Using Work Management in Payroll WorkCenters

The Work Management Framework provides actions and filters for pages within the My Work group box in WorkCenters, allowing users to organize and manage large volumes of transactions more efficiently.

It is important to understand the Work Management Framework from a high-level perspective before applying it to the Payroll WorkCenters. Review Understanding the Work Management Framework prior to reading the following information.

Both U.S. Payroll WorkCenter and Canadian Payroll WorkCenter have implemented Work Management in the My Work group box to help administrators manage payroll exceptions.They can assign exceptions to themselves in bulk, set follow-up dates, add comments, or mark invalid issues as inactive and remove them from the list. Filters make it easy to view transactions by status, such as unassigned, assigned to the current user, inactive, or all transactions. The history of actions taken on each exception is also available for review.

My Work Transactions Enabled for Work Management

Payroll for North America provides setup for these My Work transactions or pages in U.S. Payroll WorkCenter and Canadian Payroll WorkCenter to support the Work Management feature.

U.S. Payroll WorkCenter:

Link ID	Transaction Description
PY_ST_TAX_DATA_MIS_FL	State Data Missing
PY_LC_TAXDATA_MIS_FL	Local Data Missing
PY_PRESHEET_AUD_USA_FL	Pre-Sheet Audit Errors
PY_PRECAL_AUDIT_USA_FL	Pre-Calc Audit Errors
PY_PRECONF_MSG_USA_FL	Pre-Confirm Audit Errors
PY_ERROR_MSG_USA_FL	Payroll Error Messages

Canadian Payroll WorkCenter:

Link ID	Transaction Description
PY_MUL_PROV_CAN_FL	Multiple Provinces on Cheque
PY_PRESHEET_AUD_CAN_FL	Pre-Sheet Audit Errors
PY_PRECAL_AUDIT_CAN_FL	Pre-Calc Audit Errors
PY_PRECONF_MSG_USA_FL	Pre-Confirm Audit Errors
PY_ERROR_MSG_CAN_FL	Payroll Error Messages

For more information on enabling Work Management in additional My Work transactions, see Setting Up Work Management for HCM WorkCenters.

Use the U.S. Payroll WorkCenter or Canadian Payroll WorkCenter page when Work Management is enabled to access and manage outstanding transactions in various views.

Navigation:

Access the Payroll WorkCenter, select a transaction, such as State Data Missing, from the My Work section.

This example illustrates the Payroll WorkCenter - State Data Missing page when Work Management is enabled. Both payroll-related and work management actions are available in the Actions drop-down list for each row.

When Work Management is enabled for a My Work transaction or page, several changes appear on the corresponding page:

• The Toggle button appears above the grid. Select the button to enable multi-row selection in the grid for performing bulk actions.

  When selected, the Actions button is displayed above the grid, rather than alongside each row within the grid. Work Management actions are available for selection.

• The View drop-down box appears above the grid.

  One or more people can work on Work Management transactions. If another user acts on a transaction, you can view the transactions assigned to that person by changing your view to All Assigned. This view displays all transactions regardless of who it is assigned to. Select the Exception History action and view the name in the User Name column to discover who is working on a transaction.

• Additional action options are added to the Actions button.

  The existing payroll-related actions remain available. When Work Management is enabled, additional actions become available, depending on the option selected in the View field. For more information, see Understanding the Work Management Framework, Actions by View section.

The following example demonstrates how you may use the Work Management functionality to help manage the list that appears when you select a My Work transaction or page, such as State Data Missing.

Your first step might be to inactivate rows that are no longer valid, for example, the employee involved has left the company. To do this:

1. Select the rows in the Unassigned view. Select the Actions button and choose Mark as Inactive.

2. In the Exception Comments window, enter text to indicate why you are inactivating the selected rows.

3. Select Done.

   When you switch to the Inactive view, the inactivated rows are displayed.

Next, you want to assign yourself some transactions to process. To do this:

1. Select the rows in the Unassigned view. Select the Actions button and choose Assign to Me.

2. In the Exception Comments window, verify the follow up date, which defaults from the Work Management page.

3. Enter a comment that describes your action.

4. Select Done.

   When you switch to the Assign to Me view, the rows that you assigned to yourself are displayed, until the follow up date is reached. When the follow up date is reached, the system moves the transaction into the Unassigned view.