Infor HR Talent HR Payroll Setup and Administration Guide

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Payroll Data Transformation
Transformation preparation
Transformation processing
Payroll enablement and configuration
Enabling payroll
Configuring payroll
Loading delivered content for payroll
Actor Organization Unit security for Payroll
Requirements for using the ActorOrgUnitPayrollAdministrator_ST role
Restricted functions for the ActorOrgUnitPayrollAdministrator_ST role
Processing Manager
Recommendations for Processing Manager setup
Setting up Processing Manager records
Assessing employee security for an actor
Providing inquiry-only access to setup data for ActorOrgUnit Payroll Administrators
Pay structure setup
Pay codes
Creating pay codes
Updating service codes
Custom computes
Creating custom computes
Adding a subject to custom computes
Pay summary groups
Creating pay summary groups
Pay classes
Creating pay classes
Pay summary group relations
Creating pay summary group relations
Assigning pay rates to a pay class
Shift table setup
Shift tables
Creating shift tables
Deduction structure setup
Deduction codes
Creating deduction codes
Tax provider codes
Creating tax provider codes
Tax categories
Creating tax categories
Deduction payment groups
Creating deduction payment groups
Deduction classes
Creating deduction classes
Deduction class relations
Creating deduction class relations
Defined contribution limits
Creating defined contribution limits
Defined contribution rules
Creating defined contribution rules
Defining deduction order
Garnishment structure setup
Garnishment categories
Garnishment types
Creating garnishment types
Garnishment rules
Creating garnishment rules
Excluded pay codes
Defining excluded pay codes
Excluded deduction codes
Defining excluded deduction codes
Tax levy exemptions
Creating a tax levy exemption
Tax structure setup
Legal entities
Creating a legal entity
Legal establishments and tax provider companies
Creating legal establishments
Assigning legal entities and establishments to an organization unit
Tax authorities
Creating a tax authority
Tax numbers
Assigning tax numbers to legal entities and establishments
Minimum wage rates
Creating minimum wage rates for a tax authority
Payment schedules setup
Creating payment schedules
Non-standard payment schedules and periods
Creating non-standard payment schedules and periods
Delete forward for pay periods and work periods
Using the delete forward action for pay periods and work periods
Using threading for payments
Using override threading on the Calculate Payments action
Using payroll threading by payment schedule
Troubleshooting threaded payments
Bank setup
Bank accounts
Creating bank accounts
Bank codes
Creating bank codes
Bank codes in an HR Organization
Enabling a bank code in an HR Organization
Bank codes in an organization unit
Enabling a bank code in an organization unit
Employee bank details setup
Setting up bank details
Active bank accounts of employees
Configure active bank accounts on the Bank Details Setup page
Configuring active bank accounts
Creating the bank details for resources
Updating the bank details for resources
Creating the bank details as an employee
Defining the bank details with different dates
Prenotify status
Configuring prenotify status
Time record processing setup
Automatic batch numbering
Configuring automatic batch numbering
Using manual batch numbering
Control totals
Tips setup
Enabling tips
Configuring tips for jobs
Configuring tips for work assignments
Configuring tips for pay summary groups
Configuring tips for payment schedules
Configuring tips for local minimum wages
Configuring tip credit rules
Configuring allocation levels for tips
Enabling gross receipts for tips
Weighted average pay code setup
Creating sick pay codes and weighted average pay codes
Viewing weighted average calculation results
Employee bank details maintenance
Maintaining employee bank details
Time record processing
Selecting time records
Time record release process
Releasing time records
Viewing time record processing errors
Manually assigning batch numbers
Removal of time record batches
Removing time record batches
Removing time records from batches
Adding time records to an existing batch
Creation of time records
Creating time records in batch status
Creating time records in future status
Creating time records in current status
Movement of time records
Moving time records to future status
Moving time records to future status from a payroll cycle
Moving time records to future status by payment schedule
Moving time records to current status
Mass moving time records
Deletion of time records
