Client

The client country the dashboard is to be created for.

Based on the Client Country configured in ‘FC425 - Pay Group Definition’

Paygrp

The pay group the dashboard applies to.

This field is optional, if it is left blank then the dashboard will generate for the list defined for the pay group client country.

Start Date

The date the period end date for the payroll dashboard should start being applied from.

If multiple current dashboards exist for the same client and/or paygroup, the one with the most recent start date will be used.

End Date

The end date for the dashboard configuration

This field is optional.

Action Type

A dashboard action list can include three types of actions:

Reports - This is any report within Ascender Pay that can be run for a pay group/pay period. These reports need to be configured in ‘FG382 - Payroll Dashboard Parameter Setup’ in order to be updated in the dashboard action list.

Report Chains - Any report chains that are related to the payroll process - for example payroll chains, disbursement chains, end of period processing chains etc.

Tasks - Manual action that can be monitored and updated directly via the dashboard action list. Tasks should be defined via the code kind PAYROLL_TASKS.

Task Type

Where action type is Task, additional sub-categories can be configured to assist in identifying the purpose of the task. Tasks Types can be defined in the code kind TASK_TYPE.

By default, there are no types configured in this code kind.

If there are no task types used in the action list, this column will not display in the dashboard.

This is an optional field.

Action

The action is the report, report chain or task to be performed. A look up is available on this field as follows:

For action type = Report, the lookup will display all available reports

For action type = Report Chain, the lookup will display all available report chains as defined in code kind REP_CHAIN

For action type = Task, the lookup will display all tasks defined in the code kind PAYROLL_TASKS.

Update Mode

The update mode flag indicates if this action should be performed in non-update or update mode. Duplicate records can be created in the action list with one in non-update mode and another in update mode if the action is required to be executed in each mode.

For example, the payroll chain will generally be run in non-update mode first, the values are checked and verified and then it will be run in update mode.

This field can be left blank if the update mode does not apply to the action.

Action Freq

This is a drop-down list with available options of “Payrun” and “Pay Period”.

The action frequency indicates if this action should be added to the dashboard action list once per pay period or once for each payrun defined in the pay period.

Seq

The numeric order in which the actions should be executed. This number does not need to be continuous in sequence.

Date to Offset

The action due date can be calculated based on an offset from either the Period End Date or the Paydate. This field indicates which date should be used to calculate back from to determine the action due date.

Offset Days

The number of days that should be subtracted from the offset date to determine the action due date.

For example, if the date to offset is set to Paydate and the paydate is 15-Feb, if the offset days is set to 2 then the action due date will be set to 13-Feb.

Action Due Time (HH:MM)

The time on the due date that the action needs to be completed by. This should be entered in format HH:MM e.g. 10:00.

This is an optional field.

Payroll Chain

The payroll chain checkbox indicates any actions which should be repeated on the event the pay is run in update mode and then reversed.

For example, tick the box for the PAYROLL chain in update mode and any validation tasks for the payroll chain to indicate it needs to be completed again in update mode if the payroll chain is reversed.

All actions with the box checked will be repeated when the pay is reversed.

Disbursement Chain

The disbursement chain checkbox indicates any actions which should be repeated on the event the disbursement is run in update mode and then reversed.

All actions with the box checked will be repeated when the disbursement is reversed.

Assigned to Role

For tasks, assign a role to a task to specify which users will have access to update the status in the dashboard.

Any role that is defined in ‘FE600 - Express User/Group Security’ can be assigned to a task.  This can be either existing roles or new roles can be created specifically for this purpose to grant access to different tasks for different users.

For example: A different role could be created for Payroll Officers vs. Payroll Managers so different tasks can be completed by these groups of users.

This is an optional field.

Include in Client/End User View

If a different view of the action list is required for client or end user to view to hide the full action list from these users, use this checkbox to indicate the actions that the client/end users should be allowed to see.

This will work in conjunction with the CLIENT VIEW privilege which can be granted to these users in ‘FE600 - Express Users/Group Security’ to provide them with a restricted view of the action list.

Setup Notifications

Set up notification emails to be sent automatically when the action status is changed. If a number displays next to the button, then this indicates that some notifications are already setup for the action.

For more details, please refer to the Setup Notifications section below.

Payrun Definition Date

Checkbox to indicate if the timeline date is a value from the payrun definition or a calculated date field.

Timeline Item

The LOV on the timeline item field will change depending on the checkbox for payrun definition date

For payrun dates, the lookup will display relevant date columns from the payrun definition to select from. This includes dates such as cutoff date, paydate, period end date and STP date.

For calculated dates, the timeline item and description should be defined in code kind TIMELINE_DATES so it can then be selected from the lookup.

Date to Offset

The timeline date can be calculated based on an offset from either the Period End Date or the Paydate. This field indicates which date should be used to calculate back from to determine the action due date.

Offset Days

The number of days that should be subtracted from the offset date to determine the timeline date.

For example, if the date to offset is set to Paydate and the paydate is 15-Feb, if the offset days is set to 2 then the timeline date will be set to 13-Feb.

Offset should only be populated for non payrun def dates. It if is populated for the payrun def dates, it will be ignored.

Web Message

The pre-defined web message. A lookup is available to select the web message which must first be defined in ‘FD065 - Email Message Maintenance’.

This field is mandatory

Status

Select the status that the notification should be sent for. This is a drop-down list. To send the same notification for multiple statuses, create multiple records within this screen.

This field is mandatory

Email Address Type To

Select an email address type from the drop-down list for the Email To field. The available options are:

A - Email Address

E - Employee Number

M - Mail Group

P - Position Number

This field is mandatory

Email To

The email address, employee number, mail group or position number to send the notification to for the ‘To’ email address.

For employee number and position number, the email address will be taken from the WSS mailing group for the specified employee# (or employee# occupying the selected position).

Email Address Type CC

Select an email address type from the drop-down list for the Email CC field. The available options are:

A - Email Address

E - Employee Number

M - Mail Group

P - Position Number

Email CC

The email address, employee number, mail group or position number to send the notification to for the ‘CC’ email address.

For employee number and position number, the email address will be taken from the WSS mailing group for the specified employee# (or employee# occupying the selected position).

Email Address Type BCC

Select an email address type from the drop-down list for the Email BCC field. The available options are:

A - Email Address

E - Employee Number

M - Mail Group

P - Position Number

Email BCC

The email address, employee number, mail group or position number to send the notification to for the ‘BCC’ email address.

For employee number and position number, the email address will be taken from the WSS mailing group for the specified employee# (or employee# occupying the selected position).

ACTION

Action code for the action as defined in ‘FG381 - Payroll Dashboard Configuration’.

ACTION_DESC

Description for the action code

STATUS

Current status of the action

PAYRUN

Payrun for the action being updated (where applicable)

UNIQUE_ID

The unique ID from the report monitor for reports and report chains

START_DATE

The start date for the action

END_DATE

The end date for the action

USERNAME

The username of the user who last updated the status of the action

UPDATE_FLAG

Update flag to indicate if the report is run in update or non-update mode (where applicable)

COMMENTS

Comments for the action as entered in the dashboard screen in Express

ACTION_DUE_DATE

Action due date

ACTION_DUE_TIME

Action due time

PAYGRP

Paygroup for the action’s dashboard

PERIOD_END_DATE

Period end date for the action’s dashboard

ACTION_TYPE

Action type - e.g. Task, Report or Report Chain.