Entering Processing Instructions

Calendar Group ID

Select the ID for the set of calendars to process. (The prompt table excludes calendar group IDs that have been finalized.)

Open

This is an attribute of the calendar group. The field is stored on the calendar group table. When the calendar group is initially identified, it is considered open, and the check box is selected. Once it is finalized, it will no longer be open, and the check box will be deselected.

Stream Number

If you selected the stream processing option on the Calendar Group ID page, the Stream Number field is available. The following conditions apply:

• If you select Identify (as the processing phase), you must enter the stream number to process.

• If you select Calculate, Un-freeze, or Freeze, enter the stream number here or complete the Group List ID field (if you have run the Identify phase for all streams).

Group List ID

To calculate, freeze, or unfreeze only payees in a particular group list, enter the group list ID. You can process only group lists that you created with your user ID.

Language

Select the language the system uses to display the Log File (which helps the system administrator determine whether a run completes successfully). The default is the Preference Language that is defined for the user.

Identify

Select the first time you run the process. It instructs the system to identify all payees (associated with the calendar group ID, or selected stream, if applicable) that meet the payee selection criteria that is defined on the calendar pages that are linked to the calendar group ID. Otherwise, you can run the Identify phase with the Calculate phase.

Once you run the Identify phase, you cannot select this check box again for the same calendar group ID or stream, unless you cancel the entire run. With iterative processing, the system adds and removes payees based on changes that you make to the data, so you don't have to run the Identify process more than once. This is accomplished by the use of iterative triggers. Payees with iterative triggers are reidentified and recalculated when you run the calculate phase.

Calculate

Select when you are ready to calculate the payroll or absence units for an absence run. You can run the Calculate phase after or at the same time as the Identify phase. The first time you run Calculate, the system calculates every payee that is flagged by the Identify phase.

For each subsequent run of the Calculate phase, you define the subset of payees that you want to process or reprocess by selecting the appropriate check boxes:

Select the Calculate check box to reidentify payees and recalculate:

• Payees that were placed in error during a previous calculation.

• Payees that were placed in suspend status.

• Payees for whom you manually set the process indicator to Recalculate or Uncancel.

• Payees with iterative triggers, unless they are frozen.

Select both Calculate and Recalculate All to recalculate the entire population of payees that have already been calculated, including frozen payees. The system reidentifies only payees with iterative triggers.

Final Calculation

Select this checkbox if you are running the final calculation prior to finalizing the payroll. This will allow HCM Component Lockdown Framework to lock components and users based on a Process Event Lockdown definition using the Global Payroll or Absence Management process for the "final calculation" phase. For more information about setting up component lockdown, see the Configuring HCM Lockdown Framework topic.

This checkbox is enabled only when the Calculate or Recalculate All options are selected.

Freeze

Select to freeze payees that have been calculated. (Payees with Identified status are not frozen.) The system freezes all calculations for the selected population. When you run the Calculate phase for this payee again, the system ignores iterative triggers and positive input that were added while the payee was frozen. (If you select the Recalculate All option, however, the system processes the triggers and positive input.)

Finalize

Select to close the payroll or absence cycle for the entire calendar group ID. Once you finalize the run, no more calculations are possible.

The Finalize phase must be run by itself.

Un-freeze

Select to lift the freeze for payees that were frozen. During the batch process, the system resets the calculation status to Calculated. In subsequent runs of the Calculate phase, the system again performs calculations for these payees as needed (the system does not automatically perform calculations for these payees again unless there is a reason, such as a recalculation instruction or an iterative trigger.)

Suspend

Select to pull payees from an open payroll run. Suspended payees are given an iterative trigger with a status of unprocessed. You can then include these payees in another run, like an off-cycle or bonus run, before finalizing the open payroll run. Once you return to the open pay run, the system reidentifies and recalculates the suspended payees. Suspended payees do not lose their associated retroactivity.

Cancel

Select to invalidate the entire pay run (as if the calendar group had never been run). The system deletes all calculations for payees, restores all data to prior values, and deletes all status indicators.

Select this check box after you run the Identify or Calculate phase. If this check box is selected, no other options are available. You cannot cancel a run after payments are finalized.

The Cancel phase must be run by itself.

