Generating and Viewing Payroll WorkCenter Pivot Grids

Run control pages enable users to generate Payroll WorkCenter pivot grids based on the type of information available to view (paychecks data, earnings data, deductions data, or paycheck options data). Different fields may be available depending on the link (run control page title) that you click to access the page.

Note: Payroll WorkCenter uses the Pivot Grid Viewer (PTPG_PGVIEWER) to display all pivot grids. The pivot grid object names (referred to in the Usage column in this table) are from the Pivot Grid Name field in the Pivot Grid Wizard (PTPG_WIZ_INFO), which is where the core of each pivot grid is defined and maintained. The Pivot Grid Viewer and Wizard are part of the Reporting Tools menu(Reporting Tools > Pivot Grid). For more information on the Pivot Grid Viewer and Pivot Grid Wizard, see PeopleTools: Pivot Grid.

Page Title	Definition Name	Usage
Paycheck Information Page Comparative Checks Page	PY_EE_CHK_PG	Generate the Employee Paycheck Information Pivot Grid (PY_WC_CHK_USA or PY_WC_CHK_CAN), where you can view current paycheck information by company. Generate the Comparative Checks Pivot Grid (PY_WC_CHK_HIST_USA or PY_WC_CHK_HIST_CAN), where you can view historical paycheck information.
Earnings By Company Page Earnings By Earnings Code Page Comparative Earnings Page	PY_EARNS_PG	Generate the Earnings By Company Pivot Grid (PY_WC_ERN_COM_USA or PY_WC_ERN_COM_CAN), where you can view information earnings information by company. Generate the Earnings By Earnings Code Pivot Grid (PY_WC_ERN_ERNCD_USA or PY_WC_ERN_ERNCD_CAN), where you can view earnings information by earnings code. Generate the Comparative Earnings Pivot Grid (PY_WC_ERN_HIST_USA or PY_WC_ERN_HIST_CAN), where you can view historical earnings information.
Deductions By Company Page Deductions By Deduction Code Page Comparative Deductions Page	PY_DED_PG	Generate the Deductions By Company Pivot Grid (PY_WC_DED_COM_USA or PY_WC_DED_COM_CAN), where you can view information deductions information by company. Generate the Deductions By Deduction Code Page (PY_WC_DED_DEDCD_USA or PY_WC_DED_DEDCD_CAN), where you can view deductions information by deduction code. Generate the Comparative Deductions Page (PY_WC_DED_HIST_USA or PY_WC_DED_HIS_CAN), where you can view historical deductions information.
Payment Options Page	PY_PAY_OPT_PG	Generate the Payment Information Pivot Grid (PY_WC_PAYMENT_OPT_USA or PY_WC_PAYMENT_OPT_CAN), where you can view payment distribution information.
(Any pivot grid)	PTPG_PGVIEWER	View the pivot grid that is generated from the parameters that you entered on the run control page. See PeopleTools: Pivot Grid, Pivot Grid Viewer Overview
Pivot Grid Data	PTPG_GRIDVIEWER	View or change the data that is plotted on the pivot grid from which you clicked the Options Menu and then selected View Grid. See PeopleTools: Pivot Grid, Pivot Grid Pagelet Overview
User Charting Options	PTPG_DISPLAYOPT	View or change the title, axes, filters, and size of the pivot grid from which you clicked the Options Menu and then selected Chart Options. Note: Some items cannot be changed on some pivot grids. See PeopleTools: Pivot Grid, Examples: Viewing a Pivot Grid Model Using Pivot Grid Viewer
Pivot Grid Drilldown	PTPG_DRILLDN_PG	View a table of the detailed data represented by the specific bar, line, or pie-wedge on which you clicked and then selected Detailed View. See PeopleTools: Pivot Grid, Pivot Grid Viewer Overview

PeopleSoft pivot grid functionality is a PeopleTools technology that provides operational dashboard reporting in the form of a grid, chart, or both. Pivot grids enable users to visually display real-time data and organize it by performing operations such as pivoting and filtering.

