Common Elements Used in This ChapterThis chapter discusses how to:
View processing results.
View the log file.
View processing statistics.
View payee iterative lists.
View payee messages.
View payee status and update a payee's processing instructions.
View results by calendar.
View positive input results.
View daily results of the Absence Take process.
View delta values for retroactive calculations.
View results by calendar group.
Define administrator payroll results.
View administrator payroll results.
View an element resolution chain.
Correct batch processing and data entry errors.
Finalize a payroll or absence run.
Cancel a payroll or absence run.
Process special situations.
Report payroll data.
See Also
Common Elements Used in This Chapter|
Action Type |
Displays the type of action that the system performed when it processed an instance of positive input. Values are: Add: The system processed the normal resolution of the element, processed the element again, and added the amount from positive input. Do Not Prc (do not process): The system did not resolve the instance, based on instructions from the Positive Input page. Override: The system resolved the value of this instance using an amount, rate, unit, percent, or base amount from the Positive Input component. Zero: The system did not resolve the instance of positive input but entered 0 in the results table. |
|
Calculate Action |
The following values appear in this field: Calculate: The segment has been calculated. Calculate and Replace: The segment was originally calculated and later an off-cycle correction, with a correction type of replacement, is selected. Reverse: The segment was calculated originally, but during the recalculation period, the payee was no longer eligible for selection, and the segment was reversed. For example, assume that a payee was originally in Pay Group A but moved to Pay Group B. A retroactive change is made to switch the payee to Pay Group B. Reversal segments are created for the Pay Group A calendar during the retroactivity, to reverse the previous calculation. |
|
EmplID From (employee ID from) and EmplID To (employee ID to) |
Enter the employee IDs of the first and last payees in the range (on inquiry pages) or to be included in the processing stream. |
|
Paid and Unpaid |
The portions of the day count that are paid and unpaid. |
|
Revision Number and Version Number |
Together, these fields indicate whether an amount was recalculated due to retroactivity and (if so) which retroactive method was applied: When the retroactive method is corrective, the version number increments by 1; the Revision Number stays at 1. When the retroactive method is forwarding, the version number stays the same; the Revision Number increments by 1. The original set of output results for a calendar calculation is Version 1, Revision 1. |
|
Segment Number |
The number that is associated with the segment. The value 1 appears if the calendar is not segmented. |
Viewing Processing Results
After running the Calculate phase, you can view the results. Processing results appear on the components listed below. We suggest that you view the pages in the order shown.
|
Results Pages |
Purpose |
|
Log File |
Enables the system administrator to determine whether the COBOL process was executed successfully. |
|
Processing Statistics |
Provides processing statistics for the run, including the number of payees that are in error. View by calendar or calendar group. |
|
Payee Iterative List |
Lists those payees for whom the system has performed iterative calculations. |
|
Payee Messages |
Shows error messages and warnings. |
|
Payee Status |
Enables you to view the calculation status of payees and to enter processing instructions for individual payees. |
|
Results by Calendar Group ID |
Shows a payee's calculated earnings, deductions, accumulators, and supporting elements for each calendar that is associated with the calendar group ID that you select. You also see calculations by calendar segments, positive input, absences, and retroactive calculations, including deltas and forwarded adjustments. |
|
Results by Calendar |
These pages display the same information as the Results by Calendar Group pages, but only for the calendar that you select. You can view the results of a calendar that has been used in different Calendar Groups. For example, if retroactivity causes a calendar to be run more than once, you can access the results of the original run, plus the results of each retroactive run. |
|
Element Resolution Chain |
Shows how each element was resolved. |
These pages can also be a helpful resource after the Finalize phase. All information remains available after you finalize a run except for Payee Messages and Iterative Triggers. Canceling an entire payroll or absence run deletes all results.
Viewing the Log File
This section discusses viewing the Log File generated by a payroll or absence process.
The Log File gives the system administrator basic information about the run and whether it was completed successfully. The language in which this file is produced is determined by the user ID of the person who enters the processing instructions on the Payroll/Absence Run Control page.
Note. The system writes the Employee ID to the log file whenever an error occurs and the Employee ID is known at that time.
Example 1: Log File for Successfully Completed Run
The database name and the processing options that you selected on the Payroll/Absence Run Control page appear at the top of the file:
Process started : 13:27:09 Connecting to Database GP830DVL with User ID : PSGP and Batch Run ID : 1 Calendar Group ID K0CRUSA 199910 Stream Number : 00 Group List ID : Identify Option : No Calculation Option : Y - Trace Option : A - Recalculate All : N Unfreeze Option : N Freeze Option : N - By Calendar : N Finalize Option : N Cancel Option : N
The Checkpoint Interval and Progress Interval that you selected on the Installation Settings page appear in the next section of the Log File.
Checkpoint / Restart CheckPoint Interval : 1000 Progress Interval : 0500
Information about the run phase follows. You can see some of the same information when you select the Restart Information link on the Payroll/Absence Run Control page.
Run Phase : 1 Cancel Pgm Option : Identify Pgm Option : Next Program : Next Step : 0000 Next Number : 00 Next Employee ID : Processing Payee Range First Employee ID : B-BARET100 Last Employee ID : ZP007
A timestamp message appears at the beginning and end of each processing phase. The timestamps represent application server machine time, not database time.
Initial Phase started : 13:27:12 Looking for T&L feed COMMIT TAKEN Initial Phase ended : 13:27:12 Iterative Phase started: 13:27:12 COMMIT TAKEN Iterative Phase ended : 13:27:12 Cancel Phase started: 13:27:12 Canceling Selectively for Recalculation Total number of Segments processed : 0 COMMIT TAKEN Cancel Phase ended : 13:27:14 Identify Phase started: 13:27:14 Iterative screening for new Payees Total number of Payees identified : 10 Total number of Segments identified : 20 COMMIT TAKEN Identify Phase ended : 13:27:17 Calculate Phase started: 13:27:18 Looking for T&L feed COMMIT TAKEN Total number of Payees processed : 10 Total number of Segments processed : 20 Total number of Payees in error : 0 Total number of Segments in error : 0 Calculate Phase ended : 13:27:45 COMMIT TAKEN Process ended : 13:27:45 COBOL Array usage recorded during this run PAYEE or SEGMENT Level Arrays Copybook Array Name Used Limit -------------------------------------------------- GPPIDNT7.CBL CSTAT-DATA OF W-WK 2 50 GPPIDNT7.CBL CSEG-ENTRY OF W-WK 2 99 GPPIDNT7.CBL JOB-ROW OF W-WK 1 1000 GPCDPDM1.CBL L-JOB-DATA 1 100 GPCDPDM1.CBL L-EMP-DATA 1 20 GPCDPDM1.CBL L-PRD-DATA 1 20 GPCDPDM1.CBL L-ADR-DATA 2 20 GPCDPDM1.CBL L-CMP-DATA 3 100 GPCDPDM1.CBL L-WS-DATA 1 20 GPCDPDM .CBL L-PMT-DATA 2 50 GPCDPDM5.CBL L-EVNT-DATA 1 50 GPCUPINV.CBL PINV-DATA 89 5000 GPCUPINW.CBL PINWB-DATA 33 3000 GPCDPDM2.CBL L-ABS-DATA 5 1000 GPCDPDM5.CBL L-FWD-PI-DATA 10 500 GPCDPDM5.CBL L-FWD-SOVR-DATA 10 600 GPCDPDM5.CBL L-PI-DATA 5 300 GPCDPDM5.CBL L-PI-SOVR-DATA 3 600 GPCDPDM5.CBL L-PI-REF-DATA 3 600 GPCUPINW.CBL PINWC-DATA 6 2000 GPCDPDM5.CBL L-EOVR-DATA 1 300 PROCESS Level Arrays Copybook Array Name Used Limit -------------------------------------------------- GPCDPRUN.CBL CAL-DATA 2 100 GPCUPING.CBL PING-DATA 25 50 GPCUPINT.CBL PINT-DATA 107951 300000 GPCUPINA.CBL PINA-DATA 6718 18000 GPCUPINB.CBL PINB-DATA 6718 18000 GPCPLIST.CBL PL-PRCLIST-DATA 1 20 GPCPLIST.CBL PLS-SECTION-DATA 10 200 GPCPLIST.CBL PLE-ELEMENT-DATA 64 2000 GPPCANWA.CBL WA-TBL-NM OF W-WK 43 50 *** GPPIDNT7.CBL PE-ENTRY OF PE-DATA 1 50
Example 2: Log File for Run That Is Terminated by an Error
The database name and the processing options that you selected on the Payroll/Absence Run Control page appear at the top of the file:
Process started : 11:06:34 Connecting to Database GP830TS1 with User ID : PS and Batch Run ID : GGTEST Calendar Group ID GXHCRUSA 199910 Stream Number : 00 Group List ID : Identify Option : N Calculation Option : Y - Trace Option : N - Recalculate All : Y Unfreeze Option : N Freeze Option : N - By Calendar : N Finalize Option : N Cancel Option : N Checkpoint / Restart CheckPoint Interval : 1000 Progress Interval : 0500 Run Phase : 1 Cancel Pgm Option : Identify Pgm Option : Next Program : Next Step : 0000 Next Number : 00 Next Employee ID : Processing Payee Range First Employee ID : B-BARET100 Last Employee ID : Z9060 Initial Phase started : 11:06:38 Looking for T&L feed COMMIT TAKEN Initial Phase ended : 11:06:38 Cancel Phase started: 11:06:38 Canceling All For Recalculation Total number of Segments processed : 12 COMMIT TAKEN Cancel Phase ended : 11:06:45 Calculate Phase started: 11:06:45 Looking for T&L feed COMMIT TAKEN Application Program Failed Action Type : SQL FETCH In Pgm Section : SQLRT: DA000-FETCH With Return Code: 08608 Error Message : [Microsoft][ODBC SQL Server Driver]String data, right truncation (SQLSTATE 01004) 0 Application Program Failed In Pgm Section : GPPDPDM1: RD000 Application Program Failed In Pgm Section : GPPDPDM0: XA000-GET-NEXT-SEGMENT Application Program Failed In Pgm Section : GPPSERVC: XP000-CALL-PMT-DATA-MGR Application Program Failed In Pgm Section : GPPDPRUN: JA000-CALL-SERVICE Process ended : 11:06:48 The process terminated with ERRORS.
