Version 15.8.07 New Features

Administration

68441, 68437

This enhancement enables Preceda users to calculate certain leave payments using an employee's Average Hours. This feature eliminates the manual involvement in leave payment calculations based on average hours, while maintaining the Australian LSL legislation compliance across all Australia States & Territories as well as several Industry or employment specific Acts & agreements covering LSL.

This solution has been implemented in accordance with the legislative requirements on how LSL should be paid. Average Hours are generally used for casual employees, those who do not have fixed base hours or work patterns, but they can also be required for permanent employees.

Below lists the new capabilities and updates implemented for this enhancement:

 

New Capabilities

  1. Average Hours Payment Rule

    • This new setup screen facilitates configuring average hours payment rules linked to the required legislative average hours. The navigation path for this new screen is Payroll > Reference > Leave Rules > Average Hours Payment Rule.

    • The Average Hours Payment Rules provide directions to determine applicable employee Average Worked Hours to be included in the assessments for processing leave payments.

    • Upon setting up the payment rules, they can be attached to Leave Accrual Methods and/or employees Leave Entitlement records.

  2. Enabled Leave Units for Australias

    • Leave Units has been introduced to Australia as an optional feature.

    • This feature is enabled when Preceda Variable *PP_LEAVE_UNITS_AU is set to Y.

    • The Leave Units field can then be enabled on Entry via Single Screen (EvSS), Retro EvSS, Express EvSS, Termination EvSS, Prepay/Rebank EvSS.

    • The Leave Units field can be used to control the number of Weeks/Days related to a leave transaction, to override Preceda's default logic for calculating the Weeks/Days from the Hours Amount provided. For example, it can be used to control the Weeks for Average Hours Payments and the Days for Domestics Violence Leave payments, etc.

  3. Legislative Average Hours Information Screen

    • This is a new read-only screen which displays information related to corresponding leave entitlements. This includes the details of the average hours payment rule, average work hours, and legislative average hours information for a selected employee record.

    • Average Hours Information Screen can be accessed via following screens:

  4. New Payrun Reports for Leave Payments using average hours (Summary/Detail)

    • There are two new Spoolfile Reports (Summary and Detail) introduced for Leave Payments by Average Hours that can be used by Payroll officers to assist with validating and external reporting of average hours related payments.

 

Existing Screen Enhancements

  1. Leave Entitlements and Leave Accrual Method

    • The Average Hours Payment Rule configuration option field has been added to both the Leave Entitlements Drilldown and Leave Accrual Methods screens.

    • For the Leave Entitlements - this field can also be added as a read-only column to the main leave entitlement browse list. Please note that it is only necessary to add an Average Hours Payment Rule to the employee's Leave Entitlement record if wishing to override the Rule configured against the Leave Accrual Method.

  2. Pay Enquiry

    • Pay Enquiry screen has been enhanced to support average hours payments. Following additional information has been added to the Pay Enquiry screen:

      • Three (3) new optional columns have been added to browse list:

        • Hours Paid by Average Hours

        • Average Worked Hours

        • Average Payment Rules

    • New notificationson the top message panel

    • New button link to open the Average Hours Information screen.

  3. Leave History

    • Average Hours information has been introduced to the Leave History browse list and drilldown page. These new fields will now be displayed:

      • Average Hours - this field displays Average Work Hours of the respective employee as at the leave payment date.

      • Hours Paid by Average Hours - this field displays the total hours paid in this transaction which is calculated based on the Average Work Hours.

      • Average Hours Payment Rule - this field displays the corresponding Average Hours Payment Rule which was used for the payment processing to determine applicable average hours work.

  4. Earnings History - Timecard Cost History

    • This screen is accessed by drilling down multiple times on an employee's Earnings History record. The view has been updated to display Average Hours Information, if applicable. The following fields are now available:

      • Average Worked Hours

      • Hours Paid by Average Hours

      • Average Hours Type/Description

      • Average Hours Payment Rule/Description

  5. Express Pay Wizard

    • Express payment wizard has been enhanced to support leave payments using average hours. This update is applicable for both Australia and New Zealand versions.

    • Express Pay Wizard - Calculated Payment drilldown pages have been enhanced to display additional information to support average hours payments.

    • Leave Units can also be used as an optional feature in Data Entry browse list for express payments when Preceda Variable *PP_LEAVE_UNITS_AU = Y for Australian version.

