Running payroll processes

Objectives

After completing this lesson, you will be able to:

Run a one-click monitoring process to resolve any alerts or technical errors
Describe the productive payroll process to create payroll results

One-click monitoring process

One-click monitoring

Monitoring processes are executed before the productive payroll run to be able to detect issues with master data and payroll processing as early as possible, so that a productive payroll can be run later with fewer issues.

There are two types of monitoring processes, monitoring process and team monitoring process. The only difference is team monitoring assigns the alerts to a team based on the predefined criteria whereas in the simple monitoring process, alerts need to be manually assigned by a payroll manager.

The payroll process manager monitors the resolution of the alerts by teams in Process Management. And the team lead monitors the resolution of the alerts by individual payroll administrators in Team Management.

Typical process steps involved in this process are the following:

Executing test payroll run
Executing test run for posting to finance
Executing policies and compliance checks (raising alerts)
Assigning alerts and monitoring the resolution of alerts
Review of drill down KPIs

Note

This monitoring process can be executed as many times as required. You do not have to wait until all the steps are completed to restart the process, thus allowing a great deal of flexibility to the payroll process managers.

Note

Notable Enhancement - As of 1H 2023, there is a Step category in the object type Action which allows you to define the links to be displayed in steps. These Step links will be visible in the Action section of the step tab in My Processes when the step is In process. This enables companies to provide additional information about a step based on business needs.

Run a one-click monitoring process to resolve alerts or technical errors

Emily Clark in her role as payroll process manager wants to perform the pre-payroll (monitoring) process to identify alerts or technical errors. She assigns alerts to teams who then solve the alerts. Solving alerts is not part of this exercise, this is done in another step!

Running a one-click monitoring process to resolve alerts or technical errors

ExerciseStart Exercise

Productive payroll process

Productive payroll Process

Productive processes are executed after the monitoring or team monitoring payroll process. The monitoring or team monitoring payroll has been run to detect issues with master data and payroll processing as early as possible so that a productive payroll can be run with fewer issues.

The productive payroll steps are the following:

Open payroll (release payroll control record for payroll)
Run payroll
Simulate posting
Compliance checks and validations
Assigning alerts for resolution

After completing a productive payroll process, the Remuneration Statement becomes available to employees for viewing.

Continued integration of SAP SuccessFactors with Microsoft 365 includes an option to View My Pay Statement directly from Microsoft Teams from the release 2H2023. This is an additional option to the existing one that allows users to navigate to the Payroll Information section of their Employee File

In Teams, users can find quick action from the main menu of the SAP SuccessFactors message extension. Users can check basic payroll information such as payout amount, gross amount, and pay date. The options Payment Details and Pay History take users to their SAP SuccessFactors system to check details.

Detailed information regarding configuration and permission requirements for View My Pay Statement with Microsoft Teams can be found via the link New "View My Pay Statement" Action Available in Action Search | SAP Help Portal

How it looks:

View Pay Statements with Joule (SAP Business AI Assistant).

Leveraging its generative AI capabilities, Joule aims to understand your requests, retrieve information, and complete your tasks in a conversational way. Integration Joule with SAP SuccessFactors Employee Central Payroll allows employees to easily access their pay statement data such as a pay statement summary including the pay date, payout amount, and gross amount. They can also directly access the pay statement as a PDF and any payment history from active employment. Using natural language, users can ask Joule to display payment information or pay statements for a certain date, month, or year.

Configuration Requirements and Role-Based Permission Prerequisites can be found via link View Pay Statements with Joule | SAP Help Portal

How it looks

At the same time, Pay Statement (Fiori-like) Integration for Employee Central Payroll and Pay Statement (Direct) Integration were deprecated. Please check What’s New Viewer for any details about deprecated items.

If you want more details on a topic, proceed as follows:

Navigate to the SAP Help portal and in the Search all drop-down list, enter SAP SuccessFactors Release Information.
https://help.sap.com/viewer/product/SAP_SUCCESSFACTORS_RELEASE_INFORMATION/
From the drop-down list to the right of the SAP SuccessFactors Release Information title, select the appropriate release.
Select What’s New Viewer.

In a productive payroll, alerts are not assigned automatically to the team. Payroll process managers should assign the alerts manually.

Note

There is an exercise for running a productive payroll. This exercise is part of another unit because it will only work after all alerts are resolved.

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