Introduction

Unlike many other systems, the Payroll Module is fully integrated to other BusinessCraft modules. BusinessCraft ensures that legislative requirements are met with Compliance Product Updates as needed.

Key Features include:

  • Multiple Payrolls with Weekly, Fortnightly or Monthly Payroll supported

  • Wide range of timesheet entry options

  • Tax Scales maintained by BusinessCraft automatically

  • Single Touch Payroll

  • Month and Year End Processing

  • Leave Provision Accruals (RDO, PL, AL and LSL)

  • Comprehensive Superannuation processing with Super Stream capability

  • Termination Payments including ETP

  • Payment Summaries and EMPDUPE file processing with SBR integration.

  • Awards and Shift Management

  • Payroll Rules

  • Allowances and Deductions

  • Month to Date and Year to Date Tracking of all payroll components

  • Warnings, Absences, Probation and Extra Information

  • Wide range of enquiries and reports including PAYG and Payroll Tax

  • EFT payments and ABA files

  • Pay Slips can be printed or emailed

  • Document Register

The documentation related to the Payroll Module is broken up into 6 primary Product Guides:

  • Tables & Setup

  • Maintain, Transactions & Personnel

  • Single Touch Payroll

  • Superannuation

  • Enquiries & Reports

  • Period End

Maintain

Employees

The Employee Master file Maintenance screen is the primary screen used for creating and updating employees including viewing Leave liabilities and both Month to date and Year to Date earning information. The screen comprises 5 pages, although this will reduce to 4 pages after Single Touch Payroll becomes mandatory for all employers.

Go to Payroll > Maintain > Employees and enter/select an employee code:

Page 1

Employee No. Enter/select an employee number. The Employee’s Surname and Given Names are displayed to the right.
Salutation Enter/select a Salutation
Surname The Employee’s Surname.
Given Names The Employee’s First and Middle Names.
Address The Employee’s Home Street Address.
City/Suburb The Employee’s Home City/Suburb.
State The Employee’s Home State.
Postcode The Employee’s Home Post Code.
Phone The Employee’s Home Phone Number.
Mobile The Employee’s Mobile Phone Number.
Award Code Optionally, enter/select an Award Code (if permitted on this screen by the Force Employee Award Lines field setting). The Award Rate is displayed to the right.
Title Enter/select a valid Job Title.
Employee Type Indicates the employee type. Options are Salaried (S), Wages (W), Labour Hire (L), Non Payroll (N), Casual (C), Permanent Part Time (P).
Residency Indicates the employee’s residency status. Options are Resident (R), Non Resident (N), Working Holiday Maker (W).
Hrs per Week The standard hours worked per week by the employee.
Hourly Rate The Employee’s Hourly Pay Rate.
Annual Pay The Employees Annual Pay.
Home Dept Enter/select the Employee’s Home Department – where the employee normally works.
Paying Dept Enter/select the Employee’s Current Pay Department – used for the purposes of directing Payroll Distributions and by the Payroll Tax report.
Super Indicates whether the employee is entitled to Company Superannuation (Y) or not (N). If Y is selected, The company Superannuation Contribution Information screen is displayed. The use of this screen and associated function keys are explained in the Superannuation Product Guide.
Manager Enter/select the employee’s direct manager. This field can be used for information only or in conjunction with the BSN User Id field to implement security and approval of timesheets.
Email Address The Employee’s email address. Primarily used for the purpose of emailing pay slips.
Active Indicates whether the employee is Active (Y) or not (N).
A/L Loading Indicates whether the employee is entitled to Annual Leave Loading (Y) or not (N).
Gender Indicates the employee’s gender. Options are Male (M), Female (F), Intersex or Indeterminate (I) or Not Specified (Blank).
Marital Indicates the employee’s marital status. Options are Single (S), Married (M) or Not Specified (Blank).
Birth Date The Employee’s Birth Date.
Hire Date The Employee’s Hire Date.
Term Date The Employee’s Termination Date.
Probate Type Enter/select the Probation Code for this employee.
Probate Date The date the employee’s probation period ceases. Populated using the Hire Date and Probation Code but can be overwritten.
BSN User Id Enter/select the BusinessCraft login code used by this employee to login to BusinessCraft. This field can be used for information only or in conjunction with the Manager field to implement security and approval of timesheets.
Payment Method Indicates whether the employee is paid by Cash (C), Cheque (Q), or to a bank account (B). If Bank Account is selected, the Bank Account Information screen displays for entering the bank account details for the employee to which payroll is to be direct deposited.
Pay Period Indicates the pay period for the employee. Options are Weekly (1), Fortnightly (2), every 4 weeks (4) or Monthly (M).
Tax File No. Enter the Employee’s Tax File Number. If no Tax File Number is supplied enter 111-111-111 as a temporary measure only.
TFN Cutoff Enter the date at which the temporary Tax file number will no longer be accepted and the employee will be taxed at the higher tax rate.
Tax Scale Enter/select the Tax Scale to be used for the purposes of applying PAYG tax to the employee’s earnings.
Annual Rebates Enter any Annual Tax Rebates to which the employee is entitled.
Adj. Medicare Indicates whether if the Medicare Levy is to be adjusted by 2% for this employee (Y) or not (N). Applies to Tax Scale 4 or if Spouse Claimed is Y and Tax Scale is 2 or 6.
Spouse Claimed Indicates whether the employee is claiming their spouse (Y) or not (N) for the purposes of applying the Medicare adjustment.
Dependants Indicates whether the employee is claiming their dependents (Y) or not (N) for the purposes of applying the Medicare adjustment.
Slip Template Enter/select the Pay Slip template code to be used when the employee’s payroll is produced and a payslip is generated.

Employee Master Page 1 - Job Defaults (F5)

Use the Job Defaults (F5) function key, to record defaults that will be used in the Labour Job Cost Entry and Timesheet screens to save time entering data:

Default Job The default Job Number to which the employee books time.
Default Act The default Activity to which the employee books time.
Default P/O The default Purchase Order, used by Payroll Billing, to which the employee books time.
Price Code The default Price Code to be when the employee books time. Takes precedence over the Customer Price Code and Job Price Code.
Cost Centre The default Cost Centre to which the employee books time.
O/H Class If the Department method for calculating overhead on jobs is used, enter a number between 1 and 6, to determine which rate/amount is used from the Department Overhead rates screen.
WIP Rate – Std Hours The Work in Progress Rate to be used for costing jobs for regular hours worked by the employee.
WIP Rate – O/T 1 Hours The Work in Progress Rate to be used for costing jobs for O/T 1 hours worked by the employee.
WIP Rate – O/T 2 Hours The Work in Progress Rate to be used for costing jobs for O/T 2 hours worked by the employee.
WIP Rate – O/T 3 Hours The Work in Progress Rate to be used for costing jobs for O/T 3 hours worked by the employee.

Extra Info (F6)

Use the Extra Info (F6) function key to open the Select Option menu:

Employee Master Page 1 - Extra Information

Select the Extra Information option to open the Extra Information Line Entries – Employees screen to review/update extra information for the employee.

If Extra Information questions have been set up in Miscellaneous > Extra Information > Extra Information Questions > Employees, and the Extra Information Line Entries – Employees screen has not been previously populated a prompt will display to Copy Extra Information:

Selecting Yes will copy the questions to the screen, selecting No or Cancel will open the screen without copying and prompt to add questions. If the screen was previously populated, then the screen will be displayed with no prompts:

Seq A system assigned sequence number for the Extra Information Line.
Code The Extra Information Question Code.
Job Question The Extra Information Question Description.
Answer For Questions that require selecting an Answer Code, enter/select from the available Answer Codes.
Answer For Questions that permit the entry of an answer, enter an answer to the question.

The Extended Question panel displays additional details recorded against the question code to assist in providing the appropriate answer.

Ext Quest (F5)

Where applicable, use the Ext Quest (F5) function key to display the full details for the selected Question Code line that are not displayed in the Extended Question panel.

Ext Answer (F6)

Where applicable, use the Ext Answer (F6) function key to provide/review any additional answer details where the Answer space does not provide enough space.

Responsibility Assignment

Select the Responsibility Assignment option to open the Employee Responsibilities Assignment screen which is used to review/maintain employee responsibilities (not Customer or Meeting Issue responsibilities) for the employee.

Responsibility Codes are setup in Payroll > Tables > Responsibilities.

Seq A system assigned sequence number for the Employee Responsibilities Assignment Line.
Respon Code Enter/select a Responsibility Code.
Job Question The Responsibility Code Description is displayed

Document Register

Use the Document Register option to open the Employee Document Register screen which is used to make notes and attach files related to the employee. For more details on using the Document Register refer to the Document Register Product Guide.

No. A sequential number assigned to the Employee Document Register line.
Cd Enter/select a Document Type
Date Enter/select the Employee Document Register Line date
Comment A 40 Character field used for short notes, subject headings for detailed notes or names for attached files.
Doc Ref Where applicable, enter an 8 character document reference.
Cre For Where applicable, enter/select the user for whom the document was created.
Doc Src Not accessible in this screen
Lvl Indicates if there are additional notes for the line.
Notes Panel The Notes Panel displays detailed notes for the selected line.
View (F5) Use the View (F5) function key to open the file attached to the selected line, where applicable.
Notes (F6) Use the Notes (F6) function key to open the Employee document Register notes screen for the selected line to review, create or update detailed notes.

On-Costs

Was used by a special Payroll Report which is no longer supported.

