Payroll Dashboard Overview

The Payroll Dashboard SuiteApp provides home page portlets that help you to perform regular payroll tasks and manage employees who are included in payroll. These tasks include the ability to run payroll batches, track changes in employee pay, and quickly find other payroll-related features. The portlets can be added by an Administrator or a Payroll Manager.

For more information about dashboards and portlets, see Dashboards.

Installing the Payroll Dashboard SuiteApp

For information about installing SuiteApps, see Installing a Bundle. You can search for the Payroll Dashboard SuiteApp using the following information:

Bundle Name: Payroll Dashboard
Bundle ID: 202156

The Payroll Dashboard SuiteApp is a managed bundle and is automatically updated whenever fixes and enhancements are available.

Adding a Custom Role

In the payroll dashboard, custom roles can be created for accessing the SuiteApp. An administrator can perform the following steps to add the custom role for payroll dashboard.

To add a custom role:

Go to Customization > Lists, Records, & Fields > Record Types > Payroll Dashboard Permission > List
Edit the existing Payroll Dashboard Permission record.
Select the role from the Roles field. The Administrator and Payroll Manager roles should always be selected together with the custom role.

Setting Up the Payroll Dashboard

Click the Personalize button on the right-hand side under the main menu to bring up the Personalize Dashboard menu.

Screenshot depicting the Personalize Dashboard Menu that appears when the Personalization button is clicked, along with Portlet customization options.

On the left side of the Personalize Dashboard menu there are different categories of portlets to choose from. In the SuiteApps category, you can add the Employee Net Pay Variances, Payroll Links, and Run Payroll portlets. To add these portlets to your home screen, drag and drop them from the main menu.

Payroll Dashboard Portlets

You can rearrange the dashboard portlets in the order of your choice. The portlets that are part of the Payroll Dashboard include:

Run Payroll
Payroll Links
Employee Net Pay Variances

The portlets offer at-a-glance metrics and action items, allowing you to manage employee information right from the dashboard.

Run Payroll

This portlet enables you to view your payroll batches that are in progress or initiate a new one. You can filter the batch list by subsidiary to see the batches in progress. Each batch has a batch number and a status, of which can be Edited or Error. Edited batches can be calculated from the portlet. Each batch includes information such as subsidiary, pay frequency, check date, period ending, funding account, batch summary, off cycle and number of employees.

When you edit a payroll batch, you can see all the components of the payroll batch with more detail. You can see more employee information for each employee in the batch, and you can also filter the employees by name, class and department. At the top of the page, you can calculate or edit the batch.

Screenshot of an individual Payroll Batch that is being edited. When a Batch is edited, its components are displayed in detail.

Payroll Links

This portlet offers a collection of quick links that take you to other Payroll features. This includes payroll setup and reporting, time and expense, employee management, payroll processing and configuration options. Clicking on each link opens a new tab for your convenience.

Employee Net Pay Variances

The Employee Net Pay Variances portlet shares similar capabilities as the Run Payroll portlet.

With this portlet, you can quickly track any changes in your employee payment. The pay changes are tracked in a table that displays the name of the employee, employee ID, and pay frequency. It also displays the last pay date, previous amount, current amount, and the variance between the previous amount and current amount.

Screenshot of an example Employee Net Pay Variances portlet.