Consider watching the following Video Feature Overviews (VFOs) in Oracle’s YouTube.

Video: Pivot Grid Overview

Video: PeopleSoft HCM 9.2 Pivot Grids

For more information on the setup and capabilities of PeopleSoft pivot grids, see PeopleTools: Pivot Grid.

Payroll for North America leverages pivot grid functionality to provide Payroll WorkCenter pivot grids. Payroll WorkCenter pivot grids provide visual presentation of payroll data that is generated from queries. Using pivot grids, payroll system administrators and managers can filter and view payroll analytics in interactive charts or graphs at a summary level and drill in for more detail to assist in business decisions and analysis.

Payroll WorkCenter pivot grids are role-based and display only the data to which the user ID has security access.

Delivered Payroll WorkCenter Pivot Grids

Using PeopleSoft Query as the data source and PeopleSoft pivot grid functionality, the Payroll WorkCenter default configuration provides the following pivot grids:

Paycheck Information
Comparative Checks (historical paycheck Information)
Earnings By Company
Earnings By Earnings Code
Comparative Earnings (historical earnings information)
Deductions By Company
Deductions By Deduction Code
Comparative Deductions (historical deductions information)
Payment Options (paycheck and advice options)

Pivot Grid Run Control Pages

Payroll system administrators and managers use query-based run control pages to generate Payroll WorkCenter pivot grids. Links to the delivered run control pages are in the Payroll Analytics folder on the Reports/Processes pagelet, on the Reports tab. When users click a link in the Payroll Analytics folder, the corresponding pivot grid run control page appears. User must enter data on the run control page and click Run to generate the pivot grid.

Pivot grid run control pages are based on data type, with one object definition for each type:

Pay data (PY_EE_CHK_PG)
Earnings data (PY_EARNS_PG)
Deductions data (PY_DED_PG)
Payment options data (PY_PAY_OPT_PG)

Queries, filter values, and drilldown views may be different for specific data within a data type, producing different pivot grids. The pivot grid run control page title indicates the pivot grid that will be generated. For example, the Paycheck Information and Comparative Checks run controls pages are pay data related and therefore have the same object definition (PY_EE_CHK_PG). However, the filter values and drilldown views for paycheck information is different from those for comparative checks information. Different pivot grids will be generated, so the page titles are different. In addition, the Date Type field does not appear on the Comparative Checks pivot grid run control page; the system uses the Check Date field by default.

The Start Date and End Date (or Check Start Date and Check End Date fields) are required-entry fields on all Payroll WorkCenter pivot grid run control pages. The dates that you enter must not be more than one year (365 days) apart.

These page controls appear on all Payroll WorkCenter pivot grids:

Field or Control	Description
	Click to open the Options Menu, then select from these menu items:: View Grid: Opens the Pivot Grid Data page (PTPG_GRIDVIEWER), which displays the data that is plotted in the pivot grid. You can view the data, change the data to use (for example change the business unit, location, or employe status), and drill down on the data to view details. Export Data: Exports the underlying PSQuery data to a spreadsheet. Chart Options: Opens the User Charting Options page (PTPG_DISPLAYOPT), where you can view or change the chart type, labels, layout, axes, and filters. Save: Saves the current grid and chart layout as the default view.
Filters	Use the drop-down list boxes in the Filters group box to filter the data to display in the chart. When you select criteria in a field and click OK, the system refreshes the pivot grid immediately to show results based your entry in that field.
Detailed View or Drilldown To	Click a data element (for example, a bar, line, or pie wedge), to view more detail about that element. Detail options can include: Detailed View: Opens the Drilldown page (PTPG_DRILLDN_PG), which provides a grid of the detailed data represented by that element. For example, if a bar on a bar chart represents the number of job openings that were filled in a particular month, clicking Detailed View displays a grid with information about each of the included job openings. Drilldown To: Displays the drilldown options that are available for the chart. Click a drilldown option to redraw the chart based on the type of data selected. Note: You can also pause, or hover, over an element to display its X and Y axes values.
	Click any of these chart type options to change the rendering and view the data a different way. Options include the following 2D renderings: (Vertical) Bar chart Line chart Pie chart Horizontal bar chart The (vertical) bar chart is often, but not always, the default Payroll WorkCenter pivot grid rendering. Note: Clicking the Options Menu, Chart Options (instead of the chart icons here) enables you to view details of the existing chart rendering and select from more chart rendering options.

