Processing an employee’s payroll in an accurate and timely manner is important for any business; assignments are no exception to this. Instructions with information on the various assignment allowances need to be provided to payroll to ensure the assignees are paid correctly. Typically, the below process will be handled by an internal payroll administrator.
The Compensation Control Panel – Comp Processing screen within Equus Platform allows a payroll administrator to complete many payroll batch processes at the same time. To access this screen, navigate to the Compensation Control Panel located in the General menu option on the Home page.
On the Comp Processing tab, tick boxes are provided for each of the key steps in the payroll process. To run a batch process for a particular pay period for a particular payroll, the user needs only to tick the appropriate box and
click the ‘Run Process’ button. When the system is processing the request, you will see an hourglass icon; refresh the page to update it.
The payroll process in Assignment Pro can be broken down into a series of steps and this is reflected in the Compensation Control Panel – Comp Processing tab.
Create Worksheets (Create Wksts)
This is a batch process that will generate Effective Compensation Worksheets for all assignees aligned to the payroll. To view the compensation worksheets generated by this batch process,
click the green tick (‘
’) icon once the batch process is complete.
You will be taken to the Compensation Worksheet Batch screen. You can access any individual assignment or assignment compensation worksheet via the links provided. To delete the generated
enter an ‘Undo Reason’ and
click the ‘Undo’ button.
Create Payroll Transactions (Create Payroll Trans)
This batch process will lock all Effective Compensation Worksheets and prepare any generated payroll transactions to be included in the payroll instruction reporting.
Note: This process will only process transactions for worksheets in the Ready For Processing or Complete status.
To view the compensation worksheets that had transactions generated by this batch process,
click the green tick (‘
’) icon once the batch process is complete.
You will be taken to the Compensation Worksheet Transaction Processing screen. You can access any individual assignment or assignment compensation worksheet via the links provided. To delete the generated transactions,
enter an ‘Undo Reason’ and
click the ‘Undo Batch’ button.
Process Payroll Reports
This tick box will generate any payroll reports which have been configured for this payroll.
Note: This step will lock any effective compensation worksheets and no further changes will be permitted to payroll after this point.
To view payroll reports generated from this step,
click the green tick (‘
’) icon once the batch process is complete.
You will be taken to the Compensation Worksheet Payroll Reporting screen. Payroll reports can be deleted, regenerated, or downloaded from this screen.
Process Employee Reports
The process to generate and distribute reports to employees (e.g., pay slips) can be completed by ticking this box. These reports may be emailed directly to the employee or published to the employee’s portal with the employee receiving an email notifying them that the document is available to review.
To view the employees with documents published from this process, click the green tick (‘
’) icon once the process is complete. If there were no employee documents created, the tick box will disappear once the process has been run.
Note: Emails sent from the system cannot be recalled, but a follow-up email can be sent to advise the employee to disregard the prior email. Do this by using the ‘Respond’ (
) icon found to the right of the communication record.
Complete Pay Period
This tick box will complete the Comp Processing for the specific payroll pay period and will remove it from the list for action.