    • Preceda can now automatically apply the applicable average hours payment rule to determine the required average work hours for leave payment calculation.

     

  6. Termination Wizards

    • Termination wizard has been enhanced to support leave payments using average hours. This update is applied only to Preceda Australian version.

    • Average Hours Payments only applicable if the terminating employee is configured to pay by average hours and corresponding average hours payment rule is enabled to use in terminations.

    • Termination Wizard - Review Long Service Leave page and Calculated Payments drilldown pages has been enhanced to display additional information to support average hours payments.

    • Leave Units can also be used as an optional feature in Data Entry browse list for termination payments when Preceda Variable *PP_LEAVE_UNITS_AU = Y for Australian version.

    • Preceda can now automatically apply the applicable average hours payment rule to determine the required average work hours for leave pay outs on terminations.

    • The Termination Report has been enhanced to display average hours information if applicable.

  7. New System Health Checks

    • New System Health Check messages have been introduced to highlight employees who are configured to pay by Average Hours (i.e., configured with a payment rule), but no applicable Legislative Hours exists in their Average Hours Summary.

    • This new health check record is listed under the System Health Check Employee Information section.

    • When the eye icon is clicked in the health check record, you will be redirected to the applicable employee records in Average Hours Summary screen.

  8. New Payrun Messages

    • New Payrun Messages have been introduced for leave payments using average hours in the current Payrun.

    • These messages are useful for validating respective average hours payments transactions in a particular Payrun. You can expect a low severity informative message for successful average hours payments transactions, and medium severity warning messages when respective average hours are not available.

  9. New Payrun Reports for Average Hours Payments

    • Two new Payrun spoolfile reports (summary and detail) have been introduced for average hours payments transactions. These files can be used for validating average hours payments transactions processed in current Payrun.

    • These two files will be generated at the Update Payrun process and should be available for review at Master File Update Complete status.

    • In addition, new Sort/Selection criteria has been introduced for the above two reports.

    Note that you could also add these two new reports to Payrun Dashboard download list via the Payrun Register screen.

 

Process Updates

  1. Payroll Processing

    • The Payroll process has been enhanced to support average hours payments. System automatically applies the average hours payment rules where required, to determine the applicable average work hours for leave payment calculation.

    • For Preceda NZ version, if Pay by Units flag is enabled in a corresponding Hours Type Code record, system will ignore Average Hours Payment Rules and will use the Pay by Units calculation logic.

  2. Retro

    • Retro calculation process has been enhanced to support average hours payments.

    • Following conditions apply for Retro transactions on Average Hours Payment:

      • If the Retro transaction is on existing average hours payment, the original Average Worked Hours from Time Card Cost History will be used for retro adjustments.

      • If the Retro transaction is a new EvSS entry, (i.e., missing payment) the present Average Worked Hours as at transaction date will be used.

  3. Leave Liability Movement

    • Leave Liability calculation process has been enhanced to support average hours payments.

    • System will use applicable Average Hours if a corresponding Leave Entitlement record is configured with an Average Hours Payment Rule which has the Use in Termination / Leave Liability Movement flag selected.

  4. Company Transfer Process

    • Company Transfer process has been enhanced to support average hours payments. Pay by Average Hours will only be applied when paying out available entitlements which have an Average Hours Payment Rule with Use in Termination / Leave Liability Movement flag selected.

 

Reports Updates

  1. Pay Slips

    • Pay Slips have been enhanced to support average hours payments.

    • Additional information in relation to Average Hours payments will now be printed in the employee's pay slip, if applicable.

    • Hours Paid by Average Hours will be displayed under the Hours/Unit if the respective leave payment performed using average hours.

    • A new Pay Slip Note has been introduced to provide useful information related to respective average hours payments. This note explains how system derived the hours paid using average hours for the respective leave payment.

  2. Leave Liability Report

    • This report will now calculate leave liability based on average worked hours when relevant. Note that this is applicable only if the corresponding Average Hours Payment Rule is enabled for Leave Liability Movement.

    • This report now prints Average Hours as at report date for respective employees.

  3. Termination Wizard Report

    • The Termination Wizard Report has been updated to support Average Hours Payments. Only the AU termination report is updated in this release. Note that Average Hours information will only be included if the corresponding Average Hours Payment Rule configured to pay in Terminations.

