Summarize payroll information? It's easy with Document Builder

January 28, 2019
Written by Gethin Jones

An experienced Services Consultant in the Europe region, Gethin Jones specialises in products and services developed around SAP HCM. Gethin joined EPI-USE Labs a few years ago, having previously spent ten years in Human Resources. This background gives him invaluable insight into SAP HCM, and the benefits Query Manager can bring to an organisation's reporting strategy.

Document Builder solves another Business Challenge

In Danielle Larocca's previous blog “Need to submit Standard Government HR Forms from SAP? No problem!” she shared how one of our large global clients was able to leverage Query Manager’s Document Builder to create, automate and distribute a detailed formatted government document.

This week’s blog focuses on another customer, in the Education sector, leveraging Document Builder functionality to summarize payroll information into a detailed document that they used to communicate the amount of money the customer transferred on behalf of a specific school.

The document outputs groups of detail wage types into different third parties. For example, I grouped Tax, Employee NICs, Employer NICs and Student Loan Deductions etc. into a group, which I called HMRC. Then I repeated this process for pensions companies, unions and so on. Creating these groups was easy, thanks to the standard functionality within Query Manager. Next, I output the data into tables, making it easy to review by grouping where each payment was made.

See a sample below:

Data groups tables

While this process is often automated in SAP, the customer in this situation contracts out payroll services to privately-owned schools, and the resulting document is used as a way of communicating the amount of money transferred by the council on behalf of the school.

In addition, leveraging the functionality of Query Manager, I was able to implement a user exit to meet a rather unusual requirement of generating a required payment date based on a default value held in a custom table that automatically adjusted to the previous working day if the default day fell on a weekend or national holiday.

This is another example of how a customer is using Query Manager with Document Builder to solve their everyday business challenges. Take a minute and think of the documents that you work with (see samples below) that could benefit from automation, and reach out to see how we can automate the creation, generation and distribution of your documents leveraging the EPI-USE Labs’ Query Manager with Document Builder solution.

Sample documents infopraphic

MORE ABOUT DOCUMENT BUILDER

 

 

Explore Popular Tags

Query Manager SAP SuccessFactors SAP HCM reporting SAP HCM HCM Reporting SAP Payroll SAP Reporting EPI-USE Labs HCM SAP SuccessFactors Employee Central Payroll SAP SuccessFactors Reporting PRISM reporting Intelligent HR and Payroll Payroll Document Builder Human Capital Management (HCM) Payroll reporting Query Manager Analytics Connector SAP Analytics Cloud SAP HCM Data SAP Query Microsoft PowerBI SAP SuccessFactors People Analytics SAP Payroll data Variance Monitor HR and Payroll data SAP S/4HANA SAP S/4HANA Private Cloud Edition (S/4 PCE) Tableau HXM Move Payroll Data SAP SAP ERP HCM SAP HCM On-Premise Solutions SAP HCM Payroll SAP HR Reporting SAP HXM people analytics sap query hr Data Sync Manager Employee Central Payroll Journey to SAP SuccessFactors PRISM for HCM (Private Cloud Edition) PRISM free assessment SAP HCM journey SAP and SuccessFactors HXM Reporting Artificial Intelligence (AI) COVID-19 Cloud-based SAP HCM solutions Employee payroll H4S4 HCM Productivity Suite HR SAP HCM/HXM SuccessConnect reporting solution ABAP DSM for HCM Employee Central Payroll Reporting Employee data GeoClock Let's Talk HCM On-Premise Payroll Pay Recon SAP Data Warehouse Cloud SAP HCM Analysis SAP HCM for SAP S/4HANA On-Premise SAP HR SAP SuccessFactors HCM Journey SAP SuccessFactors Roadmaps SAP data privacy and compliance SuccessFactors Ultimate Guide: SAP HCM & Payroll Options data validation payroll control center Data Sync Manager for HCM Digital transformation Employee Central GDPR HCM, HR OData PRISM for ECP PRISM for H4S4 Query Manager with Document Builder Real-time reporting and document creation SAP Analytics Cloud (SAC) SAP HCM On-premise SAP HCM for S/4HANA SAP On-Premise customers SAP Payroll to the Cloud SAP Road maps SAP customers SAP data SAP data privacy & security Success Factors SuccessConnect 2019 Tax Reporting Transformation without re-implementation accurate payroll data certification custom infotype data source ebook on-premise SAP HCM s/4HANA AI Analytics solutions Automated reports Automation BTP ChatGPT Cloud migrations DSM Object Sync for SuccessFactors Hybrid Data Secure Data Types Data analysis EPI-USE Labs’ solutions Employee Letters Employee communication Free HCM Assessment HR Journey HR employee reports Human Experience Management (HXM) Human Resources Human Resources data Hybrid Reporting SAP and SuccessFactors Hybrid SAP and SuccessFactors Hybrid reporting Hybrid reporting solution Integrated reporting SuccessFactors SAP Intelligent Enterprise Joule Machine Learning (ML) Microsoft Excel News OData integration OM Object Sync On-Premise Payroll S/HANA Sidecar On-premise reporting Organization of the data PA People Analytics Workforce Planning Personalized documents Protect personal employee data Report Stories Reporting and analysis Robotic Process Automation (RPA) Robotic Process Automation framework S/4HANA Private Cloud Edition (PCE) SAP Data Privacy Suite SAP Data Security SAP ERP Payroll customers SAP HCM 2023 SAP HCM Roadmap SAP HCM and Payroll customers SAP HXM 2021 SAP Mentors SAP SuccessFactors Hybrid SAP SuccessFactors Next-Gen Payroll SAP SuccessFactors Release updates SAP SuccessFactors Time Management SAP SuccessFactors Time Tracking SAP Wage Type Reporter SAP certified solution SAP migration SAPPHIRE 2018 SuccessFactors and the Intelligence Enterprise SuccessFactors' Employee Central Payroll TCO Calculator The Report Center The Road to People Analytics Time management Workforce Planning ad hoc data variances easy reporter high-speed, low-risk on-premise SAP data partner roadmap single reporting solution sq01 stories in SAP SuccessFactors People Analytics technology third party ALE STP report ASUG Accessing COVID-19 data Ad Hoc Query American Payroll Association (APA) Analytics Connector Analytics reports Analytics solution At-risk employees Australian Payroll Australian Tax Office (ATO) Automated analysis and pay run reconciliations Automatic HR reports Best practice in BI Bots Business Analytics Business Intelligence COVID-19 statistics COVID-19 vaccinations Certified solutions Check for data replication errors Client Sync Client-centric Cloud hosting SAP PCE Company Branding Compare legacy HR and Payroll data Comparing data Configuration Center Copy and mask test data Coronavirus Created timestamp Custom Development Custom store Customer-specific infotypes DSAG Data Privacy Data Replication Data Sources Data Sync Manager (DSM) Data access Data privacy regulations Data production support issue solution Democratize data Description Diversity & Inclusion reporting DocuSign Document Building Dubai Dynamic data ECC EPI-USE ERP Education sector Electronic Signatures Embedded Analytics Edition Employee Central time Employee Central timesheets Employee NICs Employee Retention Analytics (ERA) Employee payment summaries Employee right to privacy Employer NICs Encrypt data
+ See More

Get Instant Updates


Leave a Comment: