Equus Software

To add a line item to the Compensation Data Repository, click the  :
 
You will be shown the Line Item details:
  


Line Item Name - the name of the Line…

Adding a CDR entry

Compensation (Comp) worksheets can be created to compare assignment candidates, to send employee payment information to payroll and to inform employees of their international compensation.
The Equus P

Compensation Worksheets / Balance Sheets

Reports are generated based on accounting transactions in the system to communicate to external payment systems.  Create Accounting Transactions either by batch or manually comp worksheet by comp work

Compensation Worksheets / Balance Sheets - Creating Account Transactions

Cost estimates can be pre-populated by a data source, including draft and effective comp worksheets.  All compensation worksheets, regardless of status, will be available as a data source on a…

Compensation Worksheets / Balance Sheets - Comp Worksheets and Cost Estimates

What's in this page?




Standard Reporting Options




Sample Reports




Reporting Comp Worksheets Accounting Transactions




Retroactive Compensation Worksheets




 
Standard Reporting Options
Mo

Compensation Worksheets / Balance Sheets - Reporting

Pay registers are a record of what has been paid to an assignee by a payroll system.  In order for an assignee's secondary payroll system(s) to have knowledge of the…

Payroll (Pay) Register – Shadow Payroll Overview

This is a high-level view of the Compensation Business Process defined in the Equus Platform™.
The diagram above depicts the compensation data and communication flow between Equus Platform™ and other

High-Level Business Process

Exchange Rate Configuration
Exchange rates need to be uploaded into the system either by data provider, system-level exchange rates or company-level exchange rates
Navigation:  Companies Tab
Processe

Compensation Worksheets / Balance Sheets - Optional Configuration

Payment options can be specified for a comp worksheet on a company comp worksheet template, an assignment comp worksheet template and on the compensation worksheet itself.  Payment options can drive…

Compensation Worksheets / Balance Sheets - Payment Options

The global statement of earnings (GSOE) report allows the user to report worldwide compensation for year-end to a tax consultant.  Global compensation year-end reporting is run out of the pay…

Global Statement of Earnings - Year-End Compensation Reporting

Entries can be created automatically in the Compensation Data Repository (CDR) when certain actions are taken in the Equus Platform. 

Wherever a fixed money value has been captured, e.g. during…

How to automate Compensation Data Repository entries using Quick Workflows

The Compensation Data Repository (CDR) allows fixed amounts to be recorded against an assignment and retrieved and used by a compensation worksheet. CDR values have no automated calculation attached,

Compensation Data Repository - Overview

The Estimates vs Actuals (Pay Register Report/Comp Accum) is a production report that can be executed from the cost estimate screen. This report compares a cost estimate with actual pay…

Estimates vs Actuals (Pay Register/Comp Accum) - Year-End Compensation Reporting

The unique identifier of the Quick Workflow is known as the EventID.
Compensation Data Repository (CDR) entries that are updated or created by the “Create CDR Entry” or “Create CDR…

How to identify Compensation Data Repository entries created / updated by Quick Workflows

Overview
The Pay Register Approval Batch functionality enables a user managing compensation services in the Equus Platform (such as a Comp Service Provider), to quickly and easily approve pay register

Pay Register Approval Batch Overview

In order to use the Comp Processing Functionality, there are specific system configuration tasks that must be completed in advance:

Security
Compensation Processing
Reporting

Payroll Reporting
Emplo

Compensation Processing Setup

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

Comp Accumulation Tab

Compensation Module

APPENDIX A – 13-Month Payroll
This example assumes that the line items should be calculated based on 1/12th of the salary each pay period.

The annual salary is 130,000 CAD,…

Compensation Module - Appendix A

Compensation Module - Appendices

 
Compensation Worksheets are created for an assignment and define the payment amounts, currency, method and location by compensation worksheet line item.
  
With these, the process in creating them i

Compensation Worksheets / Balance Sheets - Batch Processing Overview

The following steps can be followed to create Compensation Worksheet Recalculation Batch:

Navigate at the Company Level. This process is usually under the Compensation Processing menu group. This scr

Compensation Worksheet Recalculation Batch

The following steps can be followed to create Compensation Worksheet Batch:1. Navigate to the screen, located at the Company Level. This process is usually under the Compensation Processing menu group

Compensation Worksheet Batch

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

Compensation Worksheet Status Batch 

In order to report compensation to payroll you will need to create accounting transactions from compensation worksheets in the system. Transactions can be created from compensation worksheets with a s

Compensation Worksheet Transaction Processing

Compensation amounts and/or compensation changes from period to period can be communicated to employees via the employee portal. When the employees' login, then can view comp worksheets that have been

Compensation Worksheet Report Batch

The Compensation Processing Tab will allow the internal payroll user to run Compensation Worksheet Batches, Comp Worksheet Transaction Process Batches, Comp Worksheet Employee Reports Batches and Comp

Compensation Processing Tab (Part 1 of 2)

The Control Panel can run Primary Payroll, Primary Payment Request, Secondary Payment Request, Shadow Payroll and/or Allowance Payment Request report types. 
Employee Reporting
The Control Panel can g

Compensation Processing Tab (Part 2 of 2)

The Compensation Worksheet Payroll Reporting screen will display the Payroll Reporting Batch History.  Information will be sorted by Pay Date with the most recent at the top.  When there are…

Compensation Worksheet Payroll Reporting

The Compensation Control Panel simplifies the complex tasks specific to the comp processing, compensation collection, employee reporting, and payroll reporting process. 
  
The Control Panel includes

Compensation Control Panel

Compensation Accumulation Setup

Compensation Worksheets / Balance Sheets - Batch Processing

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