Use the Paycheck Information page (PY_EE_CHK_PG) to generate the Employee Paycheck Information pivot grid (PY_WC_CHK_USA or PY_WC_CHK_CAN), where you can view current paycheck information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Paycheck Information link in the Payroll Analytics folder on the Reports/Processes pagelet.

Enter criteria for the paycheck information query to use, then click Run to generate the pivot grid based on that criteria. With criteria entered, the query includes calculated and confirmed checks. If the criteria is left blank, the system searches for all types of paychecks.

The Employee Paycheck Information pivot grid (PY_WC_CHK_USA or PY_WC_CHK_CAN) enables you to view current paycheck information by company.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Paycheck Information link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Paycheck Information run control page (PY_EE_CHK_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Employee Paycheck Information pivot grid:

Option	Details
Filters	Business Unit Location State Empl Status Check Option
Drill-down options	Dept ID Pay Group

Use the Comparative Checks page (PY_EE_CHK_PG) to generate the Comparative Checks pivot grid (PY_WC_CHK_HIST_USA or PY_WC_CHK_HIST_CAN), where you can view historical paycheck information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Checks link in the Payroll Analytics folder on the Reports/Processes pagelet.

Note: The Comparative Checks run control page is the same as the Paycheck Information Page except that the Date Type field does not appear on the Comparative Checks page.

Enter criteria for the comparative checks query to use, then click Run to generate the pivot grid based on that criteria. With criteria entered, the query includes calculated and confirmed checks. If the criteria is left blank, the system searches for all types of paychecks.

The Comparative Checks pivot grid (PY_WC_CHK_HIST_USA or PY_WC_CHK_HIST_CAN) enables you to view historical paycheck information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Checks link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Comparative Checks run control page (PY_EE_CHK_PG), and click Run.

Note: The default rendering is a vertical bar chart. The example shown here uses the pie chart option.

Chart Content and Layout

The following table describes options for manipulating the Comparative Checks pivot grid:

Option	Details
Filters	Business Unit Location Empl Status Check Option
Drill-down options	Company Dept ID Pay Group

Use the Earnings By Company page (PY_EARNS_PG) to generate the Earnings By Company pivot grid (PY_WC_ERN_COM_USA or PY_WC_ERN_COM_CAN), where you can view information earnings information by company.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Earnings By Company link in the Payroll Analytics folder on the Reports/Processes pagelet.

Enter criteria for the earnings by company query to use, then click Run to generate the pivot grid based on that criteria. Earnings by company information includes confirmed and unconfirmed earnings.

The Earnings By Company pivot grid (PY_WC_ERN_COM_USA or PY_WC_ERN_COM_CAN) enables you to view earnings information by company.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Earnings By Company link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Earnings By Company run control page (PY_EARNS_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Earnings By Company pivot grid:

Option	Details
Filters	Business Unit Paycheck Status Payroll Status
Drill-down options	Dept ID Pay Group

Use the Earnings By Earnings Code page (PY_EARNS_PG) to generate the Earnings By Earnings Code pivot grid (PY_WC_ERN_ERNCD_USA or PY_WC_ERN_ERNCD_CAN), where you can view earnings information by earnings code.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Earnings By Earnings Code link in the Payroll Analytics folder on the Reports/Processes pagelet.

Note: The Earnings By Earnings Code run control page is the same as the Earnings By Company Page.

Enter criteria for the earnings by earnings code query to use, then click Run to generate the pivot grid based on that criteria. Earnings by earnings code information includes confirmed and unconfirmed earnings.