See Also
Correcting Batch Processing and Data Entry Errors
Viewing Processing Statistics
This section discusses viewing processing statistics for a payroll or absence process.
The Processing Statistics component displays high-level processing results:
The number of payees that are identified, in error, calculated, or finalized.
The number of active, inactive, canceled, and suspended payees.
Pages Used to View Processing Statistics|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_CALRUN_STAT1 |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Processing Statistics, By Calendar Group |
View processing statistics for the payroll run or absence run by calendar group. First, run the Identify phase. |
|
|
GP_CALRUN_STAT2 |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Processing Statistics, By Calendar |
View processing statistics for the payroll run or absence run by calendar. |
Viewing Processing Statistics by Calendar Group
Access the By Calendar Group page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Processing Statistics, By Calendar Group).
by Selection Status
|
Active |
Payees that were identified for processing because they were active for at least one day within the calendar period. Excludes payees with the selection status Cancelled or Suspended. |
|
Inactive |
Payees that were identified for processing because they were inactive but had positive input, a retroactive trigger, or forwarded adjustment. |
|
Cancelled |
Payees that you manually cancelled from the calendar group ID on the Payee Status page. |
|
Suspended by User |
Payees that you manually suspended from the calendar group ID through the Payee Status page or the Payroll/Absence Run Control page. |
|
Suspended by System |
Payees that the system suspended because the payee was also identified in another open calendar group ID. |
by Calculation Status
This group box displays the number of payees with calculation statuses, followed by the percentage that each number represents.
by Segment Status
This group box displays the number of active and inactive payees, followed by the percentage that each number represents.
|
Active in Calendar |
Payees that were identified because they were active for at least one day within the calendar period. |
|
Inactive Post-Termination |
Payees that are being paid for a period of time when they were inactive (such as a sales commission paid to a person that has left the company) or for a forwarding retroactive situation where there is a mismatch on the payment keys. |
See Also
Defining Retroactive Processing
Viewing Processing Statistics by Calendar
Access the By Calendar page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Processing Statistics, By Calendar).
The fields on the By Calendar page are the same as those on the By Calendar Group page, but they reflect the results for an individual calendar.
To view statistics for the next or previous calendar that is associated with this calendar group ID, click the scroll arrows on the Calendar Statistics title bar.
See Also
Viewing Processing Statistics by Calendar Group
Viewing Payee Iterative Lists
The payee iterative list provides an inquiry page that enables users to see who was processed during the last iterative calculation and why. Users can define whom the list includes: a single payee, payees that were recalculated, or an entire calendar group. Each batch process automatically creates a payee iterative list of those payees affected by the batch run.
The Payee Iterative List is deleted when you run the Finalize process.
Page Used to View Payee Iterative Lists|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_PYE_ITER_LST |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Iterative List, Payee Iterative List |
View a list of employees that were processed in any manner during a batch process. |
Viewing the Payee Iterative ListAccess the Payee Iterative List page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Iterative List, Payee Iterative List).
|
Calendar Group ID |
This list is available until the process is finalized for the Calendar Group, at which time the payee iterative list is deleted. |
|
Process Number |
The process number has an associated operator ID, run control, timestamp, and group list ID. |
|
Most Current Iteration |
Select to return only the payees processed in the last calendar group run. |
|
Process Action |
The process action represents the high level reason for inclusion. They are Added, Calculated, Status Change, Not Calculated, and Removed |
|
Process Reason |
Select a Process Reason to limit your search. Available options are: Cancelled – By User, Error in Processing, Frozen – Run Control, Initial Calculation, Initial Identify, Iterative Trigger, Previously in Error, ReCalc – By User, ReCalc All – Run Control, Suspended – By User, Suspended – By System, Time and Labor Feed, Uncancelled – By User, Unfrozen – By Run, and Unsuspended – By System. Note. If you run the initial Identify and a calculation at the same time, the Action/Reason displayed is Calculated/Initial Identify. |
|
Select Payees |
Runs the search according to the specifications that you selected in the Selection Criteria group box. |
|
EmplID |
Displays the resulting EmplIDs. |
|
Current |
The system displays a Y if the viewed entry is the most current. |
|
Messages |
Select to launch the Payee Message page in a new browser window. |
|
Status |
Select to launch the Payee Status page in a new browser window. |
|
Results |
Select to launch the Payee Results page in a new browser window. |
|
Timestamp |
Displays when the run control was saved. |
Viewing Payee Messages
Payee messages report errors and warnings that are generated during the Calculate phase. The system displays messages that are defined by PeopleSoft in the Message Catalog and any unique messages that you created using formula elements. You specify the population of payees for whom you want to review messages.
The message log is erased when you run the Finalize process.
This section discusses how to:
View errors and warnings that are generated for the calendar group ID during the Identify or Calculate phase.
View detailed information for a selected message.
Important! Error messages require resolution; you cannot finalize a payroll or absence run with errors.
Pages Used to View Payee Messages|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_MESSAGE_LOG |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Messages, Payee Messages |
View errors and warnings generated for the calendar group ID during the Identify or Calculate phase. |
|
|
GP_MESSAGE_SP |
Click the Details link on the Payee Messages page. |
View detailed information for a selected message. |
Reviewing Payee Messages
Access the Payee Messages page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Messages, Payee Messages).
To view payee messages:
Enter the criteria for screening messages in the Selection Criteria group box. (optional)
If you select a group list ID, messages for payees that currently belong to the group display. If you enter no selection criteria, messages for all payees in the calendar group display.
Click Select Matching Messages to display the results of your search.
Message
|
Set and Number |
Associated set number and message number from the Message Catalog. (Message Set 17005 is the core batch message set; each country has a separate set number for messages from their country-specific batch processes.) If the message number is less than 300, the text only appears in the COBOL log file. Those with numbers greater than 300 appear online. |
|
Details |
Click to access the Batch Message Details page to see the full text of the message, an explanation, and the name of the Global Payroll program and program section that generated the message. |
|
Message |
Messages appear in the language that is associated with the user's language preference. Messages that have not been translated appear in the base language that is defined for Global Payroll. |
Payment Data
This tab displays the calendar ID, pay group, and segment associated with the warning or error message.
