Generate Payments

Objective

The Objective of this page is to show how HR Managers can generate Payments for payroll processing.

Process

HR Manager
Initiates payroll preparation
Payroll
Executes payment

Prerequisites

Click Through

  • Start in HR HUB
  • Select Wages
  • In the ribbon, select Generate Payments
  • A dialog box will open
  • Add a descriptive name for the Payment Summary
  • Select the Payroll Period
  • Select either a Department, or a Region, or an Employer Account to define which payments should be taken into account
  • Add the Start Date of the desired payroll period
  • Click on Next
  • Another dialog box will appear
  • Click on Complete or click on the Link to return to the Payment Summary

Hint

  • If you choose to generate payments for Department, all employees of this department and its subordinate departments are taken into account.
  • If you select a Region, then all the employees of this region and in the subordinate regions are taken into account.
  • If you click on the link, after finishing adding the payment details, you will be redirected to the Payment Summary you just created.
  • You can also review and edit your payment summaries at any time, under HR HUB – Compensation - Payment Summaries.

Tabs of the Payment Summary: A closer look

  • Section: General
    • The system displays the general information that you specified during generation as well as the total amount. The payment summary can also be approved here, this only requires a designated approver be entered in to the 'Approved By' field.
    • The graphical overview shows how the total amount is composed of the different payment types.
    • The Employee Grid displays those employees who have been included in this Payment Summary, and is based on the selection made during the Payment Generation. 
    • The option of adding or removing individual employees manually is also available in the 'Employees' grid. 
    • If you have made changes, you can recalculate the payment summary 'Recalculate' button.
    • A new dialog for recalculating the payments will open once 'Recalculate' is selected, select 'Yes' and confirm with 'Next'.
  • Section: Processing
    • The system displays a list of all agreed Wages that are assigned to the employees of this Payment Summary.
    • The payments, that you can also see in a detailed list, are automatically calculated from these wages.
  • Section: Error
    • In case there are payments with errors during generation, they will be shown here.

Result

After the payment generation is done, you can see the following:
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HR