Paycodes

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I'm having an issue with an Employee integration. This is for new Employee's and updates. The new employee lines are failing with the message of "Paycode 'X' cannot be added because a base pay code has not been setup for employee 'X'"

Thanks for the help! This worked like a charm. We have 3rd Party job costing software as well as HR, HRM, PIP and a Time Clock. I completed a "clean" install of GP and was able to integrate without any issues. Now we have a separate GP install/SET file that we use for Payroll and new employee integrations.

Thanks again, No, that's not missing. I've tried different combinations that included either pulling off the source doc or default for the field. I've tried both with no success. I even have a paycode setup for "Default Data Entry" on the paycode setup screen.

I guess my question is how is that done on the IM employee import? The integration appears to have the functionality to import employee information and paycodes, but I'm not seeing any options in the destination mapping to handle "Base Pay Codes".

Have you tried to add an employee using GP first? Go through the exact same steps and you should see the same message. Has this integration ever worked? I am wondering if some warning box will appear if you do it manually that may illuminate the true issue. I doubt it is IM but something is not setup properly in GP.

Depending on your environment, you may need to approve timecard changes made by employees before the system applies their changes to their timecard. When an employee edits his or her timecard, you receive a notification and each change request is listed in the Control Center. You can review the changes from the Control Center or directly in the employee's timecard.

Punch details are visible in the Control Center details panel and in the Pending Changes panel in the timecard to identify the type of edit that was made (punch override, timezone edit, meal deduction edit). Note that timezone only appears if the employee enters a timezone that is different than their default timezone.

Because they are system-generated, preselected paycodes are purple in the timecard, and appear with no amounts. When you add an amount, the paycode turns black, or purple if you add a symbolic amount.

Preselected paycodes appear weekly for project timecards for the time period selected. For example, if the preselected paycodes are Regular and Hours Worked, both Regular and Hours Worked paycodes appear once for each week in the project timecard.

Empty preselected paycodes do not appear in an approved or signed-off time period. When a time period has approval or sign off removed, any preselected paycodes that do not have amounts in the time period appear again as preselected paycodes (with no amount).

Paycode Mass Update, formerly from Encore Business Solutions, is the right solution to smoothly update your employee paycodes, deduction rates, and vacation pay percentages on a mass scale instead of editing these values for each employee individually. It vastly will improve time spent in processing these updates.

The user interface window gives you the ability to filter your range for updates by employees, position, employee class, department, Taxable Province, and Deduction Code. The user has the flexibility to enter only the amounts that they wish to change and replace the rest with either a standard amount or the current rate.

Check all benefits and Income paycodes and make sure the Debit account field is filled in on the Payroll Benefit Paycode Setup -Canada window and Payroll Income Paycode Setup - Canada window. This is a required field.

Also on the Payroll Employee Setup - Canada window, select the PAYCODES tab and select the paycode and select UPDATE. Verify if the Department field is filled in on the paycode or not. If so remove the department code here.

If you wish for CPP/EI to also be distributed, this setting is at the Employer level. Go to Microsoft Dynamics GP, point to Tools, point to Setup, point to Payroll-Canada and select Employer. Verify if the EI Employer Portion Distribute field and CPP Employer Portion Distribute field are set to Yes. Then go to the Payroll Employee Setup-Canada window and verify the Employer Number selected for the employee.

Shift Setup > Paycodes is where you add all your Ordinary time earnings, Overtime earnings and Allowance type Paycodes. Allowance paycodes must be first entered here before you can configure any Allowance calculations.

Here is where you define what your payroll software would call this paycode. This typically needs to be an exact match to the code in your payroll software and is usually best to copy and paste this to ensure it is correct.

This options indicates whether you would just like to calculate time for this code within Workforce TNA or whether you need that data included in your payroll export. De-select this if you don't require any time worked to this code to export to payroll.

Time calculated in Workforce TNA needs to start calculating to an Ordinary Hours (Base/Normal) type code and then flow to any Overtime or Penalty rates. If adding custom Ordinary/Base/Normal ensure to check this box. Note, any other type of paycodes added will not have this box checked, otherwise time will not calculate correctly on your time sheets.

If this option is enabled it will balance their worked hours with any approved leave they have on the day. For example, if an employee had 7.6 hours of AL on a day and worked 2 hours on that day it will deduct the AL to 5.6hrs and give them 2hrs of the worked pay code.

The Paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. Analyzer provides you with insight into the computation logic that the system uses to derive paycode edit values. It displays a comprehensive analysis for paycodes that are:

Managers with appropriate access rights can access the Paycode Analyzer in the Schedule Planner. The details presented in the Paycode Analyzer panel can help you understand how paycode computations are generated by the system.

The Related Configuration section displays time-off related paycode edit information, such as Pay Code Values Profile or Employment Terms Legal contracts between employer and employee. When scheduled to work hours differ from the hours in their contract, the pay rules of the employees determine the impact on pay.. This section does not display when you have edited contract-based paycodes in the Schedule Planner.

The Paycode Computation section displays Symbolic Source and Symbolic Amount Instead of entering a specific amount for a paycode, a symbolic amount lets users enter a value such as full day, which translates to the number of hours in your shift. Other default symbolic amounts include half day, 1st half day, and 2nd half day. configuration attributes from the Request Subtype or Pay Code Values Profile.

To access a timesheet in a different pay period, use the arrow keys to move backwards or forwards to select the pay period you wish to open. Once selected the timesheet will display.

To expand or contract the Assignments area simply click the double arrows and the area will perform the desired action. Contacting the Assignments area provides a larger timesheet for editing.

You can create a group of Favorites on your dashboard with the features you use frequently or wish to group together. The Favorites box is not viewable until you place something into it.

Click the star and a green plus sign appears and the function automatically moves into the Favorites box. You can add as many favorites as you wish, but only three will be viewable in the default mode.

Function Icons are clickable images that provide shortcuts to certain program functions. The Function Icons that appear on the screen depend on your role in the system and the nature of the task you are performing. Click any Function Button to perform the desired action.

Submitting your timesheet is the process used to finalize your entries and validate for your Timesheet Coordinator, Supervisor and Timekeeper that the entries are complete, and a true representation of your effort. See the End of Period Processes document to learn how to submit your timesheet. You can also submit your timesheet through the More menu (see below).

Once you have submitted your timesheet the submit button changes to Recall. If you need to make additional changes to a submitted timesheet, click the Recall button and the timesheet is once again available for editing. If the Timesheet Coordinator, Supervisor or Timekeeper have approved the timesheet, you are no longer able to edit it.

The Employee Information section of the More menu provides reports available to you. Please see the Reports section of your manual for more information on employee reports.

The Timesheet Comments section of the More menu provides the ability to add a comment on the timesheet. When the comments box opens, type your comments, add your name and date and click close. The Save icon will turn orange indicating a save action is needed to write the comments to the timesheet. Click Save and your comments are appended and the Timesheet Comments window will close.

The Exceptions tab shows you a list of all timesheet exceptions (informational, warning or error). Please see the Exception Messages section of the manual for information on Exception Messages.

When an entry causes an exception a push pin will appear. Click the pin and you will be taken to the timesheet entry causing the exception and see the exception message pertaining to it. You should work with employees to correct any exception messages prior to submitting their timesheet for the period.

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