Payroll Dashboard - Super Admin

Payroll Dashboard – Super Admin

The following details are displayed in the header:

The statutory regions are displayed horizontally as tiles in the header and defaulted with the user login.

Enter the following details in the header:

Organization Unit

The “Organization Unit” combo is loaded based on the statutory region selected and defaulted with recent login OU.

Note:

If there is more than one OU for current statutory region, the most recently processed OU is defaulted (based on the latest session id generated).
If there is only one OU under login statutory then default the same.

Payroll Calendar

The “Payroll Calendar” combo is loaded with all the payroll calendars mapped under user’s OU and defaulted with the recently processed one. From the drop-down list box, select the required calendar. The combo is loaded with various calendar options for you to choose.

Note:

The maximum number of calendar codes to be displayed under OU can be given by the user in Preferences, so that the calendar codes are loaded in combo and defaulted with the recently processed one.
If the maximum number of calendar codes to be displayed is Null then the combo is laoded with all the available calendar codes and defaulted with the recently processed one.

Process Period

The “Process Period” combo is loaded with process periods defined for the payroll calendar until latest processed process period and defaulted with the recently processed one.

Note:

The maximum number of process periods to be displayed can be given by the user in Preferences, so that the process periods will be loaded in combo and defaulted with the recently processed one.
If the maximum number of process periods to be displayed exceeds the number of process periods defined under payroll calendar then the combo is loaded with all the available process periods and defaulted with the recently processed one.

If the cards are set to be enabled in automatic configuration screen, then Implementation Card1, Implementation Card2, Payroll Progress Card, Payset Status Card, Pending Tasks Card, Accounting Progress Card, Payment Progress Card, Payroll Schedule Cards are displayed otherwise these cards are hidden in user preferences and are disabled.

If Financial Integration is ‘Yes’, Accounting Progress and Payment Progress labels in “Preferences” and Payset counts in Payset Status card for Accounting Progress and Payment Progress are disabled. If these labels are enabled in Preferences then the corresponding cards are displayed in dashboard otherwise these cards are hidden in dashboard.

Payroll Progress

The “Payroll Progress” card displays the percentage wise completion of processed/authorized payroll for selected process period. The status for processed/authorized payroll bar will vary in color based on percentage of employees under mapped paysets.

Note:

0 – 25% - Red Color
25 – 75% - Yellow color
75 -100% - Green Color

Payset Status

The “Payroll Status” card displays the total count of paysets mapped under payroll calendar for defaulted process period.

Readiness Not Processed – The Readiness Not processed payset count is displayed for defaulted process period mapped under payroll calendar.
Payroll Not Processed – The Payroll Not Processed payset count is displayed for defaulted process period mapped under payroll calendar.
Payroll Not Authorized – The Payroll Not Authorized payset count is displayed for defaulted process period mapped under payroll calendar.
Accounting Not Processed – The Accounting Not Processed payset count is displayed for defaulted process period mapped under payroll calendar.
Accounting Not Authorized – The Accounting Not Authorized payset count is displayed for defaulted process period mapped under payroll calendar.
Payment Not Processed – The Payment Not Processed payset count is displayed for defaulted process period mapped under payroll calendar.
Payment Not Authorized – The Payment Not Authorized payset count is displayed for defaulted process period mapped under payroll calendar.

Note:

Total No. of Paysets – Grey Color
0 – 25% - Green Color
25 – 75% - Yellow Color
75 – 100% - Red Color

Click the required payset count to navigate to a popup displaying the following details:

Organization Unit	The organization unit.
Payroll	The list of payrolls.
Payset Count	The payset count for each payroll.

Click the “Payset Count” hyperlink to navigate to the “Payroll Hub” screen.

Pending Tasks

The “Pending Tasks” card displays the percentage wise exception list one after the other in a bar like format for defaulted OU mapped under payroll calendar with color variations. Exceptions are Unapplied Leave, Unauthorized Leave, Unapproved Claims, Pending Approval – Loans and Attendance).

Note:

0 – 25% - Red Color
25 – 75% - Yellow Color
75 – 100% - Green Color
Click the Pending Task bar to navigate to a popup displaying the following details:

Organization Unit	The organization unit.
Payroll	The list of payrolls.
Employee Count	The employee count for each payroll.

Click the “Employee Count” hyperlink to navigate to the “Payroll Hub” screen.

Accounting Progress

The “Accounting Progress” card displays the percentage wise completion of all processed/authorized payroll salary accounting progress for defaulted process period under mapped payroll calendar. The status for processed/authorized payroll salary accounting bar will vary in color based on percentage of employees under mapped payset.

Note:

0 – 25% - Red Color
25 – 75% - Yellow Color
75 – 100% - Green Color

Click Payroll Description to navigate to “Payroll Hub” screen.

Payment Progress

The “Payment Progress” card displays the percentage wise completion of all processed/authorized payroll salary payment progress for defaulted process period mapped under payroll calendar. The status for processed/authorized payroll salary payment bar will vary in color based on the percentage of employees under mapped payset.

Note:

0 – 25% - Red Color
25 – 75% - Yellow Color
75 – 100% - Green Color

Click Payroll Description to navigate to “Payroll Hub” screen.

Payroll Schedule

The “Payroll Schedule” card is defaulted with last week of current process period, if process period is defined in monthly basis. The readiness/payroll process activities will be scheduled in the card for processing payroll on time.

Note:

0 – 25% - Red Color
25 – 75% - Yellow Color
75 – 100% - Green Color

If the process period is on weekly basis, the card with PP week gets defaulted. The split up schedule to perform each day in a week in card will be visible if the reminder is submitted in automatic configuration screen for pending tasks, readiness and payroll process.

The color variation is also shown in card with description.

Yellow color

If the activity is not completed and cutoff date is greater than current date.

Green Color

If the activity is completed.

Red Color

If the activity is not completed and cutoff date is less than current date.

Note: % will be calculated by following payroll progress card, accounting progress card, payment progress card, pending tasks card)

([Number of employees processed (or) authorized upon total number of employees in each paysets under mapped payroll] * 100)