Version 15.8.06 New Features

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This enhancement facilitates the ability to include Hours Codes in some Leave Accruals, while excluding the same Hours Codes from other Leave Accruals. This is to cater for scenarios where some hours processed for an employee need to be included in the worked hours based leave accrual calculations for some leave types, while being excluded from the accrual calculations for other leave types.

Following display some examples of leave legislations which can be implemented by this feature:

1. The Victorian LSL legislation specifies any period of unpaid leave or unpaid parental leave up to 52 weeks leave will count towards service and accrue LSL.

2. The Victorian LSL legislation specifies any period of unpaid leave or unpaid parental leave up to 52 weeks leave will count towards service and accrue LSL.

3. NT leave legislations specifies absences taken for workers compensation does not count toward services, thus does not accrue Annual, LSL.

This feature improves Preceda's legislative compliance while providing flexibility to exclude Hours Codes from Leave Accruals. The Hour Codes are excluded from leave accruals via setting up an exclusion rule(s) linked to a corresponding Hours Type Code.

Exclusion rules can be set up by either specifying a Leave Classification or specifying Leave Classification & Leave Accrual Method. You can add as many exclusion rules as needed to an Hours Type Code.

• If an exclusion rule consists of only a Leave Classification, system will exclude the Hours Type Code from all Leave Accrual Methods of the selected Leave Classification.

• If an exclusion rule consists of both a Leave Classification and a Leave Accrual Method, system will exclude the Hours Type Code from the accrual on this specific Method.

In the Hours Type Codes screen, a new Exclusions button is added beside the Include Hours Worked in Leave Accrual check box. Note that it will only be enabled when the check box is ticked.

Clicking this button will open the Leave Calculation Exclusion Rules drilldown screen, which contains a browse list where exclusion rules can be set up. The drilldown screen allows you to add and delete exclusion rules related to the Hours Type Code. An exclusion rule can be configured as:

• Leave Type - to exclude all Accrual Methods belongs to the selected leave classification

• Leave Type and Accrual Method - to exclude a single Accrual Method

Note that only Leave Accrual Methods configured with Pro-rata Method = W (Actual Hours Worked) are applicable for exclusion rules.

A summary message, next to the Exclusions button, will also be displayed to indicate that exclusion rules exist for the Hours Type Code.

 

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There are many Long Service Leave (LSL) Acts across all Australian States & Territories, as well as several Industry or Employer specific Acts & agreements covering LSL, which all have varied recommendations for how LSL is to be paid. The leave payment using an average number of hours per week is one of the most important components, significantly for casual employees and those who do not have fixed working hours. An employee's average hours calculated over the last 12 months, last 3 years, last 5 years or since commencement of the employment, are the main legislative averages required in the various Australian LSL legislations.

In addition, one of the 22 recommendations from the New Zealand Holidays Act Taskforce currently being reviewed in NZ Parliament, is to introduce a new requirement for Average Hours worked over the last 13 weeks to be used in the calculation of Annual Holiday payments for employees who do not have an employment agreement or set roster.

As per above leave legislations, employers are required to calculate payment for LSL taken using an employee's average hours. This enhancement introduces a new capability of calculating and storing the required Legislative Average Hours against employees in Preceda. This enables configuring and generating average worked hours for applicable employees as stipulated in leave legislations. This creates the foundation for future planned updates to enable leave payments using average hours.

The following list of enhancements and new capabilities have been added.

 

Enhancements

1. Average Hours Summary Screen

   • First Two Column Headings renamed; as now supporting two different Average Hours requirements

   • Added 9 new Legislative Average Hours types (code 1 to 9)

   • Added Suppress Update capability

   • Added 4 new read only informational fields

   • Added new capability of Average Hours Enquiry; to perform a calculation as at Today

   • Added new capability of reporting over Average Hours Summary Change History

   • Extended Tax Weeks field to support more decimal places

2. Average Hours Summary Drilldown Screen

   • Added support for 9 new Legislative Average Hours types

   • Added new read only informational fields

   • Extended Tax Weeks column to support more decimal places

3. Average Hours Detail Screen

   • Added support for 9 new Legislative Average Hours types

   • Added new Filter option to make viewing specific averages or date ranges easier

