What's New in Version 15.8.00 to 15.8.01

65930

The Australian and New Zealand governments have recently announced the new gender standards for 2021, stating the variables that should be used when collecting gender information.

As part of Ceridian's commitment to Diversity, Equity and Inclusion, as well as for compliance, the gender variables to be used in Preceda is updated to match the latest guidelines.

The new gender descriptions and code available are as follows:

Australia (AU)

* Reference: ABS - Standard for Sex, Gender, Variations of Sex Characteristics and Sexual Orientation Variables, 2020

New Zealand (NZ)

* Reference: StatsNZ - Statistical standard for gender, sex, and variations of sex characteristics, 2021

Screens Update

Two (2) new fields, namely Preferred Gender Identity and Preferred Pronouns, are added to the following relevant Preceda screens where gender is often maintained:

• Personal

• Dependants (only Preferred Gender Identity field is added)

• External Personal - Personal Details

• External People - Under Incidents

• My Details (Preceda Mobile)

  

Below describes the newly added fields:

• Preferred Gender Identity - this field will only be visible and editable when the user's chosen Gender is Different Term (T) for AU/ Another Gender (T) for NZ.

• Preferred Pronouns - this is an optional field. Gender pronouns are the terms people choose to refer to themselves that reflect their gender identify (i.e., he/him, she/her, they/them). If provided with a value, it will reflect on the Business Card in Notifications and via Entry Via Single Screen (EvSS).

Extractor Updates

The corresponding extractors of the relevant Preceda screens were also updated to include the new fields.

Additionally, in the Dependants extractor, the first Gender label field has been renamed to Gender Desc.

Mappers Updates

The following Mappers have been updated to add the new fields with their respective validations:

• Hire Mapper (M999777, M999777BK, M999777NZ, M999777NZBK)

• Personal Details Mapper (M000211, M000211NZ)

• Dependants Mapper (M000114)

• Applicant Register (M000172) - for this mapper, the Create access right was removed

Notably, the 2 new fields are optional, so they will not affect the existing mapper templates.

Reports Updates

These reports display a breakdown of Gender and has been updated to include all new gender options:

• Reconciliation Payrun Group

• PTD Reconciliation

• YTD Figures - Active Employees

• YTD Figures - All Employees

• Personnel History Record

This new feature has been posted as Ideas (see below list of Ideas with links) on Preceda Community and has successfully made it into Preceda V15.8.01. Gender Selections Gender Options "X" To access the links, make sure you are logged in to Preceda Community.

67141

With the acquisition of Ascender by Ceridian we now have an integration between Preceda and Dayforce, Ceridian's flagship HCM Product so you can take advantage of both Ceridian offerings.

The integrated experience is as follows:

• The Payroll Experience - Preceda will continue to be used for payroll processing. All the payroll processing features currently being used, e.g. One Step Processes, Health Checks, Payroll Dashboard, will still be available in Preceda to help you effectively run your pay.

• The Employee, Manager and HR Experience - Dayforce can be used for combining the Employee and Manager experience into one interface. It can include everything from leave applications and approvals, time sheets, HR functions and more. From the HR Admin perspective, this covers the entire cycle from recruitment to succession planning.

The information from the key activities conducted in Dayforce will flow into Preceda, as required for payroll processing, thereby creating a one-stop shop integrated solution for all HR and Payroll needs between the two interfaces.

Below is the list of some key offerings available in the Dayforce and Preceda:

If you are interested in learning more about this integration for your organisation, please reach out to your Account Executive.

66603

The Company Bank Details screen has now been updated to support multiple bank file formats for customers in Australia and New Zealand. This change introduces a Bank File Format field used to identify the unique banking requirements for each Company and Payrun Group combination. The file formats available will include the existing global bank formats as well as the standard ABA file for Australia, and some of the existing formats available via Program Control PAY64 for New Zealand. All references to Preceda Variable *PP_BANK_FILE_METHOD have new been removed, allowing for local bank formats and global bank formats to both be available to customers in the same database.

