1. Employee Management
  2. Payroll
  3. SuitePeople U.S. Payroll
  4. Payroll Transactions
  5. Payroll Dashboard Overview

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:

  1. Go to Customization > Lists, Records, & Fields > Record Types > Payroll Dashboard Permission > List.

  2. Edit the existing Payroll Dashboard Permission record.

  3. 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

Personalize your dashboard by adding payroll portlets such as Employee Net Pay Variances, Payroll Links, and Run Payroll portlet.

To add a payroll portlet:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the SuiteApps tab of the Personalize Dashboard palette, click the portlet you want to add or drag it onto the dashboard.

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:

The portlets offer at-a-glance metrics and action items, letting you 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. To see the batches in progress, you can filter the batch list by pay frequency, or by subsidiary if you have a OneWorld account. Each batch has a batch number and a status, of which can be Edited or Error. Payroll batches in Edited status 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.

Click View on a payroll batch to see all components with more detail. You can see more 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.

Payroll Links

This portlet offers a collection of quick links that take you to other Payroll features. The portlet includes the following default categories:

  • Payroll Setup and Reporting

  • Time and Expense

  • Employee Management

  • Payroll Processing

  • SuiteAnswers

Clicking on each link under the categories opens a new tab for your convenience.

The portlet also lets you add and remove categories and links or restore the default layout by clicking Categories and Links under the Configure section.

Note:

Payroll Dashboard can only support a maximum of five (5) categories.

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.

Related Topics

General Notices