Why:
The Payroll Interface allows information from the time recording and exception files to be collated along with Sales information from the Order line files. Additional information about call out fees, shift premiums etc. can also be added before being transmitted via an Excel™ spreadsheet to an assigned email address for payroll details.
Note! Before transmitting
payroll information, any additional payments that need to be made to mechanics
should be added within this option.
Where:
From the Workshop Order View, Actions > Payroll Maintenance. This will display a Payroll Maintenance Selection window.
How to Maintain Payroll Information:
To maintain payroll information, input the required selection criteria within the Payroll Maintenance window and make sure that the ‘Output Type’ is screen. (Alternative options as Transfer to PC and print are available from the drop down list box) This will display a Payroll Maintenance window.
The Payroll Maintenance window lists the invoiced sales and total hours worked for the selected mechanic during the selected date range.
If this information needs to be updated with additional payments before it is transmitted, open the mechanic record to display the Clocking by Category window. The Clocking by Category window shows a breakdown of the mechanics times per shift and payment category types for the specified date range.
To make an additional payment to a mechanic you need to add further source codes to their existing details. From the Clocking by Category window select File > New to display the Add/Amend Payments window. Input the quantity that you would like to add, along with the amount and payment source code, and then click OK. These values will then be displayed in the summary ‘additional Payments’
If any of the clocking details are incorrect, then these need to be located in the Manual Time Recording function and amended there?
When all payroll information is correct, you can then select the Transfer to ‘PC’ or ‘email’ icon. If email is selected this prints a Payroll Audit report in the form of an Excel™ spreadsheet and transmits it to a designated email address (as specified in the Control File).
What else would you like to do?
Amend an Existing Clocking Record via Manual Time Recording.
Related Topics:
Set up:
Parameter PRM 001 determines if the Workshop Payroll Interface is active. If it is set to *LIKE (POS 001) a CSV file can be generated using time recording and exception data from GDS Workshop. The file is emailed automatically to a designated email address where it can be opened as an Excel™ spreadsheet).
Email addresses for transmitting payroll details are set up in the Email Control File within the Fusion Control Files.
An additional record type 500 has been added to the spread sheet for Invoiced hours and Invoiced Sales.
New parameter FLR007 in 3.2 allows file to be saved on the AS400 with a specified folder.