Using the Fluid Global Payroll WorkCenter

This topic discusses how to use the Fluid Global Payroll WorkCenter.

The following video provides a demonstration of how to use the Fluid Payroll WorkCenter:

Video: PeopleSoft HCM Fluid Payroll WorkCenter

Page Name

Definition Name

Usage

Global Payroll WorkCenter Tile

Access the Fluid Global Payroll WorkCenter.

Global Payroll WorkCenter Page

HWC_RSLT_FL

Access frequently used administrative work items for Global Payroll.

Payee Messages Page

HWC_RSLT_FL

View errors and warnings that are generated for the calendar group ID during the Identify or Calculate phase.

Missing Bank Accounts Page

HWC_RSLT_FL

View the list of employees whose bank account details are not available in the system.

Retro Triggers Page

HWC_RSLT_FL

View the details of retro triggers generated for the selected scope.

Iterative Triggers Page

HWC_RSLT_FL

View the details of iterative triggers generated for the selected scope.

Active Segmentation Triggers Page

HWC_RSLT_FL

View the details of segmentation triggers generated for the selected scope.

New Hires Page

HWC_RSLT_FL

View the list of newly hired employees.

Terminations Page

HWC_RSLT_FL

View the list of terminated employees.

Active Employees without Gross Page

HWC_RSLT_FL

View the list of active employees whose Gross Pay Value is calculated as zero.

Inactive Employees with Gross Page

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.

This example illustrates the Global Payroll WorkCenter tile.

Global Payroll WorkCenter tile (Desktop)

This example illustrates the Global Payroll WorkCenter tile.

Global Payroll WorkCenter Tile (Smartphone)

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.

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

Global Payroll WorkCenter landing 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:

Field or Control

Description

Scope

Scope determines the data to be displayed in the WorkCenter. Available Options are:

  • Open Calendars: If this option is selected, the data will be displayed based on the Open Calendar(s).

  • Finalized Calendars: If this option is selected, the data will be displayed based on the Finalized Calendar(s).

  • Finalized with Banking: If this option is selected, the data will be displayed based on the transactions that are finalized with banking.

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.

Refresh icon

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.

Personalize icon

Click the icon to view the following options:

  • Personalize: Select this option to personalize the WorkCenter layout. For more information, see Personalize Page (Fluid).

  • Maintain Scope Details: Select this option to modify an existing scope.

  • Configure Scope: Select this option to create a new scope. For more information, see Configure Scope Page.

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.

This example illustrates the Payee Messages page.

Payee Messages page

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.

This example illustrates the Missing Bank Accounts page.

Missing Bank Accounts Page

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).

This example illustrates the Retro Triggers page.

Retro Triggers Page

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.

This example illustrates the Iterative Triggers page.

Iterative Triggers Page

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).

This example illustrates the Active Segmentation Triggers page.

Active Segmentation Triggers page

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.

This example illustrates the New Hires page.

New Hires 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.

This example illustrates the Terminations page.

Terminations 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.

This example illustrates the Active Employees without Gross page.

Active Employees without Gross Page

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.

This example illustrates the Inactive Employees with Gross page.

Inactive Employees with Gross Page

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.

This example illustrates the Links Group Box in the left panel.

(Global Payroll) Links group box

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.

This example illustrates the Queries Group Box in the left panel.

(Global Payroll) Queries group box

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.

This example illustrates the Reports/Processes Group Box in the left panel.

(Global Payroll) Reports/Processes group box

System administrators can manage links and configuration options for the Reports/ Processes group box on the Configure Pagelets – Reports/Processes Page.