Web: Payroll Leave and Time Sheet System Admin - Revision history

Jspenceratty: Jspenceratty moved page Web: Payroll Leave and Time Sheet System to Web: Payroll Leave and Time Sheet System Admin

2021-05-12T19:38:14Z

Jspenceratty moved page Web: Payroll Leave and Time Sheet System to Web: Payroll Leave and Time Sheet System Admin

← Older revision	Revision as of 19:38, 12 May 2021
(No difference)

Jspenceratty: /* Help */

2021-05-12T19:27:56Z

Help

← Older revision		Revision as of 19:27, 12 May 2021
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	<big>Leave Entry and Approval:</big>		<big>Leave Entry and Approval:</big>

	[[File:Leave Approval.png\|400px]]		[[File:Leave Approval.png\|400px]]

	<big>Time Sheet Approval:</big>		<big>Time Sheet Approval:</big>

	[[File:Time Sheet Approval.png\|400px]]		[[File:Time Sheet Approval.png\|400px]]

Jspenceratty: /* Help */

2021-05-12T19:27:43Z

Help

← Older revision		Revision as of 19:27, 12 May 2021
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	To understand the process of leave approval as well as time sheet approval. Diagrams are shown here:		To understand the process of leave approval as well as time sheet approval. Diagrams are shown here:

			<big>Leave Entry and Approval:</big>
	[[File:Leave Approval.png\|400px]]		[[File:Leave Approval.png\|400px]]

			<big>Time Sheet Approval:</big>
	[[File:Time Sheet Approval.png\|400px]]		[[File:Time Sheet Approval.png\|400px]]

Jspenceratty: /* Help */

2021-05-12T19:26:41Z

Help

← Older revision		Revision as of 19:26, 12 May 2021
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	[[File:Time Sheet Approval.png\|400px]]		[[File:Time Sheet Approval.png\|400px]]

			==Reports==
			This is a separate system allowing you to get reports on payroll and leave.

			===Reports===
			====Benefit Entries====
			A report for a staff person for a period of time.

			====Leave Entries====
			Leave entries for a staff person for a period of time.

			====Missing Entries====
			Enter a starting date of a pay period to see (1) missing time sheets-- time sheets are not entered and approved by a staff person; (2) time sheets entered, but not approved by a supervisor; and (3) time sheets entered but not approved by accounting.

			====Balance====
			Balance entries for a staff person, a particular leave type, and a date range.

			====Export Time Data====
			An exportable (to Excel) report that covers a pay period and contains all time entries during that period. Depending on the requirements of your payroll system, this report may need modification.

			===Admin Page===
			Back to the Administrative page.

Jspenceratty: /* Time Sheet Accounting Approval */

2021-05-12T19:21:28Z

Time Sheet Accounting Approval

← Older revision		Revision as of 19:21, 12 May 2021
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	==Time Sheet Accounting Approval==		==Time Sheet Accounting Approval==
			Time Sheet Accounting Approval is the third stage in a time sheet approval. The first is Staff Approval and the second is Supervisor Approval. Account Approval can come before the final step of payment.

			This page will allow you to view waiting time sheets ("View"), approve time sheets as a supervisor ("Sup. Apr.") or approve time sheets as accounting ("Act. Apr."). Only time sheets waiting for accounting approval will show here. Once approved by Accounting, the time sheet will disappear from this screen.

			==Review Time Sheets==
			Use this page to find time sheets that have been entered for a particular pay period. Enter the Pay Period Start Date and press Search.

			==Remove Time Sheet Approval==
			This page allows you to remove various approvals and even delete an entered time sheet. (Note, activities within this page are logged.). Enter a staff number and pay period start date and press search. Within the found entries, you can "Remove Accounting Approval", "Remove Supervisor Approval", or completely "Delete Approval and Time Sheet". Some of these activities may allow other changes to be made. For example, removing accounting approval allows a supervisor to remove their approval. Deleting the approvals and time sheets unlocks time entries for the staff person.

			==Approve Time Sheet==
			This page allows you to generate a time sheet for another person and approve it for them. You might use this where someone had an emergency and didn't make it in to enter their own time sheet. Bear in mind that time sheets entered in this manner do log who entered the time sheet and approved it on behalf of the staff person.