The Earnings By Earnings Code pivot grid (PY_WC_ERN_ERNCD_USA or PY_WC_ERN_ERNCD_CAN) enables you to view earnings information by earnings code.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Earnings By Earnings Code link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Earnings By Earnings Code run control page (PY_EARNS_PG), and click Run.

Note: The default rendering is a vertical bar chart. The example shown here uses the pie chart option instead.

Chart Content and Layout

The following table describes options for manipulating the Earnings By Earnings Code pivot grid:

Option	Details
Filters	Business Unit Company Dept ID Pay Group

Note: If the earnings belong to only one pay group, the Drilldown To option is not available on bars, lines, and pie wedges in the Earnings By Earnings Code pivot grid.

Use the Comparative Earnings page (PY_EARNS_PG) to generate the Comparative Earnings pivot grid (PY_WC_ERN_HIST_USA or PY_WC_ERN_HIST_CAN), where you can view historical earnings information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Earnings link in the Payroll Analytics folder on the Reports/Processes pagelet.

Note: The Comparative Earnings run control page is the same as the Earnings By Company Page, except that the Date Type field does not appear on the Comparative Earnings page.

Enter criteria for the comparative earnings query to use, then click Run to generate the pivot grid based on that criteria. Comparative earnings information includes confirmed and unconfirmed earnings.

The Comparative Earnings pivot grid (PY_WC_ERN_HIST_USA or PY_WC_ERN_HIST_CAN) enables you to view historical earnings information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Earnings link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Comparative Earnings run control page (PY_EARNS_PG), and click Run.

Note: The default rendering is a vertical bar chart. The example shown here uses the line chart option instead.

Note: You cannot change the axes on the Comparative Earnings pivot grid.

Chart Content and Layout

The following table describes options for manipulating the Comparative Earnings pivot grid:

Option	Details
Filters	Earnings Code
Drill-down options	Company Dept ID Pay Group

Use the Deductions By Company page (PY_DED_PG) to generate the Deductions By Company pivot grid (PY_WC_DED_COM_USA or PY_WC_DED_COM_CAN), where you can view information deductions information by company.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Deductions By Company link in the Payroll Analytics folder on the Reports/Processes pagelet.

Field or Control	Description
Plan Type and Deduction Class	Enter the plan type and deduction class for the deductions by company query to use. Note: In addition to the Start Date and End Date fields, the Plan Type and Deduction Class fields are required-entry fields on the Deductions By Company run control page.
Benefit Plan or Special Process	Benefit Plan is the default field for all plan types except General Deduction. If you select General Deduction in the Plan Type field, the system changes the Benefit Plan field to the Special Process field, where the available values are: Bond, Garnishment, and Union Dues.

Field or Control

Description

Plan Type and Deduction Class

Enter the plan type and deduction class for the deductions by company query to use.

Note: In addition to the Start Date and End Date fields, the Plan Type and Deduction Class fields are required-entry fields on the Deductions By Company run control page.

Benefit Plan or Special Process

Benefit Plan is the default field for all plan types except General Deduction.

If you select General Deduction in the Plan Type field, the system changes the Benefit Plan field to the Special Process field, where the available values are: Bond, Garnishment, and Union Dues.

The Deductions By Company pivot grid (PY_WC_DED_COM_USA or PY_WC_DED_COM_CAN) enables you to view deductions information by company.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Deductions By Company link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Deductions By Company run control page (PY_DED_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Deductions By Company pivot grid:

Option	Details
Filters	Benefit Plan Deduction Code Business Unit Plan Type Deduction Class Paycheck Status
Drill-down options	Pay Group Dept ID

Use the Deductions By Deduction Code page (PY_DED_PG) to generate the Deductions By Deduction Code pivot grid (PY_WC_DED_DEDCD_USA or PY_WC_DED_DEDCD_CAN), where you can view deductions information by deduction code.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Deductions By Deduction Code link in the Payroll Analytics folder on the Reports/Processes pagelet.

