Tasks to be completed when documenting an operation (from creation to publication)

 1. Enter the Title of the operation / page

2. Add the following Labels : 

    • Scope of applicability: ww, country_accounting 

    • Country or group of countries (if applicable): belux, china, france, italy, lam, nam, uk_ie, bulgaria, dach, netherlands, iberia, poland, latvia, australia, india, japan, south_korea, thailand, singapore

    • Unit and Domain according to the List of labels to be used in the Finance Service Line space

      • E.g. 1: WW Operation in Financial Accounting under domain "Central Finance Processes & Compliance":
        • Labels to be used: ww, financial_accounting, central_fin_proc_compliance

      • E.g. 2: France Operation in Financial Accounting:
        • Labels to be used: country_accounting, france, financial_accounting
          (for country operations, the Domain is always country_accounting)


3. Fill in all fields as described above

 4. Once the description of the operation is completed, ensure it is approved and published by launching the SBS-Finance approval workflow 




Domain: Country Accounting



Responsibility area: N/A


Table of contents 

By default the table of contents displays Heading 1 & Heading 2 (other levels can be added)



Scope

3. Remove the icon when not applicable


ERP

4. Remove the icon(s) when not applicable


Frequency

5. Remove the icon(s) when not applicable

 (to be confirmed!)(error)

References

6. Add the link to SAP transaction(s) (when it exists)


Forms

7. Insert the links accordingly and change the link text with the OP name

US WP1 Employee Deductions - Template


Attachments



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1. Objective and Scope

1.1. Objective of this Operation

The main objective of this document is to demonstrate how to update the employee deductions report that must be sent to David Neuberger monthly.

1.2. Scope

This procedure applies to all ERP WP1, company 7424 and 6283.


2. Definitions

See Finance Glossary:


3. Tasks description

3.1. Responsibilities

SBS Responsibilities:

  • SBS RTR (change RTR)(error) is responsible for update this report monthly and send it to David Neuberger.

3.2. I update the "Employee Deductions" report

The HtR (change HtR)(error) report used to update the information will be available HERE (not working: update the link)(error). This team site is manage by the HtR (change HtR)(error) team, and contains the monthly payroll reports by cost center. The information should be available by D-2. David uses this to analyze our net benefit costs.


If you don't have access, please submit a request to Sandra Dubourg.


Look for the last file on the list (the file from the currently month you want to update):

Copy and the paste the full report on the template US WP1 Employee Deductions - Template, on tab  , starting on cell "B1" and delete the blank columns (D, M, N, O).

Step 1

To update the tables it's necessary to perform some filters:

  1. Filter by "Company Code", only 7424: The report contains information from both legacies PF1 and WP1, but we only need company 7424. By doing this, copy all the information and paste on tab: .

  2. As Chemlogics is using company 7424 to process their payroll, the information from both companies are under 7424 company code, to know which information belongs to Chemlogics the first columns consider a list of "Personnel Areas", following list:

    Chemlogics Personnel Areas

     

     

     

     

     

    8218

    8221

    8234

    8237

    8240

    8243

    8219

    8232

    8235

    8238

    8241

    8244

    8220

    8233

    8236

    8239

    8242

     

    Tab  contains a formula on column "A" that marks what is related to Chemlogics. Filter this column, then copy and paste this information on tab .

  3. For last, go back and undo all the filters, now is necessary to filter only "Company Code" 7424, and on column "A", only "Blanks". Copy and paste this information on tab .

Step 2

The second step is to refresh the pivot tables, on the following tabs: 


This tables contain a filter by "Wage type", that only consider the items below:

Only Included WTs in all 3 pivot tables

 

 

 

 

2451

3793

3E70

3ED0

3EP1

2963

3794

3E90

3EE0

 

3792

3E50

3EB0

3EG0

 


To refresh go to:

  • "PivotTable Tools"/ "Refresh"  ;

Step 3

The last part of this report is the "HSA and Flex Spending Deductions". The tab will sum the amounts per account and wage type: 


This table contains formulas, and is updated when the reports are filled. Just make sure that the current month you are reporting is in this table.

3.3. I check and send the report

Make sure you have updated all the pivot tables and then send this report to David Neuberger.


End of document.