In the Overview tab, above the list of currently open pay runs, there is a toolstrip with the following controls:
- Process Job: Drop-down list to select certain actions on pay periods.
- Select: Drop-down list to clear or select multiple pay periods.
- Favorites: Expandable section to create and save filters to display pay periods.
- Current Favorite: Contains name of favorite you have loaded. You must have saved and loaded a favorite first.
- Refresh: Refreshes the list of current open pay periods (or filtered list) list.
- Load Pay Run: Button to load a selected pay run.
- Off-Cycle Pay Run: Drop-down list for creating, editing, or deleting an off-cycle pay run.
- Reports: Opens a dialog box with payroll-specific fixed format reports.
- Package Tracking: Opens the Package Tracking dialog box, where you can review package tracking information for the selected pay run.
- Statement Messages: Opens the Statement Messages dialog box, where you can configure statement messages for the selected pay run. See Earning Statement Messages.
The Process Job Button
Using this button, you can perform a number of tasks such as recalculating, locking, or validating the pay run. The Process Job drop-down has the following options:
- Calculate: Calculate (recalc) the pay run.
- Close WFM: Close WFM data for the pay run.
- Lock: Lock the pay run in Payroll.
- Unlock: Unlock the pay run in Payroll.
- Validate: Validate the pay run.
- Commit: Commit the pay run.
Important: You can process the same job for more than one pay group, but you cannot process the same job for more than one pay run for the same pay group.
See Overview of Processing and Committing Payroll.
The Select Drop-Down List
The Select drop-down contains the following options:
- Select All: Selects all entries in the list.
- Select Inverse: Clears any selected items and selects any unselected items.
- Select None: Clears all selected items.
- Select Ready to Lock: Selects any pay runs that in the filter range that are ready to be locked.
- Select Ready to Validate: Selects any pay runs that in the filter range that are ready to be validated.
- Select Ready to Approve: Selects any pay runs that in the filter range that are ready to be approved.
- Select Ready to Commit: Selects any pay runs that in the filter range that are ready to be committed.
Favorites
When the application displays the Current Open Pay Periods list, it is displaying the current pay run for every pay group in the organization that you have permission to view. You might want to view only one or two pay groups at a time, or you might want to view some previous and some future pay runs for some or all of the pay groups in your organization.
Using the Favorites button, you can save different methods of filtering which pay runs to display in the Current Open Pay Periods list. When you click Favorites, a panel expands containing the View, Pay Run Filter, and Order By sections:
In the View section, there is a drop-down list under the label Choose a favorite below to load saved view settings. This drop-down list is blank unless a favorite has previously been saved, or until you enter a name for the favorite, add at least one Pay Run Filter type, and click Save to Favorite. The other buttons become active after you have saved at least one favorite: Set as Default, Rename Favorite, and Delete Favorite.
The Pay Run Filter subsection displays the options Pay Period, Pay Date Range, and PPN. For more information, see the sections in this topic:
In the Order By subsection, you can select the Group by Country option, or you can click Add and select one of the options in the Sort By and corresponding Order drop-down lists:
- Pay Group, which you can order by A to Z or Z to A.
- PPN, which you can order by Largest to Smallest or Smallest to Largest.
- Errors, which you can order by Largest to Smallest or Smallest to Largest.
- Pay Date, which you can order by Oldest to Newest or Newest to Oldest.
You can also change the location of any of the criteria you add by selecting it and clicking the Up or Down arrows.
Important: It is recommended that you save your favorite to easily load it again. If you navigate away from the Payroll feature, your settings are lost and you must click Favorites again to set the filters again.
The Pay Period option is selected by default and provides you with the following search options:
- Prior Periods: You can enter up to 53 for weekly pay periods.
- Future Periods: You can enter up to 13 for weekly pay periods.
- Run Type: Drop-down list containing the available pay run types – you can only choose one run type.
- Pay Group: Drop-down list containing all pay groups as set up in Pay Setup > Pay Group. You can choose multiple pay groups.
You can filter the list of pay groups and pay runs using a combination of a number of prior periods, future periods, a run type, and one or more pay groups. After you set the filters, click Refresh to apply them.
When you select the Pay Date Range option, the application replaces the Prior Periods and Future Periods fields with the From and To fields, so that you can search for pay runs by pay date range.
The application returns pay runs that have a pay date that falls within the date range that you enter.
When you search by pay period, there is a limit to how many previous or future pay periods you can include. However, you can search by pay date range that exceeds the prior and future period limits.
Filtering by pay date range also allows you to locate specific runs more easily. For example, if you need to create an off-cycle pay run for a normal pay run from eight months ago, you can set the Prior Periods field to a high value (for example, 18) and scroll through the list to locate the necessary pay period in the list of results. On the other hand, if you filter by pay date range, you can enter a date range for that pay date and get a single result.
When you select the PPN (pay period number) option in the Load Pay Run dialog box, you can search for pay runs by pay period number (PPN) for a specific year. This option provides you with a direct way to access a specific pay run, for example, 2016 PPN 24-00. When you select PPN, Dayforce shows the Year, Pay Period, Run Type, and Pay Group filter settings.
| Filter | Description |
|---|---|
| Year | Drop-down to select the year of the pay run, which must be included. The current year is the default. This drop-down includes all years in which your organization has a payroll history, or in which there are scheduled pay runs. For example, if your organization began processing payroll in 2014 and has runs scheduled through 2020, the list contains years 2014 to 2020. |
| Pay Period |
In the Pay Period field, enter the first two-digits of the pay period number that you want to return. The Pay Period field does not return results if you enter the full pay period number including the suffix (for example, 20-00). If the pay period has one or more associated off-cycle pay runs, they are all returned in the search results by default. For example, in 2017, PPN 20-00 has an associated off-cycle pay run. When you enter 20 in the Pay Period field, the application returns both PPN 20-00 (the regular run) and 20-01 (the off-cycle run). |
| Run Type | Drop-down list to filter the results by one of the pay run types that are available, which can include the following:
For example, if you enter 20 in the Pay Period field, and then select Scheduled Pay Run in the Run Type drop-down list, the application returns PPN 20-00 in the search results, but does not return any off-cycle pay runs that are associated with that pay period. |
| Pay Group | This drop-down contains pay groups to which you have access. Selecting one or more pay groups filters returns to include pay runs only for those pay groups. Selecting none includes all pay groups. |