Configuring payroll

  1. Sign in to Infor HR Talent as Payroll Administrator.
  2. Select Payroll > Administration > Payroll Configuration.
  3. On the Payroll Configuration tab, select the organization to configure.
  4. Click Open.
  5. Specify this information:
    Payroll Country / Jurisdiction
    Specify the country for the new configuration.
    Use Control Totals For Hours
    Select this check box to configure control totals for batches of time records. For the batches to be released for payroll processing, the totals must match the control totals.
    Use Delivered Columnar Replication Sets
    Select this check box to enable delivered columnar replication sets for payroll. This feature cannot be enabled if the delivered replication sets are invalid.
    Display Absence On Payment Detail Listing
    Select this check box to include absences on the Payment Detail Listing.
    Page Break On Payroll Register
    Select this check box to print each payment on a page with the next payment starting on a new page. This check box is cleared by default to use less paper when printing.
  6. Click Save.
  7. On the Country Configurations tab, click Create.
  8. Specify this information:
    Country/Jurisdiction
    Select the ISO country code.
    Effective Date
    Specify the effective date of the configuration.

    You can consider aligning the effective date with what was used when your created the HR Organization.

  9. Click Save.
  10. On the Country Configurations tab, select and open the country configuration that you created.
    1. On the Payroll tab, specify this information:
      Payroll Currency
      Specify the payroll currency with the country currency code.
      Use as Payroll Register Default Currency
      Select this check box to display the default currency in the Currency field for each payroll register.
    2. For Canada payroll, on the Tax tab, specify this information:
      Maximum Pension Plan And Employment Insurance
      Select this check box if the maximum annualized pension plan and unemployment insurance deduction amounts should limit the annualized amount used for federal tax credits in the calculation of the income deduction at source. The annual amounts are capped based on annual maximum contribution limits. This amount is passed to TaxFactory™ Canada in the MaxCPPIndicator field.
      Registered Retirement Savings Plan Subject to Quebec Parental Insurance Plan
      Select this check box if an employee’s RRSP taxable benefit is subject to employee and employer QPIP premiums, with tax category 5 Employee Quebec Parental Insurance Plan and 6 Employer Quebec Parental Insurance Plan. The employer paid RRSP taxable benefit amount will increase QPIP wages.
      Note: RRSP deductions have tax statuses of either Registered Retirement Savings Plan No Withholding or Registered Retirement Savings Plan.
      Bonus Gross Remuneration Prior and Remaining Wages
      Select the pay period wages that are passed in Prior and Remaining Wages to TaxFactory Canada for the bonus tax calculation.
      • Use Time Record Pay Period Wage: Use actual pay period wages from regular and commission time records.
      • Work Assignment Pay Rate: Determine default pay period wages using Annual Hours and FTE.

      If no Time Record wages are found, then the Work Assignment Pay Rate is used.

      Override Hourly Employee FTE to 1.0
      If you select Work Assignment Pay Rate, select this check box to calculate Prior and Remaining Wages using an FTE of 1.0 for any hourly employee who has an FTE < 1.0 or possibly part time or seasonal employees.
    3. For TaxFactory, specify the Username, Password, and Data Set provided by BSI.
      You can use the Testing Engine, Testing TaxFactory, and Testing TaxLocator actions to verify the connection to TaxFactory. The connection results are displayed above the Username.
      Note: Testing TaxLocator is applicable to US payroll only.
    4. On the Pay Check Configuration tab, select any of the fields to override the description or to hide the section from appearing on the pay check.
    5. Click Save.
  11. On the Finance tab, specify this information:
    Accounts
    Click Launch to view or edit the Expense Account, Clearing Account, Error Suspense Account, Non Cash Account, and Deduction Accrual Account variables for your organization.
    General Ledger Transactions
    Select this check box to enable general ledger transactions.
    Post To Third Party Finance Using BODs
    Select this check box to enable Business Object Document (BOD) configurations to generate the BOD required for third party finance system posting. This creates two configuration parameters in Administration Console > Configuration Parameters:
    • HCM_SourceSystemJournalEntry_LineNumberRecord - This has an initial value of 1000.
    • HCM_SourceSystemJournalEntry_GenericDelimiter - This has an initial value of "@@".
    Note: Posted records are located in Payroll Administrator > Cycle Processing > Finance Interface. The generated BODs from these records are located in Administrator > Utilities > Interfaces > Business Object Documents > BOD Auditing.
    Post Payroll Interface Option
    Select Detailed, Summarized, or Summarized Accruals; Detailed Expenses as the format in which expense accounts are displayed when posted to the general ledger or Financials and Supply Management.
    Post Accrual Interface Option
    Select Summarized or Detailed as the format in which accruals are displayed when posted to the general ledger or Financials and Supply Management.
    Post Hours And Units To Finance
    Select this check box to include hours worked and organization units in finance postings.
    Override Deduction Expense
    Select whether to override all deduction expenses, or to override a specified deduction expense.
    Default Deduction Accrual Account until Payroll Configuration
    Select this check box to exclude the Work Assignments expense account in the Deduction Accrual Account when running Close Payroll or Payroll Off Cycle Close. Only Payroll Distributions records with Deduction Accrual types are included.
    Accounts Payable Company
    Select the accounts payable company to which garnishment wages should be paid.
    Family Medical Coverage
    Select this check box to include family medical coverage garnishments.
  12. Click Save.