Payroll Hub

The “Payroll Hub” enables you to perform different payroll activities such as process/authorize/unauthorize, view status of payroll process based on employees mapped to payset. The payset administrators gain valuable insight and can process various activities using navigations.

The “Payroll Hub” screen consists of the following tabs:

4    Dashboard

4    Insights

4    Navigation Board

Tab – Dashboard

ØEnter the following field details in the header:

Organization Unit	The “Organization Unit” combo is loaded and defaulted with the login OU.
Payroll Calendar	The “Payroll Calendar” combo is loaded with all the payroll calendars mapped to the users login OU. Note: s 4    If there is more than one payroll calendar, the most recently processed payroll calendar is defaulted (based on the latest id generated). 4    If there is only one payroll calendar then the same is defaulted.
Payroll	The “Payroll” code combo is loaded with all the payrolls for which the login user has permission mapped under the selected payroll calendar. Note: 4    If more than one payroll is loaded, the most recently processed payroll is defaulted (based on the latest id generated) 4    If there is only one payroll then the same is defaulted.
Period	The “Period” combo is loaded with the process periods defined for the payroll calendar until the current PP+1. The combo is loaded with the current process period (latest process initiated/authorized) by default. PP Alias to be displayed if the Alias is mandatory.

The following details are displayed in the header:

Frequency	The payment frequency of the payroll calendar.
Payroll Cutoff Date	The payroll cutoff date for the selected payroll.
Leave / Time booking Cutoff Date	The leave / time booking cutoff date for the selected payroll.
Pay Date	The cutoff date for the selected payroll.
Total No. of Emp.	The total number of employees mapped to all the payset of the payroll.

ØClick “Get Details”. Based on UI selection, Pending Transaction, Pre Processing Validation, Process Payroll, Salary Accounting and Salary Payment Details gets loaded.  

 

Tab - Pending Transactions

The “Pending Transactions” tab enables the admin to complete the pending tasks to initiate payroll. It provides pending transactions pay period wise and annually. In addition to this admin can also send notification to the employees to take necessary actions.

The “Pending Transactions” tab is divided into two panes:

4    Left Pane

4    Right Pane

 

Left Pane

The left pane consists of the following sub-tabs:

4    Pay Period

4    Annual

Pay Period

The ‘Pay Period’ sub tab displays four nodes.

·         The first node is “Employee Personal” and on clicking this parent node, the following details get displayed:

o  No Dependent Details

o  No PAN Card

o  No UAN

o  No Provident Fund Details

o  Incomplete Tax Declarations

·         The second is Leaves, Expenses and Loans and on clicking the parent node, the following details get displayed:

o   Pending Approval – Attendance

o  Unapplied Leave Days

o  Pending Approval – Leave Days

o  Pending Approval – Expense Requests

o  Pending Approval – Loans

o  No Leave Entitlements

·         The third node is ‘Exit/Separation’ and on clicking this parent node, the following details get displayed:

o   Pending Approval

o  Unapplied Leave Days

o  Pending Loan Recovery

o  Pending Expenses

·         The fourth node is Payroll and on clicking this parent node, the following details get displayed:

o  No Expense Eligibility

o  Pending Approval – Compensation Revisions

o  Pending Authorization – Off Cycle Payrolls

o  Employees not mapped to any payroll

·         The fifth node is ‘Calculation Anomalies’ and on clicking this parent node, the following details get displayed:

o  Employees with Recovery > Gross

o  Last Payout vs Current Bank Balance

 

Annual

The ‘Annual’ sub tab displays one node.

·         The node is Leaves and Claims and on clicking this parent node, the following details get displayed:

o  Unclosed Leave Entitlement for previous year

o  Undefined Leave Types for current year

o  Unprocessed Leave Entitlement for current year

o  Unprocessed Expense Eligibility for current year

 

Right Pane

The following details are displayed in the multiline:

Employee	The id of the employee.
Employee Name	The name of the employee.
Department	The department to which the employee belongs.
Work Location	The work location of the employee.
Position	The position or designation of the employee.
Supervisor	The name of the supervisor.
Remarks	The date on when the notification is sent.

ØSelect one record in the multiline and click “Send Notification” to send notification to the employees. Employee’s mail id should be configured in Common Configurator screen.

 

Tab - Preprocessing Validation

The following details get displayed under “Preprocessing Validation” tab:

Payset	The paysets mapped to the selected payroll.
Process	The status of the payset. The status is shown with the respective color.
Total Employees	The number of employees mapped to the respective payset.
No. of Employees Processed	The total number of employees mapped to that payset, if readiness is completed successfully.
No. of Employees Not Processed	The total number of employees mapped to that payset, if readiness is completed with any critical errors.
No. of New Employees	The number of employees newly mapped to the particular payset from the selected process period.
No. of Separated Employees	The number of employees unmapped from the particular payset from the selected process period.
Exception	This field displays the error icon, if there are any warning/critical errors found during the last session id readiness process.

