HR Payroll – Exports for New Starters

Introduction

A payroll user should be able to extract new starters data from evergreen and give the information to an external payroll provider in specific templates. Functionality introduced in 10.0.29 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 only “New starters” will be available.

By clicking “OK”, the user will trigger the “New starters” 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 new starters. “New starters” are employees that have started working for the active legal entity within the period “From date” – “To date” (both included). Only workers with type “employee” will be included in the extract as “contractors” are not required for payroll. “Employment start date” will be taken as the employee start date
2. A new record will be created in the payroll details table for each employee identified as a new starter. It’s fields will be populated with data from the following evergreen tables:

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