Use the Global Search feature and navigate to the Compensation Batches screen at the Company level to create a new Compensation Calculation Report Batch at the company level.

Select the appropriate Report Batch Type and select Next. The available types are configured on the Production Report Batch Types screen. This Report Batch Type is a marriage of a User Report to a Production Report for the purposes of this batch. Note that if there is only one Report Batch Type, then that type is selected automatically. See Configuring a Production Report Batch Type section in this manual for more information.

Once the Report Batch Type is selected, then a number of prompts may be presented. These prompts are specified by the user report identified by the Report Batch Type. Any prompt that can be filled based on the current context (ie Compensation Batch ID or Company ID) are automatically filled in and are not displayed. If no prompts are displayed, then this step is skipped.

Once the prompts are filled out, select Next>>; report criteria is displayed. From here, a Report Output Type, Create Report population, and Deliver population may be selected. By default, all rows are marked for inclusion in the batch and delivery; however, this may be changed. The available Report Output Types are PDF and Excel. Reports are published to the employee portal in the selected output type while emailed reports will only be delivered as a password protected PDF.

If the Delivery Recipient configured in the Report Batch Type is Employee, and a Deliver To Employee Method is not specified in the Report Batch Type, it will be available for selection within your Report Batch.

Note: If a Delivery Recipient of None is selected, the Deliver column will not appear.

Select the appropriate options and click Next>>. When the progress bar at the top of the screen is full the batch is complete (large batches may take a long time to process). If any errors occur during the process the status is ‘Processed with Errors’ and the reports with errors show in the Errored Report Batch Items grid. If no errors occur during the process the status is ‘Complete’ and all items are displayed in the Successful Report Batch Items grid.

Once the batch is complete, each resulting document may be reviewed individually by selecting the Document name, or downloaded in a group by selecting the Download all # documents.

The delivery status of each report appears in the delivery column with one of the following statuses:

If there is additional information about the status of the reports delivery an information (i) icon is shown and can be hovered over to view the details. Reports that were originally not included in delivery, delivered with errors or failed can be reselected and delivered by clicking Process.

Delivery of reports can be undone by checking the Undo Delivery box for the appropriate reports and clicking Process. Undoing the delivery of a report will remove the report from the employee Compensation screen on the employee portal if the recipient was ‘Employee’ or from the Payroll portal Downloads screen if the recipient was ‘Payroll’. Undoing the delivery will also notify the report recipient of changes to the report if a notification was sent with the original delivery. Once delivery of a report has been undone the report cannot be redelivered; a new Report Batch must be created.

If tagging was configured for Report Creation and/or Report Delivery, a tag icon

(

) will be displayed. Hovering over the icon will show the tag name, the date of tagging and tagged by.