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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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

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

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[{TableOfContents }]
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!!PAYROLL INFORMATION
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!!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.
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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.
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!!PAY CATEGORY
Indicating 'Consolidate Disbursements' on pay categories will create one check and/or deposit record for each employee under the following conditions:
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!!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:
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# 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.
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!!Interface Format – Standard ACH (Automated Clearing House)
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!!Interface Format
! Standard ACH (Automated Clearing House)
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If your organization is handling direct deposits for your employees, then an interface is needed between [{$applicationname}] and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
If your organization is handling direct deposits for your employees, then an interface is needed between Personality and your payroll bank. The file layout is as described by the Automated Clearing House (ACH).
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!!Interface Format – Disbursements
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between [{$applicationname}] and the third party. A flat file may be created in almost any format required with the information available from several tables within [{$applicationname}]. High Line provides a ‘standard’ format that may be used as a guideline.
!Interface Format – Disbursements
If your organization is using third party or separate software to print your checks and deposits, then an interface is needed between Personality and the third party. A flat file may be created in almost any format required with the information available from several tables within Personality. A ‘standard’ format is provided that may be used as a guideline.
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This feature provides clients who want to write their own deposit and check remittance, the facility to extract all required information from [{$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.
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‘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.
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The following tables indicate the layout available. All items without a field number or a start position are user optional information.
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The [UPDIF INTERFACE FORMAT] page describes all of the records and fields necessary to create an [UPDIF] interface file.
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!!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].
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.
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There is an attribute on a [UserCalc|USERCALC] called 'UserCalc Usage'. If the usage is 'Disbursement Message’, then the [UserCalc|USERCALC] will be executed for each disbursement created.
If the message is for all employees, then set up a “User Variable” of type CHAR, and "RETURN' this User Variable from the Disbursement User Calc. You will have to go into the User Variable before each pay and reset the message or key in multiple user variable details with the proper effective date (based on pay issue date).
If the message is employee specific, then the value returned would have to be a CHAR value derived logically through the ‘Alphanumeric’ operand types or a User Variable.
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.\\
||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 | | | | | | |
There can be multiple messages printed on the check/deposit form, only one message can be returned per UserCalc.
;: ''Example – there can be one general message for all employees created by one UserCalc and another message created by a second UserCalc to wish qualified employees a happy birthday. The UserCalc Name is used in determining the order of the messages.''
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.
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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