PeopleSoft Year-End Payroll – U.S. Training

PeopleSoft Year-End Payroll - U.S. Training

Introduction:

PeopleSoft Year-End Payroll - U.S. Training course description

This PeopleSoft Year-End Payroll - U.S. training walks you through the steps to complete U.S. year-end processing and reporting using PeopleSoft Payroll for North America. Learn how to update tax reporting setup tables and update employees' income and tax records before loading each employee's year-end data into a single year-end record for processing and reporting and more.

PeopleSoft Year-End Payroll - U.S. TrainingRelated Courses:

Duration: 1 days

Prerequisites:

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

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:

Update tax reporting setup tables.
Load each employee's year-end data into a single year-end record for processing and reporting.
Update and correct employee records, tax balances, and other data as necessary.
Prepare W-2 forms.
Process W-2c forms.
Identify the reports needed to reconcile the year-end data and learn to correct tax balances and other data as necessary.
Generate the final print and online W-2 forms and prepare the electronic file for the SSA.
Enter corrected W-2 information and print a W-2c form.

Skills Gained:

Process W-2c forms
Process W-2 data
Adjust employee tax balances
Finalize W-2s
Update W-2 tax reporting setup tables
Update employee records

Course Content:

Updating W-2 Tax Reporting Setup Tables

Updating the Company Table
Updating W-2 Company Data
Updating Tax Form Definitions
Updating Tax Form Print Parameters
Updating Tax Reporting Parameters
Identifying Tax Localities

Updating Employee Records

Adjusting Income Using Manual Checks
Describing Imputed Income Calculations
Describing Imputed Income Adjustments

Processing W-2 Data

Setting Up Retirement Plan and Third-Party and Sick Pay Indicators
Identifying and Correcting Errors
Loading Year-End Records
Reviewing and Correcting Year-End Records

Adjusting Employee Tax Balances

Adjusting Tax Balances Online
Viewing Balance Adjustments

Finalizing W-2s and Processing W-2c Forms

Updating W-2 Information Online
Describing W-2 Filing
Printing W-2s
(9.0 and Higher) Producing Online W-2 Forms in PDF Format
Processing W-2c Forms

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Time Frame: 0-3 Months4-12 Months

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