Employee Awards

Use the Employee Awards option to open the Award Codes screen displaying the Awards to which this employee is linked.

Award The Award Code.
Description The Award Description.
Award Rate The Award Rate.
Alternate Rate The Hourly Rate to be used in timesheet entry for the selected employee for this award classification.
Allow Overwrite Indicates whether the Alternate Rate, when displayed on timesheet entry, can be overwritten during timesheet entry (Y) or not (N).
Rate * 1 Indicates whether Overtime and Special Hours will be costed as Regular Hours in Job Costing (Y) or not (N).

Extra Bank Accounts

Use the Extra Bank Accounts option to define additional bank accounts to which payroll deposits are to be made for the employee including the amount to be deposited. Extra Bank Accounts can also be recorded in Payroll > Maintain > Extra Bank Accounts.

When Produce Payroll is run, Extra Bank Accounts are used first for payroll payments with any residual funds paid to the main bank account for the employee.

Seq A sequence number that determines the order in which the extra bank accounts are used by Produce Payroll.
Bank Name The Approved APCA abbreviation for the Financial Institution where the account is held to which the payroll payment will be made.
Bank Branch The Branch of the Financial Institution where the account is held to which the payroll payment will be made.
BSB The BSB for the account to which the payroll payment will be made.
Account No The Account Number for the account to which the payroll payment will be made.
Account Name The Account Name for the account to which the payroll payment will be made.
Amount The portion of the payroll payment to be made to this bank account.
Paid via EFT Indicates whether payroll payments to this bank account for this employee use EFT (Y) or not (N).

Termination History

The Employment Termination Payments screen (Page 5 of the Employee Master File Maintenance screen) does not cater for multiple Employment Termination Payments and has been replaced with the Termination History screen that can be accessed using the Termination History option:

Jnl/Batch The Jnl/Batch that contained the Employment Termination Payment (ETP).
Seq The Sequence number within the Jnl/Batch for the Employment Termination Payment (ETP).
Payment Date The date the ETP was paid.
Term Date The Termination Date of the Employee to which the ETP relates.
Tax Free The Tax Free Component of the ETP.
Taxable The Taxable Component of the ETP.
Tax Withheld The Tax Withheld from the ETP.
ETP Code The ETP Code for the ETP Payment.

Employee Master Page 1 - Warnings (F7)

Use the Warnings (F7) function key to open the Employee Warning Lines screen. Warning Codes are setup in Payroll > Tables > Employee Warning Types.

Seq A system assigned sequence number for the Employee Warning Line.
Incd Dt Enter/select the date the incident occurred triggering the warning.
Code Enter/select the Employee Warning Code.
Comment The Employee Warning Code Description is displayed but can be changed.
Warn Dt Enter/select the date the warning was issued.
Incd The Warning Incidence Number.
Iss By Enter/select the User Code for the person who issued the warning.
Issued By The User Name is displayed.
Wit By Enter/select the User Code for the witness to the warning.
Witnessed By The User Name is displayed.

Comments (F5)

Use the Comments (F5) function key to open the Warning Comments (Notes) text box to record additional notes regarding the warning.

Remedial Act (F6)

Use the Remedial Act (F6) function key to open the Warning Remedial Action text box to record notes regarding Remedial Action agreed in relation to the warning.

Response (F7)

Use the Response (F7) function key to open the Warning – Employee Response text box to record notes regarding the Employee’s Response in relation to the warning.

Print (F8)

Use the Print (F8) function key to print details of the selected warning for the employee. The Employee Warning template must be set up to use this function.

Employee Master Page 1 - Absences (F8)

Use the Absences (F8) function key to open the Employee Absence Line Entry screen. Absence Codes are setup in Payroll > Tables > Employee Absence Types.

Seq A system assigned sequence number for the Employee Absence Line.
Date Absent Enter/select the start date of the absence.
Last Date Enter/select the last date of the absence.
No Day The number of days absent.
Hours The number of hours absent.
Warn Dt Enter/select the date the warning was issued.
Rs Cd Enter/select the Employee Absence Type.
Reason The Absence Type Description is displayed but can be changed.
Ac AL Indicates if the absence accrues Annual Leave (Y) or not (N).
Ac PL Indicates if the absence accrues Personal Leave (Y) or not (N).
Ac LSL Indicates if the absence accrues Long Service Leave (Y) or not (N).
Contacted By The person who advised of the absence.
App By Enter/select the User Code approving the absence.
DC Indicates if a Doctors Certificate has been provided (Y) or not (N).
Ent By The User Code that recorded the absence.

A panel displays the Reason and Comments for the selected Absence Line.

Comments (F5)

Use the Comments (F5) function key to open the Absence Comment text box to record additional notes regarding the absence.

Employee Master Page 1 - Audit (F9)

Use the Audit (F9) function key to display the user login, date and time that created the record and the user login that last modified the record.


Page 2

Employee The Employee Number and Name are displayed.
Alt Leave Code Enter/select an Alternate Leave Code if the Standard Leave entitlements do not apply to this employee.
Last Pay Date The most recent Pay Date for the employee.
Next Pay Date The next Pay Date for the employee.
Default Shift Code Optionally enter/select a default Shift Code for the Employee.

Annual Leave

A/L Hours Complete The Annual Leave accrued for the employee up to their last anniversary date, less any leave taken since.
A/L hours Current The Annual Leave accrued for the employee since their last anniversary date.
A/L Last Accrued The date leave was last accrued for the employee.
A/L Due Date The next anniversary date for the employee.
A/L Commence Date The date Annual Leave Accruals commenced if not from the Hire Date.

Personal Leave

P/L Hours Complete The Personal Leave accrued for the employee up to their last anniversary date, less any leave taken since.
P/L hours Current The Personal Leave accrued for the employee since their last anniversary date.
P/L Last Accrued The date leave was last accrued for the employee.
P/L Due Date The next anniversary date for the employee.
P/L Commence Date The date Personal Leave Accruals commenced if not from the Hire Date.

Rostered Day Off

Rem. RDO hours The RDO Hours accrued for the employee.
Rem. RDO $ The RDO $ accrued for the employee.

Long Service Leave

LSL Levy Reqd Indicates whether a Long Service Leave Levy is applicable to the employee (Y) or not (N).
LSL Code Enter/select a LSL code applicable to the employee.
LSL Hours Owing The Long Service Leave accrued for the employee up to their last LSL eligibility date, less any leave taken since.
LSL Hours Current The Long Service Leave accrued for the employee since their last LSL eligibility date.
LSL Commence Date The date Long Service Leave Accruals commenced if not from the Hire Date.
LSL Next Date The next LSL eligibility date for the employee.
LSL Non Accruing Days The number of days that did not accrue LSL due to the nature of the Absence/Special Leave Code.
Review Date Available for user defined purposes.

Employee Master Page 2 - Accr Hist (F5)

Use the Accr Hist (F5) function key to open the Accrual Lines menu:

Annual Leave

Use the Annual Leave option to review transactions related to Annual Leave accrued and taken:

Personal/Carer’s Leave

Use the Personal/Carer’s Leave option to review transactions related to PL accrued and taken:

Long Service Leave

Use the Long Service Leave option to review transactions related to LSL accrued and taken:

All

Use the All option to review transactions related to all Leave accrued and taken:

Recalculate Long Service Leave

Use the Recalculate Long Service Leave option, to recalculate the Long Service Leave accrual balance using the LSL Code and the Hours Worked per Week and a prompt appears to confirm:

After clicking Yes, the calculation is carried out and the Preserve LSL Balances screen is displayed showing any differences and the option to Preserve the existing LSL balance or Accept the Recalculation.

If Accept is selected, the LSL Accrual balance is updated and required Payroll Distributions created.

Employee Master Page 2 - Super Paid (F6)

Use the Super Paid (F6) function key to view Superannuation Payments made:

Page 3

Employee The Employee Number and Name are displayed.
CDEP Amount The current CDEP amount to be shown on Payment Summaries for this employee.
RFB Amount The Taxable Reportable Fringe Benefit amount to be shown on Payment Summaries for this employee.
RFB Ex Amt The Exempt Reportable Fringe Benefit amount to be shown on Payment Summaries for this employee.
EF Income The Exempt Foreign Employment Income amount to be shown on Payment Summaries for this employee.
UPP Amount The deductible amount of the Undeducted Purchase Price of an Annuity to be shown on Payment Summaries for this employee.
Lump Sum A The value of Lump Sum A payments made to this employee for the current payroll year is displayed.
LSA Type The Lump Sum A payment type for this employee for the current payroll year is displayed.
Lump Sum B The value of Lump Sum B payments made to this employee for the current payroll year is displayed.
Lump Sum D The value of Lump Sum D payments made to this employee for the current payroll year is displayed.
Lump Sum E The value of Lump Sum E payments made to this employee for the current payroll year is displayed.
Reg Pay The Month and Year to Date Hours and Dollars for this employee for Regular Time are displayed.
Ovt (1) The Month and Year to Date Hours and Dollars for this employee for OT1 Time are displayed.
Ovt (2) The Month and Year to Date Hours and Dollars for this employee for OT2 Time are displayed.
Ovt (3) The Month and Year to Date Hours and Dollars for this employee for OT3 Time are displayed.
Special The Month and Year to Date Hours and Dollars for this employee for Special Hours Codes are displayed.
P/L Pay The Month and Year to Date Hours and Dollars for this employee for Personal Leave taken are displayed.
A/L Pay The Month and Year to Date Hours and Dollars for this employee for Annual Leave taken are displayed.
LSL Pay The Month and Year to Date Hours and Dollars for this employee for Long Service Leave taken are displayed.
Pub Hol The Month and Year to Date Hours and Dollars for this employee for Public Holidays taken are displayed.
Wrk Cmp The Month and Year to Date Hours and Dollars for this employee for Workers Compensation paid are displayed.
Rdo Hrs The Month and Year to Date Hours and Dollars for this employee for RDO Leave taken are displayed.
Sup Pay The Month and Year to Date Hours and Dollars for this employee for Supplemental Payments are displayed.
Gross The Month and Year to Date Earnings for this employee are displayed.
Tax The Month and Year to Date PAYG Tax withheld for this employee is displayed.
Nett The Month and Year to Date Ney Pay for this employee is displayed.
A/L Load The Month and Year to Date Annual Leave Loading paid for this employee is displayed.
Employer Super The Month and Year to Date Company Superannuation contributions for this employee are displayed.
Reportable Super The Month and Year to Date Reportable Superannuation contributions for this employee are displayed.

