HCM | Payroll exports Changes

Introduction

A payroll user should be able to extract changes data from evergreen and give the information to an external payroll provider in specific templates. Functionality introduced in 10.0.31 has allowed the ability to do that and generate an electronic format for a large payroll provider, ADP.

The solution is configurable and sa.global will be working with other payroll providers and customer partners to provide out of the box templates them too. It is also legal entity specific; a new parameter has been enabled on the Human Resources parameter form to select the default electronic format.

Processing

To process the payroll exports, there is a new button “Generate payroll export”. Clicking the button will open a dialog with the following fields:

• From date – Defaults to the last Payroll export record “To date”
• To date – Defaults to today
• Export type – Enumeration of the possible export types. At the moment New starters, Leavers and Changes are available

By clicking “OK”, the user will trigger the “Changes” data extraction. This will result a a number of events:

1. First of all, a “Payroll export” record will be created and the process will search for Changes. “Changes” are various changes that have a payroll impact and information needs to be sent to Payroll

• Change in Address
• Change in Name
• Change in organisation level
• Change in Bank details
• Change in job details – new job
• Change in working patterns
• Change in contractual hours band
• Change in rate
• Change in title
• Change in National Insurance number

1. A new record will be created in the payroll details table for each employee identified as a change . It’s change s will be populated with data from the following evergreen tables:

• Employees
• Employment
• Jobs
• Positions and working patterns
• Financial dimensions
• Compensation
• Identification numbers

In this release the following enhancements have been made to the Payroll Export

• Ability to export changes
• Ability to have an export type defaulted to All

Having export type to default to “All” will improve the user experience by reducing the number of clicks