Using the Fluid Global Payroll WorkCenter
The following video provides a demonstration of how to use the Fluid Payroll WorkCenter:
Page Name |
Definition Name |
Usage |
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Access the Fluid Global Payroll WorkCenter. |
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HWC_RSLT_FL |
Access frequently used administrative work items for Global Payroll. |
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HWC_RSLT_FL |
View errors and warnings that are generated for the calendar group ID during the Identify or Calculate phase. |
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HWC_RSLT_FL |
View the list of employees whose bank account details are not available in the system. |
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HWC_RSLT_FL |
View the details of retro triggers generated for the selected scope. |
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HWC_RSLT_FL |
View the details of iterative triggers generated for the selected scope. |
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HWC_RSLT_FL |
View the details of segmentation triggers generated for the selected scope. |
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HWC_RSLT_FL |
View the list of newly hired employees. |
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HWC_RSLT_FL |
View the list of terminated employees. |
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HWC_RSLT_FL |
View the list of active employees whose Gross Pay Value is calculated as zero. |
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HWC_RSLT_FL |
View the list of inactive employees with a Gross Pay greater than zero. |
Use the Global Payroll WorkCenter tile to access the Fluid WorkCenter for Global Payroll.
Navigation:
Add the Global Payroll WorkCenter tile to the desired home page through personalization.
The Global Payroll WorkCenter tile is available to users with the GP Administrator role.
Use the Global Payroll WorkCenter page (HWC_RSLT_FL) to access frequently used administrative work items for Global Payroll.
Navigation:
Click the Global Payroll WorkCenter tile on the Workforce Administrator home page.
PeopleSoft delivers a Fluid WorkCenter for Global Payroll. The WorkCenter is preconfigured with work items, links, queries and reports, providing administrators access to real-time information and analytical sources based on their role-based security, and the ability to perform Payroll business process tasks from one central area.
Users can personalize display options and add links to their own WorkCenter for maximum efficiency. For more information, see Setting Up and Personalizing PeopleSoft Fluid WorkCenters.
The WorkCenter page is divided into two areas: the navigation panel on the left and the transaction panel on the right.
Left Panel
The navigational panel on the left contains group boxes with links to specific transactions, menu components and other content. These group boxes are:
My Work. This group box contains a collapsible section, Payroll Items. For more information, see Understanding the My Work Group Box.
Links. For more information, see Understanding the Links Group Box.
Queries. For more information, see Understanding the Queries Group Box.
Reports/Processes. For more information, see Understanding the Reports/Processes Group Box.
Field or Control |
Description |
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Scope |
Scope determines the data to be displayed in the WorkCenter. Available Options are:
Note: If you have configured any additional scope, it will also be listed here. For more information on how to configure a new scope, see Configure Scope Page. |
Click to refresh the content area to display either the first page that appears when you first access the WorkCenter, or the starting page if it is specified in your personalization. |
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Click the icon to view the following options:
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Right Panel
The transaction panel on the right is where the selected transaction result or component (work item) is displayed.
By default, the Payee Messages page appears when you first access the WorkCenter. You can change this default setting on the Personalize Page (Fluid).
You can also filter and personalize the output based on your requirements. For more information, see Refine Filter Criteria Page and Personalized Output Page.
You can download grid data to .xls file.
The My Work group box provides links to following work items:
Use the Related Actions drop down for options to help correct a payroll processing error.
Use the Payee Messages page (HWC_RSLT_FL) to view errors and warnings that are generated for the calendar group ID during the Identify or 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. Only the messages which are of type error and warnings will be displayed here. Payee messages are displayed in the Global Payroll WorkCenter based on the configured pay groups and selected scope.
For more information on how to define pay groups, see Define PayGroups Page.
Navigation:
Click the Payee Messages link in the Global Payroll WorkCenter.
Use the Missing Bank Accounts page (HWC_RSLT_FL) to view the list of employees whose bank account details are not available in the system. This data is displayed in the Global Payroll WorkCenter based on the configured pay groups and selected scope.
Use the Retro Triggers page (HWC_RSLT_FL) to view the details of retro triggers generated for the selected scope.
The retro triggers are generated when a change to job data or additional pay data affects pay for a previous pay period. Changes can be updates, inserts, or deletions. The data is populated based on the configured pay groups and selected scope.
Note: Retro Triggers can be filtered based on Count Days and Finalized Day Count. Count Days calculates how old the triggers are and the system displays the triggers not older than the specified day count. For example, if you enter 30 in the Count Days field, triggers with an effective date older than 30 days from the current date will not be displayed in the WorkCenter. Finalized Day Count displays the number of finalized calendars data that have to be displayed in the WorkCenter. For example, if you enter 30 in the Finalized Day Count field, the system displays only those finalized calendars which are not older than 30 days(with respect to current date).
Use the Iterative Triggers page (HWC_RSLT_FL) to view the details of iterative triggers generated for the selected scope. The data is populated based on the configured pay groups and selected scope.
Use the Active Segmentation Triggers page (HWC_RSLT_FL) to view the details of segmentation triggers generated for the selected scope.
Active Segmentation triggers are generated when the system needs to segment all or a subset of payroll elements in a pay run in response to a change in payee data. The data is populated based on the configured pay groups and selected scope. Only active segmentation triggers are part of this work item.
Note: Segmentation Triggers can be filtered based on Work Item Day Count and Finalized Day Count. Work Item Day Count calculates how old the triggers are and the system displays the triggers not older than the specified day count. For example, if you enter 30 in the Work Item Day Count field, triggers with an effective date older than 30 days from the current date will not be displayed in the WorkCenter. Finalized Day Count displays the number of finalized calendars data that has to be displayed in the WorkCenter. For example, if we you enter 30 in the Finalized Day Count field, system displays only those finalized calendars which are not older than 30 days(with respect to current date).
Use the New Hires page (HWC_RSLT_FL) to view the list of newly hired employees. The data is populated based on the configured pay groups and selected scope.
It is mandatory for the user to define the actions that need to be treated as new hires. For more information on defining action items, see Define Action Items Page.
View the Terminations page (HWC_RSLT_FL) to view the list of terminated employees. The data is populated based on the configured pay groups and selected scope. It is mandatory for the user to define the actions that need to be treated as Terminations. For more information on defining action items, see Define Action Items Page.
Use the Active Employees without Gross page (HWC_RSLT_FL) to view the list of active employees whose Gross Pay Value is calculated as zero. The data is populated based on the configured pay groups and selected scope.
Use the Inactive Employees with Gross page (HWC_RSLT_FL) to view the list of inactive employees with a Gross Pay greater than zero. The data is populated based on the configured pay groups and selected scope.
The Links group box provides access to the key components that are required to complete payroll. It contains links that users need to do their daily work.
System administrators can manage links and configuration options for the Links Group Box on the Configure Pagelets - Links Page.
The Queries group box contains:
The Query Manager link. Users can click this link to search for an existing query or create new ones to use.
Result Queries: Use this section to access the query result pages.
Payroll Analytics: Use this section to analyze different payroll results. For more information, see Global Payroll Analytics Page.
System administrators can manage links and configuration options for the Queries group box on the Configure Pagelets – Queries Page.
The Reports/Processes group box provides access to the run control pages for existing payroll reports.
System administrators can manage links and configuration options for the Reports/ Processes group box on the Configure Pagelets – Reports/Processes Page.