See Also
Status Codes and Process Indicators
Correcting Batch Processing and Data Entry Errors
Viewing Payee Status and Updating a Payee's Processing Instructions
This section discusses how to review payee status and processing instructions.
Important! Changing a process indicator updates the process indicator for every calendar that is associated with the payee for a particular calendar group ID.
See Also
Status Codes and Process Indicators
Page Used to View Payee Status and Update a Payee's Processing Instructions|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_PAYEE_STATUS |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Status, Payee Status |
View payees by process indicator, calculation status, or other criteria and specify the action that the system is to take. |
Reviewing Payee Status and Processing InstructionsAccess the Payee Status page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Payee Status, Payee Status).
To review payee status:
In the Selection Criteria group box, specify which payees to review (optional).
For example, to see all payees that will be suspended from the next run, select Suspend in the Process Indicator field.
Click the Select with Matching Criteria button to display the results of your search.
To enter processing instructions for a payee:
In the Selection Criteria group box, specify the payees for which you want to enter instructions.
On the Payee Status tab, select the applicable process indicator.
Payee Status
The system displays the results of your search. Each segment, including retroactive segments, is listed on a separate line.
|
Process Indicator |
Select the action for the system to take. Some actions take effect instantly; others take effect the next time you run the batch process for the population that the payee is in. The selection status that's associated with the payee and the payment's calculation status determine what actions you can select. (You cannot change process indicators after a run is finalized.) All process indicators apply to all payments for a payee. You can see a payee's list of payments in the Results by Calendar component. If a payee has two process indicators because of two jobs, and you change the value of one process indicator to Cancel, the second process indicator is also set to Cancel, and the payee isn't paid. Options are: Cancel: The next time you run Calculate, the payee's results (and segment status record) are deleted. The selection status is Cancel. The payee remains in Cancel status, unless you later change the status to Uncancel. Freeze: Allowed only when the calculation status is Payment Calculated. Immediately updates the status to Frozen and causes future runs of the Calculate phase to ignore unprocessed positive input or other changes that have been entered since the payee was last calculated (for this calendar period). Applies to all segments for the payee. Normal. Re-Calc (recalculate): Use only when the calculation status is Payment Calculated or Frozen. The next time you run Calculate, the payee will be recalculated. Suspend: The next time you run the batch process, the payee's results (and segment status record) are deleted. The selection status is set to Suspended by User. The payee is reidentified for inclusion in the pay run. Uncancel: Use only if the selection status is Cancelled. Unfreeze: Allowed only when the calculation status is Frozen. This action immediately changes the calculation status to Payment Calculated. The next time the Calculate phase is run for this payee, the system processes unprocessed changes (iterative triggers). Applies to all segments for the payee. |
|
Results |
Click to access the Results by Calendar Group page to view segmentation , earning, deduction, accumulator, and supporting element information. |
|
Messages |
Click to access the Payee Messages page to view errors and warnings generated for the calendar group ID. |
Calendar Data
This tab identifies the segment for which the payment was generated, the pay entity associated with the calendar, and the run type (absence or payroll).
Viewing Results by Calendar
Each time you run the Calculate phase, you can use the Results by Calendar pages to display payee information.
This section discusses how to:
View segmentation information for a payee.
View detailed information about a segment.
View earnings and deductions for a calendar.
View accumulators for a calendar.
View supporting elements by calendar.
You can review the results of a calendar each time it's run. For example, if retroactivity causes the February 2000 calendar to be recalculated in March, April, and May, you can quickly view the results for each calendar run on the Results by Calendar page. Click the scroll arrows to view each set of results for the calendar.
See Also
Viewing Results by Calendar Group
Pages Used to View Results by Calendar|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_CAL_SEG |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Calendar Results |
View segmentation information for a payee. Page includes links to other pages that display positive input, absence, and retroactive results. |
|
|
GP_RSLT_SEG_SP |
|
View more information about a segment's process and segment statuses. This page is also accessible by calendar group. |
|
|
GP_RSLT_CAL_ED |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Earnings and Deductions |
View information about earnings and deductions for a payee. |
|
|
GP_RSLT_RES_SEC |
Click the Resolution Details link on the Results by Calendar - Earnings and Deductions page. |
View resolution details for each element. This page is also accessible by calendar group. |
|
|
GP_RSLT_CAL_ACUM |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Accumulators |
View accumulator amounts. |
|
|
GP_RSLT_CAL_PIN |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Supporting Elements |
View information for each supporting element that was used to calculate the earning or deduction amount. |
Viewing Segmentation Information for a Payee
Access the Results by Calendar - Calendar Results page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Calendar Results).
|
Segment Detail |
Click to access the Result Segment Detail page. |
Viewing Detailed Information About a Segment
Access the Result Segment Detail for <EMPLID> page (click the Segment Detail link on the Calendar Results or Calendar Group Results page).
Period Information
|
Period ID |
The ID for the time period that is covered by the calendar. |
|
Begin Date and End Date |
The begin and end dates that are associated with the Process Stat record. The dates match the calendar begin and end dates. |
|
Target Calendar ID |
The target calendar that you selected when defining the calendar for this calendar run. |
|
Calc Time (calculation time) |
The last time that calculations were run for this payee. |
Segment Information
|
Rate Type |
The exchange rate type associated with the payment. (You define the exchange rate type on the Pay Group Name page and can override it by payee.) |
|
Calculation Status |
Values are: Active in Segment: Payee was active for at least one day during the calendar segment. Inactive in Segment: Payee was not active during that time period. Finalized:This particular calculation for the payment/transaction has been finalized. |
|
Transaction Type |
Appears for off-cycle results. Values are Correction, Advance Payment, Unscheduled Payment, and Manual Payment. |
|
Payment ID |
The ID of a manual payment. |
|
Payment Number |
The payment number of a manual payment. |
Payment Keys
This group box displays any payment keys that have been defined for the payee's pay entity.
See Also
Status Codes and Process Indicators
Entering Processing Details for a Pay Entity
Viewing Earnings and Deductions for a Calendar
Access the Results by Calendar - Earnings and Deductions page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Earnings and Deductions).
|
Amount |
The amount that the system calculated for this element. For deductions, this is the amount plus the payback. |
Retro Adjustments
|
Calculation Adjustment |
If there was retroactivity for the earning or deduction element, the sum of any retroactive adjustments that were applied during this pay period. |
|
Base Adjustment |
If base is a component of the element's calculation rule, the sum of any retroactive adjustments applied to the base amount during this pay period. |
|
Unit Adjustment |
If unit is a component of the element's calculation rule, the sum of any retroactive adjustments made to the units during this pay period. |
Deduction Arrears
|
Amount |
The deduction amount plus the payback amount. |
|
Amount Not Taken |
The deduction amount that exceeds the net pay accumulator for the current pay period. |
|
Payback Amount |
The portion of the arrears balance that is being paid off during the current pay period. |
|
Amount Added to Arrears |
The amount that is added to the arrears balance accumulator. (The displayed value equals the Amount Not Taken if you selected Deduction Arrears Allowed on the Arrears page.) |
|
Resolution Details |
Click to access the Element Resolution Details page, where you can view resolution details for each element. |
Viewing Resolution Details
Access the Results by Calendar - Element Resolution Details page (click the Resolution Details link on the Results by Calendar - Earnings and Deductions page).
Viewing Accumulators for a Calendar
Access the Results by Calendar - Accumulators page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Accumulators).
Accumulator Results
|
Period |
The period of time tracked by the accumulator. |
User Keys
This tab displays the system element or variable element that is associated with the user keys for each accumulator.
Viewing Supporting Elements by Calendar
Access the Results by Calendar - Supporting Elements page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Supporting Elements).
The type of value that the supporting element resolved to determines the column that it is listed under Amount, Character Value, or Date Value.
|
Slice Begin Date and Slice End Date |
The begin and end dates of the slice in which the supporting element was resolved. |
Viewing Positive Input Results
This section discusses how to:
View positive input from the Absence Take process.
View all positive input processed for a payee.
View system-generated positive input by calendar.
View supporting element information.
