The Payroll Payments module enables self-service users to specify how they wish their salary to be paid by dividing their net pay into one or more payments. Each payment is of a particular type (cash, check, deposit) and has an associated amount and a priority. The payments are made in order of priority. SSHR always uses the lowest priority payment to pay any net pay remaining after all the other payments have been made. It is also possible that low priority payments may not receive all (or any) or their allotted funds because of the amounts used to process higher priority payments.
A typical use of this function occurs if a user wants to split their net pay so that $100 is paid into a savings account and the rest is paid into a current account. The user can subsequently change the amount paid into the savings account if required.
You can apply configuration options to determine:
whether users can use the module for multiple payments
whether payment information is for viewing only
which types of payments the user can select (cash, check, deposit, or a combination)
how the payment amounts are defined (percentage of net pay or a monetary amount)
the maximum number of payments a user can set up
which organization payment methods are used
the bank details a user can set up for countries other than the default country
whether users can validate their bank account number
If you configure Payment Methods so that users can edit their payments, they can carry out the following steps:
create new payments
update existing payments
delete payments
change the priorities for payments
Note: You must ensure that the required payment methods are available for the employee assignment. For information on enabling payment methods, see: Entering Payment Methods for an Employee Assignment.
Attention: You cannot delete bank details that have been used in the current month's payroll (note that the icon is greyed out). If you require to delete your additional bank details, you will be able to do so from the 1st of the following month.
This module can be accessed from the following menus and functions:
| User Menu Name | Function Name |
|---|---|
| Employee Self Service | Manage Payroll Payments |
The workflow details for this module are listed below:
Process Payroll Payments
Note: The Process Payroll Payments module does not support approvals.
| Process Display Name | Function Activity Display Name | Function Activity Attribute Display Name |
|---|---|---|
| Process Payroll Payments | Manage Payroll Payments | View Only |
| Process Payroll Payments | Manage Payroll Payments | Permitted Payment Types |
| Process Payroll Payments | Manage Payroll Payments | Maximum Payment Methods |
| Process Payroll Payments | Manage Payroll Payments | Permitted Amount Types |
| Process Payroll Payments | Manage Payroll Payments | Deposit Payments List |
| Process Payroll Payments | Manage Payroll Payments | Cash Payments List |
| Process Payroll Payments | Manage Payroll Payments | Check Payments List |
View Only
Specifies whether the user can edit the payments information. The default value enables editing.
Permitted Payment Types
Specifies which types of payment methods a user can create. The available payment types are cash, check, and deposit. The default value allows the user to create any of the three payment types.
Maximum Payment Methods
Specifies the maximum number of payments that a user can create (up to 10). The default value is 5.
Permitted Amount Types
Specifies the amount types for payments. The payment amount can be a monetary amount or a percentage of net pay. The default value enables both amount types.
Deposit Payments List
This attribute is only used if you have enabled deposit payments. This attribute stores a list of Organizational Payment Method (OPM) names that can be used to create a deposit payment. The OPM names are separated by a vertical bar (|). The module uses the first match to a deposit OPM name (for the worker's payroll) when new deposit payments are created. For example, East_Coast_NACHA|West_Coast_NACHA.
Cash Payments List
This is used in the same way as the Deposit Payments Checklist but for cash payments.
Check Payments List
This is used in the same way as the Deposit Payments Checklist but for check payments.
Note: The administrator must set at least one of Deposit Payments List, Cash Payments List, or Check Payments List.
See: Configuring Workflow Attribute Values
The following definitions can be configured in the Personalization Framework:
| Region Code | Region Name |
|---|---|
| PAY_PAYMENTS_TOP_SS | Payroll Payments Top |
| PAY_PAYMENTS_EDIT_SS | Payroll Payments Edit |
| PAY_PAYMENTS_SUMMARY_SS | Payroll Payments Summary |
| PAY_PAYMENTS_LABELS_SS | Payroll Payments Labels |
| Region Code | Region Name |
|---|---|
| PAY_PAYMENTS_REVIEW_SS | Payroll Payments Review |
| Region ID | Region Name | Attribute Name | Tip Type | Message Name |
|---|---|---|---|---|
| PAY_PAYMENTS_EDIT_INS1_SS | Payroll Payments Edit Create Mode Instructions | Pay Instruction 1 | PAY_PSSV4_ADD_CASH_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS1_SS | Payroll Payments Edit Create Mode Instructions | Pay Instruction 2 | PAY_PSSV4_ADD_CHECK_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS1_SS | Payroll Payments Edit Create Mode Instructions | Pay Instruction 3 | PAY_PSSV4_ADD_CHEQUE_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS1_SS | Payroll Payments Edit Create Mode Instructions | Pay Instruction 4 | PAY_PSSV4_ADD_DEPOSIT_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS1_SS | Payroll Payments Edit Create Mode Instructions | Pay Instruction 5 | PAY_PSSV4_ADD_REMAINING_PAY | |
