Set up payroll custom dimensions to improve performance

Sparkrock 365 includes functionality to improve performance when sending compensation data from Sparkrock 365 to Primo Payday.

To improve performance, you must perform the following high level steps:

  1. Set up a payroll custom dimension which informs Sparkrock 365 to automatically populate the Compensation Journal ID field when you load data into the compensation journal.

  2. Filter by the Compensation Journal ID field to reduce the amount of hours detail information that is sent to Primo Payday.

Set up a payroll custom dimension

To filter the amount of hours detail information that is sent to Primo Payday, you must first set up a payroll custom dimension.

To set up payroll custom dimension

  1. Choose Lightbulb that opens the Tell Me feature., enter payroll setup, and then choose the related link.

    The Payroll Setup page opens.

  2. On the Payroll Custom Dimensions FastTab, perform the following steps:

    1. In Custom Payroll Dimension 2 Code, specify a code to represent custom payroll dimension 2, for example, COMP. JOURNAL ID.
      Alternatively, you can perform this setup on custom dimensions 3 or 4.
    2. In Custom Dim. 2 Validation Table ID, specify 23068648.
      The Object ID of 23068648 represents the Compensation Journal Line table.
    3. In Custom Dim. 2 Validation Field ID, specify 23068816.
      The No. of 23068816 represents the Compensation Journal ID field.
    4. In Filter Hours Detail by:, specify Custom Dim. 2.
      This filters all of the hours detail information that is sent to Primo Payday, based on the custom dimension validation table and field IDs that you specified, for example, 23068648 and 23068816.

Compensation Journal ID

To improve payroll performance, on the Primo Payday Integration Setup page, on the Sync FastTab, you can specify a Compensation Journal ID.

The Compensation Journal ID field specifies the payroll custom dimension that is used to filter hours details records during payroll processing.

When you update the Compensation Journal ID field on the Primo Payday Integration Setup page, Sparkrock 365 automatically updates the respective fields on the Payroll Setup page based on the value that was selected. For example, if you specify Custom Dim. 3, Sparkrock 365 automatically updates the fields as described in the following table.

Field Value
Custom Payroll Dimension 3 Code COMP JOURNAL ID
Custom Dim. 3 Validation Table ID 23068648
Custom Dim. 3 Validation Field ID 23068816
Filter Hours Detail by Custom Dim. 3

After you complete the Compensation Journal ID field setup, when you load lines on the Compensation Journal page, Sparkrock 365 automatically populates a Compensation Journal ID field. The Compensation Journal ID field is hidden. The value of the Compensation Journal ID field is a concatenated value that is based on the value of Batch Name, the HR pay cycle Code and the HR pay cycle Starting Date.

Additionally, when you send compensation journal lines to payroll, Sparkrock 365 automatically updates the COMP JNL ID field on the respective hours details records that are created for custom payroll dimensions 2 through 8.

Default filters during payroll batch creation processing

When you send compensation journal lines to payroll, Sparkrock 365 might, depending on the payroll setup, default the Custom Dimension Filter and remove the payroll employee No. filter during payroll batch creation processing.

When all the following conditions are met, Sparkrock 365 removes filtering by payroll employee numbers and specifies a Custom Dimension Filter:

  • On the Primo Payday Integration Setup page, the Compensation Journal ID field is synced to a custom payroll dimension.

  • On the Payroll Setup page, the Filter Hours Details by field is synced to the same custom payroll dimension.

  • On the Payroll Setup page, the selected custom payroll dimension is configured to use the compensation journal ID.

If any of the above conditions are not met, Sparkrock 365 specifies payroll employee number filters by default.

Filter by the value of the Compensation Journal ID field when sending hours detail information to Primo Payday

On the Create Batch Payroll Processing page, you can filter by the value of the Compensation Journal ID field. This filter reduces the amount of hours detail information that is sent to Primo Payday.

To filter by the value of the Compensation Journal ID field when sending hours detail information to Primo Payday

  1. Choose Lightbulb that opens the Tell Me feature., enter compensation journal, and then choose the related link.

    The Compensation Journal page opens.

  2. Specify details in fields as required and load lines as per your normal process.

    For more information, see Compensation Journal.

  3. On the action bar, choose Payroll > Send to Payroll.

    The Send Compensation Journal to Payroll page opens.

  4. Turn on Create New Payroll Batch, specify values for other fields as required, and then choose OK.

    The Create Batch Payroll Processing page opens.

  5. In Custom Dimension Filter, specify the value for which you want to filter the hours detail information that you want to send to Primo Payday.

  6. Specify values for other fields as required, and then choose OK.

Set up payroll administration

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