The following steps can be followed to create Compensation Worksheet Batch:
1. Navigate to the screen, located at the Company Level. This process is usually under the Compensation Processing menu group.
2. Click
to create a new batch
3. The user has the option to create a Normal or Retroactive Calculation batch type at the company level.
Select the appropriate pay period and payroll system. The new worksheets will be created based on:
a) Assignees that have the specified payroll system as their primary payroll system.
b) Assignees that have assignment templates with appropriate beginning and ending calculation periods specified.
c) Assignees that have assignment templates that are not excluded from compensation worksheet creation.
d) A compensation worksheet doesn’t already exist for an assignee.
If errors or warnings are created for the batch, then the errors and warnings should be reviewed at the worksheet or assignment template level.
Once the appropriate changes have been made, the user can (if given security to do so) UNDO the batch that was created and create a new one. This allows the user to determine if all warnings and errors have been fixed.
Things to Note
If a batch is undone the compensation worksheets created by the batch will be deleted, therefore any changes made to remove the errors or warnings should be made on the assignment compensation worksheet template
Normal Compensation Worksheets must have accounting transactions to create a Retro Calculation. If the user would like to recalculate a Compensation Worksheet before accounting transactions are created, use the Compensation Worksheet Recalculation Batch
When creating Comp Worksheet batches, only valid date periods can be selected for any given payroll system