Summary

Use the Action Clause to automate the task of processing payroll pay sequences.

Procedure

When you insert this action clause, PayGlobal displays a Process Payroll set up form.

This form contains two tab pages:

• Details
• Advanced Filter Options

To fully process the payroll pay sequences, complete the Details tab page only. To partially process the payroll pay sequences, complete both the Details and the Advanced Filter Options tab pages.

Details tab

Query:

Use a query to select a specific group of employees or leave this field as "Default" to select all employees.

When completing a full payroll pay process, this field must be empty or set to Default.

Employee:

Select an employee in the pick list or leave this field blank to select all employees.

Type:

• Standard

  Produces a list of sequences in the Pay Sequence field which are Standard pays only.

• Manual

  Produces a list of sequences in the Pay Sequence field which are Manual pays only.

• Both

  The Pay Sequence field will show all pays.

Process:

• All Transactions

  All employee pays are processed regardless of whether they have been processed previously or not. Always select this option if this is the first time a Pay Sequence has been processed.

• Changed Transactions

  Processes only transactions which have been changed by a manual intervention in Standard Transactions or Manual Pays. This method of processing is usually used after minor changes have been made to employee payments. It is used only on the basis that the Pay Sequence was previously processed using All Transactions as an option.

Detailed Log:

A detailed log displays a full list of the steps that have been taken when processing a pay. It is useful for troubleshooting as you can see where the pay is halting.

Leave Warnings:

Leave warnings may show problems with employee leave transactions or just advise of an impending leave anniversary date being reached.

Viewing these details gives you the opportunity to correct any problems before the pay sequence is closed.

You can view all leave related warnings by selecting 'Yes'. These details display in the process pay audit log.

From:

Enter the Pay Sequence number that PayGlobal must start processing first.

To:

Enter the Pay Sequence number that PayGlobal must process last.

Pay Period:

Select the Pay Period code the Pay Sequences belong to.

Export Audit Log:

Default = 'No'. It is sometimes easier to use a third party spreadsheet, such as Microsoft Excel, to filter selected data in an audit log.

To create a file that you can view with a spreadsheet, set this field to Yes

This field instructs PayGlobal to generate the Process Pay Audit Log as a comma separated values (csv) export file.

Export Audit Log File Name:

This field is only active when the Export Audit Log field = 'Yes'. When a path and file name are entered into the Export Audit Log File Name field, PayGlobal creates a csv file with this file name in this location.

Default settings:

• The default file name for this field is Default.csv
• The default folder is your PayGlobal Temp folder.

Notes for using this field:

• When this field is active, completing this field is compulsory.
• Only .csv file extensions are accepted. If you enter any other file extension, PayGlobal automatically changes it to .csv when you click the OK button or tab out of this field.
• PayGlobal uses the default folder when you have not specified a destination location.
• PayGlobal uses the default file name when you only supply a folder path.

If you enter a path that does not exist, PayGlobal creates new folders and writes the export file to this location, provided you have the necessary access rights.

Advanced Filter Options tab

The Advanced Filter Options tab contains several sub-tabs that allow you to filter employees by specific criteria:

• Departments
• Locations
• Work Areas
• Awards
• Dim1 to Dim 4

To select all employees, do not select any checkboxes on these sub-tabs.

See also

Schedule Rules - Action Clauses