			==Help==
			To understand the process of leave approval as well as time sheet approval. Diagrams are shown here:

			[[File:Leave Approval.png\|400px]]

			[[File:Time Sheet Approval.png\|400px]]

Jspenceratty: /* Benefit Accrual */

2021-05-12T18:54:09Z

Benefit Accrual

← Older revision		Revision as of 18:54, 12 May 2021
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	For initial setup, prior outstanding balances should be added for each staff person and each leave type.		For initial setup, prior outstanding balances should be added for each staff person and each leave type.

			==Time Sheet Accounting Approval==

Jspenceratty at 18:53, 12 May 2021

2021-05-12T18:53:34Z

@@ Line 10: / Line 10: @@
 ## Choose whether to lock staff number entries in time entries.  We suggest that you do, otherwise a time entry made for one person could be changed to being another's.
 ## Enter the last payroll end date.
-## Select "Insert" to the left of these entries
+## Select "Insert" to the left of these entries to save them.  Only one such entry should be made.  Any attempt to add another should fail.
-# Next item
+# Within "Benefit Codes":

Jspenceratty at 18:26, 12 May 2021

2021-05-12T18:26:04Z

← Older revision		Revision as of 18:26, 12 May 2021
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	# Within the Payroll/Leave Admin Setup System, click on "Settings"		# Within the Payroll/Leave Admin Setup System, click on "Settings"
	# In the "Start Date for Time Review and Benefits Entry":		# In the "Start Date for Time Review and Benefits Entry":
	* Decide when you wish to begin using the system. It is best to start the date on the last day of the last payroll.		## Decide when you wish to begin using the system. It is best to start the date on the last day of the last payroll.
	* Choose whether to lock time records before the start date. We suggest that you do so old time entries are not changed.		## Choose whether to lock time records before the start date. We suggest that you do so old time entries are not changed.
	* Choose whether to lock time after a time sheet is entered. We suggest that you do so time entries are not changed, making an entered time sheet incorrect.		## Choose whether to lock time after a time sheet is entered. We suggest that you do so time entries are not changed, making an entered time sheet incorrect.
	* Choose whether to lock staff number entries in time entries. We suggest that you do, otherwise a time entry made for one person could be changed to being another's.		## Choose whether to lock staff number entries in time entries. We suggest that you do, otherwise a time entry made for one person could be changed to being another's.
	* Enter the last payroll end date.		## Enter the last payroll end date.
	* Select "Insert" to the left of these entries		## Select "Insert" to the left of these entries
	# Next item		# Next item

Jspenceratty at 18:25, 12 May 2021

2021-05-12T18:25:24Z

← Older revision		Revision as of 18:25, 12 May 2021
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	* Enter the last payroll end date.		* Enter the last payroll end date.
	* Select "Insert" to the left of these entries		* Select "Insert" to the left of these entries
			# Next item

Jspenceratty at 18:24, 12 May 2021

2021-05-12T18:24:56Z

← Older revision		Revision as of 18:24, 12 May 2021
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	# Within the Payroll/Leave Admin Setup System, click on "Settings"		# Within the Payroll/Leave Admin Setup System, click on "Settings"
	# In the "Start Date for Time Review and Benefits Entry":		# In the "Start Date for Time Review and Benefits Entry":
	## Decide when you wish to begin using the system. It is best to start the date on the last day of the last payroll.		* Decide when you wish to begin using the system. It is best to start the date on the last day of the last payroll.
	## Choose whether to lock time records before the start date. We suggest that you do so old time entries are not changed.		* Choose whether to lock time records before the start date. We suggest that you do so old time entries are not changed.
	## Choose whether to lock time after a time sheet is entered. We suggest that you do so time entries are not changed, making an entered time sheet incorrect.		* Choose whether to lock time after a time sheet is entered. We suggest that you do so time entries are not changed, making an entered time sheet incorrect.
	## Choose whether to lock staff number entries in time entries. We suggest that you do, otherwise a time entry made for one person could be changed to being another's.		* Choose whether to lock staff number entries in time entries. We suggest that you do, otherwise a time entry made for one person could be changed to being another's.
	## Enter the last payroll end date.		* Enter the last payroll end date.
	## Select "Insert" to the left of these entries		* Select "Insert" to the left of these entries