
Produce year-end forms and files
Prepare records for next year’s payroll processing
Define year-end payroll processing

Course Content:

Defining the Year-End Business Process

Describing Scheduled Tax Updates
Describing Preparation for Year-End Processing
Describing the Five Steps of Year-End Processing
Describing Sources of Information fo PeopleSoft Payroll for North America and Year-End Processing

Performing Preprocessing Audits of Setup Tables

Mapping Values to the Tax Form Definitions Table
Auditing the Tax Form Definitions Table
Specifying Year-End Form Options for PDF Year-End Slips Processing
Updating Tax Reporting Parameters
Defining Setup Information for T4, T4A, and RL Reporting
Updating the Wage Loss Replacement Plan
Describing Pension Adjustment Calculation Factors
Identifying Tax Form Information in the Canadian Company Tax Table

Performing Preprocessing Audits of Employee Data

Describing Employee Benefit Processing and Adjustments
Running the Open/Close Pay Calendar Process
Describing Methods for Adjusting Tax Balances for an Employee
Using a Manual Cheque to Adjust Balances
Making Online Balance Adjustments
Auditing Employee Data Using Year-End Reports

Processing Year-End Data and Loading It to Employee Records

Loading T4, T4A, RL-1, and RL-2 Records
Retrieving Year-End Slip Information Online

Performing Post-Processing Audits

Running the Year-End Error Report
Running the T4, T4A, RL-1, RL-2 Audit Report
Defining the Reload Process
Viewing the Tax Forms Online
Amending or Canceling T4, T4A, RL-1, and RL-2 Slips

Generating Year-End Slips, Reports, and Electronic Media Files

Describing Production Processing of Year-End Forms
Describing T4, T4A, RL-1, and RL-2 Reports
Reporting Year-End Slip Data on Electronic Media
Printing T4, T4A, RL-1, and RL-2 Slips
Printing and Viewing T4, T4A, RL-1, and RL-2 Year-End Slips in PDF Format
Producing Year-End Summary Reports
Reconciling and Balancing Year-End Slip Totals

Loading Next Year's Tax Data

Identifying the Pages Used to Update Employee Tax Information
Running the Update Source Deductions Process
Describing Year-End Balance Rollovers
Identifying the Steps to Prepare for the New Processing Year

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