Export Earning Lines for an Assignment

You can use the Assignment Manager page to export the earnings lines.

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). 

Once you have generated and confirmed the earning lines, you can export earning lines to your payroll system for payment:

• As a Microsoft Excel file that can be imported into an external payroll system

• Directly to the external payroll system, when your institution has configured integration

Prerequisites

You must have:

• Common - Processes - View authorization

• Faculty Workload - Processes - Assignment Manager - View and Manage authorization

The assignment must have a value of: 

• Draft for Overall Status Indicates the overall status of the assignment. The values are Draft and Finalized. For example, if your institution requires the load validated and earning lines to be exported, Finalized indicates the assignment is final.

• Passed for Load Validation Status The status of load validation. Not Validated indicates it has not been validated yet. Passed indicates it meets the requirements of the policy. Failed indicates it did not meet the requirements of the policy. If Failed is displayed, you can select the link to display a dialog that lists failed policy lines along with the reason why they failed.

• Confirmed for Pay Generation Status Indicates the status for the assignment pay generation based on all the earning lines. If your institution has not configured integration with an external payroll system, the Not-Generated status indicates the earning lines have not been generated; Generated status indicates the earning lines have been generated; Failed status indicates the earning lines were not generated due to incorrect configuration; Confirmed status indicates the earning lines have been confirmed and are ready to be exported; File Exported status indicates the earning lines have been generated and exported as Excel. If your institution has configured integration with an external payroll system, the Not-Generated status indicates the earning lines have not been generated; Generated status indicates the earning lines have been generated; Failed status indicates the earning lines were not generated due to incorrect configuration; Confirmed status indicates the earning lines have been confirmed and are ready to be exported; Exported status indicates the earning lines have been generated and exported; Exported Partially status indicates the earning lines have been generated and exported partially.

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 Select whether you want to export payroll earning lines to the Azure Service Bus (ASB). If Yes, it will be sent to the ASB. If No, it will be exported as a file.

Access Method

Select the Processes tile > locate Faculty Workload > select Assignment Manager.

Procedure to Export Earning Lines

1. Select the record for the assignment.

2. Select the Pay Actions button > Export Earning Lines.

   If your institution configured integration with an external payroll system, Anthology Student:

   • Exports the earning lines for eligible assignments to an external payroll system

   • Re-displays the grid with a value of Exported or Exported Partially in the Pay Generation Status column

   • Updates the grid in the view earning lines with a value of Success/Error in Status Indicates the status of earning lines. If your institution has not configured integration with an external payroll system, Generated indicates that the earning lines are generated; Exported indicates that the earning lines have been generated and exported. If your institution has configured integration with an external payroll system, Generated indicates that the earning lines are generated; Sent indicates that the earning lines are exported to the external payroll system; Success indicates that the earning lines are exported and success has been acknowledged by the external payroll system; Integrated indicates that the earning lines are exported and integration has been acknowledged by the external payroll system; Error indicates that the earning lines are exported and there is an error in the external payroll system due to which it cannot be processed. The error has been acknowledged by the external payroll system.

   For more information, refer to View and Confirm Earning Lines for an Assignment.

   If your institution did not configure integration with an external payroll system, Anthology Student:

   • Exports the earning lines for eligible assignment to a Microsoft Excel file and downloads the file to your local Downloads folder. The downloaded Excel file contains the appropriate data in columns based on the default File Layout configured

   • Appends the date and time to the name of the file

   • Formats the file so that it can easily be imported into an external payroll system

   • Re-displays the grid with a value of File Exported in the Pay Generation Status column

The exported file contains the Debit and Credit Account columns along with additional rows for the Load Types if they were split.

After exporting, if you want to edit the assignments, you must Reset Assignment Statuses.

You can now Finalize an Assignment.