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Wage Type Reporter. Using an example of Comparing Total Other Pay by Employee between past and current payroll cycles. Purpose of this Job Aid. To become familiar with the Wage Type Reporter
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Wage Type Reporter Using an example of Comparing Total Other Pay by Employee between past and current payroll cycles
Purpose of this Job Aid • To become familiar with the Wage Type Reporter • To specifically identify employees whose pay has significantly changed and therefore requires further investigation.
The Wage Type Reporter • Can provide you data on many kinds of wage types including how many hours of shift premium are paid out, sick leave taken, or to see how many people participate in a specific benefit program to name a few. • Can be set up to run automatically in the background. • Can save a particular format variant that will make it easier in the future to run a similar report.
As with all ERP Reports… • Identify the type of data you want to retrieve. • Identify who you want to review. • Identify the time period for the data to be retrieved. • Determine how you want the data to be presented. • Save the data. • If you plan on using this report multiple times, consider saving it as a Variant.
Recommendations • Familiarize yourself with the various Wage Types that present during a payroll cycle. You can print off that list via the BEACON Help links. Information on how to do this is located at the end of this Job Aid. • A note about Wage Types. Those with an “/” are summative wage types. (Ex. /101 is Total Gross Amount.) • They are a summary of many wage types. They will not show all the Wage Types that are “behind the scenes.” To see those Wage Types, you would have to list them individually.
The Transaction Code for the Wage Type Reporter is: PC00_M99_CWTR - Wage type reporter. Enter that code in SAP Easy Access
Step one is to set up the report. In this case, we will use a Variant for Monthly Total Other Pay by Employee
You will need to remove your personnel number and click on the Execute icon so that the list of Variants will appear.
ZPROD- Variants are variants set up by BEACON. In this case, we will choose Total Other Pay by Employee Variant. Note: There are other ZProd Variants for other Wage Types including Temporary Employees. Highlight it and then click on the Green Check.
Tip for importing data • Using Excel spreadsheet data, you can copy lists of org units, positions, employee personnel numbers. • That data is available from any number of BI Reports.
Enter the Selection criteria you want. In this example, we entered one personnel number. You can also enter for the entire organization the Personnel Subareas, click on the Org Structure and identify specific organizational units, or go into Further selections and pull in Job classes, positions, etc.
IF you wanted to see more than one employees’ information, you would click on the multiple selection field You can also enter for the entire organization the Personnel Subareas, click on the Org Structure and identify specific organizational units, or go into Further selections and pull in Job classes, positions, etc.
1 3 2 After copying the data from Excel, you would make sure your cursor is within the single value block and click on the Upload from clipboard icon. Click on the Execute/Copy command when you are finished.
If you wish to identify employees within Org Structure, click on the Org Structure icon, you can click the nodes (down and sidways arrows) to populate specific Organizational Units or entire groups. To populate all org units under a specific “branch”, you would click on the leading org unit and click on the green subtree icon.
To show you what happens, If you had actually clicked on the node for HHS SO Finance and Business so that all the subordinate Org Units became visible, you would see that they all are checked. Once you have all the Org Units you wish to review checked, click on the Green Copy icon.
Note the Org Structure icon has turned from pink to green. This will happen if you do the same thing for populating multiple values in any of the Selection criteria.
2 1 3 You will enter the time periods to compare and click on the Payroll Comparison Check box. You will enter the amounts to trigger the system to report only those results. In this example, we wanted only those employees who have a $500 difference in pay from this pay period to the previous one. It is very important to pick an amount that would trigger you to investigate further.
As you become more familiar with the Wage Type Reporter, you can identify specific amounts to include-or exclude. First, you click on the multiple selection icon at the end.
In this example, we only want SAP to report to us only those employees who have a difference in pay that is greater than $500 (either an increase or decrease in pay compared against the first payroll period.) Click on the green copy icon when you are done.
Likewise, as you become more familiar with the Wage Type Reporter, you can identify specific wage types to include-or exclude. First, you click on the multiple selection icon at the end. To find the relevant Wage Types for our payroll cycles, you will first click on the match code.
Next you will need to change the Country Grouping to 10 (USA) and then change the Maximum No. of Hits from 500 to 5000. (There are over 2800 actual Wage Type variables.) Click the Green Check icon.
All the Wage Types that the State of North Carolina uses are now available. You can save them in your Favorites list and/or print them out.
If you have clicked on the Multiple Selection icon at the end of the Wage Types, you will come to this screen. Here, you can identify specific wage types to include or when you click on the Exclude Single Values tab, you can “pull out” wage types that you do not want the system to include in your report. In our example, we used Gross Salary which can be skewed by the inclusion of a Longevity Payment (Wage Type 1220.) If we did not want the system to report it, we would enter that Wage Type here or you can simply delete it from Select Single Values. Click on the Copy function when you are ready to return to the Main Screen.
Click on the Execute icon when you are ready to run the report for individuals or small org units. For larger groups of data, you should go to Program and run the Report in the background per the Business Process Procedure (BPP). The link is at the end of this Job Aid.
Executing a Report now You can add in fields repeatedly. You have more options for the layout and format In the Background You can run larger reports that won’t time out. You will not have a time out on the system. The difference between executing a report now versus in the background…
Now that we have set up the data, we need to make a determination of how we want the data to present itself. Here is where we tell the system to format our data; in the Object Selection and the Layout Variants.
Click on the Green Copy to continue In Object Selection, you can choose which variables you wish to be displayed. You will highlight the items from Available Objects on the left and use the arrows to move them over to the Objects Selected on the right.
Layout Variants display only the data you have asked the system to display. When you click on the Output Selection, you will have these choices. Keep in mind that these Variants ONLY WORK when you ALSO have included the appropriate Selections from Object Selection!
We have identified what we want to see and how we want to see it. (Please note, this report was run in real time and not in the background. You would not have this functionality with a report run in the background.) Once we run the report, we may want the system to show us a calculation of that data; especially if we are doing a comparison between two points in time. The data will not populate until we add the formulas for the system to calculate and the layout for the data to be presented.
1 2 You will need to move these hidden fields over to Column content by highlighting each one and clicking on the arrow key.
3 Click the Green Check/Copy button when you are done.
Moving the slide bar at the bottom of the page to the far right, you can see that the current amount of $3,600.64 is compared to the previous amount of $3,906.07 to yield a difference of $305.23
Depending upon your needs, it may be useful to understand the difference between In View and For View. In View means ALL payroll results that will show in the payroll date range you have identified. It can include time not accounted for in previous payrolls that you have just entered, retro time evaluations because of position setting changes, etc. In this example it can include all results UP TO April, 2011. For View means ONLY those results that show for the designated period of time; in this example only those results for April, 2011.
Click on the radio button for Spreadsheet and then the Green Check
1 2 3 Use the match code at the end to change the location where you want the file to be saved otherwise it will save it directly on the computer! Name the file. Click on Generate and the file will be saved to the desired location.
Recommendations • Run a basic report using a variant (Total base pay or total other pay by employee) on one employee so that you can see all of the wage types that are active. This will give you a starting point on which wage types you want to add to your favorites. • It will also help you see which Variants already created can help you answer questions. Zprod Variants are created by BEST Shared Services and would be good to use as a first step. • Identify the type of information you want to retrieve.
Useful Links • Run a report in the background http://help.mybeacon.nc.gov/beaconhelp/General_Information/Quick%20References/r_Run%20a%20Report%20in%20Background.htm#TopOfPage • BEACON Payroll folder http://help.mybeacon.nc.gov/beaconhelp/TOC11.html