Page 4

Employee The Employee Number and Name are displayed.
A/D# The Allowance/Deduction Code to be tracked for this employee.
Description The Allowance/Deduction Code description.
Type The type of Allowance/Deduction is displayed.
Reg? Indicates whether the Allowance/Deduction will be added/subtracted from each pay for the employee (Y) or not (N).
Amount The amount to be added/subtracted from each pay for the employee.
MTD Total The Month to Date $ Total for the Allowance/Deduction.
YTD Total The Year to Date $ Total for the Allowance/Deduction.
Tot Taxable All The Month and Year to Date Totals for Taxable Allowances for this employee are displayed.
Tot Non-Tax All The Month and Year to Date Totals for Non Taxable Allowances for this employee are displayed.
Tot Bfr Tax Ded The Month and Year to Date Totals for Before Tax Deductions for this employee are displayed.
Tot Aft Tax Ded The Month and Year to Date Totals for After Tax Deductions for this employee are displayed.
Tot Ext Tax The Month and Year to Date Totals for Extra Tax Deductions for this employee are displayed.
Tot RDO Accr The Month and Year to Date Totals for RDO Accruals for this employee are displayed.

Page 5 – Employment Termination Payments

The Employment Termination Payments screen does not cater for multiple Employment Termination Payments and has been replaced with the Termination History screen that can be accessed using the Termination History (F5) function key:

Employee The Employee Number and Name are displayed.
Payment Date The date the ETP was paid.
Total Tax Withheld The Tax Withheld from the ETP.
Tax Free Component The Tax Free Component of the ETP.
Taxable Component The Taxable Component of the ETP.
ETP Code The ETP Type Code

Termination History (F5)

The Employment Termination Payments screen (Page 5 of the Employee Master File Maintenance screen) does not cater for multiple Employment Termination Payments and has been replaced with the Termination History screen that can be accessed using the Termination History option:

Jnl/Batch The Jnl/Batch that contained the Employment Termination Payment (ETP).
Seq The Sequence number within the Jnl/Batch for the Employment Termination Payment (ETP).
Payment Date The date the ETP was paid.
Term Date The Termination Date of the Employee to which the ETP relates.
Tax Free The Tax Free Component of the ETP.
Taxable The Taxable Component of the ETP.
Tax Withheld The Tax Withheld from the ETP.
ETP Code The ETP Code for the ETP Payment.

Extra Bank Accounts

Extra Bank Accounts are used to define additional bank accounts to which payroll deposits are to be made for individual employees including the amount to be deposited. Extra Bank Accounts can also be recorded within the Employee Master File Maintenance screen in Extra Info (F6) > Extra Bank Accounts.

When Produce Payroll is run, Extra Bank Accounts are used first for payroll payments to employees with any residual funds paid to the main bank account for the employee defined in Payroll > Maintain > Employees.

Go to Payroll > Maintain > Extra Bank Accounts:

Employee/Seq Enter/select the employee for whom the extra bank account is being defined, followed by a sequence number that determines the order in which the extra bank accounts are used by Produce Payroll.
Employee Name The name of the employee is displayed.
Bank Name The Approved APCA abbreviation for the Financial Institution where the account is held to which the payroll payment will be made.
Bank Branch The Branch of the Financial Institution where the account is held to which the payroll payment will be made.
BSB The BSB for the account to which the payroll payment will be made.
Account Number The Account Number for the account to which the payroll payment will be made.
Account Name The Account Name for the account to which the payroll payment will be made.
Amount The portion of the payroll payment to be made to this bank account.
Paid via EFT Indicates whether payroll payments to this bank account for this employee use EFT (Y) or not (N).

Employee Reassignments

Employees can be assigned responsibilities within the Payroll, Accounts Receivable and Meetings modules. The Employee Reassignments screen provides the ability to display and reassign any of those responsibilities. Go to Payroll > Maintain > Employee Reassignments and the Employee Responsibilities Reassignment screen is displayed. Enter of select the employee for whom responsibilities are to be re-assigned:

Customers (F5)

Use the Customers (F5) function key to reassign customers that were assigned to the employee using Accounts Receivable > Maintain > Customers > Options (F6) > Responsibility Assignment:

New Employee Enter/select the active employee to be assigned the responsibility.
Employee Name The name of the employee to be assigned is displayed.

Enter/select required employees to be assigned:

After entering/selecting required employees and exiting the screen, a prompt is displayed to confirm:

Click Yes to proceed with the reassignments or No to cancel the reassignments.

A Mass Update option is provided in the Menu Sidebar to re-assign all responsibilities to another employee to save time when all responsibilities are to be reassigned to one employee.

The reassignments proceed without further prompts after selecting the employee to be assigned and clicking OK.

Employee (F6)

Use the Employee (F6) function key to reassign employment responsibilities that were assigned to the employee using the Payroll > Maintain > Employees > Extra Info (F6) > Responsibility Assignment option:

New Employee Enter/select the active employee to be assigned the responsibility.
Employee Name The name of the employee to be assigned is displayed.

Enter/select required employees to be assigned:

After entering/selecting required employees and exiting the screen, a prompt is displayed to confirm the reassignments:

Click Yes to proceed with the reassignments or No to cancel the reassignments.

A Mass Update option is provided in the Menu Sidebar to re-assign all responsibilities to another employee to save time when all responsibilities are to be reassigned to one employee:

The reassignments proceed without further prompts after selecting the employee to be assigned and clicking OK.

Meetings (F7)

Use the Meetings (F7) function key to reassign Meeting Issues that were assigned to the employee using the Meetings > Maintain > Meetings > Issues (F7) option:

New Employee Enter/select the active employee to be assigned the responsibility.
Employee Name The name of the employee to be assigned is displayed.

Enter/select required employees to be assigned:

After entering/selecting required employees and exiting the screen, a prompt is displayed to confirm:

Click Yes to proceed with the reassignments or No to cancel the reassignments.

A Mass Update option is provided in the Menu Sidebar to re-assign all responsibilities to another employee to save time when all responsibilities are to be reassigned to one employee.

The reassignments proceed without further prompts after selecting the employee to be assigned and clicking OK.

Personnel

Maintain - Personnel

The Personnel Database Maintenance screen is populated by the Extract Personnel from Payroll menu option extracting a range of information for employees to one screen instead of needing to reference a number of Payroll screens.

Any changes made in this screen to fields that were extracted from Payroll, do NOT update the Payroll system and will be overwritten if a subsequent extract is carried out.

After extracting, go to Payroll > Personnel > Personnel and select an employee:

Employee Enter/select the employee code
Name The Employees Surname and First Name
Department The Employee’s Home Department
Address The Employee’s Residential Street Address
Suburb The Employee’s Residential Suburb
Phone No. The Employee’s Residential Phone Number
State The Employee’s Residential State
Post Code The Employee’s Residential Post Code
Emergency Phone The phone number to call for emergencies related to this employee.
Company Code The dataset from which this employee’s data was extracted.
Birth Date The Employee’s Birth Date
Co. Super Amt The Company Dollar Superannuation Contribution for this employee.
Super Co. The Superannuation Company for Company Superannuation Contributions for this employee.
Policy Number The Employee’s Member Number for the Superannuation Company for Company Superannuation Contributions for this employee.
LSL Indicates whether the employee is covered by a LSL scheme (Y) or not (N).
LSL Number If the employee is covered by a LSL scheme, the reference number for this employee for the scheme.
Union If applicable, enter the Union to which the employee belongs.
Union Number If applicable, enter the Union Membership number for the employee.
Company Vehicle Indicates whether a Company Vehicle is provided to the employee (Y) or not (N).
Phone A/C Indicates whether a Company Phone is provided to the employee (Y) or not (N).
Average O/T Hours The Average Overtime Hours worked per week by the employee.
Average O/T Dlrs The Average Overtime Dollars earned per week by the employee.
P/L hrs owing The Personal Leave hours owing to the employee.
Drs Cert Req Indicates whether a Doctors Certificate must be supplied by the employee when ill (Y) or not (N).
A/L hrs owing The Annual Leave hours owing to the employee.
Review Date The date the employee was last reviewed.
Calc Date The date Calculate Payroll was last run for the employee.
Starting date The employee’s hire date.
Hours/Week The standard hours per week worked by the employee.
Hourly Rate The employee’s hourly pay rate.
Weekly Rate The employee’s weekly pay rate.
Annual Salary The employee’s annual salary.
Proposed Hourly Rate The employee’s new proposed hourly pay rate.
Proposed Weekly Rate The employee’s new proposed weekly pay rate.
Proposed Annual Salary The employee’s new proposed annual salary.