| PAY_PAYMENTS_EDIT_INS2_SS | Payroll Payments Edit Update Mode Instructions | Pay Instruction 1 | PAY_PSSV4_UPDATE_CASH_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS2_SS | Payroll Payments Edit Update Mode Instructions | Pay Instruction 2 | PAY_PSSV4_UPDATE_CHECK_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS2_SS | Payroll Payments Edit Update Mode Instructions | Pay Instruction 3 | PAY_PSSV4_UPDATE_CHEQUE_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS2_SS | Payroll Payments Edit Update Mode Instructions | Pay Instruction 4 | PAY_PSSV4_UPDATE_DEPOSIT_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS2_SS | Payroll Payments Edit Update Mode Instructions | Pay Instruction 5 | PAY_PSS_REMAINING_PAY | |
| PAY_PAYMENTS_EDIT_INS3_SS | Payroll Payments Edit View-only Mode Instructions | Pay Instruction 1 | PAY_PSSV4_DETAILS_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS3_SS | Payroll Payments Edit View-only Mode Instructions | Pay Instruction 2 | PAY_PSSV4_DETAILS_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS3_SS | Payroll Payments Edit View-only Mode Instructions | Pay Instruction 3 | PAY_PSSV4_DETAILS_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS3_SS | Payroll Payments Edit View-only Mode Instructions | Pay Instruction 4 | PAY_PSSV4_DETAILS_OVERVIEW | |
| PAY_PAYMENTS_EDIT_INS3_SS | Payroll Payments Edit View-only Mode Instructions | Pay Instruction 5 | PAY_PSS_REMAINING_PAY | |
| PAY_PAYMENTS_SUMMARY_INS1_SS | Payroll Payments Summary Edit Mode Instructions | Pay Instruction 1 | PAY_PSSV4_SUMMARY_EDIT_OVERVIEW | |
| PAY_PAYMENTS_SUMMARY_INS1_SS | Payroll Payments Summary Edit Mode Instructions | Pay Instruction 2 | PAY_PSS_EDIT_DFLT_MANDATORY_ PAY | |
| PAY_PAYMENTS_SUMMARY_INS1_SS | Payroll Payments Summary Edit Mode Instructions | Pay Instruction 3 | PAY_PSS_EDIT_DFLT_CASH | |
| PAY_PAYMENTS_SUMMARY_INS1_SS | Payroll Payments Summary Edit Mode Instructions | Pay Instruction 4 | PAY_PSS_EDIT_DFLT_CHECK | |
| PAY_PAYMENTS_SUMMARY_INS1_SS | Payroll Payments Summary Edit Mode Instructions | Pay Instruction 5 | PAY_PSS_EDIT_DFLT_CHEQUE | |
| PAY_PAYMENTS_SUMMARY_INS2_SS | Payroll Payments Summary View-only Mode Instructions | Pay Instruction 1 | PAY_PSSV4_SUMMARY_VIEW_OVERVIEW | |
| PAY_PAYMENTS_SUMMARY_INS2_SS | Payroll Payments Summary View-only Mode Instructions | Pay Instruction 2 | PAY_PSS_MANDATORY_PAY | |
| PAY_PAYMENTS_SUMMARY_INS2_SS | Payroll Payments Summary View-only Mode Instructions | Pay Instruction 3 | PAY_PSS_CASH_SALARY | |
| PAY_PAYMENTS_SUMMARY_INS2_SS | Payroll Payments Summary View-only Mode Instructions | Pay Instruction 4 | PAY_PSS_CHECK_SALARY | |
| PAY_PAYMENTS_SUMMARY_INS2_SS | Payroll Payments Summary View-only Mode Instructions | Pay Instruction 5 | PAY_PSS_CHEQUE_SALARY |
See: Adding Instructions to Web Pages
| Region ID | Region Name | Attribute Name | FlexField Name |
|---|---|---|---|
| PAY_PAYMENTS_EMPLOYEE_TABLE_SS | Payroll Payments Employee Table | PAY_BANK_KEY_FLEX | BANK Bank Details Key Flexfield |
| PAY_PAYMENTS_EDIT_DETAILS_SS | Payroll Payments Edit Details | PAY_BANK_KEY_FLEX | BANK Bank Details Key Flexfield |
| PAY_PAYMENTS_REVIEW_SS | Payroll Payments Review | PAY_BANK_KEY_FLEX | BANK Bank Details Key Flexfield |
| Profile | Configurable Levels | Values | Default |
|---|---|---|---|
| HR:Payroll Payments Self-Service Enable Multiple Assignments | Site | Yes/No | No |
| HR: Payroll Payments Self-Service Payment Function | Site | Not NULL/ALL/NULL | NULL |
| PAY:Allow Paymethod Changes after Prepayments | Site | Yes/No | Blank. If this option is left blank, then the profile option is considered as No. |
| PAY: Enable Personal Bank Account Validation | Site | Yes/No | This option allows users to enable/disable the validation of the bank account number. |
HR:Payroll Payments Self-Service Enable Multiple Assignments
Specifies whether the user can use the function to define payments for multiple assignments. The default value only permits payments for the primary assignment.
HR:Payroll Payments Self-Service Payment Function
Specifies which organization payment method is the default.
If the profile is NULL, then the application defaults to the first valid payment method for that payment category.
If the profile is NOT NULL, then the application displays the payment category specified at the organization level.
If the profile is ALL, then the application displays all the valid payment methods available to the payment category. You can select a payment method from the list of values and create your personal payment method.
PAY:Allow Paymethod Changes after Prepayments
Enables user to update personal payment methods using forms and self service when a pre-payment process has already been run.
If the profile option is Yes, then you can update the payment method even after a pre-payment process has been run.
If the profile option is left blank or No, then you cannot update the payment method after a pre-payment has been processed.
PAY: Enable Personal Bank Account Validation
Allows users to enable or disable the validation of bank account number.
During validation, the application checks the account number against the entered value. If the values do not match, the application prompts the user to re- enter to bank account number.
Note: The bank account number verification using self-service feature is enabled by default for the US and Canada localizations only.