PAYROLL DID YOU KNOW DAN BIELSKI

Payroll Did You Know HRS Security by User HRS Security by Location Linking Employee Job and Pays to a $-Ded/Ben Mandatory Ded/Ben Groups Deleting Employee Leaves Business Rules Calculation Inquiry Payroll History Inquiry Labor Distribution Edit List Automated Payroll – Overrides/Options Position Master Update Utility Employee Leave Taken Calendar View

HRS Security by User Business rule for HRS security by USER: The only records a user can access are the ones matching the security access code tied to an employee via the Security Access field on Employee Master-hmemp01a.fmx; and those records not having a security access code. User security is defined in HRS User Security-hesec02a.fmx A wildcard security mask is defined with a “%”

HRS Security by User

HRS Security by User

HRS Security by Location Business rule for HRS security by LOCATION: The only records a user can access are the location type(s) tied to an employee via Employee Locations- heloc01a.fmx that are listed in HRS User Security by Location; and employee location records not having the location type(s) listed in HRS User Security by Location-hesec03a.fmx.

HRS Security by Location

HRS Security by Location

Linking Employee Job and Pay Records to $-Ded/Bens Ability to allow the user to link employee jobs to specific $-Ded/Bens; use for discretionary $ amount ded/bens (for example a voluntary deduction) Do not use for %-Ded/Bens (for example, taxes) All ded/ben adjustments are ignored except for REFUNDS.

Linking Employee Job and Pay Records to $-Ded/Bens

Linking Employee Job and Pay Records to $-Ded/Bens

Mandatory Ded/Ben Groups

Mandatory Ded/Ben Groups Federal – an employee must have only one active ded/ben in the Federal group State – an employee must have only one active ded/ben in the State group Other – an employee must have all of the ded/bens in the Other Group

Mandatory Ded/Ben Groups Retirement 1 only – an employee must have only one active ded/ben in the Retirement 1 group Retirement 2 only – an employee must have only one active ded/ben in the Retirement 2 group Retirement 1 and Retirement 2 – an employee must have one active ded/ben in either group; an employee cannot have an active ded/ben in both groups Retirement 1 and Retirement 2 are not populated – these rules do not apply

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Deleting Employee Leaves Business Rules

Calculation Inquiry-HCINQ01A.FMX Drill down by double clicking on an Employee No or Per or Check Date

Calculation Inquiry-HCINQ01A.FMX Checks tab: Drill down by double clicking on a Pay Rate

Calculation Inquiry-HCINQ01A.FMX Drilling down on a Pay Rate provides information about the job and pay record(s) paid in payroll

Calculation Inquiry-HCINQ01A.FMX Checks tab: Drill down by double clicking on a Ded Ben Code

Calculation Inquiry-HCINQ01A.FMX Drilling down on a Ded Ben Code provides information about the ded/ben codes included in payroll

Payroll History-HHINQ01A.FMX Drill down by double clicking on a Check Key or Per or Check Date or an Employee No

Payroll History-HHINQ01A.FMX Checks tab: Drill down by double clicking on a Pay Rate

Payroll History-HHINQ01A.FMX Drilling down on a Pay Rate provides information about the job and pay record(s) paid in payroll

Payroll History-HHINQ01A.FMX Checks tab: Drill down by double clicking on a Ded Ben Code

Payroll History-HHINQ01A.FMX Drilling down on a Ded Ben Code provides information about the ded/ben codes included in payroll

Labor Distribution Edit List-HPDIS11A.REP Profile: INCLUDE_CALC_LABOR_DISTRIBUTION = Y

Labor Distribution Edit List-HPDIS11A.REP Profile: INCLUDE_CALC_LABOR_DISTRIBUTION = Y

Labor Distribution Edit List-HPDIS11A.REP Run the report immediately after Pay Calc and prior to printing checks and advices. Preliminary step in Automated Payroll. Verify accounts and distributions. Check the last page of the report for errors which must be corrected. Rerun Pay Calc if any modifications and/or corrections were made in the previous steps. Then rerun the Labor Distribution Edit List in order to verify modifications and/or corrections. Once satisfied with results listed on the report continue with payroll processing (printing checks and advices). *Note…this report does NOT update labor distribution. It is merely a tool enabling you to modify or apply corrections up front. The analogy is… “An ounce of prevention is worth a pound of cure.”

Automated Payroll – Overrides/Options

Automated Payroll – Overrides/Options You get a hard error on the calc totals/errors & warnings report.  The overrides are used periodically however not normally…for example, using overrides in payrolls where there are large payouts or something out of the norm.  Max Total Payroll --- cannot process payroll if this amount is exceeded unless there is an override.  Override Max Total Payroll --- used to override the Max Total Payroll amount.  Max Employee Pay --- cannot process payroll if this amount is exceeded unless there is an override.   Override Max Employee Pay --- used to override Max Employee Pay.  Max Employee Time --- cannot process payroll if this amount is exceeded unless there is an override.  Override Max Employee Time --- used to override Max Employee Time.

Position Master Update Utility-HEUTL22A.FMX Modified Position Master-HMPOS03A.FMX to include option “Update Emp Dist Group” on Accounts tab to flag records for the utility to update employee distributions and employee pays DG info based on the position master (to mark this flag only 1 Dist Group can be assigned). Also added validation to verify the sum of all percentages for a DG=100. Created new utility Position Master Accounts Update Utility-HEUTL22A.FMX to insert new employee distributions and update the employee pays DG; and optionally clear Over Distr on employee position details. The Existing Distribution Groups-SMERR01A.REP will list DG’s already tied to an employee pay record for the position. Created new report Position Master Accounts Update Utility-HEUTL22A.REP for the utility to display Position info as well as beforehand employee/employee distributions.

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Position Master Update Utility-HEUTL22A.FMX

Employee Leave Taken Calendar View-HLINQ01A.FMX

Employee Leave Taken Calendar View-HLINQ01A.FMX

Employee Leave Taken Calendar View-HLINQ01A.FMX

Employee Leave Taken Calendar View-HLINQ01A.FMX

Additional Training If you are interested in other Alio WebEx group training sessions, you can view a list of sessions currently available at: https://myalio.com/our-services/training/ If you prefer one-on-one training, please contact your Alio support provider directly for cost and scheduling information.