The system will use a user report to determine the list of Employees and also the columns that are seen on the Employee List screen. The user report used to generate this information can be selected on the Compensation Accumulation Configuration screen, which is described in further detail below.
By default, the system includes and will use a default user report to generate the information on the Employee List screen. The name of that report is “Equus – Compensation Accumulation Assignee List”.
A custom user report can also be defined and used for this purpose. When creating a user report the following requirements and suggestions should be kept in mind:
1. The first two columns on the Employee List screen is always Employee Name and Submission Status. The additional columns on the screen are dictated by the selected user report.
- Required data fields:
1. The user report must include one data field that returns the Assignment ID and the column caption for this data field must be ASSIGNMENT_ID.
a. It also recommended that this column is hidden on the user report otherwise the ASSIGNMENT_ID column will be present on the Employee List screen
- Suggested filters:
1. Payroll System – if a prompting filter is created on the user report using one of the five Assignment level payroll systems (please see below), the prompting value will be supplied by the Collection Periods screen. For example, if the ‘USD Payroll System’ is selected on the Collection Periods screen and the user report includes a prompting filter on the Assignment: Primary Payroll System data field then the Assignee list will include all Assignments that have the USD Payroll System as their Primary Payroll System.
a. Accepted Assignment level Payroll System data fields:
i. Assignment: From Payroll System
ii. Assignment: Payroll System
iii. Assignment: Primary Payroll System
iv. Assignment: Secondary Payroll System
v. Assignment: To Payroll System
2. Comp Accumulation Process Calendar ID – similar to Payroll System, if a prompting filter is created for the Comp Accumulation Process Calendar: ID the prompting value will be supplied by the Collection Periods screen.
- Requirements if a custom view has been or will be created for this user report:
1. The view must include one data field that returns the Assignment ID and the column caption for this data field must be ASSIGNMENT_ID.
2. The view must contain a field that returns the Payroll System ID and its display name in the Equus Platform metadata must contain the text ‘Payroll System’. Also, the data type in the Equus Platform metadata must be integer not lookup.
3. The view can contain a field that returns the Comp Accumulator Process Calendar ID and its display name in the Equus Platform metadata must contain the text ‘Comp Accumulation Process Calendar’. Also, the data type in the Equus Platform metadata must be integer not lookup.