This guide covers the HR monitoring view, which examines the statuses of payroll processes by salary model and individual. The view tracks the statuses of working hours, travel expense reports, and payroll phases.

Pay > Personnel > HR monitoring view

CONTENT

General information about the monitoring view

In the HR monitoring view, you can see the statuses of payroll processes by salary model and individual. Check the statuses of all employees' working hours, travel expense reports, and payroll phases at once from the view.

By default, the view shows the statuses of working hours, travel expense reports, and payroll for the current pay period. Each salary model has its own table. Track the status of phases using color codes:

  • Red: Phase is not done
  • Yellow: Phase is in progress
  • Green: Phase is completed

Person

Drill down directly into the employee's basic information by selecting the employee's name.

Working hours tracking

Manage working hours information from the Working hours tracking column:

  1. Select "Input" or "Approval" to move to the working hours entry view.
  2. Enter or approve working hours information in the opened entry view for the respective employee.

Travel expense reports

Manage travel expense reports from the Travel expense reports column:

  1. Select "Input" or "Approval" to move to the Open travel and account of expenses page.
  2. Edit the employee's travel expense reports in the opened view.

Payslip

Drill down into different phases of the payroll process by selecting a link from the Payslip column:

  • Generated:
    • If the box is red, you will move to the payroll process phase "Unprocessed payslips".
    • If the box is green, the payslip editing view will open.
  • Printed:
    • If the box is red, you will move to the payroll process phase "Unprinted payslips".
    • If the box is green, the payslip PDF printing view will open.
  • Paid:
    • The link will take you to the payroll process regardless of whether the box is red or green.
  • In accounting:
    • If the box is red, you will move to the payroll process to create a voucher.
    • If the box is green (voucher is created), the respective payroll voucher will open.

Browsing pay periods

View and browse pay periods by salary model by selecting "Previous pay period" or "Next pay period" from the table.

Access rights

Ensure you have sufficient rights to use the HR monitoring view. In the payroll function-specific rights, there must be read or edit rights in the "Payroll" section.

Note the impact of roles:

Frequently asked questions

What do the colors in the monitoring view mean?
Red means the phase is not done. Yellow indicates the phase is in progress, and green means the phase is completed.

Is the payroll accountant role (P-role) required for the monitoring view?
Accessing the page does not require the P-role, but viewing and processing payslips requires the role.

How can I browse different pay periods?
You can browse periods from the table links "Previous pay period" and "Next pay period".



Keywords: HR monitoring view, Payroll, Working hours tracking, Travel expense reports, Payslip, Access rights

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.