  4. Timecard Entry (TCHAD) Report - AU version

    • Due to the introduction of Leave Units and average hours payment feature, Time Card Entry report has been enhanced to display leave splits and addition information for average hours payments.

  5. Other Reports

    • All other applicable reports have been enhanced to display additional information for average hours payments transactions.

    • With this change, reports display input / entry hours as the value in the Pay Hours column for all applicable transactions whereas Pay Value calculation is printed based on the applicable Average Worked Hours. To differentiate average hours transactions from others, an asterisk symbol (*) is displayed next to the Payment value of average hours transactions. A legend text has been introduced in the bottom of the report to define the usage of the (*) symbol in these reports.

       

      Applicable Reports:

      • Pay Journal

      • Reconciliation Report

      • Department Paid Hours

      • Costing Report

      • PTD/YTD Hours

      • Service Hours

      • Payroll Register

      • Exception Report Hours

 

73703

This enhancement delivers the final phase of Calculate Average Hours Independently from Leave Classifications & Leave Accruals or Legislative Average Hours, introduced in the last release. This solution provides the ability to setup average hours independently from leave accrual methods and leave types. This helps to set up legislative averages against the employee records matching their country/state legislations they can be used in calculations for Leave Payments. This creates the foundation for Leave Payments using Average Hours which fulfills Australia LSL legislation compliancy.

 

The following updates have been implemented:

New Capabilities

  1. Average Hours Summary History screen

    • A new Average Hours History button has been added to the Average Hours Summary screen, where when clicked opens a new Average Hours Summary History screen.

    • This screen displays the change history records created by manual changes and system updates. System applies a smart filter to display all manual changes as the default option. Standard filter options and pagination options are also available on this screen.

    This feature provides quick visibility to Average Hours Summary History.

  2. Average Hours Summary - Detail Report

    • Upon execution of the report, Preceda will generate separate csv files to the Console > Data Files for all applicable employees. System will also generate an extract (PRP571R1 report) for Average Hours Summary Detail Report.

    • This report will display applicable employee's detail records and earning history records.

    This report provides the ability to validate and reconcile Average Worked Hours vs Average Hours Detail and Earnings History records. Furthermore, this helps to eliminate extensive manual work in preparation of Average Hours information.

 

Existing Screen Enhancements

  1. Average Hours Enquiry screen

    • Two (2) new read-only fields have been added to this screen:

      • Status

      • Paid Up to Date

    • The heading label of calculated figures has been updated to: Calculated for Average Hours Type 1 as at date

      • Date refers to the calculation date returned from the enquiry program.

  2. Average Hours Detail Screen

    • Pagination has been introduced to this screen.

  3. Average Hours Summary Screen

    • The Average Hours Rule prompt has been set to read-only for existing records in the browse-list. You will need to use the drilldown screen to change the Average Hours Rule attached to existing records.

 

Integration

74892

The Preceda to Dayforce Migration uses a series of Dayforce Data Load Extractor views designed specifically for use with the Dayforce Activate tool, to quickly and seamlessly setup and configure a customer's Dayforce instance, and onboard their employees.

For this enhancement, the process and efficiency of migrating Preceda customers to Dayforce via Activate has been improved.

Below lists the improvements implemented:

  1. For Preceda customers that are not requiring Integration between products, a new option, M, has been added to Position 1 of Preceda Variable *PP_DFI_STATUS. For these customers there is no need for generating export files during Close Payrun or displaying the File Submission screen. They only require access to the features related to migrating data from Preceda to Dayforce.

    Preceda Variable Position 1 Options Description
    *PP_DFI_STATUS M

    Dayforce Migration features are enabled.

    • Dayforce Configuration screen & Extractor view is available.

    • Dayforce Data Loads Extractor views are available.

  2. The existing Dayforce Data Load Extractor views have been refined to improve alignment with current Activate templates.

    • Extractor View for Dayforce Employee Data

      • The Employee Data Extractor view has been updated to exclude all 'R' version employees.

      • A new field, Middle Name, has been added to the Employee Data view.

    • Extractor View for Dayforce Employee Address Data

      • The Employee Address Data Extractor view has been updated to exclude all 'R' version employees

      • The Employee Identifier field has now been updated with the correct spelling.

