How to best unlock, locked records for Payroll
On a number of occasions we have needed to have our basis group unlock locked payroll interface records for us in HR.
They suggested we could do this ourselves using transaction PA03 ? Does anyone know if this is possible using this particular transaction and whether it's ok for HR to have such a transaction assigned?
If anyone knows more about this it would be great to hear from you, or whether there are better alternatives to unlocking locked payroll records from a HR perspective.
Yes, TCode PA03, this is known as the payroll control record. It keep tab of payroll status on the payroll area the employees belong to. On infotype 0001 of every employee, they are tied to a payrol area. The payroll area determine several things, one of which what payroll cycle or frequency he/she belongs to.
Before payroll could be run for an employee, the control record on this payroll area need to be released.
When the Payroll Control Record is set to Released for Payroll, HR Master Data are locked and payroll run could be executed in productive mode.
The payroll control record could be view via transaction code PA03 or via table T569V.
Status of Payroll Control Record could be changed in a sequence:
1. Released for Payroll (-> Save)
HR Master Data are locked and payroll run could be executed in productive mode.
2. If after payroll run any correction should be done to HR Master Data, Payroll Control Record should be set to Release for Correction status. To do it execute transaction PA03, select your Payroll Area, change Payroll Control Record status and Save.
HR Master Data are unlocked for correction. If all data are corrected payroll run should be executed again. So you have to execute transaction PA03, select your Payroll Area, change Payroll Control Record status to Released for Payroll and Save. Go back to step 1.
3. If result of payroll run is correct, you have to execute posting to accounting (RPCIPE00 program) in simulation mode.
If there was no errors durring creation of simulation documents for posting to accounting, current payroll run can be finished.
You have to execute transaction PA03, select your Payroll Area, change Payroll Control Record status to Exit Payroll and Save.
After that Live posting run of posting to accounting could be done.