Some Participants Are Not Picked Up For Payment Batch Due to End-Date Pay Group Assignment (Doc ID 2587160.1)

Last updated on SEPTEMBER 12, 2019

Applies to:

Symptoms

User created a payment batch and do not see any paysheets being created for some participants.


STEPS
1) Create two roles
    Participant Assignments > Manage Roles
        IC Demo Role 1
        IC Demo Role 2
2) Assign roles to participant
    Participant Snapshot > Manage Participant Details > Role Assignment
    Participant : Rep1 IC Demo
       IC Demo Role 1 1/1/18 - 6/30/18
       IC Demo Role 2 7/1/18 - null
3) Create paygroup "IC Demo Paygroup" , start_date = 1/1/17, no end-date
4) Assign both roles to paygroup, , start_date = 1/1/17, no end-date
    Participant Assignments > Manage Pay Groups > Roles
5) Assign role "IC Demo Role 1" to participant with 1/1/18, no end-date
    Participant Snapshot > Manage Participant Details > Role Assignment
6) Run Deploy Compensation Plans
7) Confirm Pay Group is assigned
    Participant Snapshot > Manage Pay Groups
    Pay Group                 Start Date    End Date
    IC Demo PayGroup     1/1/18        null
8) Assign role "IC Demo Role 2" to participant with 7/1/18, no end-date
9) Run Deploy Compensation Plans
10) Confirm Pay Group is assigned
      Participant Snapshot > Manage Pay Groups
      ... still see only 1 pay group assigned with no end-date
      ... at table level, the paygroup assignment record is associated to "IC Demo Role 1"
11) End-date the "IC Demo Role 1" assignment with 6/30/18 , SAVE
      Participant Snapshot > Manage Participant Details > Role Assignment
12) Run Deploy Compensation Plans
13) Create payment batch for pay group "IC Demo Paygroup" and do not see any paysheet created for this participant

Cause

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