View and Confirm Earning Lines for an Assignment
You can use the Assignment Manager page to view and then confirm earning lines for faculty member assignments. You can also cancel, generate, and confirm earning lines for an assignment.
If Anthology Student is integrated with an external human resources (HR) and payroll system (for example, Anthology Finance & HCM or any third-party HR and payroll application), you must use Anthology Student to manage the items (such as generating or exporting earning lines, and so on).
Prerequisites
You must have:
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Common - Processes - View authorization
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Faculty Workload - Processes - Assignment Manager - View and Manage authorization
The assignment must have Require Pay set to Yes and Generated for Pay Generation Status
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To integrate with an external payroll system, your institution must have configured Yes under Settings > Faculty Workload > General for the feature: Export Payroll Earning Lines from FWM
The option to cancel and individual earning line depends on the following information:
| Your institution configured integration with an external payroll system | Value of Status | Value of Pay Generation Status |
|---|---|---|
| Yes | Success or Error | Exported or Exported Partially |
| No | Generated | Generated |
To confirm and export earning lines, Status must have a value of Generated.
Access Method
Select the Processes tile > locate Faculty Workload > select Assignment Manager.
Procedure to View and Confirm Earning Lines
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Select the record for the assignment.
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Select the Pay Actions button > View Earning Lines. Anthology Student displays the earning lines grouped into Onload and Overload assignment types in different tabs, if they exist.
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Select the required tab and view the total number of earning lines for the assignment type.
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You can filter the list by:
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Select the Apply Filters button.
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Review the earning lines generated for the assignment in the View Earning Lines pop-up.
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Take the appropriate action in the View Earning Lines pop-up for the earning lines.
Task Action to Take Integration with external payroll system Action From Anthology Student Cancel earning lines -
Select the required earning lines from the grid.
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Select the Actions button.
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Select the Cancel Earning Lines option.
No Displays a message indicating that the earning lines has been canceled successfully.
Removes the record from the grid.
Updates the value as Not Generated in the Pay Generation Status column when you cancel all the earning lines for the assignment; otherwise retains the existing value for the column.
Yes Displays a message indicating that the canceled earning lines have been sent to an External Payroll system.
Removes the record from the grid.
Updates the value as Exported Partially in Pay Generation Status column when you cancel earning lines for the assignment with a Status combination of Sent/Success/Error and also displays a message indicating that an action is pending.
Generate earning lines You can only generate earning lines for the earning lines canceled from the View Earning lines grid.
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Select the Actions button.
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Select the Generate Earning Lines option.
No Displays the message indicating that the earnings have been generated.
Updates the value as Generated in the Status column.
Updates the value as Generated in the Pay Generation Status column.
Displays the message indicating that the earning has been already generated, if you want to re-generate earning lines for an assignment.
Yes Displays the message indicating that the earning has been generated.
Updates the value as Generated in the Status column
Updates the value as Exported Partially in the Pay Generation Status column.
Displays the message indicating that the earning has been already generated, if you want to re-generate earning lines for an assignment.
Confirm and export earning lines You can only confirm and export earning lines for the earning lines generated from the View Earning lines grid.
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Select the required earning lines from the grid.
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Select the Actions button.
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Select the Confirm & Export Earning Lines option.
No This option is not visible.
Yes Displays the message indicating that the earning has been confirmed and exported to an External Payroll system.
Updates the value as Sent in the Status column and, once the acknowledgment is received from an External Payroll system, updates the value as Success or Error.
Updates the value as Exported in the Pay Generation Status column if the Status of all the earning lines is Success or all Sent or all Integrated.
Updates the value as Exported Partially in the Pay Generation Status column if the Status of all the earning lines is Error or a combination of Sent / Success / Error / Integrated.
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Select OK to close the dialog.
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Select the Pay Actions button > Confirm Earning Lines.
Anthology Student redisplays the grid with a value of Confirmed in Pay Generation Status
You can then Export Earning Lines for an Assignment.
Implications of Generating Earning Lines
To re-generate earning lines from the View Earning lines grid, any changes to the pay cycle or compensation are not considered for the existing assignments. To change, you must reset the assignment. For more information, refer to Reset Assignment Statuses.
A new pay cycle or compensation changes are applicable for a new assignment or an assignment that has the values:
- Generated or Not Generated in Pay Generation Status
- Failed in Load Validation Status
