What is Comp Accumulator Approval Batch and why is it useful?
The Comp Accumulator Approval Batch functionality enables a user managing compensation services in the Equus Platform (such as a Comp Service Provider), to quickly and easily approve comp accumulator data so that the status is updated and data is grouped ready to be integrated into other processes.
User's Security Rights
In order for a user to process an approval batch for the Pay Register the user’s role must have View, Edit and Add security rights to the Comp Accumulator Approval Batches screen. Adding rights to the Comp Accumulator Approval Batches - Undo section screen gives the user the ability to use the Undo batch feature and change the comp accumulator records from Approved to Unapproved status to make adjustments.
Create and Process a Batch
Using the Global Search Feature, navigate to the Comp Accumulator Approval Batches screen at the Company level. Click
to create a new batch.
The Comp Accumulator Approval Batch Details screen is where a data source is specified. A user can chose to select one data source or all sources. The name of a data source will appear in the drop-down list for unapproved data at the time of importing. Once the data source is selected, click
.
A list of all assignments matching the selected Comp Accumulator source will show on the same screen in the Comp Accumulator Details grid. A user can select which assignments should be included before processing the batch by checking or unchecking the checkbox next to the assignment. Once the records are selected, click
.
A progress bar appears allowing a user to monitor the creation of the batch. Once the batch is processed, the Status field will change to "Completed".
Edit a comp accumulator approved through the batch process
Navigate to an assignment and click on Comp Accumulator from the menu to view the Compensation Accumulator Import Batches for the assignment. Click
to view the record from the grid.
The Compensation Accumulator grid displays the details of the imported batch. From here a user can view/edit the details or delete an approved record by clicking the
.
In the assignment's Compensation Accumulator screen, a link appears besides the Approval Status field. Click this link to see the Comp Accumulator Approval Batch Details screen.
The related Comp Accumulator Approval Batch record is displayed. A user can click
to undo the batch so that related Comp Accumulator records can be unapproved for editing.
A validation message is displayed when
is clicked. Click
to proceed with undoing the batch. The Status will change to "Undone" when it is completed.
Next, return to the tab with Compensation Accumulator screen and refresh it to see the status change to "Unapproved" status. Click
after making adjustments to the unapproved comp accummulator. The comp accumulator can be approved by creating and running a new comp accumulator batch to include this comp accumulator for processing.
Things to Note
Elements from the Comp Accumulator will display on the Global Statement of Earnings (GSOE) when the approval status is equal to Unapproved or Approved.
The undo batch message shown will be used when the ‘Comp Services to Client - Comp Accumulator Updates’ (EQCACVNCLI) event definition is inactive. If this is active users will see the following message:
