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

From Prime 16 Online User's Manual
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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

Revision as of 18:26, 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":
    1. Decide when you wish to begin using the system. It is best to start the date on the last day of the last payroll.
    2. Choose whether to lock time records before the start date. We suggest that you do so old time entries are not changed.
    3. 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.
    4. 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.
    5. Enter the last payroll end date.
    6. Select "Insert" to the left of these entries
  5. Next item
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