Pages Used to View Positive Input Results|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_CAL_AE GP_RSLT_RUN_AE |
|
Displays balance adjustments made to frequency-based entitlement elements that are processed for the absence calendar. |
|
|
GP_RSLT_CAL_PI GP_RSLT_RUN_PI |
|
View all processed positive input that was targeted to a calendar in the calendar group. |
|
|
GP_RSLT_PI_COMP_SP |
Click the Other Data link on the Positive Input - Payroll page. |
View detailed user instructions on the Positive Input - Details page. |
|
|
GP_RSLT_PI_SOVR_SP |
Click the Override link on the Positive Input - Payroll page. |
View detailed user instructions on the Positive Input - Supporting Elements page. |
|
|
GP_RSLT_CAL_GPI GP_RSLT_RUN_GPI |
|
View resolved and unresolved positive input that was created for another calendar from: a generated positive input section of the process list; the absence take process; and payable time that was retrieved from Time and Labor. |
|
|
GP_RSLT_GPICOMP_SP |
Click the Other Data link on the Generated Positive Input page. |
Displays detailed information for a system-generated instance of positive input. |
|
|
GP_RSLT_GPISOVR_SP |
Click the Override link on the Generated Positive Input page. |
Displays information for supporting elements that are associated with a system-generated instance of positive input. |
Viewing Positive Input From the Absence Take Process
Access the Positive Input - Absence page (click the Positive Input - Absence link on the Calendar Results or Calendar Group Results page).
|
Source |
Absence means that the instance of positive input was created by the Absence Take process. |
|
Balance Adjustment |
The number of units by which the entitlement balance for this absence take element is being adjusted, if applicable. |
|
Begin Date and End Date |
The first day and last day of the absence event. |
Viewing All Positive Input Processed for a Payee
Access the Positive Input - Payroll page (click the Positive Input - Payroll link on the Calendar Results or Calendar Group Results page).
Earnings & Deductions
|
Entry Type |
Displays the entry type. |
|
Element Name |
Displays the element name. |
|
Description |
Displays the element description. |
|
Source |
Displays the origin of the positive input. Values are: Absence: The instance was generated by the Absence Take process. Gen PI (generated positive input): This instance was created through a generated positive input section of a process list. Manual: The instance was manually entered into the system. Time&Labor: The instance was received from Time and Labor. |
|
Other Data |
Click to access the Details page to view the detailed instructions that were entered on the Positive Input - Details page. |
|
Override |
Click to access the Positive Input - Supporting Element Overrides page to view any override information that was entered on the Positive Input - Override page. |
See Also
Overriding Positive Input Details
Viewing System-Generated Positive Input by Calendar
Access the Generated Positive Input page (click the Generated Positive Input link on the Calendar Results or Calendar Group Results page).
|
Other Data |
Click to access the Details page where you can view detailed information about the instance of positive input. |
|
Override |
Click to access the Supporting Element Overrides page where you can view information for supporting elements that are associated with the generated instance. |
See Also
Viewing Supporting Element Information
Overriding Positive Input Details
Viewing Supporting Element Information
Access the Results by Calendar - Supporting Element Overrides page (click the Override link on the Generated Positive Input page).
Set ID Data
This tab displays the Set ID associated with the supporting element override.
See Also
Viewing Daily Results of the Absence Take Process
This section discusses how to:
View the daily results of the absence process.
View information about the payee's entitlement balance.
View hours that a payee was absent.
View values from the user defined fields.
View values from the Cfg1 . . . 4 scheduling fields.
View values from Cfg1 . . . 4 fields (alternate work schedule in effect).
Pages Used to View Daily Results of the Absence Take Process|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_CAL_ABS GP_RSLT_RUN_ABS |
|
View the daily results of the Absence Take process, including the day count, paid and unpaid day count, ending entitlement balance, forecast value, absence type, and reason. |
|
|
GP_ABS_EXPLAIN_SP |
Click the Balance Detail link on the Absence Detail1 tab of the Absence Data page. |
View detailed information about the payee's entitlement balance. |
|
|
GP_ABS_BGN_END_SP |
Click the Begin/End link on the Begin/End Data tab of the Absence Data page. |
View the hours that a payee was absent, if less than a full day. This page shows the first date of the absence and the original begin date, if this absence is linked to a previous absence. |
|
|
GP_ABS_CONFIG_SP |
Click the Configurable Fields link on the Schedule Data and Config Details tab of the Absence Data page. |
View values that were entered in the User Defined fields when the absence was reported and the User Defined values that are associated with the take element. |
|
|
GP_ABS_WS_SP |
Click the Work Schedule link on the Schedule Data and Config Fields tab of the Absence Data page. |
View values that were entered in the Sch Cfg1…4 fields (Shifts page) that apply to the absence date. Also view values for the Sch Cfg fields that are associated with the Workday override schedule selected on the Daily Work Schedule Override page. |
|
|
GP_ABS_ALT_WS_SP |
Click the Alternate Work Schedule link on the Schedule Data and Config Fields tab of the Absence Data page. |
View values that were entered in the Sch Cfg1…4 fields (Shifts page or Daily Work Schedule Override page) that apply to the absence date. Applicable only If an alternate work schedule was in effect on the absence day. |
Viewing the Daily Results of the Absence Process
Access the Absence Data page (click the Absence Data link on the Calendar Results or Calendar Group Results page).
|
Day Count |
Displays the result of the Day Formula for the absence take element. |
|
Entitlement Balance |
Displays the number of paid absence days to which the payee is entitled after taking this absence into account. |
|
Balance Detail |
Click to access the Absence Balance Data page where you can view additional information about the absence. |
Select the Absence Detail2 tab.
The Forecast Value field displays the forecast value for the last day of the absence event.
Select the Begin/End Data tab.
|
Absence Data Source |
Displays the absence process that generated the absence event: Take Processing: The row was created when a negative entitlement balance was redirected to another take element (according to instructions on the Absence Take - Negative Balance page) or when the "mapped to" feature (defined on the Absence Take - Day Formula page) resulted in the creation of a second absence event. Event Processing: The row was created when the absence event was expanded into daily rows during the Absence Take process. |
|
Original Begin Date |
If this is a linked absence, the original begin date from the Absence Event Entry page appears. |
|
Begin/End |
Click to access the Absence Begin/End Data page where you can view information about partial-day absences. |
|
Holiday Type |
If the absence occurred on a holiday, the type of holiday is identified: BRG (bridge), CAN (Canadian), HIGH, LOW, STD (standard), USA (USA public), VERY (very high). |
|
Holiday Hours |
Displays the number of hours from the Holiday schedule. |
Schedule Data and Config Fields (schedule data and configuration fields)
Select the Schedule Data and Config Fields tab.
|
Configuration Fields |
Click to access the Configurable Fields page to view information from the User Defined fields that are associated with the absence event and absence take element. |
|
Scheduled Work Hours |
Displays the number of hours that the payee was scheduled to work on the absence date. |
|
Work Schedule |
Click to access the Absence Configurable Data page to view the payee's Work Day ID, data that is contained in the User Defined fields, and information about schedule overrides. |
|
Alternate Scheduled Hours |
Number of hours that the payee was scheduled to work, according to the payee's alternate work schedule, on the absence date. |
|
Alternate Work Schedule |
Click to access the Alternate Work Schedule Data page where you can view the payee's Work Day ID, data that is contained in the User Defined fields, and information about schedule overrides for the alternate work schedule. See Viewing Values From Cfg1 - 4 Fields (Alternate Work Schedule). |
Select the Related Elements tab.
|
Mapped to Element |
If the absence take element that is associated with the payee's absence is mapped to another take element (through the Take - Day Formula page), the name of the absence take element for which the system will generate a matching absence event appears. |
|
Source Element |
Displays the absence take element that triggered generation of a second absence event. |
|
Negative Absence Element |
If the event resulted in a negative entitlement balance, and you selected Take with Other Absence for this take element (on the Absence Take - Negative Balance page), the name of the specified take element appears. |
Viewing Entitlement Balance Information
Access the Absence Balance Data page (click the Balance Detail link on the Absence Detail1 tab of the Absence Data page).