   • Extended Tax Weeks column to support more decimal places

4. Average Hours Selection Screen

   • Added support for 9 new Legislative Average Hours types

   • Change Y/N prompt list to Check boxes

5. Populate Average Hours Details process

   • Added support for 9 new Legislative Average Hours types

6. Calculate Average Hours process

   • Added support for 9 new Legislative Average Hours types

 

New Capabilities

1. New Average Hours Enquiry Drilldown Screen

2. New Average Hours Summary History Extractor

3. Average Hours Detail Mapper

   • Supports Add, Update, Delete operations

 

Furthermore, this feature provides the ability to maintain various legislative average hours independently from Leave Entitlements and Leave Accrual Methods, which eliminates existing limitations of the pre-existing average hour's functionality. Beside that Preceda continues to support the existing functionality for using Average Hours in Leave Accrual calculations prior to v15.8.06.

Following displays a summary of applicable State based LSL legislations for casual employees.

This enhancement is being delivered in two Phases, in which Phase 1 has been made available in v15.8.06 while we complete the Phase 2 updates scheduled a separate release later in 2023.

Phase 1 helps you to map all the relevant State, Territory or Industry legislative average hours to your employees in Preceda. This information can now be updated for employees in preparation for Phase 2 where these averages hours can be compared with each other and used in the calculation of LSL payments.

Following describes some detailed information of Phase 1 enhancements and new capabilities added to Preceda.

 

Average Hours Summary screen

The following updates were implemented for the Average Hours Summary screen:

• First two column headings of the browse list have been renamed to Average Hours Type and Average Hours Rule.

• A new list of Average Hours Types is introduced in Average Hours Summary drilldown screen which includes:

  • V - Annual Leave

  • L - Long Service Leave

  • S - Sick Leave

  • B-F - User Defined Type B to Type F

  • 1-9 - Legislative Average 1 to Legislative Average 9 (new)

    

• The default description of Legislative Average Hours can be changed to your own description via edit screen.

• New columns are added/updated to the browse list of the Average Hours Summary main screen:

  • Tax Weeks Since Hire - This field has been extended to support three (3) decimal places.

  • Suppress Update - this is an editable field (checkbox) and is visible by default. If ticked, this provides the capability to suppress updating Average Work Hours, Hours Worked Since Hire, Tax Weeks Since Hire fields by the Calculate Average Hours, Close Payrun process etc. If this option is not selected (unticked), System will continue updating Average Hours Summary fields as normal.

    Note: This feature recommended to select when onboarding new employees from other systems where new employee may not have adequate average hours detail records to calculate average work hours.

  • Last Updated Source - This field displays the last updated source of the Average Hours Summary record. Additionally, new capability has been introduced to record Average Hours Summary change history before updating the Average Hours Summary record.

    Available Source options: MANUAL, CALC AVG HOURS, CLOSE PAYRUN, MANUAL DELETED

  • Calculated Period From - This field displays the average hours Calculated From Date used by the calculation process to calculate Average Work Hours for the corresponding average hours summary record. This field value is only visible when Last Updated Source is CALC AVG Hours.

  • Calculated Period to - This field displays average hours Calculated To Date used by the calculation process to calculate Average Work Hours for the corresponding average hours summary record. This is not displayed by default and can be manually added via Columns.

  • Last Updated User - This field displays the name of the user who last updated the Average Hours Summary record.

    

• New fields are added to the Average Hours Summary drilldown screen to match the columns available from the main screen.

  

• A new capability, Average Hours Enquiry has been introduced to enhance the user experience. This feature helps to make an ad hoc enquiry of an employee Average Worked Hours for a selected average hours summary records. This screen can be accessed via the Average Hours Enquiry button from the Average Hours Summary main screen.

  

  The Average Hours Enquiry screen will display Employee Details, Average Hours Rule calculation information and calculated Average Hours information as at current date.

  Print Preview option can be used to print this information.

  Note: Current version does not support enquiries for terminated employees, and an employee who does not yet have a Paid up to Date.

 

Average Hours Detail screen

The following updates were implemented for the Average Hours Detail screen:

• The Populate Average Hour Detail process has been enhanced to support new legislative average hours in which Average Hours Detail records populated based on existing Earnings History records.

• New Filter option has been added in the screen. There are two (2) filter options: Average Hours Type, and Period End Date.

