42 UX One Role: Payroll Manager

This chapter discusses:

42.1 Understanding the Payroll Manager UX One Role

The Payroll Manager role, and the associated UX One pages and components, enable users to:

  • Receive important alerts for payroll related activities.

  • Analyze information related to tax and leave.

  • Easily access payroll inquiry programs.

The Payroll Manager pages enable users to receive important alerts, analyze data, and act on the information they see.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these role, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles".

42.2 Prerequisites

Before using the Payroll Manager role (PAYMGRJDE), and the components listed below, your system administrator must complete the steps to associate the user ID with the PAYMGRJDE role.

After this setup is complete, the users will automatically see the main page for their role when they log in to the JD Edwards EnterpriseOne system for the first time.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

42.2.1 Prerequisite Reading

Before using the Payroll Manager role, you should have a complete understanding of the components and applications that are accessible from the pages. Additional, essential information is provided in the JD Edwards EnterpriseOne Applications Payroll Implementation Guide. See Introduction to JD Edwards EnterpriseOne Payroll.

42.3 Using the Payroll Manager UX One Role

You use the Payroll Manager role to access these UX One pages:

  • Payroll Manager (P07001X|W07001XA)

  • Payroll Manager Review History (P07001X|W07001XB)

42.3.1 UX One: Payroll Manager Page

The Payroll Manager page (P07001X|W07001XA) enables users to:

  • Receive alerts regarding active payrolls, unprocessed interim IDs, timecards, and employees on leave.

  • Analyze pay types, benefits, overtime pay, leave trends, and accruals.

  • Act quickly by easily accessing payroll management programs.

To access the UX One Payroll Manager page, log in to the EnterpriseOne system using the Payroll Manager role.

This graphic illustrates the Payroll Manager page:

Figure 42-1 Payroll Manager Page

Description of Figure 42-1 follows
Description of ''Figure 42-1 Payroll Manager Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Payroll Manager page:

Watchlist Alert Description
Pending Timecard Upload This alert tells users about the number of timecards that are pending for upload.

This alert is based on the Work with Time Entry Batch File Revision program (P05116Z1).

When you click the alert, the system displays the Work with Time Entry Batch File Revision form.

Active Payrolls This alert tells users about the number of active payrolls.

This alert is based on the Work With Pay Cycle Workbench program (P07210).

When you click the alert, the system displays the Work With Employee Payment Review form.

The following grid format is available:

  • Simple

Payrolls Ready for Final This alert tells users about the number of payrolls that are ready for Final Update step of the payroll cycle.

This alert is based on the Work With Pay Cycle Workbench program (P07210).

When you click the alert, the system displays the Work With Employee Payment Review form. The following form layout is available:

  • Payroll Payment Review

The following grid format is available:

  • Simple

Unprocessed Interim IDs This alert tells users about the number of interim IDs with interim payments that have not yet been processed.

This alert is based on the Work With Interims Workbench program (P07210I).

When you click the alert, the system displays the Work With Interims Workbench form.

The following grid format is available:

  • Simple

Timecards Not Locked This alert tells users about the number of timecards that are not locked by a payroll version.

This alert is based on the Work with Time Entry by Individual program (P051121).

When you click the alert, the system displays the Work with Time Entry by Individual form.

The following grid format is available:

  • Simple

Hours Exceed Norm This alert tells users about employees with timecards that include hours worked grater than the norm for the timecard.

This alert is based on the Work with Time Entry by Individual program (P051121).

When you click the alert, the system displays the Speed Time Entry form. The following form layout is available:

  • Timecard Basic Compensation

Unposted JE Batches This alert tells users about the number of unposted payroll journal entry batches.

This alert is based on the Work With Batches program (P0011).

When you click the alert, the system displays the Work with Batches form.

The following grid format is available:

  • Simple

Additionally, the system displays the updated Work Center on the right side of the form. See Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.

Employees on Leave This alert tells users about the number of employees that are on paid or unpaid leave.

This alert is based on the Employee Information program (P0801).

When you click the alert, the system displays the Work with Employee Information form. The following form layout is available:

  • Employee Emp DBA Review

  • Employee Organizational Review

The following grid format is available:

  • Simple


For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Payroll Manager page:

Component Title Description
YTD Amounts By (P07146X|W07146XA) Use this chart to review the year-to-date summary for payroll pay types, deductions, benefits, and accruals.