Other specific changes to the Company Bank Details screen that has been implemented are the following:

• The Payrun Group field and the Bank Files Format field (previously Company Bank File Output Code) are moved to the top of the screen.

• Quick Search and Advanced Searchnow include searching by Payrun Group.

• New options are added to the Bank File Format field:

  • For AU, the ABA option has been added for the Australian ABA File; a separate Group Box for all ABA fields is now available, only requiring these fields to be updated when using this format:

    

  • For NZ, the PAY64 option has been added, which refers to the existing Program Control PAY64 to identify the required file format; All ABA specific fields have been removed from the NZ screen.

    

• The Company Bank Account Information Group Box has been introduced, with some field labels updated:

  • Company BSB Number (for AU) / Company Bank Key (for NZ) field is now changed to BSB Number

  • Company Bank Number is now changed to Account Number

• The Additional Bank File Information Group Box has been introduced, with some field labels updated:

  • All Additional Bank Details fields have been changed to simply Additional Details (i.e, Additional Details 1)

  • Description of Entries is now changed to Additional Details 3

Moreover, in the EFT Processing screen for AU, the Bank Type field is now only visible and relevant when the selected Bank File Format = ABA. While for NZ, the field is removed and no longer available.

67051

Currently there could be small differences between YTD Reconciliation and YTD Integrity Report values displayed on Year to Date Status screen. That is due to employees with earnings/gross greater than (>) $0 and less than (<) $1 not included in Year End Reconciliation process.

To improve this, these employees will be included as part of Year End Reconciliation process. They will only be excluded when generating Payment Summaries if the employees are finalized through PSAR.

66838

The displayed value for Study & Training Support Loans (STSL) on the pay slip of employees who receive a One Time Payment (OTP) has been improved to be more coherent. The pay slip now reflects a better split between the Tax and STSL Tax amounts. Notably, the total tax deducted is not affected.

65204

A new global Bank File Format has been implemented to generate Australian EFT files in the Citibank Paylink (GDFF) format.

To generate bank files for Citibank Paylink the Bank File Format will need to be set to CITIBKPLAU on the required Company Bank Details records.

The file format for the Citibank Paylink AU is a plain text file (TXT) that uses (carriage return and) line feed characters to distinguish between lines. It contains one record for each Bank Deposit with each record represented by one line in the file. The fields in each record are separated by (@).

64825

The 'Use this level' concept has now been introduced to the Costing Defaults. It is a checkbox on the screen and a Y/N via mapper (M000087). It enables the flexibility at each Cost Level to determine whether an employee's existing Cost Level information should be affected at all if Costing Defaults is applied in a position change.

There can be three (3) combinations to a Cost Level when defining a Costing Defaults. Below explains what each combination means to an employee in their position change:

Example:

The 'Use this level' flag is not relevant to Cost Level 1, because this Cost Level 1 is not affected by position change anyway. Similarly, it is not relevant to Job Title either.

All existing Costing Defaults will be updated as below:

Adjustments might be needed before you apply them to the next position change.

Mapper and Extractor Updates

A new mapper (M000087) for Costing Defaults has been introduced.

Extractor is updated accordingly to include the new 'Level x Used' fields.

This new feature has been posted as an Idea: Add Mapper for Costing Defaults M000087 on Preceda Community and has successfully made it into Preceda V15.8.01. To access the links, make sure you are logged in to Preceda Community.

64389

With the Ceridian acquisition of Ascender, Preceda Desktop and Mobile's look and feel has now been updated to the Ceridian branding and theme.

Preceda Desktop Logon page:

• The new log in experience applies to ALL Users.

• The new experience after log in takes effect automatically ONLY for users:

  • Not using customised themes;

  • Not associated with Group Profiles; OR

  • Who are associated with Group Profiles,

    • AND Group Profile -> Theme Name = blank

    • OR Group Profile -> Theme Name = PRECEDA ASCENDER (in 15.8.00).

• Users who are associated with Group Profiles AND Group Profile -> Theme Name in below image will notice the Company Logo being changed to Ceridian Preceda.

