Working with Global Payroll Analytics

Page Name

Definition Name

Usage

Configuration Settings Page

GP_ACTIVAT_SETTING

Enable the Workforce Administration features.

Payroll Analytics Set Up Page

GP_PA_ANL_SET

Define default threshold amounts for the Payroll Analytics page.

Global Payroll Analytics Tile

HC_GP_PA_LAND_FL

Access a set of pivot grids that enable you to analyze payroll results.

Global Payroll Analytics Page

GP_PA_PAY_PIVOT_FL

Analyze payroll results for gross pay, net pay, earnings, and deductions.

Global Payroll Analytics comprises a robust set of pivot charts that enable payroll administrators to analyze payroll results so that they can quickly find and manage exceptions. Global Payroll Analytics consists of two main types of pivots: threshold and variance.

The threshold pivots display payroll results where certain values exceed a threshold. For example, you might want to view results for payees with gross pay over 10,000.00 USD.

The variance pivots display payroll results from two different pay periods, enabling you to compare previous and current values, looking for differences that exceed a certain amount. For example, you might want to look for payees whose salary increased or decreased by 10% or more from one period to the next.

For each type of pivot, you can view results for gross pay, net pay, earnings, or deductions.

The following video includes a demonstration of Global Payroll Variance Analytics.

Use the Configuration Settings page (GP_ACTIVAT_SETTING) to enable Workforce Administration features.

Image: Configuration Settings page

This example illustrates the fields and controls on the Configuration Settings page.

Configuration Settings page

Field or Control

Definition

Enable Payroll Analytics

Select to enable administrators to access to the Global Payroll Analytics Page.

Use the Payroll Analytics Set Up page (GP_PA_ANL_SET) to define default threshold amounts for the Payroll Analytics page.

Image: Payroll Analytics Set Up page

This example illustrates the fields and controls on the Payroll Analytics Set Up page.

Payroll Analytics Set Up page

You can use this page to set up country-specific, default threshold amounts for specific elements. This effectively establishes default search criteria for the Global Payroll Analytics Page, which you can then refine from that page.

Note: You can define default threshold amounts for the gross pay and net pay threshold pivots only. They do not apply to the gross and net pay variance pivots, or any of the earnings and deductions pivots.

Field or Control

Definition

Organization Level

Select the level at which you want to define default threshold values. Available values are:

  • Company

  • Country

  • Department

  • Paygroup

Additional Parameters

Use the fields in this grid to create a set of default threshold values at the selected organization level. You can create more than one default threshold value for a specific organization level. For example, you can set a threshold for one pay group, and a different threshold for another pay group.

Field or Control

Definition

Business Unit

Select the business unit that includes the department for which you want to set default threshold values.

Note: This field is available only for the Department organization level.

Value

The value you select in this field corresponds to the organization level for which you are defining default threshold values. For example, if you select Paygroup in the Organization Level field, select a specific pay group in the Value field.

Note: If you are defining default values at the country level, this field defaults to the country you already selected when you accessed the page.

Element Type

Select whether you are setting default threshold values for a Gross Pay or Net Pay element.

Note: The list of elements available to select is restricted to the accumulators that are defined as Gross Pay and Net Pay elements on the Process List definitions.

Element Name

Select the specific element for which you are defining default threshold values.

Number Operator Value and Amount

Select an operand and a number value to set a default threshold value for the selected element.

Use the Global Payroll Analytics tile (HC_GP_PA_LAND_FL) to access a set of pivot grids that enable you to analyze payroll results.

Image: Global Payroll Analytics tile

This example illustrates the Global Payroll Analytics tile.

Global Payroll Analytics tile

Click this tile to access the Global Payroll Analytics Page.

Use the Global Payroll Analytics page (GP_PA_PAY_PIVOT_FL) to analyze payroll results for gross pay, net pay, earnings, and deductions

Image: Global Payroll Analytics page

This example illustrates the fields and controls on the Global Payroll Analytics page.

Global Payroll Analytics page

Use the pivot grids available on this page to analyze your payroll results. The Gross Pay and Net Pay pivots display the segment count by pay group. The Earnings and Deductions pivots display occurrence count by pay group.

Field or Control

Definition

Type of Analytic

Select the pivot you want to view on the page. Options are:

Options Menu icon

Click the icon to perform one of these actions:

  • View Grid: View chart data as a whole, and update column and row values as needed.

  • Update Filters: Select the available filters to be used in the chart.

  • Chart Options: Edit chart options.

  • Export Data: Export data to spreadsheets.

  • Sort Option: Edit sort options.

  • See the Viewing a Pivot Grid Model Using the Pivot Grid Viewer topic in PeopleTools: Pivot Grid for more information on using the chart options.

Show Filters button(show filters)

Click to open or close the filters pane. The facets available depend on which pivot you are viewing and may include:

  • Pay Group

  • Multiple Instances Exist (yes or no)

  • Calendar ID

  • Calendar Group

  • Calendar Group ID

  • Current Calendar Group

  • Current Calendar

  • Run Type

  • Pay Entity

  • Contract Type

  • Job Title

  • Location

  • Business Unit

  • Establishment

  • Retro Exists (yes or no)

  • Payroll Status

  • Company

  • Period Segmentation Exists (yes or no)

  • Exists Only in Current Calendar (yes or no)

  • Full/Part Time

  • Jobcode

  • FTE

  • Employee Status

  • Contract

View Default Thresholds

Click to view the default threshold amounts the system uses to determine what data to display in the pivot. You define these default thresholds using the Payroll Analytics Set Up Page.

