In the Overview tab, the Current Open Pay Periods section shows a list of currently open pay runs for all available pay groups. You can specifically filter for prior or future pay runs or for pay run types or one or more pay groups. If you filter for any of these, or if you load a favorite (a previously saved set of filters), the section title changes to Current Open Pay Periods (filtered).
The following is a screenshot of the Current Open Pay Periods section:
In the Process Job drop-down list, you can select one of the following options for working with a selected pay run:
- Calculate
- Close WFM
- Lock
- Unlock
- Validate
- Commit
Note: For more information on each process job, see Overview of Processing and Committing Payroll.
You can select and process the same job for more than one pay group. For example, you can select all three pay groups and then select Calculate in the Process Job drop-down list to have the application calculate all three pay groups. In this case, the calculation jobs are placed in a queue. While they wait in the queue, pay runs that have not been calculated display a waiting status in the Status column.
Important: You can’t process the same job for more than one pay period for the same pay group.
After you select the pay group and select an entry in the Process Job drop-down list, the application shows a confirmation dialog box:
Click Proceed to complete the task, or click Cancel to return to the Current Open Pay Periods list. If you click Proceed, the segmented circle indicator displays a cycling animation until the job is complete.
| Status | Color | Description |
|---|---|---|
|
Complete |
Green | The pay-run job completes successfully, and the corresponding segment of the circle is green to show the successful completion of the step. |
| Warning | Amber | The application indicates a warning for a pay run that you should correct before committing the pay run. However, you can still commit the pay run. |
| Error | Red | The application indicates an error with processing a step of the pay run. You must correct the error before you can commit the pay run. The application changes the corresponding step of the pay run in the segmented circle to red. |
| Notification | Blue | Notifications are available for you to view that are associated with the pay run. |
If the job completes successfully, the application changes the pay-run step and the corresponding segment of the circle to green to indicate successful completion.
If the application encounters an issue, the Status column indicates the type of issue, how many of each type of issue in the Problems column, and at what stage the issue occurred by highlighting the stage in red in the circle. The application also shows a download button (
). In the following screenshot, the Committed stage didn’t complete successfully and requires some action from you as the payroll administrator:
Click the download button to save or open a CSV file with details about the warning or error messages.
If publishing is complete for a pay run, you can click Package Tracking, which becomes available when a pay run is marked as publishing complete:
The application then shows the package tracking details, including tracking number and, if available, a link to track the package:
If you open the Off-Cycle Pay Run drop-down list and click Edit, the application shows the Edit Off-Cycle Pay Run dialog box:
In the New Off-Cycle Pay Run and Edit Off-Cycle Pay Run dialog boxes, if you select a reason before entering a name in the Name field, the application populates the Name field with the reason name. Conversely, if you enter or modify a name in the Name field and then select a reason, the application respects the name that you entered and does not override it.
Enter the information that you want to update for the off-cycle pay run and click Save. The pay run is updated and the Current Open Pay Periods list refreshes. See Create Off-Cycle Pay Runs.