  

Preceda Desktop's new Default look (i.e. updated menu background colour, new Ceridian Preceda logo, blue and grey theme):

Preceda Mobile colours and logo have also been updated to Ceridian Preceda.

Preceda's Online Help, the Knowledge Base (KB), has also been rebranded to the Ceridian look and feel.

• Please note that the KB Toolbars are now within the KB Page's content section, and all are left aligned.

  

61635

Company Transfer is updated to handle bulk transfers that involve changes in more than 1 level, e.g. Cost Level 1 + Payrun Group.

65101

Bank Details Mapper M000656A will no longer create orphaned or incomplete Net Pay bank details for employees who have not yet been hired in Preceda.

63080

Bank Details Mappers M000656* will be processed normally even if no employee in the database has any Allow/Deduct records - usually the case when implementing a new database.

68401

When STP was submitted, some employees were rejected with error messages from ATO related to Income Stream Type being missing. This has now been fixed to ensure that Income Stream Type are correctly populated/defaulted in the PAYSTC file.

68242

Saving changes in Classification screen no longer produces an error message. Changes are now saved successfully.

60351

When extracting Security Profiles in the Extractor, the generated report will now contain the correct data using the selected/saved preferences.

64510

When using the Google Chrome browser, resizing the drilldown windows of Position Structure and Position Occupants in Org Units screen (M001646) no longer produces any Yikes or script error.

68466

Auto Pay Contra Reversal Transactions are now correctly generated, unless suppressed, when a leave record dated prior to the current Pay Period has a Costing Date after the Employee's Paid Up to Date (PUTD).

68660

ETP Tax calculation is now corrected to ensure that when working out the concession/non-concession part in an ETP payment, OTP payment is reduced from the whole-of-income cap.

63117

When program control PAY34 position 26 = Y, and there are some employees with Prepay / Rebank in the Payrun Group specified in the Payrun Header, just that these employees' Pay Frequency is not included in the Payrun Header, EFT Bank File can be created without disruption.

63516

Tax calculations from the Termination Wizard are now correctly passed to the payrun when transactions from Entry via Single Screen including results from Retro Pay were imported into the Termination Wizard.

68714

Leave Reason records are now generated as expected for terminated employees, as well as for active employees that will not be paid again in the financial year.

64874

Since Preceda does not support making Adjustment Payment upon pre-payments, any pre-payment earnings history entries are no longer available in the Select Earnings History prompt on the Selection screen in Express Pay Wizard.

63528

Occupants Report process is updated to complete normally even if no employee would be found in the specified date range.

68429

When an Hours Type Code with Classification 'O' Other Leave has a payment made against it and a Leave Reason, configured with STP Payment Type of Gross or Overtime, the payment was incorrectly reported as Leave. This has now been fixed to ensure that these payments are reported correctly depending on the Leave Reason selected:

• If the Leave Reason is configured with STP Payment Type = Gross, payment is reported as Gross

• If the Leave Reason is configured with STP Payment Type = Overtime, payment is reported as Overtime

60652

Retro Pay now generates results as expected, even when changes have been made to other employee standard A/D records that are not flagged for inclusion in the Retro Pay calculations.

61124

The Tax Weeks Override value is now referenced and displayed correctly in Tax Weeks Used in Calculated Payment drilldown when Post Data from Time checkbox is ticked in Express Pay and Termination Wizard.

68500

Drilldowns on the Termination Pending screen are corrected to display employee data. Users should be able to drilldown to each pending termination, review it and approve it from this screen as usual.

68370

The Total Tax column in PAYG Tax Report now displays the correct value each Period End Date.

59966

When hour and minutes is chosen for Elapsed Time Format on the Time Configuration screen, the Total Distribution of Hours is now correctly calculated upon save. It is now correctly reflected against the values displayed in the drilldown of Time Editor > Total Hours to be Distributed.

58705

Some punches for a few employees were loading as read-only preventing it to be approved or edited. This has now been fixed to ensure that punches in Time Editor are not being greyed out when user inserts a punch via Insert Punch button on Time Editor Screen and importing Transactions.csv file using Preceda Connector.

