Company Setup Payroll Groups Tab

Transcription

1 Reference Sheet Company Setup Payroll Groups Tab Use the Payroll Groups tab to create groups of employees that are associated with payroll functions. Specifically, you can use payroll groups to determine which employees when applied to calendar records are paid, placed in batches, allowed to use third party addons, and so on. You define these groups using SQL filters (WHERE clauses within SQL statements). The clauses act as filters because they narrow your results based on employee data, such as autopay salary or hours, active employees, and so on. You can set up as many payroll groups as you like based on any data field in the EInfo file. Payroll groups do not need to be exclusive; in other words, an employee can belong to multiple groups if they fit the criteria of each group. You can access payroll groups from two different locations in Millennium: This tab, or [company] > Company Maintenance > Calendar Schedule Setup > Payroll Groups tab To work with company payroll groups, select [company] > Company Maintenance > Company Setup > Payroll Groups tab. The system displays the Payroll Groups page and associated sub page, as shown in Figure 1: M3-CoStpPayGrpsT-RS-AL

2 Company Setup Payroll Groups Tab Figure 1: Payroll Groups page Details sub-tab You define the characteristics of each payroll group by filling in the fields of the Details subpage. Explanations of the fields on the sub page are as follows: Description Employee Auto Add SQL Filter Auto Remove employees not matching Auto Add filter Enter a concise definition of the payroll group that the label represents. If you want to automatically add employees that meet certain criteria to this payroll group, enter the SQL statements that defines the criteria in this text area. This filter is sometimes referred to as the auto add filter. If you put a check in this check box, any employees that do not match the criteria in the Employee Auto Add SQL Filter field will be removed from the group. By default, this check box is checked (enabled). You cannot remove the check from this check box if the Employee Auto Add SQL Filter field is blank. 2 Millennium 3 Reference Sheet

3 Release 3.29 Employee Auto Remove SQL Filter Reapply Filters Employees If you want to automatically remove employees that meet certain criteria from this payroll group, enter the SQL statements that defines the criteria in this text area. This filter is sometimes referred to as the auto remove filter. Click this button after adding new or modifying existing payroll groups. When you click the button, filters are applied to the employees again and the system: Rebuilds the payroll groups Adds employees to/removes employees from the groups, based on their information and the filter criteria The list of employees that are currently associated with the currently selected payroll group (the one highlighted in the items list). Adding Payroll Groups To create a new payroll group: 1. Click the yellow star button in the page header: Figure 2: Yellow star button to add an item The system displays a pop up window in which you define the label for the new payroll group: Figure 3: Pop-up to create a label for a new payroll group 2. Enter a descriptive label for this new payroll group and click the OK button. The system creates a new payroll group, adds it to the items list, and puts the cursor in the Description field of the Details sub tab. 3. Fill in the appropriate information for this new group. M3-CoStpPayGrpsT-RS-AL

4 Company Setup Payroll Groups Tab Deleting Payroll Groups To remove a payroll group: 1. Highlight the payroll group in the items list. 2. Click the black X button in the page header: Figure 4: Black X button to delete an item The system removes the payroll group. Adding Employees to Groups Notes If you add an employee that is already in the group, the system is display a warning message. Use this method only if you cannot write a SQL statement to include the correct employees. To add an employee to a payroll group: 1. Highlight the payroll group in the items list. 2. Click the yellow star button to the right of the Reapply Filters button: Figure 5: Yellow star button to add an item The system displays a pop up window in which you select an employee for the payroll group: Figure 6: Select Employee pop-up dialog 3. Use the drop down list in the dialog to select the appropriate employee (the name appears next to the employee ID) and click the OK button. The system adds the employee to the Employees list for this payroll group. 4 Millennium 3 Reference Sheet

5 Release 3.29 Deleting Employees from Groups To remove an employee from the payroll group: 1. Highlight the payroll group in the items list. 2. In the Employees area on the right of the Details sub page, click any cell within the line item of the employee you want to delete from the group. 3. Click the black X button to the right of the Reapply Filters button: Figure 7: Black X button to delete an item The system removes the employee from this payroll group. M3-CoStpPayGrpsT-RS-AL

6 Company Setup Payroll Groups Tab 6 Millennium 3 Reference Sheet