|
Begin Entitlement Balance and Entitlement Balance |
Displays the number of paid absence days to which the payee was entitled before and after taking this absence into account. |
|
Day Count |
Displays the calculated Day Count. |
|
Beginning Wait Balance |
If this absence is subject to a wait per absence rule, this field displays the remaining number of days that the payee must be absent before the current absence date can be paid. It does not count the current absence date. |
|
Ending Wait Balance |
Displays the waiting period balance after the current absence date is taken into account. |
|
Wait Count |
Displays the result of the Wait Count formula. |
|
Cumulative Wait Count |
Displays the wait units that are associated with the current absence event. |
|
Eligibility Date |
If the absence is subject to an eligibility period, the date that the payee becomes eligible to take a paid absence appears. Absences that are taken on or after this date can be applied against the entitlement balance. Days before this date are unpaid. |
|
Eligibility Indicator |
Selected if the eligibility date has been reached. |
|
Minimum Period |
If this absence is subject to a minimum period rule, this field displays the minimum number of calendar days that the payee must be absent before he or she can be paid for the entire absence. |
|
Minimum Period Indicator |
Selected if the minimum absence period for this absence has been met. |
|
Link Period |
This field applies only if the absence is subject to a linked absence rule. It displays the number of days (or other units) that can elapse between this absence and a related absence for the current absence date to be treated as a linked absence. Linked absences can share the same entitlement and wait period. |
|
Linked Indicator |
Selected if this absence event is linked to another absence event. |
Viewing Hours That a Payee Was Absent
Access the Absence Begin/End Data page (click the Begin/End link on the Begin/End Data tab of the Absence Data page).
|
Element Name |
Displays the name of the absence take element. |
|
Partial Hours |
Displays the hours that the payee was absent, if the payee was absent only part of the day. |
|
First Event Begin Date |
Displays the date that was entered in the Original Begin Date field on the Absence Event Entry Detail page. |
Viewing Values From the User Defined Fields
Access the Configurable Fields page (click the Configurable Fields link on the Schedule Data and Config Details tab of the Absence Data page).
Absence Take
|
Configuration 1, Configuration 2, Configuration 3 and Configuration 4 |
These fields display information that was entered in the Used Defined fields on the Absence Take - Calculation page. |
Absence Event
These fields display information that a user entered into the User Defined fields on the Absence Event Entry Detail page.
Viewing Values From the Cfg1 - 4 Scheduling Fields
Access the Work Schedule Data page (click the Work Schedule link on the Schedule Data and Config Fields tab of the Absence Data page).
Schedule Data
|
Scheduled Work Hours |
Displays the number of hours the payee was scheduled to work on the absence date. The hours come from the Schedule Hours field on the Shift page. |
|
Work Day ID |
Displays the Work Day ID for the work pattern assigned to the payee. Work Day IDs are assigned to all members of a pay group through the Pay Group page and can be overridden for a payee on the Assign Schedules (Details) page. |
|
User Defined 1 - 4 |
Displays the data that was entered in the Sch Cfg 1 - 4 fields on the Shifts page for this shift. |
Schedule Overrides
|
Schedule Indicator Override |
Selected if an override was entered for the payee on the Override Scheduled Workday page. |
|
Scheduled Hours Override |
Displays the scheduled hours that are associated with the Workday override that was entered on the Override Scheduled Workday page. |
|
Work Day ID Override |
Displays the Work Day ID that was selected as an override on the Override Scheduled Workday page. |
|
User Defined 1 - 4 Override |
Displays the values of the Sch Cfg fields that are associated with the Workday override schedule selected on the Override Scheduled Workday page. |
Viewing Values From Cfg1 - 4 Fields (Alternate Work Schedule)
Access the Alternate Work Schedule Data page (click the Alternate Work Schedule link on the Schedule Data and Config Fields tab of the Absence Data page).
The fields on this page are the same as those on the Work Schedule Data page, but they apply to the alternate work schedule.
See Also
Viewing Values From the Cfg1 - 4 Scheduling Fields
Viewing Delta Values for Retroactive Calculations
This section discusses viewing delta values.
When retroactive processing occurs for a payee, the system recalculates each element that is generated for the payee. The difference between the recalculated results and the original results is called the delta. A delta can represent an underpayment or an overpayment that results in an adjustment to the payee's earnings.
Page Used to View Deltas|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_CAL_DLTA |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar, Calendar Results Click the Retro Calculation Deltas link on the Calendar Results page. |
View the delta values associated with payments that were recalculated because of retroactivity. |
Viewing Delta Values
Access the Retro Calculation Deltas page (click the Retro Calculation Deltas link on the Calendar Results page).
|
Amount Delta, Unit Delta, and Base Delta |
Displays the difference between the original value and the recalculated value. |
|
Corrected |
Selected when the retroactive mode is corrective to indicate that the originally calculated value has been replaced by the recalculated value. |
|
Forwarded |
Selected when the retroactive method is forwarding or when the retroactive method is corrective and you have defined a forwarding exception. It indicates that the system forwarded each earning and deduction delta (that was defined for forwarding) to the current period as an adjustment or forwarded the value of the elements to a new element—depending on your instructions. |
Forwarded To
This tab identifies the calendar group ID, the calendar, pay group and element that will receive the value of the element's retroactive delta in the current period.
Matching
Select the Matching tab.
During forwarding retroactive processing, the system forwards adjustments from the recalculated calendars to the current calendar when the Employee Record Number, Paying Entity, Pay Group, and Run Type match. If any of these items do not match, the system follows the forwarding instructions that are defined for the payee on the Unprocessed Retro Deltas page and that display on the Delta Amounts page.
|
Match Action |
Displays the instructions that you entered on the Unprocessed Retro Deltas page. Values are: Apply Cal (apply to calendar): The retroactive delta was pulled into the specific calendar and pay group that you entered in the Target Calendar ID and Target Calendar Pay Group fields on the Unprocessed Retro Deltas page. Dflt Match (default match): The retroactive delta was pulled into the current calendar and pay group. Do Not Prc (do not process): The unprocessed retroactive deltas were not pulled into a calendar as a retroactive adjustment. |
|
Target Calendar ID and Target Pay Group ID |
Displays the calendar and pay group to which the deltas were forwarded. |
Payment Keys
This tab displays the names of the payment keys and their values.
See Also
Defining Retroactive Processing
Payment Keys with Forwarding Retro
Viewing Results by Calendar Group
This section discusses viewing results by calendar group. You can also view results by calendar.
See Also
Pages Used to View Results by Calendar Group|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_RUN_SEG |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar Group, Calendar Group Results |
View the processing statistics for an entire calendar group. This component displays the same information as the Results by Calendar component, except that it is for a calendar group rather than an individual calendar. Page includes links to other pages that display positive input, absence, and retroactive processing results. |
|
|
GP_RSLT_SEG_SP |
|
View more information about a segment's process and segment statuses. |
|
|
GP_RSLT_RUN_ED |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar Group, Earnings and Deductions |
View information about earnings and deductions for a payee. |
|
|
GP_RSLT_RES_SEC |
Click the Resolution Details link on the Results by Calendar Group - Earnings and Deductions page. |
View resolution details for each element. |
|
|
GP_RSLT_RUN_ACUM |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar Group, Accumulators |
View accumulator amounts. |
|
|
GP_RSLT_RUN_PIN |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Results by Calendar Group, Supporting Elements |
View information for each supporting element that was used to calculate the earning or deduction amount. |
Defining Administrator Payroll ResultsThis section lists prerequisites and discusses setting up administrator results.
PrerequisitesList sets maintain the framework for Administrator Payroll Results. An application definition are delivered as system data. This definition is used to assign attributes to list sets and element groups. List sets are used to determine which elements appear on the page (through element groups defined for the set). These attributes control the Administrator Payroll Results component and the information displayed in the component. You can set up many different list sets for different types of views of the data.
List sets provide the ability to address the following requirements:
Determine which inquiry pages should be available or hidden.
Specify which element groups in a list set should appear in an element list area on a page.
Either accept the default title or override it.
Specify lists of elements such as earnings, deductions, accumulators, supporting elements, and absences.
Specify individual lists of elements used in gross to net accumulators.
Define a set of elements to be viewed in the inquiry pages.
Compose attributes of the elements to be viewed.
See Managing Applications and List Sets.
