SAP SuccessFactors Employee Central Payroll Administration

102 Pages·2017·2.83 MB·English

www.sap.com

Administrator Training Guide

SAP SuccessFactors
Employee Central Payroll
Administration (HR812)
SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 2

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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 3

SAP SuccessFactors Employee Central Payroll
Administration (HR812)

ABOUT THIS HANDBOOK............................................................................................................................... 6
COURSE INTRODUCTION ............................................................................................................................... 7
Overview ........................................................................................................................................................... 7
Target Audience ............................................................................................................................................... 7
Course Objectives ........................................................................................................................................... 7
SAP SuccessFactors Community .................................................................................................................. 8
Additional Resources ...................................................................................................................................... 8
UNIT 1 - EMPLOYEE CENTRAL PAYROLL INTRODUCTION ....................................................................... 9
Unit Objectives ................................................................................................................................................. 9
Lesson 1-1 - Employee Central Payroll and Payroll Control Center Overview ......................................... 9
Introduction ........................................................................................................................................................ 9
Lesson Objectives ............................................................................................................................................. 9
What is Payroll? ................................................................................................................................................. 9
What does a normal payroll cycle look like?...................................................................................................... 9
Payroll Process ................................................................................................................................................ 10
Successful payroll hindrances ......................................................................................................................... 10
Payroll Control Center ..................................................................................................................................... 11
Payroll Control Center New Process ............................................................................................................... 11
Payroll Control Center One-Click Monitoring .................................................................................................. 12
Payroll Control Center Production Payroll ....................................................................................................... 13
Payroll Control Center Manage Processes and Policies ................................................................................. 14
Lesson Summary ............................................................................................................................................. 15
Unit Wrap-Up .................................................................................................................................................. 15
UNIT 2 - MANAGE USER ACCESS ............................................................................................................... 17
Unit Objectives ............................................................................................................................................... 17
Lesson 2-1 - Role-Based Permissions ........................................................................................................ 17
Introduction ...................................................................................................................................................... 17
Lesson Objectives ........................................................................................................................................... 17
Role-based Permissions for EC Payroll and PCC ........................................................................................... 17
Lesson Summary ............................................................................................................................................. 18
Unit Exercises ................................................................................................................................................ 18
Exercise - Required Permissions for the HR (System) Admin ........................................................................ 18
Exercise - Set up Role-Based Permissions for Payroll System Manager ....................................................... 21
Exercise - Set up Role-Based Permissions for Payroll Admin ........................................................................ 25
Exercise - Configure SAP Systems ................................................................................................................. 29
Results ............................................................................................................................................................. 32
Exercise - Assigning Payroll Systems to Payroll Managers and Admins ........................................................ 34
Results ............................................................................................................................................................. 35
Exercise - Setting up Payroll Tasks for Payroll Administrators (New 1711) .................................................... 35
Unit Wrap-Up .................................................................................................................................................. 37
UNIT 3 - ENTERING EMPLOYEE DATA ....................................................................................................... 38
Unit Objectives ............................................................................................................................................... 38
Unit Objectives ................................................................................................................................................. 38
Lesson 3-1 - Setting up a new Employee .................................................................................................... 38
Introduction ...................................................................................................................................................... 38
Lesson Objective ............................................................................................................................................. 38
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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 4

Add New Employee ......................................................................................................................................... 38
Add New Employee – Personal Information .................................................................................................... 40
Add New Employee – Job Information ............................................................................................................ 42
Add New Employee – Compensation Information ........................................................................................... 42
Exercise - Setting up a new Employee - Hiring ............................................................................................... 43
Lesson Summary ............................................................................................................................................. 44
Lesson 3-2 - Review Employee Payroll Data Replication .......................................................................... 44
Introduction ...................................................................................................................................................... 44
Lesson Objective ............................................................................................................................................. 44
Data Replication Monitor ................................................................................................................................. 45
Display Options ................................................................................................................................................ 46
Standard and Extended Views ........................................................................................................................ 46
Lesson Summary ............................................................................................................................................. 46
Lesson 3-3 - Update Employee Payroll Data .............................................................................................. 46
Introduction ...................................................................................................................................................... 46
Lesson Objectives ........................................................................................................................................... 46
Retroactive Accounting .................................................................................................................................... 47
Add New Employee – Payroll Specific Data .................................................................................................... 47
Retroactive Accounting .................................................................................................................................... 49
Retroactive Accounting Limit ........................................................................................................................... 50
Exercise - Setting up a new Employee - Complete Payroll Hiring................................................................... 51
Unit Wrap-Up .................................................................................................................................................. 52
UNIT 4 – PAYROLL CONTROL CENTER ..................................................................................................... 53
Unit Objectives ............................................................................................................................................... 53
Lesson 4-1 - Payroll Control Center User Interface ................................................................................... 53
Introduction ...................................................................................................................................................... 53
Lesson Objectives ........................................................................................................................................... 53
Payroll Control Center user roles .................................................................................................................... 53
Payroll Process ................................................................................................................................................ 54
Payroll Process Tile on Home Page ................................................................................................................ 54
Home Payroll Dropdown Menu ........................................................................................................................ 54
Payroll Process Page ...................................................................................................................................... 55
One-Click Monitoring ....................................................................................................................................... 56
Payroll Alert Assignment.................................................................................................................................. 57
Payroll Alert ..................................................................................................................................................... 58
Payroll Alert Tile ............................................................................................................................................... 59
Exercise - One Click Monitoring (Pre-Payroll) ................................................................................................. 59
Exercise - Alert Resolution .............................................................................................................................. 59
Home Payroll Dropdown Menu ........................................................................................................................ 60
Payroll Alert Overview Page ............................................................................................................................ 62
Automated Root Cause Analysis and Alert Resolution ................................................................................... 62
Payroll Unresolved Alerts ................................................................................................................................ 63
Payroll Alert Detailed Information .................................................................................................................... 64
Three-Click Production Payroll ........................................................................................................................ 64
Exercise - Run Production Payroll ................................................................................................................... 65
Manage Processes & Policies ......................................................................................................................... 65
Exercise - Manage Processes and Policies .................................................................................................... 66
Lesson Summary ............................................................................................................................................. 66
Unit Exercises ................................................................................................................................................ 67
Exercise - PCC One-Click Monitoring ............................................................................................................. 67
Exercise - PCC Alert Resolution ...................................................................................................................... 70
Setup:............................................................................................................................................................... 70
Start Alert Resolution ....................................................................................................................................... 70
Exercise - Three-Click Production Payroll ....................................................................................................... 75
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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 5