Maintain - Extract Personnel from Payroll

The Personnel screen will not contain any data until the Extract Personnel from Payroll menu is used to extract the required data from the Employee Master.

Go to Payroll > Personnel > Extract Personnel from Payroll and a prompt appears to transfer from this dataset:

Click Yes to transfer from the employees in this dataset, No to transfer from another dataset (not functional at present) or Cancel to exit the process.

After clicking Yes, the extract commences and a Payroll Load Audit Trail is displayed showing the records extracted/not extracted:

On exit from the report, the Navigator is displayed.

Maintain - Inductions by Employees

The Payroll Inductions by Employee screen enables the creation and update of inductions by employee. Go to Payroll > Personnel > Maintain > Inductions by Employee and the Payroll Induction by Employee screen is displayed. The screen is an Enquiry screen and does not permit changes to the data displayed:

Use the Inductions (F5) function key to open the Employee Inductions for Employee screen:

Indc Code Enter/select the Induction code to be linked to the employee.
Start Date Enter/select the date that the Induction became effective for the employee. If a change is made to the start date a prompt is provided to save a copy of the record to history.
Expiry Date Optionally, enter/select the date that the Induction will expire or has expired for the employee. If a change is made to the expiry date a prompt is provided to save a copy of the record to history.
Comment Enter any additional comment for the Induction Code/Employee.
Act Indicate if the Induction Code/Employee is Active (Y) or not (N).

Extra Info (F5) enables the addition of Job Information for the selected record.

Documents (F6) enables the linking of files/notes for the selected record.

Notes (F7) enables the addition of more detailed notes/comments for the selected record.

History (F8) displays history records for the selected record. When a change is made to the start or expiry date of an induction/employee record, a prompt is provided to save a copy of the record being changed to history.

Audit (F9) enables viewing the user who created and last modified the selected record.

Maintain - Inductons by Induction Code

The Payroll Inductions by Induction screen enables the creation and update of inductions by induction code. Go to Payroll > Personnel > Maintain > Inductions by Induction Code and the Payroll Induction by Induction screen is displayed. The screen is an Enquiry screen and does not permit changes to the data displayed:

Use the Inductions (F5) function key to open the Employee Inductions for Inductions screen:

Employee Enter/select the Employee Code to be linked to the Induction Code.
Start Date Enter/select the date that the Induction became effective for the employee. If a change is made to the start date a prompt is provided to save a copy of the record to history.
Expiry Date Optionally, enter/select the date that the Induction will expire or has expired for the employee. If a change is made to the expiry date a prompt is provided to save a copy of the record to history.
Comment Enter any additional comment for the Induction Code/Employee.
Act Indicate if the Induction Code/Employee is Active (Y) or not (N).

Extra Info (F5) enables the addition of Job Information for the selected record.

Documents (F6) enables the linking of files/notes for the selected record.

Notes (F7) enables the addition of more detailed notes/comments for the selected record.

History (F8) displays history records for the selected record. When a change is made to the start or expiry date of an induction/employee record, a prompt is provided to save a copy of the record being changed to history.

Audit (F9) enables viewing the user who created and last modified the selected record.

Reports - Print Personnel

Print Personnel provides a report of the information contained on the Personnel Database Maintenance screen.

Go to Payroll > Personnel > Reports > Print Personnel and a Range Criteria screen provides the option to limit the contents of the report:

After entering required Range Criteria, a Parameters screen provides further options for sort order, summary or detail information and whether to include Inactive and/or Terminated employees:

After setting Parameters to meet the report requirements and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, Browse in Page Viewer has been selected and the BusinessCraft Report Browser opens and displays the Personnel Database Report:

Reports – Long Service Leave

Long Service Leave provides details of Long Service Leave related information contained in the Personnel Database Maintenance screen. Go to Payroll > Personnel > Reports > Long Service and a Range Criteria screen provides the option to limit the contents of the report:

After entering required Range Criteria and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, Browse in Page Viewer has been selected and the BusinessCraft Report Browser opens and displays the Long Service Leave Report:

Reports - Superannuation

With introduction of SuperStream no longer valid and will be removed in a future version.

Reports – Print Certificate of Service

No longer supported and will be removed in a future version.

Reports – Payroll Inductions

Payroll Inductions provides an Inductions Report by Employee.

Go to Payroll > Personnel > Reports > Payroll Inductions and a Range Criteria screen provides the option to limit the contents of the report:

After entering required Range Criteria, a Parameters screen is provided:

After setting Parameters and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, Browse in Page Viewer has been selected and the BusinessCraft Report Browser opens and displays the Payroll Inductions Report:

Tables – Induction Codes

Induction Codes enable the definition of the various external and internal inductions that are required prior to an employee being permitted to enter a site. Induction Codes are linked to employees enabling enquiries by employee or by induction code and the running of induction reports.

Go to Payroll > Personnel > Tables > Induction Codes:

Induction Code A 6-character code to identify the Induction.
Description A 30-character description of the Induction.
Active Indicates if the Induction Code is Active (Y) or not (N).

Use the Notes (F5) function key to record full details of the induction:

Use the Audit (F6) function key to view the user who created and last modified the code.

Transactions

Attendance Entry

Attendance Entry provides the ability to record non job related timesheets with the option to copy Standing Attendance Entry records to Attendance Entry. This is particularly useful for salaried employees.

Go to Payroll > Transactions > Attendance Entry and the Payroll Attendance Entry screen is displayed:

To create a record, use the Add option in the Menu Sidebar and the Attendance Entry Defaults pop up is displayed:

Make any required changes to the Attendance Entry Defaults pop up, click OK and the Payroll Attendance entry screen is displayed in Add mode:

Enter/select an Employee and after acknowledging any warning messages, subject to setup, the Daily or Weekly Time Card Entry screen may be displayed, providing the option to populate times automatically or manually or use the function keys to populate times in a streamlined manner:

After clicking OK, the Payroll Attendance Entry screen is displayed, populated as much as possible with the provided information, including applying any Payroll Rules, ready for completion:

Complete the screen using the following information as a guide:

Line A sequentially assigned number that is displayed on saving the Payroll Attendance Entry Line.
Avail. Hours The Hours remaining for this employee to be recorded in Payroll Attendance Entry Lines excluding hours on this line.
Hours this entry The Hours recorded on this Payroll Attendance Entry Line.
Hours The Hours worked by the employee.
P.O. Number If using Payroll Billing, optionally enter the Customer Purchase Order Number authorising the work.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this payroll transaction.
Customer If using Payroll Billing, optionally enter/select the Customer for whom the work is being carried out.
Pay Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this payroll transaction.
Act/Chg Rate Optionally enter/select the Activity Code. The Activity Charge Rate will display to the right of the Activity Code in the Charge Rate field and can be overwritten for this payroll transaction. The Activity Code Description appears to the right of the Charge Rate field. If an Activity code is not entered a Charge Rate can be entered.
Pay Dept The Employee’s Paying Department will default. Optionally, change the Paying Department for this payroll transaction.
Start Date The Start Date for the Timesheet. For Weekly Timesheets, this will be the first day of the week, for daily timesheets this will be the day worked.
End Date The End Date for the Timesheet. For Weekly Timesheets, this will be the last day of the week, for daily timesheets this will be the day worked.
Cust O/T Indicates if customer charges are to be calculated using actual overtime hours paid on overtime (Y) or actual hours worked (N).
Regular and Overtime Hours & Amount

The Hours Worked are automatically populated in the Regular and Overtime fields. The accuracy of the breakdown depends on the use of Timecard Control File Maintenance, Awards, Payroll Rules and Shifts.

The Amount fields are calculated by applying the Pay Rate to the Hours in each Hourly Wage Type and where applicable the appropriate Overtime Premium

Spec Rate, Hours, Amount Optionally enter/select a Special Hours Code for any required work. The Default Rate (Factor) will display but can be changed. Enter the required hours and the Amount will calculate taking into account the hours and the factor.
Special Allowances/Deductions Enter up to 4 Special Allowances and/or Deductions. The prompts that will appear depend on the nature of the Allowance/Deduction.
Annual

The Annual Leave Loading, if applicable, will default from Payroll Control File Maintenance, if the Annual Leave Loading flag is set to Y for the employee.

Enter any annual leave hours taken (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided.

The Annual Leave Amount is calculated, including any applicable Annual Leave Loading.

Personal Enter any personal leave hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided. The Personal Leave Amount is calculated.
Roster Day Off Enter any RDO hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided. The RDO Amount is calculated.
Public Holiday Enter any Public Holiday hours taken. (Adjust Regular Hours if necessary). The Public Holiday Amount is calculated.
Workers Comp Enter any Workers Compensation hours taken. (Adjust Regular Hours if necessary). The Workers Compensation Amount is calculated.
Long Service Enter any Long Service Leave hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided. The Long Service Leave Amount is calculated.
Advance Pay Periods If the payroll entry reflects multiple pay periods for the employee, enter the number of additional pay periods. This ensures PAYG Tax is calculated correctly.
Supplemental Pay Enter any additional amount to be paid not covered by the previous fields.
Suppl. Pay Account Enter/select the General Ledger account to be used for the cost of the Supplemental Pay.

Set Defaults (F5)

Use the Set Defaults (F5) function key to re-open the Attendance Entry Defaults pop up to make any required changes.

Absence Explanation (F6)

If hours are recorded for an Hourly Wage Type classified as an absence, an option is provided to record further details related to that absence.

