Concept: Settlement Dashboard
The
Settlement
dashboard (secured to the Management Dashboard:
Settlement
domain in the Banking and Settlement functional area) is a
configurable workspace that provides up-to-date, graphical reports on the settlement
activities in your organization. You can view and track information that's important to
making operational decisions or taking action on settlement processing.Workday delivers these reports as worklets that you can add to the
Settlement
dashboard:- Actionable Settlement Runs
- Count of Payroll Open Items
- Most Recent Settlement Runs
- Open Items for Settlement
- Payment Counts by Status
- Payment Returns by Month
- Ready to Print
- Ready to Print Advices
- Ready to Print Checks
- Settlement Run Actions Pending
- Settlement Run Integrations
- Settlement Run Integrations - Last x Days
- Uncashed Payments
- Unsettled Payroll Payments by Amount
If you rerun an unsuccessful integration event on the
Settlement Run
Integrations
worklet, Workday creates a new event that's no longer
associated with the settlement run. The successful integration status doesn't
update.Configure the
Settlement
dashboard content using the
Maintain Dashboards
report. You can add settlement tasks or
reports that you frequently use to the dashboard. For quick access, you can add the
dashboard as a worklet to the Home
page.