This chart is based on the One View PDBA History Inquiry program (P07146).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options:

  • Accruals

  • Benefits

  • Deductions

  • Pay Types

  • All

Leave Trend by Day of the Week (P071862X|W071862XB) Use this chart to review the leave trend of employees by the day of the week.

This chart is based on the One View Pay History Detail Inquiry program (P071862).

Accruals by Company (P071902X|W071902XA) Use this chart to view the accruals for various companies.

This chart is based on the One View DBA History Detail Inquiry program (P071902).

Overtime - Regular and Premium (P071862X|W071862XA) Use this chart to view the gross pay amount and the overtime amount for regular pay and premium pay.

This chart is based on the One View Pay History Detail Inquiry program (P071862).


For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User Guide:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Payroll Manager page:

Task Description
Payroll Workbench Use this task to access the Payroll Workbench - Work With Pay Cycle Workbench program (P07210).

The following grid format is available:

  • Simple

Employee Information Use this task to access the Employee Information - Work With Employee Information program (P0801).

The following form layout is available:

  • Employee Emp DBA Review

  • Employee Organizational Review

The following grid format is available:

  • Simple

Speed Time Entry Use this task to access the Speed Time Entry - Work With Time Entry by Individual program (P051121).

The following form layout is available:

  • Speed Time Entry

Leave Management Use this task to access the Leave Management - Leave Management program (P07640).
Organization Chart Use this task to access the Organization Chart.

See Using the Employee Organization Chart in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

Payroll Manager Review History Use this chart to access the Payroll Manager Review History page (P07001X|W07001XB).

For additional information about the programs accessed by these tasks, see:

42.3.2 UX One: Payroll Manager Review History Page

The Payroll Manager Review History page (P07001X|W07001XB) enables users to:

  • Analyze tax paid by employees and employers, and review trends in federal, state, and local taxes.

  • Act quickly by easily accessing payroll management programs.

To access the Payroll Manager Review History page, log in to the EnterpriseOne system using the Payroll Manager role. When you log in with this role, the system automatically displays the Payroll Manager page. Click the Payroll Manager Review History task on the springboard to access the Payroll Manager Review History page.

This graphic illustrates the Payroll Manager Review History page:

Figure 42-2 Payroll Manager Review History Page

Description of Figure 42-2 follows
Description of ''Figure 42-2 Payroll Manager Review History Page''

Charts

These charts are based on EnterpriseOne programs. By default, the charts are rendered using the delivered queries that are listed below. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Payroll Manager Review History page:

Component Title Description
YTD Tax by (P07136X|W07136XC) Use this chart to view the year-to-date summary of the tax paid.

This chart is based on the One View PDBA History Inquiry program (P07136).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options:

  • Employer

  • Employee

Federal Tax Trend by Quarter (P07136X|W07136XA) Use this chart to view the federal tax trend for each quarter.

This chart is based on the One View Tax History Inquiry program (P07136).

State Tax Trend by Quarter (P07136X|W07136XB) Use this chart to view the state tax trend for each quarter.

This chart is based on the One View Tax History Inquiry program (P07136).


For additional information about the programs associated with these charts, see the One View Tax History Inquiry (P07136) topic in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Payroll Manager Review History page:

Tasks Description
Payroll History Use this task to access the Payment History - Work With Payment History program (P070601).

The following form layout is available:

  • Payment History Review

The following grid format is available:

  • Basic

Benefits Accrual History Use this task to access the Benefits Accrual History - Work With Benefits/Accruals program (P070931).
PDBA History Use this task to access the PDBA History - Work With DBAs History (Payroll Month) program (P079951).

The following form layout is available:

  • DBAs Payroll Month Review

The following grid format is available:

  • Simple

Tax History Use this task to access the Tax History - Work with Tax History program (P070920).

The following form layout is available:

  • Tax Review

The following grid format is available:

  • Simple

Tax History by Company Use this task to access the Work With Batch Versions - Available Versions program (P98305).

For additional information about the programs accessed by these tasks, see: