Set Up Payroll Excerpts
In this step, you define the appearance of the payroll excerpts in the payroll journal.
Requirements
- If necessary, you have completed the steps in Basics.
- Determine what information is to be included in the payroll excerpts.
Standard Settings
The standard system contains a form that you can copy and change for your own purposes.
Activities
1. If required,
change the form background. For more information, refer to the R/3 Library
under Human Resources -> HR Tools -> Form Editor ->
Background.
2. If required,
change the individual fields for the payroll excerpts. For more information,
refer to the R/3 Library under Human Resources -> HR Tools
-> Form Editor -> Editing Individual Fields.
3. If required,
change the line layout. For more information, refer to the R/3 Library under
Human Resources -> HR Tools -> Form Editor -> Creating a
Window.
4. Specify
which identifiers are to be printed in a window. For more information, refer
to the R/3 Library under Human Resources -> HR Tools -> Form
Editor -> Creating a Window.
Note that wage types that do not come from the RT table, cannot always be assigned to the sort criteria for the payroll journal.
Note that wage types that do not come from the RT table, cannot always be assigned to the sort criteria for the payroll journal.
5. If you want
to print a particular text or graphic element before or after a set of
information, define the group texts. For more information, refer to the R/3
Library under Human Resources -> HR Tools -> Form Editor
-> Creating Group Text.
6. If you want
to summarize identifiers, proceed as described in the R/3 Library under
Human Resources -> HR Tools -> Form Editor -> Creating a
Window.
7. If you want
to print the totals display on the form, create the totals identifer
**** and specify all identifiers that are to be included in the
totals identifier.
Only identifiers - and not totals identifiers - can be included in the totals identifier. All totals identifiers that are to be printed on the form totals display must be recreated in the form totals display.
Wage types from tables containing cumulated values, such as the tables CRT and TCRT, may not be correctly cumulated.
For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Creating Totals Identifier.
Only identifiers - and not totals identifiers - can be included in the totals identifier. All totals identifiers that are to be printed on the form totals display must be recreated in the form totals display.
Wage types from tables containing cumulated values, such as the tables CRT and TCRT, may not be correctly cumulated.
For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Creating Totals Identifier.
8. If you want
information to appear in the payroll excerpts under certain conditions only,
create a rule. For more information, refer to the R/3 Library under
Human Resources -> HR Tools -> Form Editor -> Creating a
Rule.
Further Notes
Ensure that you observe the 
Naming Conventions for the payroll journal forms. Customer forms
must begin with Z or a special character.