Compensation Worksheets can be created in “Not Ready”, “Ready for Review” or “Ready for Processing” status. If worksheets are created from the Compensation Worksheet Batch screen, then worksheets are created in the status selected for the Compensation Worksheets System Preference “Creation status for Comp Worksheets created as part of a batch”.
If worksheets are created manually from the Assignment Compensation Worksheet Template, then users have a choice of creating new worksheets as "Not Ready", “Ready for Review” or “Ready for Processing”.
Note: The status of Not Ready, Ready for Review or Ready for Processing indicates whether or not the worksheet is ready to have transactions processed.
Update Status of the Compensation Worksheets for the pay period that you would like to report, the following steps can be followed to create Compensation Worksheet Status Batch:
Navigate at the Company Level. This process is usually under the Compensation Processing menu group.
Click the
to create a new Status Update of the Compensation Worksheet. This screen allows the user to update the Transaction Process Status of all compensation worksheets with the selected Update Status From (that have a pay date that is up to and including the pay date specified for the batch) to the selected Update Status To.
The "Up to and Including Pay Date" logic will pick-up all compensation worksheets of the selected Update Status From that have a pay date less than or equal to the pay date chosen for the batch.
The "Update Status From" is used to select the current Transaction Process Status a compensation worksheet must be in to be included in the batch.
The "Update Status To" is the Transaction Process Status compensation worksheets included in the batch will be updated to after the batch is processed.
Note: “Update Status From” and “Update Status To” only appear on the screen if using the “Ready for Review” process. This can be turned on using the Turn on "Ready for Review" Compensation Worksheet Transaction Process Status system preference.
The “Up to and Including Pay Date” logic could display a large about of "Missing" records. The "Show Missing Compensation Worksheets for Pay Date Only" field allows the user to limit the "Missing" warning to the chosen pay period/pay date only.
The Missing Compensation Worksheets section of the screen indicates that based on the Beginning and Ending Calculation Period of the Assignment Compensation Worksheet Template a compensation worksheet should exist for this pay date, but does not.
The Total Compensation Worksheets counter references the number of worksheets that exist for this pay period/pay date.