External Payroll System Contacts will receive notification as payroll reports are published to the Payroll Portal from the Payroll Reporting screen. This is not configurable, the external users will get notified unless their send notifications checkbox is unchecked on the Reporting tab of the Payroll System screen. To be an available in the External Payroll System Contact drop-down list, the user must be a "Payroll Coordinator" and set up as an External Payroll user type.

A user will need to be set-up as an "External Payroll" user. This external user can be added to the system through the User Maintenance screen, located on the Configuration tab. The user should only be given access to the company that it will be serving as an external payroll coordinator.

Unlike other users, External Payroll Users have an additional level of security. Users should only be granted Payroll Type Access for the types of data that they should be asked to download. A user that will be downloading Compensation Data will need to have Comp Accumulator Payroll Report Type access (as shown below).

Note: When documents are optionally added to a payroll reporting batch, an external user will need to have access to all payroll types in order to view/download the document on the payroll portal.

A standard production report was created for the compensation accumulator data payroll reporting process. This report looks as follows:

The Wage Code field on this report is the code specified for the primary payroll system as ‘wage code when primary’ on the ‘Wage Codes’ tab of the Payroll System screen. This is true also for Wage Codes that were imported into the comp accumulator using the Comp Accumulator Wage Code Import by PaySource import. If selected to be exported out to a Primary Payroll system, this reporting function will pick up the ‘Wage Code When Primary’ wage code to be exported.

Home and Host Family Size are determined by the most recent family size from the Compensation screen that is not greater than the report created date. No family size will be displayed if there are no family size records.

Each month column represents the payments made to the employee in that month. The report is designed to report up to 12 months of compensation data. If any one employee on the report has compensation data in more than 12 months, then the Other column will be displayed on the report. Any other month that has compensation data will be rolled-up into this bucket. A user report can be written to display the detail on this data.

If a Payroll Feed (or delimited flat file) of compensation data is needed, then a user report can be set-up to be used as a payroll reporting export as well. To do so, a user report type will need to be created with Comp Accumulator data as well as any other data needed on the payroll feed.

Once the new user report type is added, then a new user report can be defined with that new user report type. The user report requirements for creating a payroll feed are that the “Payroll Export” field is checked and that a Payroll Output Type is selected. In the case of a flat file Excel should be chosen. In the Export Options section, the “Export Type” and “Flat File Delimiter” need to be set as well. The “Header Row?” field will optionally create a header row of field names on your flat file.

Next select the data fields to be included in the payroll report and add a prompt filter for Payroll System Report Batch Item: Id.

Once the payroll reporting reports are defined, they will need to be added to the payroll reports section of the Reporting screen for the payroll system that requires the reports.

Note: Both the Compensation Accumulator Request checkbox and the definition of a report must be specified for a payroll system before the reporting type will be available on the Payroll Reporting screen.