  

• A new list of Average Hours Types is introduced in Average Hours Detail screen drilldown screen which includes:

  • V - Annual Leave

  • L - Long Service Leave

  • S - Sick Leave

  • B-F - User Defined Type B to Type F

  • 1-9 - Legislative Average 1 to Legislative Average 9 (new)

    

• The Tax Weeks field has been extended to support three decimal places.

  

 

Average Hours Selection screen

In the Average Hours Selection screen, the field label Leave Classification has been renamed to Average Hours Type which includes Leave Classifications B-F, L, V, S, and the new Legislative Average Hours 1-9.

In addition, Y/N prompt lists are changed to check boxes.

 

Mapper and Extractor Updates

• A new mapper, Average Hours Detail mapper (M000219), has been created to populate average hours detail records.

  This helps Add, Update, Delete bulk records to Average Hours Detail records.

• The Average Hours Summary History new extractor has also been added to Preceda. The Average Hours Summary change history records can be obtained via this extractor. This supports same list of fields as in Average Hours Summary Screen.

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The Workflow Delegation section has been added to Extractor, including a number of fields for users to add to reports for exporting this information when needed.

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To eliminate the manual maintenance of BSB Codes in both Dayforce and Preceda, the Preceda Dayforce Integration process has been updated to auto create BSB Codes coming in via Employee Integration; as well as associate them with the corresponding employee.

• When the BSB code already exists in Preceda, this code will be attached to the bank information of the employee hired from Dayforce.

• When the BSB code does not exist in Preceda, it will be automatically created in the BSB Codes reference table, then attached to the bank information of the employee hired from Dayforce.

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To support customers who wish to retain use of Preceda Time and only have the Time Away from Work or Leave processed in Dayforce, this enhancement provides an option for Preceda to stay as the source of truth for employee's Salary by using the newly added Position 3 in Preceda Variable *PP_DFI_STATUS.

Preceda Variable	Position 3 Options	Description
*PP_DFI_STATUS	1 (Default)	Salary Mapper (M000214) - Base Pay Rate will come from Dayforce to Preceda. If the employee is on a Salary Code in Preceda, the Salary Code will be removed upon updating the new Base Pay Rate from Dayforce. Base Pay Rate updates in Preceda will not be synced back to Dayforce daily via HR Import XML.
	2	Base Pay Rate will NOT come from Dayforce to Preceda for any employees upon update. Salary Mapper (M000214) will not be used. Base Pay Rate updates in Preceda will be synced back to Dayforce daily via HR Import XML.
	3	Salary Mapper (M000214) - Base Pay Rate will come from Dayforce to Preceda, but only for employees not currently associated with a Salary Code. Base Pay Rate updates in Preceda will be synced back to Dayforce daily via HR Import XML, but only for employees not currently associated with a Salary Code.

Please note that for all the above options, the employee's Base Pay Rate will always come from Dayforce to Preceda during the Hire process; when calling new hire mappers (M999777, M999777NZ).

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In the previous versions of the Dayforce to Preceda integration process, an employee's super contribution maintained in Dayforce did not flow through the integration to update this information against the employee in Preceda. Customers had to follow an additional manual business process to maintain an employee's super contribution information in Preceda.

To reduce business overheads in Preceda for customers with Dayforce Integration, the employee's Salary Sacrifice Super will now be included in the data synced from Dayforce to Preceda.

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The Australian financial / tax year starts from 1 July and runs through to 30 June of the following year and it is common each year for there to be updates that need to be applied from 1 July for the new financial year to various indexed figures and tax withheld schedules.

For 2023-2024, most of the updates will be applied by an automated feature via the Tax Table Update Button on the Welcome Page of Preceda, while some updates will need to be applied manually by the customer.

The Tax Table Update Button will be available from Monday, 12 June 2023. Note that the Administrator and Security Officer must be set to Y, via the Define Users screen, for the User Profile(s) who will need to have this action available.

The updates to the Tax Table and Superannuation starting on July 1, 2023 are as follows:

• The ETP Thresholds Cap increases to $235,000. There is no change to Whole of Income cap and this remains at $180,000 as it is a non-indexed figure.

• The death benefit termination payment ETP cap increases to $235,000.

