Some companies often set some sort of restrictions on how many personal payment methods an employee can add using self-service. This article will explain how to restrict the number of personal payment methods in ESS (Employee Self Service)
This can be achieved by creating fast formulas of type ‘Payroll User Interface Configuration’, the details of which are outlined below.
How to restrict the number of personal payment methods in ESS – Setup Steps
Step 1: Create Payroll User Interface Configuration Fast Formula
Sample formula text:
/***************************************************
FORMULA NAME: Restrict_PPM_Count
FORMULA TYPE: Payroll User Interface Configuration
AUTHOR: ERPWebTutor
***************************************************/
/* Inputs */
INPUTS ARE USER_INTERFACE (text), LEGISLATIVE_DATA_GROUP_ID (text), EFFECTIVE_DATE (text), PAYROLL_RELATIONSHIP_ID (text), PAYMENT_TYPE_NAME (text)
DEFAULT FOR MAX_NUM_PPMS IS ‘NO DATA’
/* Configuration */
MAX_NUM_PPMS = ‘3’
RETURN MAX_NUM_PPMS
/* End Formula Text */
It can be seen here that in this fast formula the parameter ‘MAX_NUM_PPMS’ has been set to 3, which restricts the employee from creating more than 3 payment methods.
Note: The restrictions can be imposed by legislative data groups as well. For that you need to insert if-then statements by setting the restrictions against each legislative data group.
Step 2: Update User Defined table ‘PAYROLL_USER_INTERFACE_CONFIGURATION’
a. Click on the Manage User-Defined Tables task
b. Search for the user defined table ‘PAYROLL_USER_INTERFACE_CONFIGURATION’
c. Create user defined values for the following user defined column: Maximum Number of Personal Payment Methods
Now let’s see the experience in ESS.
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Disclaimer: The formula shown is for demonstration purpose only. Make sure to do changes as per your client requirements
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