Note: This link appears only for the Gross Pay Threshold and Net Pay Threshold pivots.

Detailed View or Drilldown To

Click a data element (for example, a bar, line, or pie wedge), to view more detail about that element. Detail options are:

  • Detailed View: Filters the data listed in the grid at the bottom of the page by the selected element.

  • Drilldown To: Displays the drilldown options that are available for the chart. Click a drilldown option to redraw the chart based on the type of data selected.

    For the Gross Pay Threshold, Gross Pay Variance, Net Pay Threshold, and Net Pay Variance pivots, Department is the only drilldown option.

    For the Earnings Threshold and Earnings Variance pivots, the drilldown options are Department and Earning.

    For the Deductions Threshold and Deductions Variance pivots, the drilldown options are Department and Deduction.

Note: You can also pause, or hover, over an element to display its X and Y axes values.

Related Actions icon

Click to select a related action for the payee. The related actions available may include:

Pivot Grid Chart Types

Click to display data in the chart type represented by the icon. Available chart types include vertical bar (default value), line, pie, and horizontal bar.

Refining Search Criteria

Click the Refine Search Criteria link to enter search criteria to refine the data displayed in the pivots. The search criteria fields vary depending on which pivot you are viewing and may include:

  • Element Group

  • Earning

  • Deduction

  • Amount Threshold

  • Units Threshold

  • Rate Threshold

  • Base Threshold

  • Percent Threshold

  • % Variance

  • % Variance - Amount

  • % Variance - Units

  • Current Calendar ID

  • Previous Calendar ID

  • Current Calendar Group ID

  • Previous Calendar Group ID

  • Exist Only in Current Calendar

  • Calendar Group ID

  • Calendar ID

  • Pay Group

  • Run Type Name

  • Pay Entity

  • Company

  • Location Code

  • Establishment ID

  • Department

  • Business Unit

  • Job Code

  • Full/Part Time

  • FTE

  • Contract Type

  • Payroll Status

  • Hire Date

  • Termination Date

  • Retro Exists

For each search criteria you can specify an operand and a value. For example, you could refine the search criteria to look for an Amount Threshold greater than or equal to 1,000.

Image: Example of the Refine Search Criteria page for the Gross Pay Threshold pivot

This example illustrates the Refine Search Criteria page for the Gross Pay Threshold pivot.

Example of the Refine Search Criteria page for the Gross Pay Threshold pivot

Field or Control

Definition

Run

Click to redraw the pivot chart using the entered search criteria.

Note: The system does not save your search criteria when you click this button.

Save and Run

Click to redraw the pivot chart using the entered search criteria. In addition, this button saves the entered search criteria. The system continues to use these search criteria for the associated pivot every time you access it.

Clear All

Clear all of the search criteria fields.

Element Group, Earning, and Deduction

For Earnings pivots, you must enter a value in either the Element Group or Earning field when defining your search criteria.

Likewise, for Deductions pivots, you must enter a value in either the Element Group or Deduction field.

Note: These search criteria fields are available only for the Earnings and Deductions pivots.

Exists Only in Current Calendar

By default, the Variance pivots display data for all payees in the associated pay groups whether they were paid in both the previous period and current period, or in the current period only.

Select Yes in this field to display data for payees who were paid only in the current period.

Select No in this field to display data only for payees who were paid in both the previous and current calendar. For example, you were select No to exclude new hires from being displayed in the pivot.

Note: This search criteria field is available only for Variance pivots.

Use the Gross Pay Variance pivot to analyze payroll results variance for gross pay.

Image: Gross Pay Variance pivot

This example illustrates the fields and controls for the Gross Pay Variance pivot.

Gross Pay Variance pivot

Use the Net Pay Threshold pivot to analyze threshold payroll results for net pay.

Image: Net Pay Threshold pivot

This example illustrates the fields and controls for the Net Pay Threshold pivot.

Net Pay Threshold pivot

Use the Net Pay Variance pivot to analyze payroll results variance for net pay.

Image: Net Pay Variance pivot

This example illustrates the fields and controls for the Net Pay Variance pivot.

Net Pay Variance pivot

Use the Earnings Threshold pivot to analyze threshold payroll results for earnings.

Image: Earnings Threshold pivot

This example illustrates the fields and controls for the Earnings Threshold pivot.

Earnings Threshold pivot

Use the Earnings Variance pivot to analyze payroll results variance for earnings.

Image: Earnings Variance pivot

This example illustrates the fields and controls for the Earnings Variance pivot.

Earnings Variance pivot

Use the Deductions Threshold pivot to analyze threshold payroll results for earnings.

Image: Deductions Threshold pivot

This example illustrates the fields and controls for the Deductions Threshold pivot.

Deductions Threshold pivot

Use the Deductions Variance pivot to analyze payroll results variance for earnings.

Image: Deductions Variance pivot

This example illustrates the fields and controls for the Deductions Variance pivot.

Deductions Variance pivot