Manage HR Payroll in legacy HR

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 4 minutes to read

    • You can define and maintain HR payroll data that is used for creating and assigning HR payroll cases in the non-scoped version of HR.

    The HR • Payroll module contains a list of all open payroll cases. The module allows HR agents to add and modify payroll records, banking accounts, and direct data.

    The following information is set up and maintained as part of the HR • Payroll module. Employees can access HR payroll information, enroll in direct deposit, and submit HR payroll cases from the HR Service Portal. HR managers or administrators set up and modify the information.
    • HR Payroll Case Management
    • Employee Payroll Records
    • Bank Details
      • Bank Accounts
      • Direct Deposits

    HR specialists, generalists, and managers can perform any of the following tasks.

    • Create HR payroll cases for employees to record the processing of HR payroll issues or enrollments.
    • View HR payroll case information and manage the overall HR workload. For example, a manager can work with all HR cases that are not assigned.

    HR payroll cases can have one or more associated HR tasks to manage individual pieces of work within the case.

    HR payroll case management in legacy HR

    You can use HR dashboards, reports, and other HR management modules to monitor and manage HR payroll cases.

    You can view a list of all payroll cases in the HR • Payroll > Case Management > Payroll Cases module.

    Depending on your HR job function, you can use any of the following tools to help you with day-to-day HR payroll cases and operations.
    • Dashboards, including the Overview, Overview (Reporting), and Manager Dashboard. Dashboards are a type of homepage containing reports and other widgets. You click a listed payroll record or a segment in a report to see details.
    • HR reports, including reports available on the dashboards. Various HR reports are predefined for you, and you can create additional reports.

    Create or modify an employee payroll record in legacy HR

    You can add or modify an employee payroll record using the HR • Payroll module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    Payroll records can be viewed at HR • Payroll > = > Employee Payroll Records > Payroll.

    Procedure

    1. Navigate to HR • Payroll > Employee Payroll Records > Payroll.
      The HR Payrolls list opens.
    2. Click New to open an HR payroll record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 1. HR Payroll form
      Field Description
      Employee The name of the employee.
      Pay period beginning Day (date) the pay period starts.
      Pay period end Day (date) the pay period ends.
      Current pay date Most recent or closest approaching pay date.
      Current income Amount of income employee has earned to date.
      Year to date income Total salary and bonus income.
      Current deductions Amount deducted from income to date.
      Year to date deductions Total deducted from annual salary.
    4. Click Submit.
      The payroll record is listed in the HR Payrolls list.
    5. To modify payroll record data, find the existing payroll record in the HR Payrolls list.
      You can use the list search menu by typing the employee name.
    6. Click the information icon next to the employee name to open the form.
    7. Modify the form.
    8. Click Update.

    Create or modify an employee bank account in legacy HR

    You can add or modify an employee bank account using the HR • Payroll module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    Employee bank account data can be viewed at HR • Payroll > Bank Details > Bank Accounts.

    Procedure

    1. Navigate to HR • Payroll > Bank Details > Bank Accounts.
      The Bank Accounts list opens.
    2. Click New to open a Bank Account record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 2. Bank Account form
      Field Description
      Name Employee name.
      Account holder Account holder name.
      Account nickname Personalized name for the account, such as, vacation savings or college student checking.
      Bank name Name of the bank.
      Account type Type of bank account, such as, checking or savings.
      Account number Bank account number.
      Routing number Bank routing number.
    4. Click Submit.
      The bank account is listed in the Bank Accounts list.
    5. To modify bank account data, find the existing bank account in the Bank Accounts list.
      You can use the list search menu by typing the employee name and pressing Enter.
    6. Click the employee name to open the form.
    7. Modify the form.
    8. Click Update.

    Create or modify an employee direct deposit in legacy HR

    You can add or modify an employee direct deposit using the HR • Payroll module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    Benefit providers can be viewed at HR • Payroll > Bank Details > Direct Deposits.

    Procedure

    1. Navigate to HR • Payroll > Bank Details > Direct Deposits.
      The HR Direct Deposits list opens.
    2. Click New to open an HR direct deposit record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 3. HR Direct Deposit form
      Field Description
      Employee Employee name.
      Bank account Account holder name.
      Deposit amount Amount of money from paycheck for direct deposit.
      Deposit type Type of direct deposit, such as, amount, percentage, or remaining.
      Active Select to activate direct deposit for the employee. Leaving the box empty or deselecting deactivates direct deposit.
    4. Click Submit.
      The direct deposit is listed in the HR Direct Deposits list.
    5. To modify direct deposit data, find the existing direct deposit in the HR Direct Deposits list.
      You can use the list search menu by typing the employee name and pressing Enter.
    6. Click the information icon or the date in the Updated column of the list to open the form.
    7. Modify the form.
    8. Click Update.