Also, you have to determine what elements can be viewed by someone in a particular PeopleSoft role, such as a Global Payroll Administrator or a Benefits Administrator. For example, your Global Payroll Administrator may be able to view all elements, while your Benefits Administrator may only have access to the Benefit deductions, but not any salary information.
See PeopleTools: Security Administration, Setting Up Roles PeopleBook
Page Used to Define Administrator Payroll Results|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_ADM_SETUP |
Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Define Administrator Results, Define Administrator Results |
Set up country options and link a list set to a PeopleSoft role for the Payee Detail group box on the Summary page. |
Setting Up Administrator Payroll Results
Access the Define Administrator Results page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Define Administrator Results, Define Administrator Results).
Roles
Enter the roles that you want associated with the list set.
See PeopleTools: Security Administration, Setting Up Roles PeopleBook
Payee Detail Fields
|
Field Type |
Enter the field type for the value you want displayed in the Payee Details section of the Summary page. Valid values are Payment Key and Absence/Payroll Results. |
|
Payment Key |
If Payment Key is selected for the Field Type enter payment key number you want displayed. |
|
Entry Type |
If Absence/Payroll Results is selected for the Field Type enter the entry type. Valid values are System Element – Character and Variable – Character. |
|
Element Name |
If Absence/Payroll Results is selected for the Field Type enter the element name for the entry type selected. |
Field Label
|
Label Type |
Select a label for the Field Type selected. Different fields will be able to be edited based on the Label Type selected. If the Field Type is Payment Key, the valid values are Message Catalog or Text. If the Field Type is Absence/Payroll Results, the valid values are Element Description, Element Name, Message Catalog, or Text. |
|
Label Text |
If the Label Type selected is Text enter the text you want to use for the label. This will display on the Summary page – Payee Details group box. |
|
Message Set Number |
If the Label Type selected is Message Catalog select the message set number to be displayed on the Summary page – Payee Details group box. |
|
Message Number |
If the Label Type selected is Message Catalog select the message number to be displayed on the Summary page – Payee Details group box. |
Field Description
The fields in this section are used to retrieve the description of a field from the record indicated.
|
Record (Table) Name |
Enter the name of the record to retrieve a field description from if you want the field description on the Summary page – Payee Details group box. Only tables with at least one character key are available for selection. |
|
Field Name |
Enter the field name which has the description that you want displayed on the Summary page – Payee Details group box. For the system to resolve an element description successfully, the selected record may contain only EMPLID, EFFDT, or SETID as keys plus one additional key. If the record contains an additional key other than EMPLID, EFFDT, or SETID, this field must be specified in the Field Name field. |
|
Set ID Controlled |
If the record selected is controlled by a SetID, this field will automatically be selected. |
Viewing Administrator Payroll ResultsThis section provides an overview of administrator payroll results and discusses how to:
View summary information.
View supporting elements.
View earnings and deductions.
View accumulators.
View absences.
Understanding Administrator Payroll Results
Administrator Payroll Results inquiry pages are used for viewing payroll results configured by the user. They provide the ability to view the following types of information after a payroll has been calculated:
Summary information detailing payee and segment information as well as gross to net pay accumulators.
Supporting elements used in the payroll calculation such as variables, accumulators, and such.
Earning and deduction elements.
Accumulators.
Absence.
Application definitions, list sets, and role-based settings on the Define Administrator Results component all contribute to the appearance of the Administrator Results component. For example, the settings in the List Set Attributes group box on the Define List Set page control what pages of the component appear. This is just one of many ways that list sets contribute to the appearance of the Administrator Results component. The following diagram presents an overview of this relationship:
Configuring the appearance of the Administrator Results component
Note. PeopleSoft delivers an application of RSLT_ADM with a country of ALL, designed to work in conjunction with the Administrator Results component. You should not modify this delivered application. Link this application with a list set of your choosing, and use it to control the appearance of the Administrator Results component.
See Also
Defining Administrator Payroll Results
Pages Used to View Administrator Payroll Results|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RSLT_ADM_SUMM |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Summary |
View payee information by segment. |
|
|
GP_RSLT_ADM_SOVR |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Supporting Elements |
View information about supporting elements used to calculate earnings and deductions for a payee. |
|
|
GP_RSLT_ADM_ED |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Earnings and Deductions |
View information about earnings and deductions for a payee. |
|
|
GP_RSLT_ADM_ACUM |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Accumulators |
View accumulator amounts. |
|
|
GP_RSLT_ADM_ABS |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Absences |
View absence daily data, generated positive input, and accumulators that are processed for the absence calendar. |
Viewing Summary Information
Access the Summary page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Summary).
Note. The appearance of this page is controlled by list sets and role-based security. Depending on a user's role, and the user's role association with a given list set, different values will appear.
See Managing Applications and List Sets.
See PeopleTools: Security Administration, Setting Up Roles PeopleBook
Segment Description
This area displays information pertaining to the payee's segment, regardless of list set setting. The segment begin date, segment end date, calendar, pay group, payment date, calculation date and time, and the calculation status appear in this group box.
Payee Details
This area displays information that is stored in the payroll result tables that relate to a payee's segment, regardless of list set setting. The title and contents of this area are configured by country and are specified through the Payee Detail Fields group box settings on the Define Administrator Results page.
See Defining Administrator Payroll Results.
If segmentation occurs the value displayed will be that of the last slice.
Gross to Net
This area displays segment and year to date accumulators that relate to a payee's segment. The title and content of this area are configured by country and are specified by the associated list set. The values in the Description column are derived from the Description field on the Element Group Attributes page: Type and Description tab. The column headers are derived from the list set attributes on the Define List Set page (which originate from the application definition for the list set). The relationship between applications and lists sets is discussed in further detail elsewhere in this PeopleBook.
See Managing Applications and List Sets.
Viewing Supporting Elements
Access the Administration Results - Supporting Elements page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Supporting Elements).
This page displays supporting elements that have been defined in a list set.
Selection Criteria
This group box is available on most of the inquiry pages. Unless selection criteria is entered, all elements applicable in the list set defined in the setup will be displayed. Any selection criterion entered will filter the elements on the current inquiry page but it does not filter the information on any of the other inquiry pages.
If multiple criteria are entered, elements must match all criteria specified in order to be displayed.
|
Category |
Select the name of the category of elements to filter. These categories are from the Category table. |
|
Amount |
Select the type of amount you want to display. Choices are Negative Amounts and Positive Amounts. Leave the Amount field blank to return all amounts. |
Viewing Earnings and Deductions
Access the Administration Results - Earnings and Deductions page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Earnings and Deductions).
This page displays earnings and deductions that have been defined in a list set. You can further define the search criteria for this page by selecting Show Adjustment Detail and/or Positive Inputs Only.
Viewing Accumulators
Access the Administration Results - Accumulators page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Accumulators).
This page displays accumulators that have been defined in a list set.
Viewing Absences
Access the Administration Results - Absences page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Administrator Results, Absences).
This page displays three element list areas that display absence information. These list areas include absence daily data, generated positive input, and accumulators. Each element that appears is defined in a list set.
Viewing an Element Resolution Chain
When you run payroll calculations, you can generate an element resolution chain that shows, by payee, how and in what order each element was resolved and how long it took to resolve each element on the process list. This can be helpful if your payroll is taking a long time to calculate, and you're doing some performance tuning on your rule definitions. Because significant system resources are required to produce an element resolution chain, we recommend that you use this feature for problem solving only.
This section discusses how to:
View resolved elements.
View the order in which the elements were resolved.
Pages Used to View the Element Resolution Chain|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_AUDIT_CHAIN |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Element Resolution Chain, Element Resolution Chain |
View elements that were resolved for a payee during processing. |
|
|
GP_AUDIT_DTL_SEC |
Click the Element Name link on the Element Resolution Chain page. |
View the order in which each element was resolved and the numeric, character, or date value to which the element resolved. |
Viewing Resolved Elements
Access the Element Resolution Chain page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Element Resolution Chain, Element Resolution Chain).
|
Begin Date and End Date |
Displays the begin and end dates of the calendar in which the element was processed. |
|
Element Name |
Click to access the Detail Audit Chain page where you can view the order in which the element resolved. |
Resolution Time
|
Seconds |
The number of seconds taken to resolve the element. An asterisk (*) indicates that resolution took less than one second. |
|
Invalid Trace |
Selected if the system could not trace the element's resolution, due to a programming error, a corrupted table, or other problem. |
Slice Dates
Displays the begin date and end date of the slice in which the element resolved.