63956

From the latest ATO PSAR Document, Payment Summary Type J and TFN '987654321' are no longer accepted via PSAR Reporting, applicable for 2021 financial year and onwards. Below updates have been implemented to cater for the legislation change:

• Hiring employees with a Payment Summary Type J is no longer supported. Hire Wizard / Hire Mapper (M999777, M999777BK) are updated accordingly.

• Updating existing employees' Tax Information to use Payment Summary Type J is no longer supported. Tax Information screen / Tax Information Mapper (M000313) are updated accordingly.

• The Year End Reconciliation process is updated to produce errors if an employee included has a Payment Summary Type of J.

• The same process is updated to produce errors if an employee included has a TFN of '987654321'.

• STP Health Check screen is updated to report employees with TFN of '987654321'.

64530

To assist customers and the support team with investigating issues related to an employee's leave balance and calculations within G/L Leave Liability Movement, changes made in the Employee Leave Entitlements (PEPACC) file, via the following actions, are now captured in the Employee Audit Log (A001):

• Updates to the Leave Entitlements via screen

• Updates to Leave Entitlements via Mapper M000657

• New Hire via Hire Wizard with Leave Entitlements added manually

• New Hire via Hire Wizard with Leave Entitlements added via Position via Leave Defaults

• New Hire via Hire Mappers (M999777, M999777BK, M999777NZ, M999777NZBK, M999777PH, M999777PHBK) with Leave Entitlements added via Position with Leave Defaults

• Position change to a Position with Leave Defaults via screen

• Position change to a Position with Leave Defaults via Mapper M000222E

• Company Transfer

Note, however, changes made to the Leave Entitlements via the following actions will NOT be captured in the Employee Audit Log (A001):

• Calculate Leave Accruals

• Update Payrun

• Reset Payrun

• Close Payrun

• Restore Library

64220

The Issued Date and Expiry Date fields on both Passport Details and Lic/Reg Summary screens have been updated to allow users to input the correct year using the dd/MM/yyyy (i.e. 01/01/2035) format instead of the previous dd/MM/yy (i.e. 01/01/35) format.

60374

The Print Preview option is now made available for more Preceda screens and drilldowns. If the feature is not in the menu bar, access it via Tools > Print Preview.

A few screens you may feel interested in:

• Time Editor (T000002)

• Review Retro Pay (M001692)

• Retro Entry via Single Screen (M001737)

• Annualised Salary Reconciliation Payment > Calculation Options (T000216)

• Annualised Salary Reconciliation Payment > Review Calculation Selected (T000217)

66185

Preceda is updated to support running Crystal Report on non-ActiveX browsers. This means browsers other than IE can also be used to run Extractor Crystal Report.

In non-ActiveX browsers, Extractor has been updated to cater for this:

In non-ActiveX browsers, Console has also been updated to allow downloading Crystal format datafiles. If such a file is available, you may download it by clicking the View button.

51982, 62710

The following changes have been applied to complete the STP Phase 2 requirements. The updated STP Configuration Guide can be referenced for detailed information and the release Webinar for V15.8.00 should be watched for further overview (recording now available in Release Centre V15.8.00).

Note:

• STP Phase 2 reporting is mandated from 1 January 2022. However, the ATO provided a blanket statement saying that if you start reporting by 1 March 2022 then they will consider you as reporting on time.

• Please use the Single Touch Payroll Health Check screen as the guide to cleanse data.

• Cleanse your data, flag yourself as 'I am ready for STP2' on the Single Touch Payroll Configuration screen, and then let us contact you when is the right time to activate depending on your pay cycle.

61899

The Release Express Payments extractor is updated to report over the values calculated in the Wizard.

New fields added: Hours Value, A/D Value.

Existing fields relabeled: Leave Unit to Leave Units, A/D Unit to A/D Units.

Some fields are repositioned.

67775

You may now use the Global ID fields of the User Fields screen for PDF file naming in the Pay Slips - Collection Folder process instead of the Preceda Employee ID.