Subject to setup, a prompt may appear and if the decision is made to record absence details, the Employee Absence Line entry screen is displayed. If a prompt does not appear due to Payroll Configuration, use the Absence Explanation (F6) function key to open the screen:

Seq A system generated sequence number.
Date Absent Enter/select the first day of the absence.
Last Date Enter/select the last day of the absence.
No Day Enter the number of days absent.
Hours Enter the number of hours absent.
Rs Cd Enter/select an Absence Reason Code.
Reason The Reason Code description defaults but can be overwritten.
Ac AL Indicates whether Annual Leave is accrued for the absence.
Ac PL Indicates whether Personal Leave is accrued for the absence.
Ac LSL Indicates whether Long Service Leave is accrued for the absence.
Contacted By Enter the person who made contact to advise of the absence.
App By Enter/select the BusinessCraft User Code who approved the absence.
DC Indicates whether a doctors certificate has been provided for the absence (Y) or not (N).
Ent By The user code that entered the absence line is displayed.
Details Panel The Details Panel shows the Reason Description and Comments for the selected Absence Line.
Comments (F5) Use the Comments (F5) function key to record further details regarding the absence.

Attend Enq (F7)

Use the Attend Enq (F7) function key to display a summary of Payroll Attendance Entries for the employee, optionally filtered by date:

The Change button provides the option to view other employee details.

The Print Icon opens the Print Preview screen with an option to print.

Labour Job Cost Entry

Labour Job Cost Entry provides the ability to record job related timesheets.

Go to Payroll > Transactions > Labour Job Cost Entry and the Labour/Timesheet Entry screen is displayed:

To create a record, use the Add option in the Menu Sidebar and the Attendance Entry Defaults pop up is displayed:

Make any required changes to the Attendance Entry Defaults pop up, click OK and the Labour/Timesheet Entry screen is displayed in Add mode:

Enter/select an Employee and after acknowledging any warning messages, subject to setup, the Daily or Weekly Time Card Entry screen may be displayed, providing the option to populate times automatically or manually or use the function keys to populate times in a streamlined manner:

After clicking OK, the Payroll Attendance Entry screen is displayed, populated as much as possible with the provided information, including applying any Payroll Rules, ready for completion:

Complete the screen using the following information as a guide:

Date

The End Date for the Timesheet. For Weekly Timesheets, this will be the last day of the week, for daily timesheets this will be the day worked.

To the right is the Start Date for the Timesheet. For Weekly Timesheets, this will be the first day of the week, for daily timesheets this will be the day worked.

Hours The Hours worked by the employee.
Avail. Hours The Hours remaining for this employee to be recorded in Labour/Timesheet Entry Lines excluding hours on this line.
Hours this entry The Hours recorded on this Labour/Timesheet Entry Line.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this payroll transaction.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this payroll transaction.
Pay Dept The Employee’s Paying Department will default. Optionally, change the Paying Department for this payroll transaction.
Job No. Enter/select the Job Number for this Labour/Timesheet Entry Line.
Line A sequentially assigned number that is displayed on saving the Labour/Timesheet Entry Line.
Activity Enter/select the Activity Code for this Labour/Timesheet Entry Line.
Sect Enter/select the Section for this Labour/Timesheet Entry Line.
Ctr Enter/select the Cost Centre for this Labour/Timesheet Entry Line.
Regular and Overtime Hours & Amount

The Hours Worked are automatically populated in the Regular and Overtime fields. The accuracy of the breakdown depends on the use of Timecard Control File Maintenance, Awards, Payroll Rules and Shifts.

The Amount fields are calculated by applying the Pay Rate to the Hours in each Hourly Wage Type and where applicable the appropriate Overtime Premium

Spec Rate, Hours, Amount

Optionally enter/select a Special Hours Code for any required work. The Default Rate (Factor) will display but can be changed.

Enter the required hours and the Amount will calculate taking into account the hours and the factor.

Special Allowances/Deductions Enter up to 4 Special Allowances and/or Deductions. The prompts that will appear depend on the nature of the Allowance/Deduction.
Annual

The Annual Leave Loading, if applicable, will default from Payroll Control File Maintenance, if the Annual Leave Loading flag is set to Y for the employee.

Enter any annual leave hours taken (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided.

The Annual Leave Amount is calculated, including any applicable Annual Leave Loading.

Personal Enter any personal leave hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided. The Personal Leave Amount is calculated.
Roster Day Off Enter any RDO hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided. The RDO Amount is calculated.
Public Holiday

Enter any Public Holiday hours taken. (Adjust Regular Hours if necessary).

The Public Holiday Amount is calculated.

Workers Comp

Enter any Workers Compensation hours taken. (Adjust Regular Hours if necessary).

The Workers Compensation Amount is calculated.

Long Service

Enter any Long Service Leave hours taken. (Adjust Regular Hours if necessary). A check will be carried out to ensure the employee has sufficient leave and if not, a warning is provided.

The Long Service Leave Amount is calculated.

Advance Pay Periods If the payroll entry reflects multiple pay periods for the employee, enter the number of additional pay periods. This ensures PAYG Tax is calculated correctly.
Supplemental Pay Enter any additional amount to be paid not covered by the previous fields.
Suppl. Pay Account Enter/select the General Ledger account to be used for the cost of the Supplemental Pay.

Set Defaults (F5)

Use the Set Defaults (F5) function key to re-open the Attendance Entry Defaults pop up to make any required changes.

Absence Explanation (F6)

If hours are recorded for an Hourly Wage Type classified as an absence, an option is provided to record further details related to that absence.

Subject to setup, a prompt may appear and if the decision is made to record absence details, the Employee Absence Line entry screen is displayed.

If a prompt does not appear due to Payroll Configuration, use the Absence Explanation (F6) function key to open the screen:

Seq A system generated sequence number.
Date Absent Enter/select the first day of the absence.
Last Date Enter/select the last day of the absence.
No Day Enter the number of days absent.
Hours Enter the number of hours absent.
Rs Cd Enter/select an Absence Reason Code.
Reason The Reason Code description defaults but can be overwritten.
Ac AL Indicates whether Annual Leave is accrued for the absence.
Ac PL Indicates whether Personal Leave is accrued for the absence.
Ac LSL Indicates whether Long Service Leave is accrued for the absence.
Contacted By Enter the person who made contact to advise of the absence.
App By Enter/select the BusinessCraft User Code who approved the absence.
DC Indicates whether a doctors certificate has been provided for the absence (Y) or not (N).
Ent By The user code that entered the absence line is displayed.
Details Panel The Details Panel shows the Reason Description and Comments for the selected Absence Line.
Comments (F5) Use the Comments (F5) function key to record further details regarding the absence.

Attend Enq (F7)

Use the Attend Enq (F7) function key to display a summary of Labour/Timesheet Entries for the employee, optionally filtered by date:

The Change button provides the option to view other employee details. The Print Icon opens the Print Preview screen with an option to print.

Single Touch Payroll

Please refer to the Single Touch Payroll Product Guide for details on using the Single Touch Payroll menu.

Calculate Payroll

Calculate Payroll is now contained within the Single Touch Payroll process. Please refer to the Single Touch Payroll Product Guide for details on using the Calculate Payroll menu. The Calculate Payroll menu will be removed when all payroll customers have transitioned to Single Touch Payroll in July 2019.

Produce Payroll

Produce Payroll is now contained within the Single Touch Payroll process. Please refer to the Single Touch Payroll Product Guide for details on using the Produce Payroll menu. The Produce Payroll menu will be removed when all payroll customers have transitioned to Single Touch Payroll in July 2019.

Manual Payments

Manual Payments provides the ability to record manual payments to employees outside of the standard payroll production process. Typically manual payments are used for backpay, adjustments and terminations including Employment Termination Payments (ETPs).

Manual Payments include a Posting process which carries out the Calculate and Produce Payroll steps including the generation of payslips, creation of ABA files, creation of Cashbook Transactions and Payroll Distributions.

Go to Payroll > Transactions > Manual Payments and the Manual Payroll Transaction Entry screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Payment Date The Payment Date for the manual payment.
Attendance Date The date to be recorded in Payroll History for this manual payment.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this payment.
Cheque Number Enter the cheque number for the payment if applicable.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this payment.
Termination Pay Indicates whether this payment is in relation to the employee being terminated (Y) or not (N).
Pay Dept The Employee’s Paying Department will default. Optionally, change the Paying Department for this payment.
Termination Date If Termination Pay is set to Y, enter/select the Termination Date. When the Manual Payment is processed, this date will be used to update the Termination Date on the Employee Master screen.
Regular and Overtime Hours & Amount

Enter/select the Hours Worked in the Regular and Overtime fields.

The Amount fields are calculated by applying the Pay Rate to the Hours in each Hourly Wage Type and where applicable the appropriate Overtime Premium

Spec Rate, Hours, Amount

Enter/select a Special Hours Code for any required work.

The Default Rate (Factor) will display but can be changed. Enter the required hours and the Amount will calculate taking into account the hours and the factor.

Annual

The Annual Leave Loading, if applicable, will default from Payroll Control File Maintenance, if the Annual Leave Loading flag is set to Y for the employee.

Enter any annual leave hours to be paid. A prompt will display to determine if superannuation contributions are to be accrued. The Annual Leave Amount is calculated, including any applicable Annual Leave Loading.

