My Daily Work à Mass Actions à Payroll à Get Time Keeping Over/Short

1.      This mass action can be utilized, in order to apply the financial impact of various time keeping over & short records; whether within the current or previous month/period upon an employee’s earnings, as per the selected ‘Payroll Group’. It is worth mentioning, this mass action retrieves over/short time records, as per the following two factors:

§  ‘Time Rule’ Setup Form: Three paycodes are specified for ‘Over Time’, ‘Short’ & ‘Allowance’ at this setup form. Moreover, ‘Post to Payroll’ option should be checked, as shown below. Note that, the ‘Time Rule’ setup form is located at System Setup à Time Managementà Time Rule.

§  ‘Over\Short’ Link at ‘Time Shift’ Setup Form: This link is utilized to specify the ‘Over/Short Types’ applied per ‘Time Shift’. Moreover, the calculation method of each specified ‘Over/ Short Type’ is configured via using this link, as shown below:

2.      Select the required period within which time keeping over & short records will be retrieved at the grid below, whether ‘◙ Current Period’ or ‘◙ Previous Period’. Hence, the system will post the amounts of the previous period’s time keeping over & short records upon the ‘Prorated’ paycode; specified during the vacation paycode setup. Thus, the amount of this paycode will be posted upon an employee’s earnings of the current period/month. Hence, ‘◙ Previous Period’ option can be selected, in case an appointed user has not applied the financial impact of time keeping records at the previous period, or in case it was applied inaccurately.

3.      Select the required ‘Payroll Group’ from the predefined drop down list. Accordingly, the system will get time keeping over, short or allowance records, within the current/previous period for the employees who belong to the selected payroll group. Note that, all the retrieved time keeping records have a financial impact on employees’ payroll within the current/previous period.

4.      Consequently, the system will retrieve the current or previous period/month, year & run number. Moreover, the system will display the ‘Start Date’ & ‘End Date’ for either the current period or the previous one, as per the selected option at step (2).

5.      This mass action grid lists over, short and/or allowance paycodes’ values; which affect payroll within the current/previous period. Thus, each record includes the ‘Emp. ID’, ‘Name’, the relevant paycode; over, short and/or allowance pay codes. In addition, each record shows the equivalent ‘Hours’ for both over & short time pay codes, yet allowances will be posted as an ‘Amount’ that is to affect payroll.

6.      You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

7.      Verify & edit retrieved data at the grid, via Edit link per record to mark □ Post check box.

8.      Check over, short & allowance records affecting payroll before posting, via pressing Print link.

9.      Click Post, then confirm by pressing Ok, to apply the impact of these time keeping over/ short records upon Payroll, as per their set impact during setup.

Tips

§  This mass action intelligently checks employees’ over/short records within the current/previous period & verifies ‘Time Rules’ setup limits in terms of minimum & maximum monthly values.

§  It also considers the specified timing ranges for predefined Over/Short hours’ configuration that is to be applied for each employee based on his/her assigned shift in ‘Time Shifts’ setup.

§  In case the ‘Actual’ column has a certain value which represents the exact amount of any of the time keeping paycodes, yet the ‘Amount’ column includes a (Zero) value, then neither posting nor updating will take place for the over/short/allowance paycode value. Hence the time keeping paycode will be neither deleted nor converted to (Zero) amount after posting.