Additional Info
|
Pointer Value |
Displays the PIN number to which the pointer element identified in the Name field resolved. Applies only to elements with a field format of Pointer. |
|
Adjustment |
Displays the amount of the calculated adjustment for the element, such as a retroactive adjustment. Applies only to elements with a field format of Decimal or Monetary. |
|
Calculation Raw Value |
Displays the amount before rounding if the element was rounded during processing. Applies only to elements with a field format of Decimal or Monetary. |
See Also
Defining Fictitious Calculation Elements
Viewing the Order in Which Elements Were Resolved
Access the Detail Audit Chain page (click the Element Name link on the Element Resolution Chain page).
The Order field shows the order of resolution.
Correcting Batch Processing and Data Entry Errors
This section provides an overview of batch processing errors and messages, and discusses how to generate the Payee Message report.
Understanding Batch Processing Errors
When an error occurs during batch processing, the system assigns one of the following calculation statuses to the payment:
Error
The error occurred as the amount was being calculated. For example, the batch process could not find an appropriate effective-dated row for an element definition.
Bypassed
The system did not attempt to calculate the payee because of an error. For example, the system could not find the payee's job row.
Error - User
An error condition defined by your organization was met. For example, a formula element that generates an error message when a payee's salary reaches 1,000,000 or some other specified amount.
Each time you run the Calculate phase, you can review the Processing Statistics page for the number of payments in error. You can also review the Payee Messages page for warnings or messages generated for each error. After fixing problems that caused errors, run the Calculate phase again. The system tries to recalculate the payee.
While the inquiry pages provide the level of detail that you need to resolve most errors, sometimes you might need more help. If you're having problems resolving errors for a few payees, you can generate an element resolution chain for only those people.
To generate a resolution chain:
On the Payee Status page, set the process indicator to Recalculate.
On the Payroll/Absence Run Control page, select the Calculate check box and select Trace Elements in Error as the Trace option.
Start the job.
Important! You cannot finalize a payroll with errors. If you can't resolve all errors before completing the pay run, cancel the payments that are in error and process them later in a supplemental run.
Data Errors and Omissions
Data entry errors, late paperwork, and other events can create errors that the system can't detect. The inquiry pages can help you spot these types of problems.
When data that is transmitted to Global Payroll from other applications contains errors, do one of the following:
Correct the errors in the source application and retransmit the data.
Use positive input to override the incorrect data.
Correcting errors in the source application ensures that the data in the source application and in Global Payroll is correct.
See Also
Understanding Batch Processing Messages
Batch processing messages in Global Payroll fall into two categories:
Messages 1 to 300.
Informational messages and messages that identify process terminating errors. These messages appear in the process log and inform you of the progress of the process or report critical errors that cause the process to terminate.
Messages 301 and higher.
Warnings and errors of lesser severity that allow processing to continue even though they might set one or more segments (payments) in error for the payee that is identified on the Payee Messages page.
With a few exceptions, these messages report problems that caused the resolution of an element or a segment to be bypassed, and identify the affected payee. You can view these messages on the Payee Messages page.
These two categories of batch processing error messages apply to the delivered Message Set 17005 and to any Message Sets created by the customer.
Message Set number 17005 is the core application batch for Global Payroll. Some of the key messages in that set are described below.
You can review batch processing messages on the Payee Messages page, or through the Payee Message Report. This report provides the ability to identify payees who may need further editing to make it through finalization of the payroll. It provides the same selection logic as is available online.
|
Message Number |
Message / Explanation |
|
3 |
Internal array overflow occurred for array %1 defined in copybook %2 with a max array count of %3 COBOL does not offer an efficient way to dynamically allocate space for data, so we must define a predetermined number of rows in all arrays into which we read data. This message is issued when the process retrieves more data from the database than it can fit into the program's storage. The message identifies what storage area is exceeded, in what copy book the area is defined, and the limit of the area. To proceed, you must have a system administrator or system programmer expand the area to a reasonable number, recompile the Global Payroll COBOL application, and rerun your process. Sample message:
Sample Resolution: Go to the copybook in question, where you will find the setup shown below.
Increase the number in the OCCURS clause and the VALUE for L-PMT-COUNT-MAX, keeping the two numbers in sync. This array contains one row for each segment that is being processed for a payee in a calendar group. It includes a single history row and any retroactive segments, as well as the number of segments in the current period for all employee record numbers that are being processed (if the payee has multiple jobs). |
|
301 |
Element %1 of parent element %2 on process List %3 is not found in %4. (PIN number %5) This error is issued by an element resolution program when the program cannot find an entry for the element in one of the key attribute arrays (UPINT or UPINA). It identifies the element component, its parent (%2), and the process list being processed (%3). It tells you that it could not find the entry in UPINT or in UPINA (%4) and what the PIN number of the element is (%5). This error can occur if the parent is set up to use an element that is defined as specific to a country other than the country for which the current calendar group is running. Resolution: Inspect the parent element (or the sections of the process list, if the element reported in error is directly on the process list). Modify the element dependencies or remove the element from the process list, as appropriate. Also see messages 314 and 315. |
|
302 |
The definition for element %1 (parent element %2, process list element %3) is inactive as of %4 On the Payee Messages page, the %n placeholders are substituted for the element names. The message is issued if the process encounters a request to resolve an element that was set to inactive on or before the date on which its resolution was requested (%4). The parent element (%2) is the element that is directly dependent on this element. The process list element (%3) shows the element on the process list that is dependent on both the element in error and its parent. In more complex setups, there may be multiple layers of elements between the parent and the element on the process list. If the error occurs for the process list entry itself, all three will show the same element name. Resolution: Review the definition of the element in error and assess whether the element should be inactivated. If so, modify the definition of the parent element to no longer depend on this element for resolution. If the element in error is directly on the process list (that is, in a section of a process list), remove it from that section. |
|
314 |
Element %1 has an invalid PIN (%2). Valid range is 1 through %3. PIN not loaded This message is issued as elements or element rule definitions are loaded. It identifies an element with a PIN number that is outside the valid range of PIN numbers (1 through 300,000). The upward limit is the array size of the UPINT array in GPCUPINT. Resolution: If the PIN number (%2) is 0, something is wrong with the setup of one of your rules. A PIN number that is greater than 300,000 indicates that your rule set is getting large. Consult your system administrator or application developer to expand the UPINT array. |
|
315 |
Element %1 (PIN %2) - and data for the element - not loaded into the process. (N/A for country: %3) This message is issued during the loading of elements or element rule definitions. It differs from message 314 in that the PIN number is valid, but the element for which the process is attempting to load data is specific to a country that is different from the country that is associated with your current process (%3). Resolution: Review your rule setup, focusing on any modifications or additions to the rules that have been made since the last successful run. |
Page Used to Create the Payee Messages Report|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_GPSQR04_PNL |
Global Payroll & Absence Management, Absence and Payroll Processing, Reports, Payroll Messages |
Run the Messages Report (GP000004) SQR process to identify payees who may need further editing to make it through finalization of the payroll. |
Creating the Payroll Messages Report
Access the Payroll Messages page (Global Payroll & Absence Management, Absence and Payroll Processing, Reports, Payroll Messages).
|
Calendar Group ID |
The calendar group to process. |
|
Empl ID From and Empl ID To |
Range of payees to process. Do not enter an Empl ID To value without also entering and Empl ID From value. |
|
Pay Group |
The pay group to process. |
|
Calendar ID |
The calendar to process. |
|
Group List ID |
Payees currently assigned to the group list ID will be processed. |
|
Calculation Status |
Calculation status to process. |
|
Message Set |
A specific message set can be selected, and the system will report only those messages in Global Payroll. |
|
Message Number |
This field is available if you select a message set. Enter any valid message number. |
|
Message Severity |
Select Error or Warning to exclude informational messages and process terminating errors (message numbers under 300) from the report. |
Finalizing a Payroll or Absence Run
When you finalize a payroll or absence run, no further changes can be made. Only after you finalize a run can the calendars in a calendar group be picked up for retroactive processing in subsequent runs of other calendar groups.