Personal Enter any personal leave hours to be paid. A prompt will display to determine if superannuation contributions are to be accrued. The Personal Leave Amount is calculated.
Roster Day Off Enter any RDO hours to be paid. The RDO Amount is calculated.
Public Holiday Enter any Public Holiday hours to be paid. The Public Holiday Amount is calculated.
Workers Comp Enter any Workers Compensation hours to be paid. The Workers Compensation Amount is calculated.
Long Service Enter any Long Service Leave hours to be paid. A prompt will display to determine if superannuation contributions are to be accrued. The Long Service Leave Amount is calculated.
Super Cmp/Amt Enter/select a Superannuation Company and Amount for superannuation contributions being paid out as part of this manual payment.
Supplemental Pay Enter any amount to be paid not covered by the previous fields.
Suppl. Pay Account Enter/select the General Ledger account to be used.
Lump Sum A Type and Amount Enter any Lump Sum A Payment Type and Lump Sum A amount included in this manual payment.
Lump Sum B Enter any Lump Sum B amount included in this manual payment.
Lump Sum D Enter any Lump Sum D amount included in this manual payment.
Lump Sum E Enter any Lump Sum E amount included in this manual payment.
Payments The total of Payments is displayed.
Taxable Allow The total of Taxable Allowances recorded in the Manual Transactions Allowances & Deductions screen accessed using the Allow/Deduct (F5) function key is displayed.
Before Tax Deduct The total of Before Tax Deductions recorded in the Manual Transactions Allowances & Deductions screen accessed using the Allow/Deduct (F5) function key is displayed.
Taxable Pay The Total Pay including Taxable Allowances and Before Tax Deductions is displayed.
Tax Enter the amount of tax to be withheld from this manual payment.
Non Taxable Allow The total of Non-Taxable Allowances recorded in the Manual Transactions Allowances & Deductions screen accessed using the Allow/Deduct (F5) function key is displayed.
After Tax Deduct The total of After Tax Deductions recorded in the Manual Transactions Allowances & Deductions screen accessed using the Allow/Deduct (F5) function key is displayed.
Extra and ETP Tax The total of Extra Tax recorded in the Manual Transactions Allowances & Deductions screen accessed using the Allow/Deduct (F5) function key and the ETP Tax recorded in the Employee Termination screen accessed using the Termination (F6) function key is displayed.
Gross Pay inc ETP The total of Gross Pay including ETP is displayed.
Net Pay The total of Net Pay including ETP is displayed.

Allow/Deduct (F5)

Use the Allow/Deduct (F5) function key to open the Manual Transactions Allowances & Deductions screen to record any Allowances and Deductions to be included in this manual payment:

Allow/Deduction Enter/select an Allowance or Deduction Code. The Allowance/Deduction Code description is displayed as well as the Allowance/Deduction Type.
Amount Enter the amount of the Allowance/Deduction to be included in this manual payment.

Termination (F6)

Use the Termination (F6) function key to open the Employee Termination screen. This screen contains two panels – one for Leave Accruals payable/to be cleared on Termination and the other for Employment Termination Payments:

Leave Accruals

The Leave Accrual Panel displays the current leave accrual balances for Annual, Personal, Long Service and RDO Leave with an option for each to clear the accrual balance without paying the amount out.

Amounts recorded in the Annual, Personal, RDO and Long Service fields on the Manual Payroll Transaction Entry screen will reduce the Leave Balances displayed in this balance. Part payments can be made with the Clear Box ticked to clear the remainder of leave owing if required.

Subject to the Allow Terminate with P/L and A/L fields in Payroll > Setup > Payroll Control File Maintenance > Page 2 screen, a Manual Payment for a Termination Pay will not be able to be posted until the Leave Balances are dealt with.

Clear Annual Leave Tick the box to clear the remaining Annual Leave shown.
Clear Personal Leave Tick the box to clear the remaining Personal Leave shown.
Clear Long Service Leave Tick the box to clear the remaining Long Service Leave shown.
Clear RDO Balance Tick the box to clear the remaining RDO Accrual shown.
RDO Deduction Code Enter/select the RDO Deduction Code to be used to determine the distributions to be used for the RDO Accrual cleared.

Employment Termination Payments

Tax Free The Tax Free Component of the ETP.
Taxable The Taxable Component of the ETP.
Tax Withheld The Tax Withheld from the ETP.
ETP Code The ETP Code for the ETP Payment. When the cursor is positioned on this panel an ETP Codes Help Panel is displayed to assist in determining the correct code to use.

After completing the Employee Termination screen and returning to the Manual Payroll Transaction Entry screen, the Employee Termination Details are reflected in the relevant fields.

After ensuring everything is correct in particular for Termination Payments and Leave Balances, use the Post option in the Menu Sidebar to post the Manual Payment. If a Termination Payment cannot be posted due to a Leave Balance not being addressed, the record will be cleared an need to be re-entered.

After successful Posting including Payslip and ABA file creation, responding to Termination Update prompts where applicable, the Single Touch Payroll screen will be opened with a Submission ID ready for Review, Signing and Sending to the ATO.

Super Payments

Please refer to the Superannuation Product Guide for details on using the Super Payments menu.

Attendance By Employee Number

The Attendance by Employee Number report provides details of records entered using the Attendance Entry and/or Labour Job Cost Entry screens that have not yet been processed by Produce Payroll sorted by Employee Number.

Go to Payroll > Transactions > Attendance Edit List > Attendance by Employee Number and a prompt is displayed providing the option to limit the report to specified Range Criteria:

After setting required Range Criteria and clicking OK, a Parameters prompt is displayed:

After setting any required Parameters and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, the Crystal Report layout has been selected and the BusinessCraft Report Browser

opens and displays the Payroll Attendance Edit List by Employee report:

Attendance By Home Department

The Attendance by Home Department report provides details of records entered using the Attendance Entry and/or Labour Job Cost Entry screens that have not yet been processed by Produce Payroll grouped by Home Department.

Go to Payroll > Transactions > Attendance Edit List > Attendance by Home Department and a prompt is displayed providing the option to limit the report to specified Range Criteria:

After setting required Range Criteria and clicking OK, a Parameters prompt is displayed:

After setting any required Parameters and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, the Crystal Report has been selected and the BusinessCraft Report Browser

opens and displays the Payroll Attendance Edit List by Home Department report:

Attendance By Pay Department

The Attendance by Pay Department report provides details of records entered using the Attendance Entry and/or Labour Job Cost Entry screens that have not yet been processed by Produce Payroll grouped by Pay Department.

Go to Payroll > Transactions > Attendance Edit List > Attendance by Pay Department and a prompt is displayed providing the option to limit the report to specified Range Criteria:

After setting required Range Criteria and clicking OK, a Parameters prompt is displayed:

After setting any required Parameters and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, the Crystal Report has been selected and the BusinessCraft Report Browser

opens and displays the Payroll Attendance Edit List by Paying Department report:

Attendance By Employee Name

The Attendance by Employee Name report provides details of records entered using the Attendance Entry and/or Labour Job Cost Entry screens that have not yet been processed by Produce Payroll sorted by Employee Name.

Go to Payroll > Transactions > Attendance Edit List > Attendance by Employee Name and a prompt is displayed providing the option to limit the report to specified Range Criteria:

After setting required Range Criteria and clicking OK, a Parameters prompt is displayed:

After setting any required Parameters and clicking OK, the BusinessCraft Print Selector is displayed:

In this example, the DevExpress report has been selected and the BusinessCraft Report Browser

opens and displays the Payroll Attendance Edit List – Name Sequence report:

Timesheet Entry – Employee/Job

Timesheet Entry – Employee/Job provides the ability to enter daily timesheets by employee. An approval process is provided for authorised users.

Go to Payroll > Transactions > Timesheet Entry > Timesheet Entry – Employee/Job and the Timesheet Entry - Jobs screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses are Ready (R), Approved (A), Calculated (C) and Locked (L).
Date The date worked for the timesheet.
Pay Week Ending The Pay Week Ending Date is displayed.
Total Hours The total of hours contained in Timesheet Entries for the Timesheet is displayed.
Employee No. Enter/select the employee number. The employee’s name is displayed to the right.
Plant ID. If the Timesheet relates to a Plant defined in the Plant Module, enter/select the Plant ID.
Conditions If a Plant ID is entered, the Conditions for Special Pay Rates for the Plant are displayed on saving.
Plant If a Plant ID is entered, the Plant Name is displayed.
Customer If a Plant ID is entered, the Customer for the Plant is displayed.
Def Job No Enter/select the default Job Number for the Timesheet. If a Plant ID is entered, only Jobs for that Plant can be entered/selected.
Created By The user login code and name that created the timesheet is displayed.
Approved By The user login code and name that approved the timesheet is displayed.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries screen for the Timesheet to record times worked for the day broken down as needed:

Seq A sequential system assigned number for the Timesheet Entry.
Start Time Enter the Start Time for the Timesheet Entry. Subject to setup a prompt may appear to record the End Time. If an End Time is recorded, the Start Time for the next line is populated automatically based on the End Time for the previous line.
Job Number The default Job Number for the Timesheet is populated but can be changed for this Timesheet Entry.
Se Enter/select the Job Section for this Timesheet Entry.
Dp The default Pay Department for the Employee is populated but can be changed for this Timesheet Entry.
C/C Enter/select the Cost Centre for this Timesheet Entry.
Act Enter/select the Activity for this Timesheet Entry.
T/S Cat The default Timesheet Category is populated from Payroll Control file Maintenance.
Tp Enter/select the Hourly Wage Type for this Timesheet Entry.
Description The Hourly Wage Type Description is displayed.
Hours Enter the hours worked for this Timesheet Entry.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this Timesheet Entry.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this Timesheet Entry.
All/Ded Use the Edit (F9) function key to enter an Allowance/Deduction for this Timesheet Entry.
All/Ded Amount Use the Edit (F9) function key to enter the Allowance/Deduction Amount for this Timesheet Entry.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.