Payroll Readiness

ØSelect a record from the multiline and click “Payroll Readiness”.

Note:

4    The selected record should not be authorized for the current process period.

4    All initial validations for readiness are checked and corresponding errors are thrown.

4    If all the validations are through, the payset information is queued successfully for readiness processing.

Process   

ØClick this button to navigate to the “Payroll Readiness” screen.

 

Tab - Process Payroll

The following buttons are displayed in the header:

4    No. of Paysets – On clicking this button, the multiline lists all the paysets mapped the selected payroll with details.

4    Processed – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are in processed status.

4    Authorized – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are in the authorized status.

The following details are displayed in the multiline:

Payset	The paysets mapped to the selected payroll.
Summary	Click  to navigate to the ‘Data Variance’ popup showing the respective payset data.
Process	The status of the payset. The status is shown with the respective color.
Authorization	The status of the payset.
Total Employees	The number of employees mapped to the respective payset.
No. of Employees Processed	The total number of employees mapped to that payset, if readiness is completed successfully.
No. of Employees Not Processed	The total number of employees mapped to that payset, if readiness is completed with any critical errors.
No. of Employees Authorized	The total number of employees authorized in each paysets.
No. of New Employees	The number of employees newly mapped to the particular payset from the selected process period.
No. of Separated Employees	The number of employees unmapped from the particular payset from the selected process period.
Exception	This field displays the error icon, if there are any warning/critical errors found during the last session id readiness process.

Summary

ØClick   button under ‘Summary’ column in the multiline to navigate to the “Data Variance” popup showing the respective payset data.

The “Data Variance” popup is divided into two panes:

4    Left Pane

4    Right Pane

Left Pane

The left pane displays the summary of the paysets.

The following details are displayed under the Summary section:

New Joinees	The number of employees joined newly in the current process period.
Promotions	The number of employees promoted in the current process period.
Transfer IN	The number of employees newly mapped to the selected payset in the current process period.
Transfer Out	The number of employees newly unmapped to the selected payset in the current process period.
Separated	The number of employees separated in the current process period.
Increment	The number of employees got increment in the current process period.

Right Pane

The right pane displays the “Data Comparison” by Count and Cost.

Note: The Total Payout, Payout to New Employees and Separated Employees data variance will be displayed for current with the previous process periods.

Process   

ØClick this button to navigate to the “Process Payroll” screen.

Help facility available.

Authorization   

ØClick this button to navigate to the “Authorize Payroll” screen.

Help facility available.

On clicking this button, all initial validations for payroll process are checked and corresponding errors are thrown. If all validations are through, the payset information will be queued successfully for payroll processing.

On clicking this button, all initial validations for payroll authorize are checked and corresponding errors are thrown. If all the validations are through, the payset information will be queued successfully.

 

On clicking this button, all initial validations for payroll unauthorize are checked and corresponding errors are thrown. If all the validations are through, the payroll unauthorization process for the selected payset will be queued successfully. 

 

Data Variance

The following tabs are displayed under “Data Variance” section:

4    Graph

4    Summary

Graph

This section displays the graphical representation with the following comparisons with previous process periods.

4    Count of Employees with Negative Salary – Employees having NT values as negative.

4    Count of Employees having Carry Over for Next Period – Employees having carry over for next period.

4    Count of Employees having more than 100% variation – The number of employees whose salary is more than 100% than previous process period.

4    Count of Employees Newly mapped to the Payset – The number of employees newly mapped in the selected process period.

4    Count of Employees Newly unmapped to the Payset – The number of employees newly unmapped in the selected process period.

4    Count of Employee’s Salary on Hold – The number of employees salary hold on the particular process period.

Summary

The “Summary” section displays all the details from the ‘Graph’ section in a tabular format for the ‘Current’ and ‘Previous’ process periods.

 

Tab – Salary Accounting

The following buttons are displayed in the header:

4    No. of Paysets – On clicking this button, the multiline lists all the paysets mapped to the selected payroll with details.

4    Processed – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are is processed status.

4    Authorized – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are in the authorized status.

The following details are displayed in the multiline:

Payset	The paysets mapped to the selected payroll.
Process	The status of the payset. The status is shown with the respective color.
Authorization	The status of the payset.
Total Employees	The number of employees mapped to the respective payset.
No. of Employees Processed	The total number of employees mapped to that payset, if readiness is completed successfully.
No. of Employees Not Processed	The total number of employees mapped to that payset, if readiness is completed with any critical errors.
No. of Employees Authorized	The total number of employees authorized in each paysets.
No. of New Employees	The number of employees newly mapped to the particular payset from the selected process period.
No. of Separated Employees	The number of employees unmapped from the particular payset from the selected process period.
Exception	This field displays the error icon, if there are any warning/critical errors found during the last session id readiness process.