Deleting time records in current status
Deleting time records in current status from a payroll cycle
Deleting time records in current status by payment schedule
Deleting time records with related service records in closed status
Viewing time by pay period
Generating time record totals
Creating apportioned time records
Recurring time records
Employee recurring time records
Creating employee recurring time records
Payroll Recurring Time Record field
Updating an employee's Payroll Recurring Time Record field
Group recurring time records
Creating group recurring time records
Time records from employee recurring time records
Creating time records from employee recurring time records
Mass creation of time records from employee recurring time records
Mass creating time records from employee recurring time records
Time records from group recurring time records
Creating time records from group recurring time records
Viewing recurring time record errors
Retroactive time record processing
Retroactive pay rate changes
Enabling changes to alternate pay rate and add on pay
Calculating retroactive pay for selected records
Mass calculating retroactive pay
Evaluated Time Records
Retroactive pay calculation
Viewing retroactive employee pay changes
Viewing retroactive pay code changes
Deleting a Pay Rate Change Record
Retroactive finance changes
Enabling retroactive finance changes
Generating finance adjustments
Payroll distribution overrides
Creating employee payroll distribution overrides
Creating position payroll distribution overrides
Payroll distribution override for deductions
Adding additional payroll distribution overrides
Mass adding additional payroll distribution overrides
Adding employees to payroll distribution overrides
Mass adding employees to payroll distribution overrides
Payroll distribution overrides for work assignments
Setting up payroll distribution overrides for work assignments
Garnishment assignment
Assigning garnishments
Employee deductions
Assigning employee deductions
Employee tax-related data
Defining employee tax-related data
Form W-4 data
Defining Form W-4 data
HR Payroll standard reports and lists
Columnar replication sets for payroll
Employee Deduction Limit report
Employee Payroll Cycle Triage report
Missing Time reports
Creating Missing Time reports for HR Payroll
Register reports
Off Cycle Payroll Register report
Payroll Register report
Tips for reconciling amounts
Closed Payroll Register report
Printing payments to PDF
Regulatory reporting
New hire reporting
Creating new hire reports
State quarterly reporting
Configuring employee configurable fields
Weeks worked calculation
Calculate weeks worked
Viewing a weeks worked calculation report
Viewing weeks worked errors
Unemployment reports
Setting up a tax authority number
Generating an unemployment report
Viewing an unemployment report
Purging the unemployment report list
Creating an eligibility group for the Unemployment Insurance report
Federal quarterly reporting
Configuring federal quarterly configurable fields
Generating federal quarterly tax returns
Viewing federal quarterly tax returns
Setting federal quarterly tax returns to Submitted status
Purging federal quarterly tax returns
Social Security reporting
Creating reports to verify Social Security numbers
Current Employment Statistics reporting
Setup for Current Employment Statistics
Custom groups and pay structures
Setting up configurable fields for current employment statistics
Setting up employee configurable fields to override locations for current employment statistics
Generating a submission file for the Bureau of Labor Statistics
Viewing and maintaining surveys
Multiple Worksite reporting
Setting up Multiple Worksite reports
Using configurable fields for multiple worksite reporting
Using employee configurable fields for multiple worksite reporting
Generating the Multiple Worksite report
History Load
Processing imported records
Viewing imported records
Required fields by pay code type
Tips reporting
Workers Compensation Report
Setup and configuration of the Workers Compensation Report
Defining job country attributes and codes
Defining the workers compensation category and deduction class
Setup of the workers compensation policy
Defining the workers compensation policy
Defining workers compensation classes
Defining workers compensation rates
Defining workers compensation jobs
Additional setup
Setting up country attributes
Setting up deduction codes
Setting up employee deductions
Workers Compensation Calculation
Creating and viewing a Workers Compensation Report
Deduction maintenance
One-time deductions
Manually create one-time deductions
Manually creating one-time deductions
