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

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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

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HOW TO SET UP FOR DISBURSEMENTS
HOW TO SET UP FOR DISBURSEMENTS

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At line 15 changed one line
!!PAYROLL INFORMATION
!!Payroll Information
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If printed details are required on the check/deposit form, turn on the Detailed Pay Stub toggle.
If printed details are required on the check/deposit form, turn on the [Detailed Pay Stub|DETAILED_PAY_STUB] toggle.
At line 27 changed one line
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.
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.
At line 31 changed 2 lines
!!PAY CATEGORY
Indicating '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|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 toggle is checked on the Pay Categories form - [IPPGU] US pays and [IPPGC] for Canadian pays.
# The [Consolidate Disbursements|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 [{$applicationname}] and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
If your organization is handling direct deposits for your employees, then an interface is needed between Personality and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
At line 57 changed one line
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between [{$applicationname}] and the third party. A flat file may be created in almost any format required with the information available from several tables within [{$applicationname}]. High Line provides a ‘standard’ format that may be used as a guideline.
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between Personality and the third party. A flat file may be created in almost any format required with the information available from several tables within Personality. A ‘standard’ format is provided that may be used as a guideline.
At line 61 changed one line
This feature provides clients who want to write their own deposit and check remittance, the facility to extract all required information from [{$applicationname}] 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 Personality to a flat file.
At line 73 changed one line
‘Check Number’ sorts the output interface file. Clients who use the [{$applicationname}] generated check number and print it on their check form, may resort the output file in any way they like.
‘Check Number’ sorts the output interface file. Clients who use the Personality generated check number and print it on their check form, may resort the output file in any way they like.
At line 85 changed 2 lines
!!DISBURSEMENT MESSAGES
[{$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].
!!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].
At line 88 changed 2 lines
The messages may be seen for individual employees through the Notes button on the Manage Disbursements ([IPDS]) form.
The messages may be seen for individual employees on the Notes tab on the Manage Disbursements ([IPDS]) form.
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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.
\\
At line 96 changed one line
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).
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.\\
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||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 99 changed 3 lines
[{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.
There can be multiple messages printed on the check/deposit form, only one message can be returned per UserCalc.
At line 104 removed 2 lines
[{Image src='IMVRDisbursement.JPG' width='560' link='attach/IMVRDisbursement/IMVRDisbursement.JPG'}]
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IMNTUPDISB
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![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'}]
This page (revision-25) was last changed on 05-Dec-2022 14:36 by Kevin HiggsTop