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Create a new payroll shift

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    1. Select the Payroll Shifts option from the Setup / Shifts dropdown menu or select the toolbar Edit Payroll Shift Setup button. The Browse Payroll Shifts window will be displayed.

     

    Payroll Shift.png

     

    1. Click the Add button to display the Update Payroll Shift Wizzard window.

     

    Payroll Shift-1.png

     

    1. Enter the Payroll Shift Code, Description and if required, any extra Notes. 
    2. Click on the Next button to proceed.

     

    Payroll Shift-2.png

     

    1. Select the Payroll length (Number of days in the pay period). This can either be set to 7, days for Weekly, 14 days for Bi-Weekly, Monthly, Variable or Other for a custom amount of days.
    2. Enter the Rolling Shift cycle (Number of days before the shift patern should start over). Usually this is set to 7 days as the system will then run Monday to sunday for example and then repeat the pattern every 7 days.
    3. Click on the Next button to proceed.

     

    Payroll Shift-3.png

     

    1. Select the Start date by using the lookup button.

    Please Note: When selecting the start date, keep in mind which day of the week your pay period runs from. I.e Monday - Sunday or Thursday to Wednesday, etc. If you have a Monthly shift for example which starts on the 1st of every month and runs from a Monday to a Sunday, you would need to select a start date of the 1st, which also is a Monday.

    1. Click on the Next button to proceed.

     

    Payroll Shift-4.png

     

    1. If Time zones are to be used for this payroll shift, select the predifened Timezone, using the lookup button.
    2. Click on the Next button to proceed.

     

    Payroll Shift-5.png

     

    1. If a payroll Macro Script is required to calculate additional information/hours, use the lookup button to select this script and assign it to the Payroll Shift.
    2. Click on the Next button to proceed.

     

    Payroll Shift-6.png

     

    1. Click on the Finish button to complete the shift addition.

     

    At this point, the "Shell" of the Payroll shift has been created, but no Daily shifts, Balancing rules,etc. have bee defined.

     

    Payroll Shift-7.png

     

    1. Select the Default section and click the Add button to add a day record. Repeat this step to add the same amount of days as indicated in the Roll (days) column.

    Please Note: The Start column is automatically incrimented by 24 (24 hours per day). If the first schedule in your Daily shift to be used starts at 12:00, make sure you change the first day record to 12 before continuing to add the rest of the days. This will then allow the days to automaitcally incriment correctly by 24 hours with each addition.

     

    Payroll Shift-8.png

     

    1. Enter the Day name for each day, starting with the first day of your pay week. (Eg. Thursday if your pay week runs from a Thursday to a Wednesday).
    2. Select the appropriate Daily shift to be used for each day, using the lookup button.
    3. Select the Balancing section and click on the Add button to add a new payroll balancing rule. 

     

    Payroll Shift-9.png

     

    1. Configure the Payroll balancing rules as required.

      1. Category. Used to define which time category the rules needs to be applied to.

      2. Rate. Specify the rate to be used for this balancing rule.

      3. Min. Enter the minimum amount of hours which the specified category is to contain.

      4. Get From. This is used to select the category from which the hours need to be filled if the minimum hours have not been reached.

      5. Max. Enter the maximum amount of hours which the specified category is to contain.

      6. Send To. This is used to select the category to which the hours need to be sent if the maximum hours have been reached.

    1. Select the Rounding section. If you would require the hours to be rounded to the nearest 15min for example, it can be configured in this section.

     

    Payroll Shift-10.png

     

    1. Specify the Rounding Length (in minutes) for each category and rate listed. Eg. Round the hours to the nearest 10min, 15min, 30min, etc.
    2. Specify the Break (in minutes) for each category and rate listed. Eg. If rounding has been set to 15min, the Break could be set to 7min. If the employee then has 7:06, the system will round the hours down to 7:00. If the Employee has 7:08 the system will round the hours up to 7:15.
    3. Select the Holidays section.

     

    Payroll Shift-11.png

     

    1. Configure the rules that apply to employees on a public holiday or when taking leave.
    2. Select the Options section.

     

    Payroll Shift-12.png

     

    1. If required, select the Pay on day out tick box. By default, the system allocates the hours wroked, to the day that the employee clocked in. Selecting the Pay on Day out Option will cause the system to allocate the hours to the day the employee clocked out.
    2. Override "Auto Correct Clocking Direction" will automatically adjust the employees next clocking direction after the specified shift completion time and only applies to InfoTime and TimeLog clocks
    3. Select the colors to be used for this payroll shift.
    4. Select the Macro section.

     

    Payroll Shift-13.png

     

    1. Assign macro script which would apply to this payroll shift, providing one is required.

     

     

     

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    Page last modified 11:49, 11 Sep 2015 by cay-lynne CS Time/TNA Documents > Configuration Module > Payroll Shifts > Create a new payroll shift

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