Jump to content

Web: Payroll Leave and Time Sheet System Admin: Difference between revisions

From Prime 16 Online User's Manual
Created page with "== Setup == # The database administrator should assign the role of "PayrollLeaveAdmin" to a person. # That person should then go to Administration-->Payroll/Leave Settings-..."
 
No edit summary
Line 5: Line 5:
# 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

Revision as of 18:24, 12 May 2021

Setup

  1. The database administrator should assign the role of "PayrollLeaveAdmin" to a person.
  2. That person should then go to Administration-->Payroll/Leave Settings-->Admin Setup to start the setup process.
  3. Within the Payroll/Leave Admin Setup System, click on "Settings"
  4. 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.
  • 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 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