You finalize an entire run at the end of a payroll cycle, after you've resolved all errors and made all adjustments. When you run the Finalize phase, the system:
Sets the calculation status of each payment to Finalize.
Deletes all warnings, error messages, element resolution chains, processed retroactive triggers, and iterative triggers, including unprocessed, iterative triggers. (Positive input, segmentation triggers, and unprocessed retroactive triggers are not deleted.)
Inserts a timestamp that you can view on the Calendar Group ID page.
Marks the calendar group ID as Finalized and deselects the Open indicator.
In this section, we discuss how to finalize a payroll or absence process.
Important! The Finalize phase cannot be reversed.
To finalize a payroll or absence run:
Ensure that the following requirements are met.
The batch process aborts if any of the following conditions are not met. To see which conditions were not met, check the Log File.
|
Requirement |
Where to Check |
|
No payments are in Error or Identified status. |
Processing Statistics pages for the calendar group ID. |
|
No payees are Suspended by User or Suspended by System. |
Processing Statistics pages for the calendar group ID. |
|
All streams have been calculated, if stream processing is activated for the calendar group. |
Processing Statistics pages. If you are unsure of the stream numbers, check the Stream Setup page. |
|
All process indicators are set to Normal. |
Payee Status page. |
Because the system deletes all iterative triggers, you may want to look at the Iterative Triggers - CalGrp ID page to see if there are unprocessed triggers that you need to address in a separate run.
Access the Payroll/Absence Run Control page for the same run control ID and select the Finalize check box.
Review the Processing Statistics - By Calendar Group page and make sure that the Finalized and Totals figures match.
Canceling a Payroll or Absence Run
This section discusses how to:
Cancel an entire payroll.
Cancel an individual payee.
You can cancel an entire payroll or absence run (the entire calendar group ID) or you can cancel individual payees from a calendar group ID. For each canceled payee, the system deletes all calculations, sets the selection status to Cancelled, and deletes the Calculation status. It also deletes all error messages, warnings, and audit records, if you requested an element resolution chain.
Canceled payees are ignored during future iterations of processing, including retroactive runs, unless you manually uncancel them or run the Identify phase again—if you've canceled an entire run.
Canceling an Entire Payroll
You rarely need to cancel an entire payroll run. However, if you discover a problem that affects most or all payees, canceling the run may be the most efficient way to address the problem. For example, if you attach the wrong process list to a calendar or if you add calendars to the calendar group ID in the wrong order, it might be quicker to cancel the run, make the corrections, and run the Identify step again than to correct each payee individually.
To cancel a pay run, you select the Cancel check box on the Payroll/Absence Run Control page.
Canceling an Individual Payees
To cancel an individual payee, set the process indicator for the payee to Cancel.
Uncanceling a payee creates an iterative trigger during the next processing run. During the next iteration of the Calculate phase, the system deletes and reidentifies the payee. If the identification process determines that the payee still meets the selection criteria, that payee is included in the run. Otherwise, the payee is canceled again.
Processing Special Situations
This section discusses how to:
Process payees in two open calendar groups.
Run off-cycle calendar runs.
Processing Payees in Two Open Calendar Groups
Sometimes you might need to make two types of payments (for example, month-end payroll and quarterly bonuses) to the same pay group within a short period of time. Since a payee can be identified in only one calendar group at a time, we recommend that you create a separate calendar for each type of payment and add the calendars to the same calendar group in the order that they should be processed.
If a payee is on more than one open calendar group, the payee is selected and processed in the first calendar group in which that payee is picked up. When the system processes the second calendar group, it puts the payee in an error status. To process that payee in the second calendar group, do one of the following:
Finalize the first calendar group and then run the second calendar group.
Suspend the payee in the first calendar group and recalculate the first calendar group (to invoke the suspend action). Rerun and finalize the second calendar group. Recalculate the first calendar group. This might be appropriate, for example, if the payee changes pay groups mid-period and the calendars for the previous and current pay groups are linked to different calendar groups.
Running Off-Cycle Calendar Runs
Sometimes you need to run off-cycle pay calculations. For example, you may need to pay people soon after they've been terminated or you might need to correct payroll results. Instructions for performing off-cycle processing are covered elsewhere in this book.
See Also
Reporting Payroll Data
This section discusses provides an overview of the payroll results register and discusses how to generate it.
Payroll Results Register
The Payroll Results Register page enables you to generate payroll results by calendar group or period. The run control page includes numerous fields enabling you to filter the generated results.
The run control page triggers:
The GP_RGST_EXT Application Engine program. This program prepares parameters for Report Data, which extracts the results for the Payroll Results Register based on the specified run control options and setup.
The GP000001 SQR program. This program prints the Payroll Results Register. It reads the parameters from the Payroll Results Register run control page and prints the report using the parameters defined for the specified List Set.
See Also
Pages Used to Report Payroll Data|
Page Name |
Definition Name |
Navigation |
Usage |
|
GP_RGST_RC |
Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Payroll Results Register, Payroll Results Register |
Create a report containing payroll results for a specified calendar group or period. |
Creating a Results Report
Access the Payroll Results Register page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Payroll Results Register, Payroll Results Register).
Report Parameters
|
Report Run By |
Specify whether you are generating a report by Calendar Group or Period. If you select Calendar Group, the fields in the Period Information group box becomes unavailable. If you select Period, the Calendar Group ID field becomes unavailable. Note. Make sure that at least one of the sections associated with the calendar group or period that you select contains the writable array GP WA GUIDE. Otherwise, the GP_RGST_EXT Application Engine program will not extract results correctly. |
|
Report Type |
Select the type of report you want to generate. Valid values are:
|
|
Calendar Group ID |
Enter the calendar group ID for which you are generating payroll results. |
Period Information
|
Date Type |
Enter the types of dates for which you are generating payroll results. Valid values are:
|
|
Date From and Date To |
Enter the range of payment dates, begin dates, or end dates for which you are generating payroll results. |
|
Year and Quarter |
Enter the year and quarter for which you are generating payroll results. |
List Set
The Payroll Results Register report requires that you select a list set. A list set represents groups of elements and corresponding element attributes associated with a specific application. The list set that you select determines which earnings, deductions, and accumulators the system uses to extract report data for the Payroll Results Register. It also determines the sections and titles of the printed report.
See Understanding Applications and List Sets.
|
Country |
The country you select here determines which list sets are available for you to select. |
|
Create Element List Set |
Click to access the Define List Set page in Add mode. |
|
List Set |
Select the list set you want to use for the report. When you select a list set, a link next to the List Set field appears enabling you to access the selected list set on the Define List Set page in Update/Display mode. |
Sort Sequence
There are nine sort sequence fields, you can define up to seven sort sequencing fields for any one report definition. Enter a number for each field by which you want to sort payroll results for the report. Fields that are blank or have a value of zero are not used in the report.
|
Employee Level Sort |
Select whether the report sorts employees by Employee Name and Employee Rcd Nbr or Employee ID and Employee Rcd Nbr. |
Payee Population
|
Population Method |
Select how you want to filter the employees included in the report. Valid values are:
|
|
Group ID |
If you select HR Group Build in the Population Method field, the report includes payees who are members of the group ID you enter. |
|
Group As Of Date |
The report includes the members who belong to the specified group ID as of this date, or as of the date you specify in the Refinement Date field. If you leave this field blank, the system uses the current system date as the Group As Of Date. |
|
Refinement Date |
If the definition of the group ID you select includes effective-dated records, enter the date for which you want the records run. For example, you might want to run a group with an effective date of January 1, 2002, but run the effective-dated rows in the group as of February 15, 2006. In that case, select a Group As of Date of January 1, 2002 and a Refinement Date of February 15, 2006. If you leave this field blank, the system runs the group as of the current date. |
|
Group List ID |
If you select GP Group List ID in the Population Method field, the report includes payees who are members of the group list ID you enter. |
|
Payees |
If you select Payees in the Population Method field, enter the EmplIDs of the payees you want to include in the report. |
Organizational Selection
Use the Selection and Selection Value fields to determine which payees are included in the report based on organizational criteria. You can select payees by:
Company
Department
Establishment
Location
Pay Entity
Pay Group