Maintaining Payroll Exception Rules

When the system detects payroll data that does not conform to the payroll exception rules, it generates a payroll exception and displays a message in the application to inform the user of the problem.

The Payroll Exception Rule Overview lists all the payroll exception rules in the system and provides a way for you to change the text of the exception message and the action the system will take as a result of the exception. Changes made to payroll exception rules do not affect existing exceptions. For information about each payroll exception, see Understanding Payroll Exceptions.

To access this component, click the Payroll Exception Rules link in the Reference Data component.

Each exception rule row contains current values for the following fields:

• Rule Name

• Res Act

• Base Msg

• Cust Msg

• Note: The AgencyOptionPair payroll exception rule evaluates three pairs of agency options to ensure that if one member of the pair has a value, then both members of the pair have values. A payroll exception is generated if any one of the three pairs has a mismatch, and the Resolution Action is set to Must Resolve or May Be Left Unresolved. The following pairs of agency options are evaluated: JourneymenToFirstApprenticeRatio and JourneymenToRemainingApprenticeRatio; SpecialOvertimeWeekday1 and SpecialOvertimeWeekday1_Multiplier; SpecialOvertimeWeekday2  and SpecialOvertimeWeekday2_Multiplier.

Customizing Exception Messages

To customize the message text for an exception rule, click in the Cust Msg field and type the text you want the message to display.

The Base Msg field contains a read-only copy of the base (default) text for the exception rule as it was shipped with the application. You can copy and paste the text from the Base Msg field to the Cust Msg to use as a basis for your new message if you want.

Some messages include tokens, which are placeholders for values that are specific to the record that caused the exception. You can use the same tokens in your custom message by copying and pasting them from the base text. Tokens are formatted as the entity name, followed by a period, followed by the field name, all enclosed by curly brackets. For example, {PayrollEmployee.Label} would display the value of the Label field in the PayrollEmployee entity for the record that caused an exception. In some cases, tokens can include multiple nested entities, or do not list an entity at all, for example, {PayrollEmployee.GrossPay.Label} and {GrossPay}.

• Note: A value in the Res Act field is required before a custom message can be saved.

When you are finished, click the Save button to apply your changes to the system. The system displays a message to confirm that your changes were saved in the database.

Resolution Actions

The Res Act field defines the action the system will take to resolve a payroll exception. The following table describes the actions you can choose.

 

Value	Resulting System Action
Must Resolve	The payroll exception must be resolved before the system will allow the payroll to be approved.
May be Left Unresolved	The system will allow the payroll to be approved even if the exception is not resolved.
Ignore	The system will not analyze or report this exception when the rule is set to this value.