Suspend Active

This check box specifies whether to suspend payees from other open calendar groups so that they can be processed in this run. (A payee can only be identified in one open calendar group ID at a time.)

For on-cycle processing, the check box is available when you select the Identify or Calculate option. It is deselected, by default.

For off-cycle processing, the check box is always selected and you cannot change the setting.

Recalculate All

If you select this check box, also select Calculate. The system deletes the calculation results for all payees from prior runs, including frozen payees, and sets the status indicators to their original values. It then recalculates (but does not reidentify) every payee that has already been calculated.

This option is appropriate if you've modified records that are used during processing and that do not create iterative triggers—for example, if you've changed an element's definition.

Identified

Selected if the Identify phase has been run for all streams. Once all streams are identified, you can use group lists for other phases of processing.

Restart Information

If a fatal error, such as a database error, occurs during processing, the processing stops and an error message appears. Click to access the Restart Information page, where you can see where the process stopped and where it will resume after you address the problem. After correcting the error, restart the process. Usually you don't need to cancel the run.

Debug and Tuning Options

Click to access the Debug and Tuning Options Page, where you can request Elements or Cobol traces; or generate statistics to improve the performance of the pay run and determine whether the process updates the data in the Processing Monitor.

Update Statistics

The system leaves temporary tables populated until the end of calendar processing, either through finalization or cancellation, rather than emptying them during the batch payroll process as soon as they are used. This simplifies the process of obtaining accurate statistics from these tables, which in turn enhances performance. The optimum time to update statistics on these tables is when the system has calculated a calendar and that calendar remains open. Updating statistics when all calendars are closed is not recommended because the temporary tables are empty at that point in the process.

The Update Statistics check box enables you to update some of the most important temporary tables during batch processing.

Suppress Bulk Insert

Select to prevent the application from caching up data for insert into a number of tables. If you receive a SQL error (such as duplicate insert) while inserting duplicate results into a results table, select this check box and run the process again. Doing so enables the system to display the EMPLID that is causing the error along with the SQL error message.

Trace

Select if you want to produce an element resolution chain or log SQL time.

Log SQL Time

Select to have the Log File report each time the Payee Data Manager program opens cursors (SELECT statements that return more than one row) for the Job table, Job Dates table, Person Organization table, and the Person Organization Instance table during batch processing. This information can be useful for performance tuning.

Trace Elements in Error

Select to produce an element resolution chain that includes only those payees in error.

Trace All Elements

Select to produce an element resolution chain that shows how all elements were resolved for the calculated payees. You can determine the intermediate value of every element and the order in which the elements were resolved. When you select the check box Trace, this option is selected by default.

Update Processing Monitor

Select to update the data in the Processing Monitor during absence and payroll calculation batch processing.

By default, this check box is selected. Deselect the check box to turn off the Processing Monitor update portion of the batch process if you want to disable the feature entirely, or just for a selected phase of the calculation process.

For example, if you are running the Identify phase by itself, you don’t need to update the Processing Monitor at the same time. Likewise, if you are performing an iterative calculation for a small subset of payees, it may not be necessary to update the Processing Monitor.

Empl ID

Select the employee for whom the resolution chain should be created.

If no value is selected in this field, then the resolution chain will be generated for all the employees being calculated.

All Calendars

Select this option if you want to generate the resolution chain for all the calendars being executed for the selected employee.

Calendar ID

Select the calendar for which the resolution chain should be created.

Extract Trace

When this checkbox is selected, the trace content (GP_AUDIT_TBL) along with the setup of the elements executed during the calculation will be generated in a zip file. This zip file will be available from the View Log/Trace page for GP_PAYAFTER process. Elements included in the Elements Masking Setup, will be masked during the extraction process.

No Cobol Trace

Select to disable the Cobol trace for the calendar group. This option is selected by default.

Summary

Select to generate a log of all payees processed in the pay run. The log includes calendar, group list, and stream number details. Use this option to isolate a payee causing a payroll abend.

Detail

Select to generate a comprehensive trace of selected programs for specific payees identified in the summary run. When you select this option, the Trace Pin Number, Trace Program Selection, and Payee Selection group boxes become available.

Trace All Available Programs

Select to trace all of the programs.