Summary (F7)

Use the Summary (F7) function key to display a summary for the selected Timesheet Entry:

Edit (F9)

Use the Edit (F9) function key to open the Timesheet Entries screen for the selected Timesheet Entry.

Approve (F6)

Use the Approve (F6) function key to approve the Timesheet. A prompt is displayed to confirm and the Status of the Timesheet changes to Approved, the Approved By field is populated, a banner is displayed indicating the Timesheet has been approved and the Approve (F6) function key changes to Unapprove.

Changes cannot be made to Approved Timesheets or the timesheet entries for those timesheets. The Timesheet must be Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is calculated and includes the Approved Timesheet, the Status of the timesheet changes to Calculated, a banner is displayed indicating the timesheet has been included in a payroll calculation, and the Unapprove (F6) function key changes to UnCalculate.

Changes cannot be made to Calculated Timesheets or the timesheet entries for those timesheets. The Timesheet must be Uncalculated and Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is produced and includes the Calculated Timesheet, the Status of the timesheet changes to Locked, a banner is displayed indicating the timesheet has been included in a payroll and the UnCalculate (F6) function key changes to Approve. However, no further changes can be made to the Timesheet.

Mass Approve

Use the View option in the Menu Sidebar to select Timesheets to be Mass Approved:

Click OK and then use the Mass Approve option in the Menu Sidebar to approve all timesheets displayed with a Status of Ready:

Timesheet Entry – Job/Employee

Timesheet Entry – Job/Employee provides the ability to enter daily timesheets by job. An approval process is provided for authorised users.

Go to Payroll > Transactions > Timesheet Entry > Timesheet Entry – Job/Employee and the Timesheet Entry - Jobs screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The Timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses are Ready (R), Approved (A), Calculated (C) and Locked (L).
Date The date worked for the timesheet.
Pay Week Ending The Pay Week Ending Date is displayed.
Total Hours The total of hours contained in Timesheet Entries for the Timesheet is displayed.
Plant ID. If the Timesheet relates to a Plant defined in the Plant Module, enter/select the Plant ID.
Job Number Enter/select the default Job Number for the Timesheet. If a Plant ID is entered, only Jobs for that Plant can be entered/selected.
Conditions If a Plant ID is entered, the Conditions for Special Pay Rates for the Plant are displayed on saving.
Default Section Enter/select the default Job Section for the Timesheet.
Plant If a Plant ID is entered, the Plant Name is displayed.
Customer If a Plant ID is entered, the Customer for the Plant is displayed.
Created By The user login code and name that created the timesheet is displayed.
Approved By The user login code and name that approved the timesheet is displayed.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries screen for the Timesheet to record times worked for the day broken down as needed:

Seq A sequential system assigned number for the Timesheet Entry.
Employee Number Enter/select an employee for the Timesheet Entry.
Start Time Enter the Start Time for the Timesheet Entry. Subject to setup a prompt may appear to record the End Time. If an End Time is recorded, the Start Time for the next line is populated automatically based on the End Time for the previous line.
Se Enter/select the Job Section for this Timesheet Entry.
Dp The default Pay Department for the Employee is populated but can be changed for this Timesheet Entry.
C/C Enter/select the Cost Centre for this Timesheet Entry.
Act Enter/select the Activity for this Timesheet Entry.
T/S Cat The default Timesheet Category is populated from Payroll Control file Maintenance.
Tp Enter/select the Hourly Wage Type for this Timesheet Entry.
Description The Hourly Wage Type Description is displayed.
Hours Enter the hours worked for this Timesheet Entry.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this Timesheet Entry.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this Timesheet Entry.
All/Ded Use the Edit (F9) function key to enter an Allowance/Deduction for this Timesheet Entry.
All/Ded Amount Use the Edit (F9) function key to enter the Allowance/Deduction Amount for this Timesheet Entry.
Details Panel A panel displays the Employee Name, Category, Type, Activity, Annual Leave Loading % and Annual Leave Loading Amount.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.

Summary (F7)

Use the Summary (F7) function key to display a summary for the selected Timesheet Entry:

Edit (F9)

Use the Edit (F9) function key to open the Timesheet Entries screen for the selected Timesheet Entry.

Approve (F6)

Use the Approve (F6) function key to approve the Timesheet. A prompt is displayed to confirm and the Status of the Timesheet changes to Approved, the Approved By field is populated, a banner is displayed indicating the timesheet has been approved and the Approve (F6) function key changes to Unapprove.

Changes cannot be made to Approved Timesheets or the timesheet entries for those timesheets. The Timesheet must be Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is calculated and includes the Approved Timesheet, the Status of the timesheet changes to Calculated, a banner is displayed indicating the timesheet has been included in a payroll calculation, and the Unapprove (F6) function key changes to UnCalculate.

Changes cannot be made to Calculated Timesheets or the timesheet entries for those timesheets. The Timesheet must be Uncalculated and Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is produced and includes the Calculated Timesheet, the Status of the timesheet changes to Locked, a banner is displayed indicating the timesheet has been included in a payroll and the UnCalculate (F6) function key changes to Approve. However, no further changes can be made to the Timesheet.

Mass Approve

Use the View option in the Menu Sidebar to select Timesheets to be Mass Approved:

Click OK and then use the Mass Approve option in the Menu Sidebar to approve all timesheets displayed with a Status of Ready:

Timesheet Entry – Employee

Timesheet Entry – Employee provides the ability to enter non-job related timesheets with visibility of other open timesheets for the employee. An approval process is provided for authorised users.

Go to Payroll > Transactions > Timesheet Entry > Timesheet Entry – Employee and the Timesheet Entry - Employee screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The Timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses are Ready (R), Approved (A), Calculated (C) and Locked (L).
Ending Date The week ending date for the timesheet.
Employee No. Enter/select the employee number and the employee name is displayed to the right.
Weekly Hours Enter the total of work hours to be accounted for by this timesheet or other timesheets currently being processed for the employee.
Timesheet Period The Timesheet Period is displayed based on the Ending Date.
Created By The user login code and name that created the timesheet is displayed.
Approved By The user login code and name that approved the timesheet is displayed.

Panel

Weekly Hours The total of work hours to be accounted for by this timesheet or other open timesheets currently for the employee is displayed.
Current T/S The total of work hours on Timesheet Entries for this timesheet is displayed.
Other T/S The total of work hours on Timesheet Entries for other open timesheets for this employee is displayed.
Remaining The Weekly Hours not accounted for either on this timesheet or other open timesheets.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries screen for the Timesheet to record times worked for the day broken down as needed:

Seq A sequential system assigned number for the Timesheet Entry.
Date Enter/select the date worked for the Timesheet Entry.
Start Time Enter the Start Time for the Timesheet Entry.
T/S Cat The default Timesheet Category is populated from Payroll Control file Maintenance.
Tp Enter/select the Hourly Wage Type for this Timesheet Entry.
Pay Type Description The Hourly Wage Type Description is displayed.
Hours Enter the hours worked for this Timesheet Entry.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this Timesheet Entry.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this Timesheet Entry.
All/Ded Use the Edit (F9) function key to enter an Allowance/Deduction for this Timesheet Entry.
All/Ded Amount Use the Edit (F9) function key to enter the Allowance/Deduction Amount for this Timesheet Entry.
Dp The default Pay Department for the Employee is populated but can be changed for this Timesheet Entry.
Details Panel A panel displays the Timesheet Category, Notes Summary, Annual Leave Loading % and Annual Leave Loading Amount.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.


Other T/S (F6)

Use the Other T/S (F6) function key to display other open timesheets for the employee:

Summary (F7)

Use the Summary (F7) function key to display a summary for the selected Timesheet Entry:


Edit (F9)

Use the Edit (F9) function key to open the Timesheet Entries screen for the selected Timesheet Entry.

Print (F6)

Use the Print (F6) function key to print the Timesheet.

Approve (F7)

Use the Approve (F7) function key to approve the Timesheet. A prompt is displayed to confirm and the Status of the Timesheet changes to Approved, the Approved By field is populated, an Approved banner is displayed and the Approve (F7) function key changes to Unapprove.

Changes cannot be made to Approved Timesheets or the timesheet entries for those timesheets. The Timesheet must be Unapproved, so that the Status changes to Ready so that changes can be made:

When a payroll is calculated and includes the Approved Timesheet, the Status of the timesheet changes to Calculated, a banner is displayed indicating the timesheet has been included in a payroll calculation, and the Unapprove (F7) function key changes to UnCalculate (F7).

Changes cannot be made to Calculated Timesheets or the timesheet entries for those timesheets. The Timesheet must be Uncalculated and Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is produced and includes the Calculated Timesheet, the Status of the timesheet changes to Locked, a banner is displayed indicating the timesheet has been included in a payroll and the UnCalculate (F7) function key changes to Approve. However, no further changes can be made to the Timesheet.

Mass Approve

Use the View option in the Menu Sidebar to select Timesheets to be Mass Approved:

Click OK and then use the Mass Approve option in the Menu Sidebar to approve all timesheets displayed with a Status of Ready:

Timesheet Entry – Employee and Job

Timesheet Entry – Employee and Job provides the ability to enter daily timesheets by Employee and Job. An approval process is provided for authorised users.

