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EPY: Kibana Payroll Trends Dashboard And Payroll Costs Dashboard Totals Are Not Matching (Doc ID 2991121.1)

Last updated on APRIL 15, 2024

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

There appears to be differences between the values that are pulled in for Payroll Cost and the values that are pulled in for Payroll Trends in Kibana
When viewing Overtime Earnings between the two dashboards, the Totals are different.
The values should be consistent between the two dashboards.

Steps to Reproduce
A. Set Up:
1. Deploy HC_HPY_CT2_US, HC_HPY_CAT_US (as well as HC_HPY_MGMT_CHK_US, HC_HPY_OPER_CAL_US, HC_HPY_OPER_RET_US, HC_HPY_REVW_GARN, HC_HPY_GEN_DED, and HC_HPY_CREATE_ADDL_PAY)
  - Navigate to PeopleTools, Search Framework, Administration, Deploy/Delete Object.
  - Select the ‘HC_HPY_CT2_US’, ‘HC_HPY_CAT_US’,’HC_HPY_MGMT_CHK_US’,’ HC_HPY_OPER_CAL_US’, ‘HC_HPY_OPER_RET_US’, ‘HC_HPY_REVW_GARN’, ‘HC_HPY_GEN_DED’, and ‘HC_HPY_CREATE_ADDL_PAY’ search definitions
  - Select Deploy.
2. Build the search indexes
  -Navigate to PeopleTools, Search Framework, Administration, Schedule Search Index.
  - Enter a run control ID ‘HC_HPY_CT2_US_FULL’ and select the full index type for the ‘HC_HPY_CT2_US’
search definition. Select Run and verify the program runs to success.
  - Do the same for the following Indexes if being run for the first time
  ‘HC_HPY_CAT_US’,
  ’HC_HPY_MGMT_CHK_US’,
  ’ HC_HPY_OPER_CAL_US’,
  ‘HC_HPY_OPER_RET_US’,
  ‘HC_HPY_REVW_GARN’,
  ‘HC_HPY_GEN_DED’, and
  ‘HC_HPY_CREATE_ADDL_PAY’
3. Deploy the Kibana dashboards
  - Navigate to PeopleTools, Search Framework, Administration, Deploy Dashboards to Kibana.
  - Select the ‘U.S. Payroll Trends Analytics’, ‘U.S. Payroll Trends Analytics Breakdown’, ‘U.S. Payroll Trends Tile’, ‘U.S. Payroll Cost Tile’,’ U.S. Payroll Operations Tile’,’ U.S. Payroll Operations Analytics’,and’ U.S. Payroll Cost Analytics’dashboards
  - Select Deploy.
B. Test
1. Navigate to Fluid Home > Workforce Administration > Payroll Insights
2. Click on U.S. Payroll Cost Analysis
3. Enter the following filters:
  - Company – GBI
  - Paygroup – KU2
  - Business Unit ‘GBIBU’
  - Department: 10000 – Human Resources
  - Category ID: Regular Earnings
  - Set the Date to begin Oct 1, 2021 and end September 30, 2022
4. Maximize the U.S. Payroll Data:
5. The total shows Payroll Cost for Regular Earnings during that time period of $403,827.68
6. Return to Payroll Insights
  - Navigate to Fluid Home > Workforce Administration > Payroll Insights
7. Click on U.S. Payroll Trends Analytics
8. Enter the following filters:
  - Company – GBI
  - Paygroup – KU2
  - Business Unit ‘GBIBU’
  - Department: 10000 – Human Resources
  - Category ID: Regular Earnings
  - Set the Date to begin Oct 1, 2021 and end September 30, 2022
9. Maximize the Earnings Drilldown.
10. The total shows Total Amount for Regular Earnings during that time period of $420,509.12


Cause

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In this Document
Symptoms
Cause
Solution
References


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