Exercise - Manage Processes ......................................................................................................................... 80
Exercise - Manage Policies ............................................................................................................................. 83
Unit Wrap-Up .................................................................................................................................................. 86
UNIT 5 - MANAGING EMPLOYEE DATA ...................................................................................................... 87
Unit Objectives ............................................................................................................................................... 87
Unit Objectives ................................................................................................................................................. 87
Lesson 5-1 - Employee Central Transactions ............................................................................................. 87
Introduction ...................................................................................................................................................... 87
Lesson Objective ............................................................................................................................................. 87
Retroactive Accounting Triggers ..................................................................................................................... 87
Lesson 5-2 - Employee Self Service ............................................................................................................ 88
Introduction ...................................................................................................................................................... 88
Lesson Objective ............................................................................................................................................. 88
ESS Navigation ................................................................................................................................................ 89
Bank Information .............................................................................................................................................. 89
Payroll Information ........................................................................................................................................... 90
Lesson 5-3 - Manager Self Service .............................................................................................................. 91
Introduction ...................................................................................................................................................... 91
Lesson Objective ............................................................................................................................................. 91
MSS Navigation ............................................................................................................................................... 91
Pay Rate Changes ........................................................................................................................................... 92
Salary Changes Based on Payscale (Mass Processing) ................................................................................ 92
Permissibility of Pay Components ................................................................................................................... 92
Transfers .......................................................................................................................................................... 92
Job Changes .................................................................................................................................................... 93
Lesson 5-4 - HR Data Changes .................................................................................................................... 94
Introduction ...................................................................................................................................................... 94
Lesson Objectives ........................................................................................................................................... 94
HR Edit............................................................................................................................................................. 95
Approvals and Workflows ................................................................................................................................ 95
Unit Exercises ................................................................................................................................................ 96
Exercise - Giving Standard Users Access to the Payroll Information Page .................................................... 96
Unit Wrap-Up ................................................................................................................................................ 100
APPENDIX A - LOCALIZATION ................................................................................................................... 101
Localization of Payment Information ......................................................................................................... 101
Localization of Payment Information ............................................................................................................. 101
APPENDIX B - ADDITIONAL INFORMATION ............................................................................................. 102
Additional Information ................................................................................................................................ 102
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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 6

About this Handbook
This handbook is intended to complement the instructor-led presentation of this course,
and serve as a source of reference. American English is the standard used in this
handbook. The following typographic conventions are also used:

Use Example/Visualization
Demonstration by Instructor
A hint or advanced detail is shown or
clarified by the instructor –

please indicate reaching any of these
points to the instructor
Warning or Caution
A word of caution – generally used to
point out limitations or actions

with potential negative impact that need
to be considered consciously
Hint
A hint, tip or additional detail that helps
increase performance of the solution or

help improve understanding of the
solution
Additional information
An indicator for pointing to additional
information or technique beyond the

scope of the exercise but of potential
interest to the participant
Discussion/Group Exercise
Used to indicate that collaboration is
required to conclude a given

exercise. Collaboration can be a
discussion or a virtual collaboration.
User Interface Text
Find the Flavor Gallery button

Solution or SAP Specific term E.g. Flavors are transaction specific screen
personalization created and rendered using
SAP Screen Personas.

