Navigational Steps
Learn the steps to perform these actions in the HRMS.
Steps
| Process or Item | Current State | Future State – 21C Upgrade |
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Payroll Checklist
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Under Payroll tab> Click Payroll checklist |
Payroll Checklist has been replaced by flow submission and results. Note: All items in the Payroll checklists are now located under the Payroll Menu. |
| Adjust Individual Balances | Nav: Navigator > My Client Groups > Payroll > Person Information >Adjust Individual Balances > Search for a person | Nav: Navigator > My Client Groups > Payroll > >Adjust Individual Balances > Search for a person |
| Archive End of year payroll results | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Archive End-of Year Payroll Results | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Archive End-of Year Payroll Results |
| Archive periodic payroll results | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Archive Periodic Payroll Results | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Archive Periodic Payroll Results |
| Calculate costing of payments | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Calculate Costing of Payments | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Calculate Costing of Payments |
| Calculate prepayment | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Calculate prepayment | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Calculate Prepayments |
| Calculate retroactive costing | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Calculate retroactive costing | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Calculate Retroactive Costing |
| Calculation Payroll | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Calculate payroll | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Calculate Payroll |
| Compile formula | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Compile formula | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Compile Formula |
| Costing of balance adjustment | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Costing of balance adjustment | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Costing of Balance Adjustment |
| Create time card calculation components | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Create time card calculation components | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Create Time Card Calculation Components |
| Expedited payroll flow | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Expedited payroll flow | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group CA > Search Flow > Expedited Payroll Flow |
| Generate direct deposit payments | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Generate direct deposit payments | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Generate Direct Deposit Payments |
| Generate payslips | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Generate payslips | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Generate Payslips |
| Generate run balances | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Generate run balances | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Generate Run Balances |
| Import Record of employment data | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Import Record of employment data | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Import Record of Employment Data |
| Load and transfer batch | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Load and transfer batch | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Load and Transfer Batch |
| Load Geographies for Canada | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Load geographies for Canada | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Load Geographies for Canada |
| Load Payroll Tax information for Canada | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Load Time Payroll Tax information for Canada | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Load Payroll Tax Information for Canada |
| Load Time card batches | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Load Timecard batches | Nav: Navigator > My Client Groups > Payroll > Submit a flow > CA Choose Legislative Data Group > Search Flow > Load Time Card Batches |
| Payroll cycle | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Payroll Cycle | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Payroll Cycle |
| View Process Results | Nav: Navigator > My Client Groups > Payroll > Person Information >View Process Information Groups > search person > Arrow > View Process Results | Nav: Navigator > My Client Groups > Payroll > Person Results > Search for a Person |
| Recalculate payroll for retroactive changes | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Recalculate payroll for Retroactive Changes | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Recalculate Payroll for Retroactive Changes |
| Roll back process | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Roll Back Process | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Roll Back Process |
| Rollback batch Transfer | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Roll Back Batch Transfer | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Roll Back Batch Transfer |
| Run balance exception report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run balance exception report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Balance Exception Report |
| Run deduction report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run deduction report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Deduction Report |
| Run Element Result Register | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run element result register | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Element Results Register |
| Run Employee Active Balance Report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run employee active payroll balance report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Employee Active Payroll Balance Report |
| Run End of year reports | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run End-of-Year Reports | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run End-of-Year Reports |
| Run gross to Net report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Gross to Net Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Gross-to-Net Report |
| Run payment register report | Nav: Navigator > Payroll > Payroll Checklist > Task > Submit a process or Report > LDG > Run payment register report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payment Register Report |
| Run Payroll Activity report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Activity Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Activity Report |
| Run Payroll Balance Report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Balance Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Balance Report |
| Run Payroll costing Results | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Costing Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Costing Report |
| Run Payroll Message Report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll message Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Messages Report |
| Run Payroll Register report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Register Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Register Report |
| Run Provincial Medical report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Provincial Medical Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Payroll Provincial Medical Report |
| Run Record of employment Amendment Archive | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Record of Employment Archive | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Record of Employment Archive |
| Run Record of employment Archive | Nav: Navigator > Payroll > Payroll Checklist > Task > Submit a process or Report > LDG > Run Record of employment Archive | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Record of Employment Archive |
| Run Retroactive Entries Report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Retroactive Entry Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Retroactive Entries Report |
| Run Retroactive Notification report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Payroll Retroactive Notification Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Retroactive Notification Report |
| Run Statutory Deduction register | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Statutory Deduction Report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Statutory Deduction Register |
| Run Tax Overrides report | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Run Tax Override report | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Run Tax Overrides Report |
| Transfer Batch | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Transfer Batch | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Transfer Batch |
| View and Calculation card for TRU (Tax Reporting Unit) | My Client Groups > Person Management > Search person > Calculation Cards > Tax Credit Information > NUX page for Associations | My Client Groups > Payroll > Calculation Cards > Search person > Tax Credit Information |
| Void Payment | Nav: Navigator > My Client Groups > Payroll > Flow Submission and Results > Submit a flow > Choose Legislative Data Group CA > Search Flow > Void Payment | Nav: Navigator > My Client Groups > Payroll > Submit a flow > Choose CA Legislative Data Group > Search Flow > Void Payment |