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GP NZL: Pay Day Reporting (Doc ID 2360373.1)

Last updated on APRIL 18, 2019

Applies to:

PeopleSoft Enterprise HCM Global Payroll New Zealand - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Details

Overview:

During November 2016, the New Zealand Government has first announced the details of PAYE administration as part of usual payday process and subsequently in April 2017 introduced a draft legislation in parliament proposing new amendment to modernize and simplify the reporting to Inland Revenue. This initiative is termed as Payday Reporting.

The details of digitization in administering the PAYE details has Inland Revenue’s systems and process being changed to accommodate the amendments proposed by the Government.

Payday Reporting:

Payday Reporting will require employers to amend the process to enable the reporting of employment income information following each payday rather than monthly. The new process would make it easier for employers to correct errors, make adjustments or access information they had already filed. It is mandatory to adopt the Payday reporting from 01 April 2019 whereas optional from 01 April 2018.

IRD Document Repository:

Business Transformation build pack content for Software Developers -

https://github.com/InlandRevenue/Gateway-Services/wiki

Scope:

Current draft from IRD reiterates that as of 01 April 2018, employers will have option to file the employer obligation to IR on a payday basis.

Scope of services include generation of file for

• Employment Information
• Employee details

Employment information includes employee’s income and deduction information for a pay date. The services under employment information are:

• Prepop – Getting the population available with IRD and using the same for return preparation
• File – Filing of income and deduction details of employee
• Retrieve Status – Getting the status of previously filed return
• Retrieve Return – Getting the previously filed return to make amendments, if any

Employee details includes personal information of employee that includes hire and termination date, tax codes, Kiwi Saver enrollment and opt out details. The services under employee details are:

• Create – Create details for a new employee
• Update – Update any new details for existing employee
• Retrieve List – Get the details that was submitted earlier
• Terminate – Provide details of departed employees

Employment information has to be submitted every payday whereas Employee details has to be submitted to IR no later than filing of next employment information.

Approach:

 

 

"The flow of information will be through XML request. We have also learnt that there will be an option to upload the CSV file into myIR instead of XML request. However we are awaiting this to be confirmed by IRD in a legislative note.

PeopleSoft Solution Approach:

PeopleSoft team is working to finalize a solution approach. Watch this space for more updates.

PeopleSoft will deliver a CSV file for employment and New and Departing employee information as per the Inland Revenue New Zealand specifications of Payday Filing. This solution will require customers to use myIR portal to upload the files. Our current solution will not include XML file output for Payday reporting which require gateways to transmit file to Inland Revenue.

PeopleSoft Solution Functional Overview:

 

 

 

 

 

Early Access:

An Early Adopter Program (EAP) for Oracle PeopleSoft will be planned for this feature.The program is intended to validate the solution based on real customer data and specific customer business scenarios, in addition to the validation Oracle PeopleSoft would run based on test data.

If you do have questions about this program, please contact paul.smit@oracle.com

 

Pay Day Reporting Solution Details

 
Patch Details Date of Posting Content

PUM #29

BUG# - 26938461

January 25, 2019
  • PDR Preparation process
  • Review of Employer and Employee data
  • PDR employment CSV file

PRP Patch - 29201678

January 31st, 2019
  • PDR Reconciliation

PRP Patch - 29283710

February 12th, 2019
  • PDR New and Departing File

PRP Patch - 29360325

February 23rd, 2019

PRP Patch - 29405963

March 18th 2019
  • PDR Employee file data error fixes

 

Oracle PeopleSoft Documentation

 
  Details  Description Link
1 Solution Overview This document is an overview of solution approach for Legislative Change of Payday Reporting (PDR). It is a living document and will be updated as and when additional changes are incorporated

Payday Reporting Solution Overview Document

2 PDR Known Issues List of PDR Known Issues PDR Known Issues(updated 10th Apr 2019)

 

SIG Documentation:

Meeting #1: SIG Presentation 14th Feb 2018

Meeting #2: SIG Presentation 11th Apr 2018

Meeting #3: SIG Presentation 27th Jun 2018

Meeting #4: SIG Presentation 5th Sep 2018

Meeting #5: SIG Presentation 23rd Oct 2018

Meeting #6: SIG Presentation 4th Dec 2018

Meeting #7: SIG Presentation 22nd Jan 2019

Meeting #8: SIG Presentation 27th Feb 2019

 

Frequently Asked Questions:

Below are Q&A from the SIG meetings

Sl.No Question Answer
1 What is the minimum tools version required to uptake Pay Day reporting? The recommended tools release is PT 8.56 or higher. Development and testing will be done on DBs at this tools level.
2 Does Pay Day reporting require that remittance of employee deductions be done within 2 days of Payment Date? Or can the report be submitted and actual remittance done at a later date? Payment due dates for PAYE and other deductions will not change with introduction of Payday reporting.
3 Do we need to report Period to Date or Year to Date values Period to Date need to be reported
4 Will there be an early adopter program? Yes, that is the plan.
5 Does audit logging while creation of PDR data covers mis-match of results due to change in balance group id? No.The audit log we plan to deliver as part of the solution covers the validations that is listed by IRD for PDR file generation
6 PDR file is originally submitted to IRD for a finalized calendar. The user would do a retro process change for the finalized calendar and run the normal pay process for the current calendar. Do the customer need to file an amendment file in this case? There is no change in reporting format between current 348 and PDR.