To support this, Preceda Variable *PAYSLIP_COLLECT now has an additional Position 4 to capture the field ID from the Global ID file, which will be used instead of the Preceda Employee ID in saving and naming the PDF. Position 4 has six options:

• Leaving Position 4 blank, the Employee ID will continue to be used.

• Option 1 uses Global ID 01, if given, as the value for first component of the name of a PDF pay slip instead of the Employee ID.

• Option 2 uses Global ID 02, if given, as the value for first component of the name of a PDF pay slip instead of the Employee ID.

• Option 3 uses Global ID 03, if given, as the value for first component of the name of a PDF pay slip instead of the Employee ID.

• Option 4 uses Global ID 04, if given, as the value for first component of the name of a PDF pay slip instead of the Employee ID.

• Option 5 uses the Single Sign-On ID, if given, as the value for first component of the name of a PDF pay slip instead of the Employee ID.

66009

The Payroll Defaults screen has been updated for all countries to improve user experience by grouping relevant fields to group boxes.

Meanwhile, a new field STP Employment Basis is added to both the Payroll Defaults screen and the Mapper Hire Defaults screen for Australia. This is to assist with capturing information for Single Touch Payroll (STP) Phase 2 reporting.

A new field Employment Status is added to the same screens for Philippines.

This new feature has been posted as an Idea on Preceda Community and has successfully made it into Preceda V15.8.00 To access the links, make sure you are logged in to Preceda Community.

67375

Certifications Obtained screen has been updated to display employee's certifications only once.

If an employee has been associated with the same Certification in multiple ways (e.g. via two or more Positions or Groups) a tooltip will appear in the newly introduced Associations column to indicate this.

65435

Termination processes have been updated to ensure that Change Reasons on employee's salary, payment details, etc. are retained after termination.

67533

Applying for leave via My Leave and Leave by Proxy will no longer freeze when the Hours Away or Public Holiday Hours Away is greater than the scheduled working hours.

63298

In the Report Manager, the newly added and saved subscriber is now retained and displays the correct details upon reopening. When the newly added subscriber is searched, the correct details will also be displayed.

62577

When extracting Security Profiles in the Extractor, the generated report will now contain the correct data using the selected/saved preferences.

60728

The icons on the Review Leave Application screen will now correctly display the icon itself, instead of showing the text.

62040

Preceda Mobile has been updated to allow entering the decimal separator or dot (.) in iOS devices. This update has been implemented when entering hours on the following:

• Hours Away and Public Holiday hours away fields on My Leave screen

• Hours field on My Time

62741

Due to large spool file creation, a Message Wait occurred for some of Report Generating Programs when processed. This has now been fixed by increasing the limit size for spool creation to a maximum record of 2000000 for the following reports:

• G/L Posting PDT File Report

• Retrospective Pay Report

• Maintenance Audit Report

• Bulk Pay slip Options Update

67089

Two alert templates Missing Time Record and Unapproved Time have been updated to ensure the results are correct. For the Missing Time Records Alert, employees will only be reported if there is genuinely no time record found per a scheduled day. Meanwhile for the Unapproved Time Records Alert, Total Unapproved Hours should be correct in all circumstances.

54410

In the Report Manager, submitted single run scheduled jobs or packages can now be deleted via Preceda Console under Extract Jobs.

65453

Making an amendment on a terminated employee in a previous financial year will no longer trigger that employee to be included in the current financial year STP Pay Event Reporting.

64879

Tax calculation is updated to produce the correct average gross pay amount when Normal Gross Calculation Method is set to Code A (using average since the start of the financial year) via Tax & Rounding screen. To be more specific, it now works out the earnings history to include by checking the Payment Date within the financial year.

65954

There was a specific scenario where employee’s Status is cleared after resetting payrun. Correction is made to ensure employee’s Status will no longer be cleared unexpectedly.

60194

The updated Pay Frequency will now be correctly reflected in the Gross Pay Report and Gross Pay Report with Variances for employees with multiple and/or other versions.

