The Compensation Processing Tab will allow the internal payroll user to run Compensation Worksheet Batches, Comp Worksheet Transaction Process Batches, Comp Worksheet Employee Reports Batches and Comp Worksheet Payroll Reporting Batches from one central location for multiple payroll systems and pay dates for a Company.
Note – The internal payroll user can set up a User Preferences “Default Date Range for Compensation Control Panel” to indicate the number of days that will be added to the due date range filter when a specific range is not selected. For example, if the user indicates 30 days, the Comp Processing will tab will show all due dates within the next 30 days when the Due Date Range is not selected.
Comp Processing Status
The Comp Process Status is the status of comp processing up to the publishing of payroll reports to the portal. The control panel can create and publish reports depending on the payroll system configuration. If reports are configured to be published, the overall status will not progress to the completed state until the reports have been published.
The following status will display for the Compensation Process Status:
Not Started:
There are no Assignments with Comp Worksheets for this Payroll System and Pay Date.
In Progress:
There is at least one Assignment that has a Comp Worksheet for this Payroll System and Pay Date.
All Assignments have Comp Worksheets with Transactions, Employee Reports (if applicable) and Payroll Reports are complete:
All Assignments have a Comp Worksheet with Payroll Transactions as well as all the configured Employee and Payroll Reports have been created and published to the portal (if applicable) for this Payroll System and Pay Date.
Count
The following count will displayed:
Total Assignments to be included in comp processing
> Total Assignments that have a Comp Worksheet
Total Assignments that have a Comp Worksheet in Ready for Processing or Complete status
Total Assignments that have a Comp Worksheet with Transactions
Total Assignments that have a Employee Report Generated and Published for this payroll system.
Payroll Reporting
Reports Not Generated:
Reports have been configured for this payroll system but not yet created for this pay period. If no reports are configured, the reporting status will move directly to Complete.
Report Processing In Progress:
At least one report has been created, and there were no errors, but not all of the reports are Complete yet.
Report Errors Exist:
At least one report has generated errors while it was trying to be created.
Reports Complete:
All of the configured reports have been created and published to the portal if applicable.
Process Status
Similar to Comp Process Status, icons have been designed to give you the specific status of each process (Generated but Not Published, Batch started manually but not yet completed, Processed and Undone) as well as warnings and errors. Simply hover the mouse over any icon to see the status details or click the icon to go directly to the batch:
Generated but Not Processed or Batch started manually but not yet completed
Processed
Undone
Failed
Pending
Errors
Warnings
Compensation Processing
Creating Compensation Worksheets and Processing Transactions
Select the Company - Once a Company is selected, the grid will show all of the Payroll Systems for that Company that have a Pay Date within the range specified.
You can filter the data using the
:
Payroll System
Payroll Coordinator - Note, if a Payroll Coordinator is selected, then the results will be filtered to all those Payroll Systems that have the selected Payroll Coordinator as an internal payroll contact.
Due Date Range - includes the following date filters
Overdue
Due Today
Due Previous 30 days
Due in next 7 days
Due in next 14 days
Due in next 30 days (Previously Due Next month value)
Due in next 60 days
All Payroll Systems show regardless of their active status
Pay Dates appear if any of the following conditions is true
The Pay Period Status is not complete
The Pay date is today or in the future
Payroll errors exists
Select the payroll system(s) and pay date(s) that are ready to process and click
.
Use the All and/or None links to select all the Payroll System/Pay Dates in a column. This will select all/none even if a batch already exists. Make sure you review the selected Payroll Systems/Pay Dates before clicking
.
Refresh the screen to see the status of each batch. It may be necessary to refresh the screen several times, depending on how large the batches are and how many batches are selected.
The in-process statuses are Pending, Processing, and Report Generation In Progress. If a batch is stuck in Pending status, check with your Network Administrator to confirm that the Batch Processor Service is correctly configured and running.
Once a batch has completed, Processed will displayed. You can click the icon to go to the batch screen to see the details of the batch.
In the details, the Processed icon will show date of the last batch run regardless of where the batch was run from.
A count of errors and warnings will show if the any of the Comp Worksheets included in the batch had errors/warnings. The detailed list of errors/warnings can be reviewed by clicking the icon to the batch details screen.
Error/warning counts are by Comp Worksheet Line Item.
Payroll Transactions can be created for Comp Worksheets with errors/warnings (just like the manual process). Therefore, you may prefer to run the Comp Worksheet batch first, review the Comp Worksheets for errors/warnings, manually correct those Comp Worksheets and then run the Payroll Transactions batch second, review the Payroll Transactions for errors, manually correct those Transactions, and then run the Employee and Payroll Reporting Batch, instead of running all three at the same time.
If only Generating Employee Reports a Generated but Not Published link will appear. Manually publishing the batch will make the Last Processed On link appear.
A pay period should look like the one below when it is complete. The overall status is complete, all of the assignment counts match, and the payroll reporting status is complete. Once complete select Complete Pay Period and click
.
Once a Pay Period is finished processing it will no longer appear on the Control Panel if Complete Payroll Period has been selected. Complete Payroll Period can be selected at any point in the process but once selected and
. is clicked the Pay Period is moved to a Complete Status within the Payroll Systems calendar at the end of processing, resulting in it being removed from the Control Panel.
Note – In the event that a pay period is in the future and is completed, that pay period will stay on the control panel until the pay date passes.
Furthermore if a compensation worksheet and transaction is ran via the Control Panel, the pay period status will be updated to a value of Reported. To create a retroactive Compensation Worksheet Batch, this field will have to be updated to Active.
Reporting
Payroll Reporting
The Control Panel will generate and publish the payroll reports depending on the Payroll Reporting Control Panel Action selection found on the payroll systems Reporting tab. Once the Create Payroll Report process has been run it will provide the Processed icon. You can click on this icon to view the reports that were generated and published or manually publish them to the portal if appropriate.