There is no need for amendment since the changes that is being effected retrospectively will have results carried in to the current calendar as retro overrides are “ defined” as forwarded by default. The reporting for the current pay period shall take care of those changes.

 

In case if the correction is using offcycle thenany difference in results either in pay outs or otherwise will have processed in that calendar. In such cases, customer can choose to file a separate PDR report with IRD.

7 Will there be a change in current EMS 348 feature with the PDR solution delivery There is no change to current EMS 348 reporting and will continue to support. However the current process will become obsolete down the line, will be decommissioned accordingly.

PDR solution is mutually exclusive and will be separate from current EMS 348 reporting functionality

8

Can Multiple calendar groups be selected in the PDR data preparation process?

No, Multiple calendar groups cannot be selected in the data preparation process. For processing multiple calendar groups, Pay entity and tax year selection will process all calendar groups for the tax year.9

9

Do error log prevent further processing of PDR data or file generation?

No, error log is an indicator to work on the identified errors, it will not stop subsequent processing of PDR data or file generation.

10

What is issue status in Review Employer data page?

Issue status indicate the status of the PDR file. If the file is generated then the status will be File Generated else the status will be PDR ready.

11

What is Final Return?

When the business decides to cease their operation and to the indicate the same to IRD, this option is used. Upon selection, the data output in the employer header detail will have “Y” specified in the appropriate field indicating this as the final return from employer, else the system will record as “N” in field value.

12 Whether Override or Amendment entry can be reviewed?

Yes, Override or Amendment can be reviewed using “Review Employee data”. In the review employee data page the entries from payroll will have run type as Original and for Override/ Amendment it will have Override / Amendment with version number to indicate override/ amendment value.

13

Should PDR preparation process be run every time even if there are no changes?

PDR preparation process is not required to run every time, provided there are no data changes. It is highly recommended to run the preparation process to consider any data changes between pervious and current run.

14

Is there a restriction on creation of employment file?

No there is no restriction on employment file generation. It can be generated any number of times.

15

How are the negative values reported in PDR?

Similar to the current EMS reporting, the negative values are reported as zero . User can identify these while verifying values between payroll results and PDR output data as part of Pay day reporting reconciliation which is planned to deliver in near future.

16  How about domestic violence legislative update The new law entitles employees affected by domestic violence to up to 10 days of paid domestic violence leave per year, in order to deal with the effects of domestic violence. Employees will be able to take this leave as needed – similar to the existing sick leave and bereavement leave provisions.
We do not have plans to deliver the new leave. Customers can configure the leave takes and entitlements similar to Sick and other leaves.
17 The image 29 is based on 8.57 tools. Customer is on 8.56. Will there be an impact if we do not apply the latest image for PDR. No there is no impact on PDR if the customers are not in latest tools version
18 Will Kiwi saver codes will be updated to the IRD codes or PS codes will be mapped to IRD codes In the new spec of New and Departing file, the existing KS status description is replaces with KS codes. PS codes will be mapped to the IRD codes and the same will be picked in the file for reporting
19 New and Departing Employee file will have changes like address change? Yes. The New and Departing employee will have changes to the personal data that are part of the file in addition to reporting New hires and leavers of the organization.
20 Clarify the difference between Amendment and Override file Amendment – This feature is enabled to make adjustments to PDR data which was already submitted to IRD for the previous pay period.

Override – This feature is enabled to correct PDR data post the payroll is finalized but before the file has been submitted to IRD.
21 Along with PDR files KED files should be transmitted. What is KED file?

The KiwiSaver employment details form allows employers to electronically notify Inland Revenue of:

  1. new employees, who meet KiwiSaver automatic enrolment eligibility criteria
  2. existing employees, who are not subject to the automatic enrolment rules but decide to join KiwiSaver without actively choosing a KiwiSaver provider (also treated as a ‘default enrolment’)
  3. employees who have been automatically enrolled, but have opted out of KiwiSaver.

This is the electronic information of KS1 (opt in details) and KS10 (opt out) forms.

 

 

 

 

NOTE:

From April 1 2018 employers have been able to file their payroll information every payday, instead of monthly.
Payday filing will become compulsory from 1 April 2019. Employers have to file electronically both the employment information and new and departing employee details.

Inland Revenue is conducting payday filing seminars across New Zealand at various cities.

Who should attend : Payroll officer, Payroll Manager, CFO and Tax manager
Purpose of the Workshop: IR will be sharing information about payday filing and corresponding changes.
What is shared : Seminar to include information about payday filing and its processes, what changes does mean for you as an employer or payroll manager and common Industry questions from businesses.
How to enroll : For Seminars Click Here
For Webinars(Self-paced learning) Click Here

 

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