67818

When Program Control (PAY42) Position 23 is not set to 'C', Preceda will calculate the average weekly pay using YTD and current pay values for Gross and tax weeks. To improve overall accuracy of calculated OTP tax for the current Pay run, following changes have been made:

• When working out number of YTD tax weeks & current pay run tax weeks, if there are a off-cycle & normal pay run with the same period end date & their payment dates are in the same financial year, Preceda will ignore the tax-weeks of the off-cycle pay run.

61341

The General Ledger now generates the correct posting transactions, based on the setting of Position 25 of Program Control LVACC, when employee changes Costing Splits without other changes to the Standard Costings; thus, the correct Leave Liability Movement values are now also displayed for employees.

64727

When running a payrun process up to Masterfile Update Complete for Success Factors, the employees' Preceda ID numbers were incomplete as the leading zeroes were dropped in the generated Manifest file. This has now been corrected to ensure that the full Preceda ID numbers are populated in the first column of the Success Factors Manifest file.

64647

effectively reset all eligible ATO ESS Files. By default, the process resets ATO ESS Files that are not yet downloaded. You will have the option, if applicable, to also include ATO ESS Files that have been downloaded in a reset. Just in case any downloaded files have been sent to ATO, please make sure that you create amendments for the relevant Statements before including them in a reset.

The Employee Share Scheme Statement History screen, Mapper (M001628) and Extractor have been updated accordingly to accommodate the new Status.

67334

The total Payer Gross and Payer Tax in the STP Report are now being reported correctly and no longer overstated. The Employer Payroll Gross and Employer Total Tax Withheld on the STP Submission screen, in the STP XML file as well as in the STP Report all display the correct values (i.e. if it is negative or positive).

68134

The A/D codes with classification Notional Benefit can now be mapped to the STP Payment Type "Excluded from STP Reporting" (EXC). Once STP Phase 2 is activated, mapped Notional Benefit A/D codes will not be included in the STP Exception report.

68134

The STP Payment Type field of the Allow/Deduct Codes screen, when enabled for Classification Y and Year End Print Flag 0, now shows and accepts the same valid entries with Classification 1 and Year End Print Flag 0:

• Award transport payments

• Task Allowances

• Bonuses and Commissions

• Directors Fees

• Gross

• Overtime

• Paid Parental Leave

67991

If there is any leave application with zero Outstanding Hours included in the Import Self Service Transactions to Payroll process, the process will run correctly without creating additional Public Holiday records.

62047

The user's preference of display (ticked or unticked) for the columns Year-End Print Flag and Year-End Print Flag Descriptions are now correctly saved and will be reflected accordingly to the main screen and drilldown of Entry via Single Screen (EvSS) and Pay Enquiry.

67543

Year End Finalisation now processes the STP Summary History record correctly for users who have a Security Profile. The Criteria selection option of the Year End Finalisation screen has been corrected to ensure that all valid employees who meet the criteria are successfully included in the process.

• Criteria selection used - All employees who meet the criteria are included in the process, even those who are outside of the Security Profile of the user.

• Employee option used - Prompt list is filtered by Security Profile, so user can only select and run the process for employees within their Security Profile

67122

In the Daily Interpreter Rules, when using Source Type Total Hours Worked with a set From and To Time, the Meal Break is incorrectly deducted from the calculation even if the employee did not have any hours during that time. This has now been fixed to ensure that if the Meal Break start time falls outside the time range of the Total Hours Worked rule, no meal break deduction would apply.

65070

When drilling down and making a change in the Individual Primary Rosters screen, the Roll Roster field now retains its new value upon save. It will no longer revert to the default value for the employee.

65068

The Roll Rosters field on Time Details is now corrected and changed to a prompt field instead of a checkbox. The available options for this prompt field are:

• N - Do not roll any primary roster information forward

• T - Roll rostered transfers IN ADDITION to the primary

• Y - Roll ONLY the primary roster forward

64627

The Group Approval screen has been corrected to ensure terminated employees' unposted Prior Period Hours will not affect the calculation of Prior Period Hours for the next active employee.