Mass create one-time deductions
Mass creating one-time deductions
Mass move one-time deductions
Mass moving one-time deductions
Automating one-time deduction arrears
One-time deduction imports
Configuring cross references for one-time deduction import
Processing manual imports
Creating CSV data
Cleanup
Integrating one-time deductions with ION
Testing the ION integration
Deduction Errors log
Viewing deduction errors
Update employee deductions
Updating employee deductions
Update employee garnishments
Updating employee garnishments
Update eligibility group deductions
Updating eligibility group deductions
Tips processing
Calculating tips
Viewing current and historical employee tips records
Manually creating employee tip records
Shortfall allocation calculation
Calculating shortfall allocation
Processing adjustments for tips
Processing manual payments for tips
Processing gross receipts import records
Validating imported gross receipts records
Overtime
Calculating overtime hours
Supplying overtime hours
Example of an overtime payment schedule
FLSA overtime calculation
Overtime time record maintenance
Maintaining time records after calculating overtime
Viewing overtime records
Lock Payroll
Payroll cycle records
Viewing payroll cycle records
Lock Payroll action
Locking payroll
Unlocking payroll
Unlock Employee action
Unlocking an employee
Add employees or future time records to a locked payroll cycle
Adding employees to a locked payroll cycle
Adding time records to an employee in a payment schedule that is already locked
Calculate Payments
Calculating deductions and net pay
Review the results of the Calculate Payments action
Payments
Viewing payments
Print Payments
Configuration options for printing payments
Configuring print payments
Bank account details for ACH file creation
Defining bank account details for ACH file creation
Print Payments action
Printing payments
Off Cycle Print Payments action
Printing Off Cycle payments
Print output files for payments
Viewing payment output files
Create Prenotification File action
Creating prenotification files
Payroll checks
Viewing payroll checks
Close Payroll
Closing payroll
Creating payroll distributions when closing payroll
Payroll Cycle Summary
Process Payroll Cycle
Using the Process Payroll Cycle action to calculate overtime, lock payroll, and calculate payments
Using the Process Payroll Cycle action to print payments and close payroll
Post Payroll
Posting HR Payroll general ledger transactions to Infor Financials and Supply Management
Accruals
Creating general ledger payroll accruals based on days
Creating general ledger payroll accruals based on percentages
Creating general ledger payroll accruals based on time records
Viewing accrual reports
Manual payments
Reserving manual payment check numbers and direct deposit receipt numbers
Unreserving manual payment and direct deposit numbers
Creating and calculating manual payments
Finalizing manual payments
Reopening finalized manual payments
Deleting manual payments
Service record behaviors for manual status time records
Adjustments
Creating Adjustments
Service record behaviors for adjustment status time records
Gross up payments
Creating gross up payments
Mass creating gross up payments
Mass finalizing gross up payments
Modeled payments
Modeled payments for administrators
Mapping deduction codes for modeled payments
Creating a modeled payment using a deduction cycle
Creating a modeled payment using supplied deductions as an administrator
Deleting modeled payments as an administrator
Purging modeled payments
Accessing triage logs
Modeled payments for employees
Creating a modeled payment using supplied deductions as an employee
Creating a modeled payment based on a home address or work location
Removing modeled deductions
Deleting modeled payments as an employee
Defaults and Overrides
Defaults for general ledger accounts
Clearing account
Noncash account
Wage expense account
Company-paid deduction expense account
Defaults for pay rates
Bank reconciliations and voids
Reconciliations
Reconciling payments
Reopening a reconciled payment
Voids
Voiding system payments
Voiding direct deposit receipts for full ACH
Voiding partial payments
Voiding partial payments for system checks and direct deposits
Voiding partial payments for direct deposit
Voiding manual payments
Voiding manual payments for checks
Voiding manual payments for direct deposits
Reopening a voided payment
Voiding a reserved manual payment number
Service record behaviors for payroll void time records
Creating a payroll check record
State magnetic media formats and types
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