Process  

ØClick this button to navigate to the “Process Payroll” screen.

Help facility available.

Authorizaton    

ØClick this button to navigate to the “Authorize Payroll” screen.

Help facility available.

On clicking this button, all initial validations for salary accounting process are checked and corresponding errors are thrown. If all validations are through, the payset information will be queued successfully for payroll processing.

On clicking this button, all initial validations for salary accounting authorize are checked and corresponding errors are thrown. If all validations are through, the payset information will be queued successfully.

 

Tab - Salary Payment

The following buttons are displayed in the header:

4    No. of Paysets – On clicking this button, the multiline lists all the paysets mapped the selected payroll with details.

4    Processed – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are is processed status.

4    Authorized – On clicking this button, the multiline lists all the paysets mapped to the selected payroll which are in the authorized status.

The following details are displayed in the multiline:

Payset	The paysets mapped to the selected payroll.
Process	The status of the payset. The status is shown with the respective color.
Authorization	The status of the payset.
Total Employees	The number of employees mapped to the respective payset.
No. of Employees Processed	The total number of employees mapped to that payset, if readiness is completed successfully.
No. of Employees Not Processed	The total number of employees mapped to that payset, if readiness is completed with any critical errors.
No. of Employees Authorized	The total number of employees authorized in each paysets.
No. of New Employees	The number of employees newly mapped to the particular payset from the selected process period.
No. of Separated Employees	The number of employees unmapped from the particular payset from the selected process period.
Exception	This field displays the error icon, if there are any warning/critical errors found during the last session id readiness process.

Process         

ØClick this button to navigate to the “Process Payroll” screen.

Help facility available.

Authorizaton   

ØClick this button to navigate to the “Authorize Payroll” screen.

Help facility available.

On clicking this button, all initial validations for salary payment process are checked and corresponding errors are thrown. If all validations are through, the payset information will be queued successfully for payroll processing.

On clicking this button, it navigates to the base screen.

Exception icon

On click of Exception icon a popup appears.

The left section will display both the critical and warning errors.

On click of count, the right section will display the name/description respective to the exceptions occurred.

The total number of exceptions will be displayed at the bottom left.

Warning , Critical

View Status

ØClick “View Status” hyperlink to navigate to “Queued Status” popup displaying the payrolls which are in queued and initiated status.

ØEnter the following details in the header:

Queue For

From the drop-down list box, select the required option for which the payroll is queued/ initiated. The combo is loaded with various options for you to choose.

The following details are displayed in the multiline based on the option selected from the “Queue For” combo.

Queue Order	The order of the queue.
Org. Unit	The organization unit.
Payroll Calendar	The payroll calendar.
Payroll	The payroll code.
Process Period	The payroll process period.
No. of Paysets	The number of paysets mapped to the selected payroll.
Queued By	The person who queued the payroll.
Requested Date	The requested date.
Requested Status	The requested status.

Tab – Insights

The “Insights” tab is divided into two panes:

4    Left Pane

4    Right Pane

                                                                                                                                        

Left Pane

ØEnter the following details in the header:

Organization Unit	The Organization Unit combo is loaded with the OUs. From the drop-down list box, select the required option.
Payroll Distribution	The map showing the work location regarding latitude and longitude values.

Right Pane

ØEnter the following details under “Payroll Summary” section:

Payroll Calendar	The “Payroll Calendar” combo is loaded with all the payroll calendars mapped to the users login OU.
Payroll	The “Payroll” code combo is loaded with all the payrolls for which the login user has permission mapped under the selected payroll calendar.
Payment Frequency	The payment frequency of the payroll calendar.
Period	The “Period” combo is loaded with the process periods defined for the payroll calendar.

The graphical representation showing the following details get displayed:

4    Earnings

4    Deductions

4    Statutory Deductions

4    Non Payable but Accountable

4    Non Payable and Non Acountable 

The lower section of the right pane consists of the following tabs:

4    Variance

4    Department 

4    Employee

4    Cost Center

4    Salary Increase

Variance

This tab displays a graphical representation showing percentage wise calculation of Total Head Count, Total Earnings, Total Deductions and Net pay.

Department

This tab displays the payout distribution of department for the selected payroll definition.

Employee

This tab displays the payout distribution of employees for the selected payroll definition.

Cost Center

This tab displays the distribution of cost center for the selected payroll definition.

Salary Increase

This tab displays a graphical representation showing percentage wise increase in salary.

 

Tab – Navigation Board

The “Navigation Board” tab enables you to navigate to the respective base screen.

ØEnter the following field details in the header:

Organization Unit

The Organization Unit combo is loaded with OUs for you to choose. From the drop-down list box, select the required option.

ØClick the required link, from the links listed in the columns to navigate to the respective base screen.