The purpose of the compensation (comp) accumulator is to gather compensation data from other sources (other country) and inform assignments’ primary payroll systems of that compensation. The payments made to or on behalf of employees can be imported in multiple currencies.
The Comp Accumulation tab allows the internal payroll administrator to manage the compensation accumulation collection effort. The four steps in the comp accumulation collection process that can be managed on this tab are:
Note, this tab does not currently manage the comp accumulation audit process.
To Send Comp Accumulation Requests from the Control Panel
The internal payroll administrator can send an email communication out to all the external comp accumulation payroll contacts and publish all process documents that are configured to the external payroll portal for download.
Note: It is not currently possible to turn off the comp accumulation process for a Payroll Systems. However, if you do not configure external comp accumulation payroll contacts for the Payroll Systems no emails will be sent.
You can use the Compensation Control Panel - Comp Accumulation Tab for the above processes
X/X represents the total number of emails per Payroll System sent out of the total number of Payroll Systems for the Company.
The date shown is the Request Date that is set on the Configuration screen.
Start the comp accumulation process by requesting the documents, you can send the email notification to send by the following steps:
Select the Company where comp accumulation will be requested. Once a Company is selected, the grid will show all comp accumulation process calendar periods for that Company.
Click
under the requested column. A Processing Prompt will show under the
while the comp requests are being processed (process documents are being merged and posted to the portal and emails to send are being created.)
Sending will show under the
when the comp request emails are being sent.
Once the status is Sending refresh your screen to see the Last Sent Date. It may be necessary to refresh the screen several times.
Manage Comp Accumulation Instruction Downloads and Send Reminders
The internal payroll administrator can track the progress of downloads. X/X represents the total number of Payroll Systems that have downloaded a file out of the total number of Payroll Systems for the Company.
To send reminders to the external comp accumulation payroll contacts that have not download any files:
Select the Company where comp accumulation instruction will be downloaded. Once a Company is selected, the grid will show all comp accumulation process calendar periods for that Company. Note, the date under number (X/X) is the Download Due Date set on the Configuration screen
Click
under the Started column. Sending will show under the
when the reminders are being sent.
Once the status is Sending refresh your screen to see the Last Sent Date. It may be necessary to refresh the screen several times.
Manage Comp Accumulation Instruction Uploads and Send Reminders
The internal payroll administrator can track the progress of uploads. X/X represents the total number of Payroll Systems that have downloaded a file out of the total number of Payroll Systems for the Company.
To send reminders to the external comp accumulation payroll contacts that have not upload any files:
Select the Company where comp accumulation instruction will be downloaded. Once a Company is selected, the grid will show all comp accumulation process calendar periods for that Company. Note, the date under number (X/X) is the Upload Due Date set on the Configuration screen
Click
under the Started column. Sending will show under the
when the reminders are being sent.
Once the status is Sending refresh your screen to see the Last Sent Date. It may be necessary to refresh the screen several times.
Automating Comp Accumulation Collection
Alternatively, a Workflow can be used to automate part of the comp accumulation process. There is an example Workflow provided with the system called the EQUUS Sample - Comp Accumulation Process Workflow. On the creation of a Comp Accumulation Process Calendar, the EQUUS Sample - Comp Accumulation Process Workflow, publishes instructions to the portal and sends emails to the comp accumulation contacts for Payroll Systems for the Company on the request date. Download reminders are then sent on the download due date and upload reminders are sent on the upload due date.
To use the EQUUS Sample - Comp Accumulation Process Workflow, the following Configuration settings are required:
From Email Used for All Comp Accumulation Request and Reminder Emails = Must either be System Default or Other
Comp Accumulation Process Calendar Request Date
Number of Days After Request Date that File Download Is Due
Number of Days After Request Date that File Upload Is Due
Note, the EQUUS Sample - Comp Accumulation Process Workflow must be published before the Comp Accumulation Process Calendar is created in order for the Workflow to start.
Import Uploaded Comp Accumulation Files
There are three ways an internal payroll administrator can import comp accumulation:
From the Comp Accumulation Control Panel, comp can be imported for all Payroll Systems for an entire process calendar period
From the Comp Accumulation Control Panel, comp can be imported for a specific Payroll System for a specific process calendar period
From the Company Import screen, comp can be imported for a company. (Instructions for this import are not covered in this section.)
X/X represents the total number of Payroll Systems that have had a file imported from the Comp Accumulation Control Panel out of the total number of Payroll Systems for the Company. Comp imported from the Company Imports screen (#3) is not considered in this count.
Note, only the 'Compensation Accumulator Import' is supported from the Control Panel. If the 'Compensation Accumulator Simple Format Import' needs to be used, the comp import must be completed on the Company Imports screen.
Import comp for all Payroll Systems for an entire process calendar period:
Select the Company
Once a Company is selected, the grid will show all comp accumulation process calendar periods for that Company.Click
under the imported column. Processing… will show under the
when the comp is being processed for importing.
Once the processing is complete Processing… will no longer be displayed. As the imports complete, the count of Payroll Systems with imported files will be updated. Refresh the screen to see the count update. It may be necessary to refresh the screen several times.
Note, when importing all uploaded files at once, the following import parameters are used:
Description = Payroll System Name and the User Name
Comp Accumulator Data Source = Payroll System Name and the User Name
Exchange Rate Date = Select Date from Import File
Import comp for a specific Payroll System for a specific process calendar period:
Select the Company - Once a Company is selected, the grid will show all comp accumulation process calendar periods for that Company.
Click the X/X link to open the Comp Accumulation Uploaded Files screen
Click the
. Note, this will only work when there is an uploaded file that has not been imported yet
The import parameters are defaulted as:
Description = Payroll System Name and the User Name
Comp Accumulator Data Source = Payroll System Name and the User Name
Exchange Rate Date = Select Date from Import File
These defaults can be changed before clicking Process Import if necessary.
The uploaded comp accumulation file will be automatically uploaded to the import. It is not necessary to save the file to the hard drive and re-upload it on the Import pop-up screen.
5. Click
. Refresh the screen to see the import status. The import status will update as the import is being processed. It may be necessary to refresh the screen several times.
Things to Note
To view the documents published to the external portal, click the X/X link. This opens a screen that lists all the comp accumulation documents published to the external payroll portal for the specific process calendar period. These documents can be viewed directly from this screen. This screen also includes details about when and by whom the documents were published and when and by whom the documents were downloaded.
It can take several minutes to process comp requests with merge documents.