This page (revision-25) was last changed on 05-Dec-2022 14:36 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by JEscott

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
25 05-Dec-2022 14:36 10 KB Kevin Higgs to previous
24 05-Dec-2022 14:34 10 KB Kevin Higgs to previous | to last
23 05-Dec-2022 14:33 10 KB Kevin Higgs to previous | to last
22 26-Nov-2021 10:22 9 KB JAiken to previous | to last
21 26-Nov-2021 10:22 9 KB JEscott to previous | to last

Page References

Incoming links Outgoing links
HOW TO SET UP FOR DISBURSEMENTS
HOW TO SET UP FOR DISBURSEMENTS

Version management

Difference between version and

At line 15 changed one line
!!Payroll Information
!!PAYROLL INFORMATION
At line 21 changed one line
If printed details are required on the check/deposit form, turn on the [Detailed Pay Stub|DETAILED_PAY_STUB] toggle.
If printed details are required on the check/deposit form, turn on the Detailed Pay Stub toggle.
At line 27 changed one line
Enter the pay stub [elements|PAY ELEMENTS] to determine which [pay components|PAY COMPONENTS] will be used in the check/ deposit form process. The ‘Gross Pay’ and ‘Deduction’ [elements|PAY ELEMENTS] can be used since these [elements|PAY ELEMENTS] should contain all earnings and deductions in the payroll system. You should also define an [element|PAY ELEMENTS] to contain the employer paid benefits if required.
Enter the pay stub [elements|PAY ELEMENTS] to determine which pay components will be used in the check/ deposit form process. The ‘Gross Pay’ and ‘Deduction’ [elements|PAY ELEMENTS] can be used since these [elements|PAY ELEMENTS] should contain all earnings and deductions in the payroll system. You should also define an [element|PAY ELEMENTS] to contain the employer paid benefits if required.
At line 31 changed 2 lines
!!Pay Category
Indicating '[Consolidate Disbursements|CONSOLIDATE_DISBURSEMENTS]' on pay categories will create one check and/or deposit record for each employee under the following conditions:
!!PAY CATEGORY
Indicating 'Consolidate Disbursements' on pay categories will create one check and/or deposit record for each employee under the following conditions:
At line 36 changed one line
# The [Consolidate Disbursements|CONSOLIDATE_DISBURSEMENTS] toggle is checked on the Pay Categories form - [IPPGU] US pays and [IPPGC] for Canadian pays.
# The Consolidate Disbursements toggle is checked on the Pay Categories form - [IPPGU] US pays and [IPPGC] for Canadian pays.
At line 39 changed one line
!!Interface Format
!!INTERFACE FORMAT
At line 42 changed one line
If your organization is handling direct deposits for your employees, then an interface is needed between Personality and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
If your organization is handling direct deposits for your employees, then an interface is needed between [{$applicationname}] and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
At line 57 changed one line
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between Personality and the third party. A flat file may be created in almost any format required with the information available from several tables within Personality. A ‘standard’ format is provided that may be used as a guideline.
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between [{$applicationname}] and the third party. A flat file may be created in almost any format required with the information available from several tables within [{$applicationname}]. High Line provides a ‘standard’ format that may be used as a guideline.
At line 61 changed one line
This feature provides clients who want to write their own deposit and check remittance, the facility to extract all required information from Personality to a flat file.
This feature provides clients who want to write their own deposit and check remittance, the facility to extract all required information from [{$applicationname}] to a flat file.
At line 73 changed one line
‘Check Number’ sorts the output interface file. Clients who use the Personality generated check number and print it on their check form, may resort the output file in any way they like.
‘Check Number’ sorts the output interface file. Clients who use the [{$applicationname}] generated check number and print it on their check form, may resort the output file in any way they like.
At line 85 changed 2 lines
!!Disbursement Messages
Personality allows users to create an automatic check message(s) through the creation of a [UserCalc|USERCALC] processed by [UPDISB]. The automatic check message can be at the employee level using qualifications in the [UserCalc|USERCALC].
!!DISBURSEMENT MESSAGES
[{$applicationname}] allows users to create an automatic check message(s) through the creation of a [UserCalc|USERCALC] processed by [UPDISB]. The automatic check message can be at the employee level using qualifications in the [UserCalc|USERCALC].
At line 88 changed 4 lines
The messages may be seen for individual employees on the Notes tab on the Manage Disbursements ([IPDS]) form.
\\
These message will also be displayed on the self service [WEPDS] form or on the generic [UPSTUBDW]/[UPSTUBCW] forms. If your organization has a custom stub, this section may not be available.
\\
The messages may be seen for individual employees through the Notes button on the Manage Disbursements ([IPDS]) form.
At line 98 changed 3 lines
The [UserCalc|USERCALC] example below will return the user variable value (message) for all employees.
The variable 'MESSAGE' is set up as a CHAR on the [IMUC] screen on the variables tab.\\
The user constant 'MESSAGE3' is defined on the [IMVR] form. The system will use the pay issue date to retrieve the corresponding effective date message (value) defined on the screen.\\
The [UserCalc|USERCALC] example below will return the User Variable value (message) for all employees. The system will use the pay issue date to retrieve the corresponding effective date message (value).
At line 102 removed 3 lines
||Line ||CMD ||Type ||Operand1||OPER ||Type ||Operand2 ||Type ||Operand3 ||If Go To ||Else Go To
|100 |LET |V |MESSAGE |EQ |$C |MESSAGE3 | | |99999 |
|99999 |RET |V |MESSAGE | | | | | | |
At line 106 changed one line
There can be multiple messages printed on the check/deposit form, only one message can be returned per UserCalc.
[{Image src='IMUCDisbursementMsg.JPG' width='560' link='attach/IMUCDisbursementMsg/IMUCDisbursementMsg.JPG'}]
There can be multiple messages printed on the check/deposit form, one per UserCalc.
At line 109 changed 7 lines
Each message can be a length of 200 characters. The message is only limited by the space available on the physical check/deposit form. The messages created will be stored in the [P2K_AM_NOTES] tables by the disbursement process.
The user must define a note type of “[UPDISB]” on the Define Note Type ([IMNT]) form.
----
![Notes|Edit:Internal.HOW+TO+SET+UP+FOR+DISBURSEMENTS]
[{InsertPage page='Internal.HOW+TO+SET+UP+FOR+DISBURSEMENTS' default='Click to create a new notes page'}]
[{Image src='IMVRDisbursement.JPG' width='560' link='attach/IMVRDisbursement/IMVRDisbursement.JPG'}]
This page (revision-25) was last changed on 05-Dec-2022 14:36 by Kevin HiggsTop