Note: The Deductions By Deduction Code run control page is the same as the Deductions By Company Page.

Enter criteria for the deductions by deduction code query to use, then click Run to generate the pivot grid based on that criteria.

The Deductions By Deduction Code pivot grid (PY_WC_DED_DEDCD_USA or PY_WC_DED_DEDCD_CAN) enables you to view deductions information by deduction code.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Deductions By Deduction Code link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Deductions By Deduction Code run control page (PY_DED_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Deductions By Deduction Code pivot grid:

Option	Details
Filters	Benefit Plan Business Unit Plan Type Deduction Class Paycheck Status
Drill-down options	Company Pay Group Dept ID

Use the Comparative Deductions page (PY_DED_PG) to generate the Comparative Deductions pivot grid (PY_WC_DED_HIST_USA or PY_WC_DED_HIS_CAN), where you can view historical deductions information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Deductions link in the Payroll Analytics folder on the Reports/Processes pagelet.

Note: The Comparative Deductions run control page is the same as the Deductions By Company Page, except that the Date Type field does not appear on the Comparative Deductions page.

Enter criteria for the comparative deductions query to use, then click Run to generate the pivot grid based on that criteria.

The Comparative Deductions pivot grid (PY_WC_DED_HIST_USA or PY_WC_DED_HIS_CAN) enables you to view historical deductions information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Comparative Deductions link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Comparative Deductions run control page (PY_DED_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Comparative Deductions pivot grid:

Option	Details
Filters	Benefit Plan Deduction Code Business Unit Plan Type Deduction Class
Drill-down options	Company Pay Group Dept ID

Use the Payment Options page (PY_PAY_OPT_PG) to generate the Payment Information pivot grid (PY_WC_PAYMENT_OPT_USA or PY_WC_PAYMENT_OPT_CAN), where you can view payment distribution information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Payment Options link in the Payroll Analytics folder on the Reports/Processes pagelet.

Enter criteria for the payment options query to use, then click Run to generate the pivot grid based on that criteria.

Use the Payment Information pivot grid (PY_WC_PAYMENT_OPT_USA or PY_WC_PAYMENT_OPT_CAN) to view paycheck options information.

Navigation:

Payroll for North America > Payroll WorkCenter USA, or Payroll for North America > Payroll WorkCenter CAN

Select the Reports tab. Click the Payment Options link in the Payroll Analytics folder on the Reports/Processes pagelet. Enter parameters on the Payment Options run control page (PY_PAY_OPT_PG), and click Run.

Chart Content and Layout

The following table describes options for manipulating the Payment Information pivot grid:

Note: The default rendering for the Payment Information pivot grid is a pie chart, as shown.

Option	Details
Filters	Business Unit Pay Group Pay Period End Date
Drill-down options	Company Dept ID Location Code

Generating and Viewing Payroll WorkCenter Pivot Grids

Pages Used to Generate and View WorkCenter Pivot Grids

Understanding Pivot Grids in Payroll WorkCenter

Delivered Payroll WorkCenter Pivot Grids

Pivot Grid Run Control Pages

Common Elements for Viewing Pivot Grids

Paycheck Information Page

Employee Paycheck Information Pivot Grid

Chart Content and Layout

Comparative Checks Page

Comparative Checks Pivot Grid

Chart Content and Layout

Earnings By Company Page

Earnings By Company Pivot Grid

Chart Content and Layout

Earnings By Earnings Code Page

Earnings By Earnings Code Pivot Grid

Chart Content and Layout

Comparative Earnings Page

Comparative Earnings Pivot Grid

Chart Content and Layout

Deductions By Company Page

Deductions By Company Pivot Grid

Chart Content and Layout

Deductions By Deduction Code Page

Deductions By Deduction Code Pivot Grid

Chart Content and Layout

Comparative Deductions Page

Comparative Deductions Pivot Grid

Chart Content and Layout

Payment Options Page

Payment Information Pivot Grid

Chart Content and Layout