Go to Payroll > Transactions > Timesheet Entry > Timesheet Entry – Employee and Job and the Timesheet Entry – Employee and Job screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The Timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses are Ready (R), Approved (A), Calculated (C) and Locked (L).
Date The date worked for the timesheet.
Pay Week Ending The Pay Week Ending Date is displayed.
Total Hours The total hours in Timesheet Entries for the Timesheet is displayed.
Plant ID. If the Timesheet relates to a Plant defined in the Plant Module, enter/select the Plant ID.
Conditions If a Plant ID is entered, the Conditions for Special Pay Rates for the Plant are displayed on saving.
Def Employee Enter/select the default Employee Number for the Timesheet. The Employee Name is displayed to the right.
Def Job Numb Enter/select the default Job Number for the Timesheet. If a Plant ID is entered, only Jobs for that Plant can be entered/selected.
Def Section Enter/select the default Job Section for the Timesheet.
Plant If a Plant ID is entered, the Plant Name is displayed.
Customer If a Plant ID is entered, the Customer for the Plant is displayed.
Created By The user code & name that created the timesheet is displayed.
Approved By The user code and name that approved the timesheet is displayed.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries screen for the Timesheet to record times worked for the day broken down as needed:

Seq A sequential system assigned number for the Timesheet Entry.
Employee Number The default employee number is displayed, but can be changed to another employee.
Name The employee’s name is displayed.
Job Number The default job number is displayed, but can be changed to another job.
Se The default job section is displayed, but can be changed to another section.
C/C Enter/select the Cost Centre for this Timesheet Entry.
Act Enter/select the Activity for this Timesheet Entry.
Tp Enter/select the Hourly Wage Type for this Timesheet Entry.
Description The Hourly Wage Type Description is displayed.
Hours Enter the hours worked for this Timesheet Entry.
Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this Timesheet Entry.
All/Ded Use the Edit (F9) function key to enter an Allowance/Deduction for this Timesheet Entry.
All/Ded Amount Use the Edit (F9) function key to enter the Allowance/Deduction Amount for this Timesheet Entry.
Details Panel A panel displays the Annual Leave Loading % and Annual Leave Loading Amount.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.

Summary (F7)

Use the Summary (F7) function key to display a summary for the selected Timesheet Entry:

Edit (F9)

Use the Edit (F9) function key to open the Timesheet Entries screen for the selected Timesheet Entry.


Approve (F6)

Use the Approve (F6) function key to approve the Timesheet. A prompt is displayed to confirm and the Status of the Timesheet changes to Approved, the Approved By field is populated, a banner is displayed indicating the timesheet has been approved and the Approve (F6) function key changes to Unapprove.

Changes cannot be made to Approved Timesheets or the timesheet entries for those timesheets. The Timesheet must be Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is calculated and includes the Approved Timesheet, the Status of the timesheet changes to Calculated, a banner is displayed indicating the timesheet has been included in a payroll calculation, and the Unapprove (F6) function key changes to UnCalculate.

Changes cannot be made to Calculated Timesheets or the timesheet entries for those timesheets. The Timesheet must be Uncalculated and Unapproved, so that the Status changes back to Ready so that changes can be made.

When a payroll is produced and includes the Calculated Timesheet, the Status of the timesheet changes to Locked, a banner is displayed indicating the timesheet has been included in a payroll and the UnCalculate (F6) function key changes to Approve. However, no further changes can be made to the Timesheet.

Mass Approve

Use the View option in the Menu Sidebar to select Timesheets to be Mass Approved:

Click OK and then use the Mass Approve option in the Menu Sidebar to approve all timesheets displayed with a Status of Ready:

Timesheet Entry – Adjustments

Timesheet Entry – Adjustments provides the ability to enter daily timesheet adjustments by employee that are not included in payroll processing but are reflected in Timesheet History and where applicable the Job Costing Module.

Go to Payroll > Transactions > Timesheet Entry > Timesheet Entry – Adjustments and the Timesheet Entry - Adjustments screen is displayed in Add mode:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The Timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses available for Timesheet Adjustments are Ready (R) and Locked (L).
Date The date of the timesheet adjustment.
Total Hours The total of hours contained in Timesheet Entries for the Timesheet is displayed.
Employee No. Enter/select the employee number. The employee’s name is displayed to the right.
Plant ID. If the Timesheet relates to a Plant defined in the Plant Module, enter/select the Plant ID.
Conditions If a Plant ID is entered, the Conditions for Special Pay Rates for the Plant are displayed on saving.
Plant If a Plant ID is entered, the Plant Name is displayed.
Customer If a Plant ID is entered, the Customer for the Plant is displayed.
Def Job No Enter/select the default Job Number for the Timesheet. If a Plant ID is entered, only Jobs for that Plant can be entered/selected.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries screen for the Timesheet to record adjustments for the day broken down as needed:

Seq A sequential system assigned number for the Timesheet Entry.
Start Time Enter the Start Time for the Timesheet Entry.
Job Number The default Job Number for the Timesheet is populated but can be changed for this Timesheet Entry.
Se Enter/select the Job Section for this Timesheet Entry.
Dp The default Pay Department for the Employee is populated but can be changed for this Timesheet Entry.
C/C Enter/select the Cost Centre for this Timesheet Entry.
Act Enter/select the Activity for this Timesheet Entry.
T/S Cat The default Timesheet Category is populated from Payroll Control file Maintenance.
Tp Enter/select the Hourly Wage Type for this Timesheet Entry.
Description The Hourly Wage Type Description is displayed.
Hours Enter the hours worked for this Timesheet Entry.
Award The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for this Timesheet Entry.
Hourly Rate The Employee’s Pay Rate will default. Optionally, change the Pay Rate for this Timesheet Entry.
All/Ded Use the Edit (F9) function key to enter an Allowance/Deduction for this Timesheet Entry.
All/Ded Amount Use the Edit (F9) function key to enter the Allowance/Deduction Amount for this Timesheet Entry.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.

Summary (F7)

Use the Summary (F7) function key to display a summary for the selected Timesheet Entry:

Edit (F9)

Use the Edit (F9) function key to open the Timesheet Entries screen for the selected Timesheet Entry.

Post (F6)

Use the Post (F6) function key to post the Timesheet. A prompt is displayed to confirm and the Status of the Timesheet changes to Locked and no further changes can be made to the Timesheet.

Weekly Attendance

Weekly Attendance provides the ability to enter non-job related timesheets using up to two Award Rates per day with visibility of other open timesheets for the employee. An approval process is provided for authorised users.

Go to Payroll > Transactions > Timesheet Entry > Weekly Attendance and the Timesheet Entry – Weekly Attendance screen is displayed. To create a record, use the Add option in the Menu Sidebar:

Complete the screen using the following information as a guide:

Sheet ID. The default timesheet prefix is displayed. Accept the default or enter/select a different prefix. The Timesheet Number will be assigned on saving.
Status The status of the timesheet is displayed and changes as the timesheet is processed. Statuses are Approved (A) and Transferred (T).
Ending Date The week ending date for the timesheet.
Employee No. Enter/select the employee number and the employee name is displayed to the right.
Timesheet Period The Timesheet Period is displayed based on the Ending Date.
RDO Accrual Hours Enter the RDO Accrual Hours to be accrued for the week.

Panel

Current T/S The total of work hours on Timesheet Entries for this timesheet is displayed.
Other T/S The total of work hours on Timesheet Entries for other open timesheets for this employee is displayed.

Entries (F5)

Use the Entries (F5) function key to open the Timesheet Entries (Weekly Attendance) screen for the Timesheet to record times worked for the week broken down into up to 2 time intervals per day if required:

Seq A sequential system assigned number for the Timesheet Entry.
Date The dates for the week are populated based on the week but can be changed for each Timesheet Entry.
Day The day of the week is displayed for each Timesheet Entry.
Dp1 The default Pay Department for the Employee is populated but can be changed for each Timesheet Entry.
Award1 The Employee’s Award will default if applicable. Optionally, enter/select the Award Code for each Timesheet Entry.
Day Typ Enter/select the Day Type (set up in Payroll Tables > Day Types)
Start Time1 Enter the Start Time for the Timesheet Entry.
End Time1 Enter the End Time for the Timesheet Entry.
Lunch Hrs1 Enter the Unpaid Lunch Break for the Timesheet Entry.
Dp2 The default Pay Department for the Employee is populated but can be changed for each Timesheet Entry.
Start Time2 Enter the Start Time for the Timesheet Entry.
End Time2 Enter the End Time for the Timesheet Entry.
Lunch Hrs2 Enter the Unpaid Lunch Break for the Timesheet Entry.
HrTy Enter/select the Other Hours Type for this Timesheet Entry.
Other Hours Enter the other hours for this Timesheet Entry.
Total Hours The Total Hours for this Timesheet Entry is displayed.
Details Panel A panel displays the Total Hours for the week.

Notes (F5)

Use the Notes (F5) function key to record additional notes for the selected Timesheet Entry.

View (F6)

Use the View (F6) function key to view a summary of the Timesheet and optionally use the Print icon to print the Timesheet:

Transfer

Make sure the Status for the Timesheet is Approved (A) and use the Transfer option in the Menu Sidebar to transfer the Weekly Attendance Timesheets to the Attendance Entry/Labour Job Cost Entry screens for further payroll processing.

Revision 2

12 June 2019