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PYC_GENERATE_PROC_INSTANCE - Generate Process Instances

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Purpose

You use this report to generate payroll process instances. A process instance is a process for a given payroll period. The payroll period is derived from the user variant or the default implementation of the corresponding parameter types.

For example, you have a process called Regular Payroll Process for Payroll Area China. A process instance can be, for example, Regular Payroll Process for Payroll Area China for Payroll Period 2013.01.

The Payroll Process Manager manages payroll process instances on the front end of the Payroll Control Center.

Integration

Prerequisites

• You have defined parameter types in Customizing for Payroll under Payroll: International -> Payroll Control Center -> General Settings -> Define Parameter Types.

• You have completed the Customizing activities in Customizing for Payroll under Payroll: International -> Payroll Control Center -> Payroll Process Management:

• You have generated process steps using the Generate Process Steps (PYC_GENERATE_STEP) report.

• If you want the system to automatically fill the start date and end date of each step group of each payroll process instance using your own logic, you have completed the Customizing activity BAdI: Generation of Process Step Group Periods.

• You must have the authorization (value 04 Start Reports of the authorization object P_PYD_AAUT) in order to run this report. For more information, see the documentation for the authorization object.

Features

In Customizing, you have defined process templates and specified when a process should use which process templates.

You have used the PYC_GENERATE_STEP report to generate steps for a process.

Now you use this report to generate process instances. As a result, authorized users (for example, Payroll Manager) can see and manage the process instances on the front end of Payroll Control Center.

Selection

• Process ID

Specify the ID of the payroll process for which you want to generate a payroll process instance. Possible options are the processes you have defined in the Customizing activity Define Processes.

• Instance Period

Specify the period for which you want to generate process instances.

The system uses the specified time to determine the payroll process template assigned to the process and the payroll periods covered in the time.

• Display

Select this option to view the process instances that have been generated before.

• Generate

Select this option in any of the following cases:

• No process instances have been generated before for the process.

• You have generated process instances before for the process, and now you want to generate new process instances for a new instance period.

• Edit

Select this option to edit the output of the report.

• Delete

Select this option if you want to delete the process instances that have been generated before.

For example, you may need to delete process instances if you have assigned a wrong process template to the process.

• Regenerate

You may need to regenerate process instances if you have made changes to the process template assigned to the process after you have already generated process instances for the process.

Note: You cannot regenerate a process instance if that process instance has already been started.

Standard Variants

Output

The report generates a set of process instances for the instance period you have specified. Each process instance corresponds to a payroll period for regular payroll or off-cycle payroll. The output differs slightly based on the business logic version of the process defined in the Customizing activity Define Processes:

• If the process supports the Initial business logic version (default option),

• In the left panel, the system displays a list of process instances. The process instance name is a combination of the process ID and the payroll period.

• In the right panel, the system displays the start and end dates of each process instance on the top.

The Process Step Group table lists the step groups of each process instance. The system automatically fills the start and end dates for the step groups in the process instances based on the logic defined in the BAdI in the Customizing activity BAdI: Generation of Process Step Group Periods.

• If the process supports the FP3 business logic version, the Process Instance table lists the process instances generated for the specified period.

The system uses the start and end dates to track and display the payroll process status on the front end of Payroll Control Center. For example, if a process instance is not completed by the end date, users will see a color status (such as red) on the front end of Payroll Control Center.

As of release EA-HRRXX 608 SP44, different types of off-cycle processes are supported. Depending on the type of off-cycle process for which you are generating process instances, you need to maintain additional information on the output screen accordingly:

• Planned off-cycle productive payroll process: Process assigned to process template of the category Planned Off-Cycle: Productive Payroll (PO)

For process instances generated for planned off-cycle productive payroll process, on the output screen, choose New Entry. Specify pay date, pay ID (1 digit, optional), and the period information for each process instance.

The system automatically generates the process instance ID in the format <1-digit system-generated sequence No.>.

• Planned off-cycle subseuqnet activities process: Process assigned to process template of the category Planned Off-Cycle: Others (OO)

For process instances generated for planned off-cycle subsequent activities process, on the output screen, choose Create from predecessor.

This enables the process instances to inherit the pay date, pay ID and period information from the predecessor (productive payroll) process instance.

• Ad hoc off-cycle process: process: Process assigned to process template of the category Ad Hoc Off--Cycle (AO)

Choose New Entryon the output screen and maintain further information for the process instance.

Activities

To access this report on the SAP Easy Access Menu, choose Human Resources -> Payroll -> International -> Tools -> Payroll Control Center -> Generate Process Instances.

Example

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