Payment Information Migration

Payment Information Migration - Overview

There is a new Payment Information portlet available for Employee Central customers.

To offer some background, I will try to explain briefly what the Payment Information portlet does.

As we all know, Employee Central is the HRIS cloud solution for SAP. Now, without going into much detail, a critical component of any HRIS system is to handle all aspect (or the reasonable majority) of employee data; one of these being employee payment information.

This portlet handles information such as bank details (account number, routing number, etc), payment method, deposit type, etc.

Although there is an existing (standard) Payment Information portlet that the majority of companies using Employee Central use, this old one (standard) misses, what in my opinion is critical functionality:

• Effective Dated
• Business Rules
• Employment Specific
• OData API

With the new Payment Information, you are allowed to take advantage of the effective dated functionality. This can be very useful for example in the case of a global assignment. If the employee knows that he/she will be moving to another country, and knows the new bank information, this would allow a seamless transition.

Also, it can be integrated with your payroll system, it is supported by role based permission (RBP), you can create business rules around the objects that composes the portlet, and it can be employment specific.

How to get this new portlet (migration):

1. Admin Center > Company Settings > Company Settings & Logo Settings >Disable:
   
   1. “Enable Bank Accounts Validators”
   2. “Enable Payment Information Validators”

1. [You will have to have authorization to access the Upgrade Center] Admin Center > Click on Upgrade Center > Look a recommended upgrade called “Payment Information Migration”:

A few points to keep in mind:

1. This is a free upgrade that does not require professional services*. It can be done by administrators with permission to access the Upgrade Center. The upgrade is called “Payment Information Migration”
   
2. After you do the upgrade, you will have to grant RBP authorizations to the correct role in order to see any changes (remember that after modifying RBP, it is best practices to log out and log back in to see the changes reflected).
   
   

* If you have API integration for the old portlet, and/or direct deposit UIs, these might be negatively affected. It is always recommended to check with your Professional Services partner before doing the upgrade, in order to minimize risks.