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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 7

Course Introduction
Overview
This Administrator’s Guide uses the concepts and terminology associated with the SAP
SuccessFactors Employee Central Payroll module and Payroll Control Center to help you
develop a working knowledge for use in implementing your payroll management strategy.
You will be introduced to payroll roles and process as well as the data required to process
payroll. Additionally, you will learn how to use Employee Central to complete Employee,
Manager, and HR Administrator tasks associated with creating and maintaining the data
required for processing payroll. In the guide, we will focus on the international payroll
concepts, the localization will be at the end of this guide. The appendix will also provide
some further details for US payroll.

Please note that “user” in this document refers to the end-user. In the context
of this guide, a user may be a Payroll administrator, HR administrator, Payroll

manager, or Employee, depending on your company’s use of the module.

Target Audience
This is a training course (virtual or in-person) intended for SAP SuccessFactors HR and
Payroll Administrators (also referred to as admins) and Payroll Managers responsible for:

• Modifying employee payroll data fields
• Creating/Modifying/Deleting employee payroll data
• Providing permissions to users for data modification and data modification approvals

Some screenshots and certain features covered in this guide may not be enabled
in your company’s environment. Please note that major configuration changes will
need to go through Professional Services, as System Administrators do not have
access to enable certain features.

Course Objectives
Upon completion of this course, you will be able to:

• Describe the payroll roles and process flow
• Identify master data and time data required for payroll
• Describe remuneration elements and deductions
• Use the HR Administrator features of Employee Central to:

• Hire a new employee
• Manage personnel processes, organizational reassignments, deviations from
the work schedule, and statutory and voluntary deductions
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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 8

• Use the Employee Self Service features of Employee Central to enter employee
bank data
• Use the Manager Self Service features to make changes to employee's payroll-
related data
• Describe employee master data replication from Employee Central to Payroll

SAP SuccessFactors Community
Customer Community is your one-stop shop for support, quick answers, product training
and quarterly release updates. You may also post ideas for enhancements on product-
specific Q&A boards, and "Kudo" other ideas that you like. Enhancement ideas with the
most kudos often become part of the product roadmap for future releases.

https://community.successfactors.com/
Additional Resources
For more information about SAP SuccessFactors, refer to these resources:

Main Website http://www.SuccessFactors.com
https://community.successfactors.com/t5/SA
SAP SuccessFactors Process Library P-SuccessFactors-Process/ct-
p/ProcessLibrary
Training and Certification Shop https://training.sap.com/shop/learninghub
SAP SuccessFactors HCM Suite Help
http://help.sap.com/cloud4hr
Portal

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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 9

Unit 1 - Employee Central Payroll
Introduction
Unit Objectives
This unit contains one lesson:

• Lesson 1-1: Employee Central Payroll and Payroll Control Center Overview

Upon completing this unit, you will be able to:

• Describe the purpose and goals of Employee Central Payroll Control Center
• Identify the different tools used in the Home page for Employee Central Payroll
Control Center

Lesson 1-1 - Employee Central Payroll and Payroll
Control Center Overview
Introduction
The goal for this lesson is to provide an overview of EC Payroll and PCC’s function in the
organization.

Lesson Objectives

• Describe the main functions of Employee Central Payroll and Payroll Control Center
• Identify the different tools used in the Home page for Employee Central Payroll
Control Center

What is Payroll?
Payroll is the calculation of payment for work performed by each employee. Payroll
comprises a number of work processes, including the generation of payroll results and
remuneration statements, implementation of bank transfers, and facilitation of check
payments.
What does a normal payroll cycle look like?

• During a payroll cycle, there are certain deadlines that must be met:

• The employee has to receive the payment not later than a fixed date (typically,
the last working day of a payroll period)
• The tax declaration statement has to be submitted not later than a specific date

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SAP SUCCESSFACTORS EMPLOYEE CENTRAL PAYROLL ADMINISTRATION (HR812) 10

• Based on these deadlines, the entire payroll processing window is defined in a
backward termination way

• In almost all cases, various iterations have to be done in order to get to a correct
result

• Typically, those iterations happen to be over-night batch jobs

• So, what we see are payroll processes that are heavily influenced by a kind of “batch
thinking mentality”

• What makes this way of processing really time consuming is the following:

• The later in the process a problem is found, the worse it gets as far as the
timeline goes
• In this case, one has to go all the way back to start, fix the problem, and re-run
the whole thing

• After all this has been done, a manager type of person has to review and sign that all
data is now in a good shape

Payroll Process

Successful payroll hindrances
You are in charge of the successful execution of your companies payroll, but:

• To run a successful productive payroll, your team needs many manual steps towards
correct and consistent payroll results. Typically, you need large Excel spreadsheets
with process descriptions and the information of “who” has to do “what” and by
“when;”
• Still, there is no or little transparency over complete end-to-end process (e.g. how do
you get an overview on all your different weekly, bi-weekly, semi-monthly, or monthly
payroll processes running at a certain point of time, and what is their status ?);
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