• The Lump Sum D / Redundancy Threshold increases to $11,985 plus $5,994 for each completed year of service.

• SGC / Superannuation Percentage increases to 11.0%. The superannuation guarantee legislation has already been set for super payments to increase 0.5% each year until reaching 12% in 2025.

• SGC Maximum Contributions Base (MCB) increases to $62,270 per quarter.

• The Concessional Super Cap will remain at $27,500, however this cap is not managed by payroll. This is an employee responsibility.

Please note that updates to Superannuation are not included in the automated feature via the Welcome Page's Tax Table Update Button. These updates will need to be handled manually. Please see below for links to Community Articles covering the steps required to perform this update:

• Update Superannuation % Value 1 July 2023

• Update SGC Rules 1 July 2023

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As some customers use the Collection Folder feature for Year End documents to integrate them with external HCM systems or document sharing applications, there is now an option to use either the Preceda ID Number or any Global Identifier available in User Fields screen (i.e., Global ID and Dayforce ID) for the document’s naming convention.

Customers will now be able to use the ID Number they are more familiar with when naming the documents. Note, however, that when no option is set, the Preceda ID Number will be used as a naming convention, by default.

This is applicable to the following documents which output to the Collection Folder:

• Employee STP Summary documents

  1. The naming convention for these documents is: <Employee ID>_STP_<STP Summary Number>_<Year End Month/Year>.pdf

  2. The Employee ID option can be setup via Position 3 of Preceda Variable *PAYSUMMARY_COLLECT

• Employee Share Scheme Statements

  1. The naming convention for these documents is: <Employee ID>_<Process Run Month/Year>_<SRN/HIN>.pdf

  2. The Employee ID option can be setup via Position 3 of Preceda Variable *EMPSHARE_COLLECT

 

Prevar - *PAYSUMMARY_COLLECT

The naming convention to be applied to the ZIP and PDF files is controlled by Preceda Variable setting *PAYSUMMARY_COLLECT, which can only be updated by the Support Team. Additionally, Preceda Variable setting *PAYSUMMARY_COLLECT has also been:

• updated to retire the use of euHReka naming conventions

• updated the setting for customers using Remove Leading Zeroes option

Preceda Variable	Position	Position Description	Options	Description
*PAYSUMMARY_COLLECT	1	Payment Summary to Collection Folder/Naming Convention	Blank or not Y	This functionality is NOT enabled.
			Y	Generic Naming Convention applied to PDF files
	2	Remove Leading Zeroes Flag	Blank or not Y	The Employee ID, as stored in Preceda, will remain as is and will be used in generating the file name.
			Y	All leading zeroes in the Employee ID will be removed. before being used in generating the file name.
	3	Employee ID to use	Blank or N	Use the Preceda Employee ID (This is the default option)
			1	Global ID 01 - Global ID to be applied to PDF files.
			2	Global ID 02 - Global ID to be applied to PDF files.
			3	Global ID 03 -Global ID to be applied to PDF files.
			4	Global ID 04 - Global ID to be applied to PDF files.
			5	Global ID 05 (Single Sign-on ID) - Global ID to be applied to PDF files.
			6	Dayforce XRefCode - Dayforce ID to be applied to PDF files
			7	Dayforce Employee Number - Dayforce ID to be applied to PDF files

 

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There is now an option to show the Hours Code YTD Amount on an employee's Pay Slip. The layout of the generated Pay Slip has been updated accordingly to provide room for the YTD amounts when selected to be displayed via the Hours Type Code screen.

In the Hours Type Code screen, a new tick box Show YTD on Pay Slip has been added. When ticked, all standard Preceda Pay Slips will display the YTD amount against the Hours Type Code; otherwise, it will not be displayed. Note that if the Hours Type Code is included in a Pay slip - Codes to Consolidate record, the display option of the Primary code will used, overriding the display option of all Hours Type codes being consolidated under the Primary code.

The new Show YTD on Pay Slip field has also been added to the corresponding Mapper (M000039) and to the following Extractor views:

• Pay slip History

• Pay slip Details

• Hours Type Codes

 

This new feature is an extension of the Idea: Option to show YTD Super on Pay Slips that has been posted on Preceda Community and has successfully made it into Preceda V15.8.06. To access the links, make sure you are logged in to Preceda Community.