    • Extractor View for Dayforce Site Addresses/Org Site Data.

      • The Location field is a linked sub-report displaying that the extractor view only includes Location Details which are attached to the employees from Payrun Groups selected as an Integration Candidate on the Dayforce Configuration screen.

    • Extractor View for Dayforce Legal Entity Data

      • The Level 1 field is a linked sub-report displaying that the extractor view only includes legal entity details for Employer Information records which are attached to the employees from Payrun Groups selected as an Integration Candidate on the Dayforce Configuration screen.

      • The logic on how to populate the Company ID field has been updated:

        • When database is AU, the Company ID field will be the same value as the ABN/WPN from Employer Information screen.

        • When database is NZ, the Company ID field will be the same value as the IRD Number from Employer Information screen.

    • Extractor View for Dayforce Personal Data

      • The Common Name field in the Personal Data view will be populated with the same value as in the Preferred Name field from the Personal screen.

    • Extractor View for Dayforce Work Pattern Data

      • Below is the summary of changes implemented for the Work Pattern Data Extractor view:

        Position 1 Options Description
        XRefCode This has been removed.
        EmployeeNumber Employee Identifier
        FirstName First Name
        LastName Last Name
        ContractXrefCode Work Contract
        StartDate Effective Start Date
          Effective End Date
        BaseHours This has been removed.
        WorkPatternLengthDays Work Pattern Length Days
        WorkPatternDayIndex Work Pattern Day Index
        ShiftTypeXrefCode Shift Type
        ShiftTimeBegin Shift Time Start
        ShiftTimeEnd Shift Time End
        NetHours Net Hours
        OrgXref Organization
        XRefCode This has been removed.

    • Extractor View for Dayforce Tax Information NZ

      • The Tax Information NZ Extractor view has been updated to only include employees from the Payrun Group/s selected as an Integration Candidate on the Dayforce Configuration screen.

    • Extractor View for Dayforce Tax Information AUS

      • The Employee Identifier field has now been updated with the correct spelling.

    • Extractor View for Dayforce Employee Superannuation Data

      • This view has been updated as it previously does not fully cater for all types of Allow/Deduct codes relating to employer and employee Superannuation contributions.

        • The Contribution Type field has been updated to check the Classification of the A/D Code when A/D Type = SUPR to ensure that this field is populated with EMPLOYER or VOLUNTRY correctly.

        • The Contribution Amount field has been updated to populate the related amount when the A/D Classification = 3 or 4.

        • The Contribution Percent field has been updated to populate the related percentage when the A/D Classification = 8, P, or R.

        • The Apply Quarterly Max Base Cap for ER SA field is now set to YES if the Check Maximum Earnings field on the Superannuation screen is checked.

    • Extractor View for Dayforce Emergency Contact Data

      • The following corrections and updates have been implemented for the Emergency Contact Data Extractor view:

        • Last name is spelt correctly, but Activate is case sensitive and requires this field to be Last Name.

        • This has been updated to exclude all R version employees.

        • Employees with no contact details in Preceda will now be excluded from this file.

        • The Country field is a mandatory field, so it will be populated based on the Operating Country of the database:

          • For New Zealand, the value will be NZL.

          • For Australia, the value will be AUS.

    • Extractor View for Dayforce Contact Info

      • The following corrections and updates have been implemented for the Contact Info view:

      • Extractor View for Dayforce Tax Information AUS

        • Last name is spelt correctly, but Activate is case sensitive and requires this field to be Last Name.

        • This has been updated to exclude all R version employees.

        • The Country has been updated so it will be populated based on the Operating Country of the database:

          • For New Zealand, the value will be NZL.

          • For Australia, the value will be AUS.

        Note that these are also added as Report Manager Packages.

        • Access to the Report Manager Package will only be possible if Position 1 of Preceda Variable *PP_DFI_STATUS = A or M

     

  3. New Extractor Reports and Report Manager Packages have been introduced

    • A new Extractor Report - Getting Started has been created. This is a one click process to run all of the Activate Getting Started Data Loads via Report Manager.

      This report is available in both AU and NZ environments.

      • The main report will contain all fields from Employee Data Extractor View, with sub-reports for the fields from:

        • Employee Address Data Extractor View

        • Site Addresses/Org Site Data Extractor View

        • Legal Entity Data Extractor View

      • Access to this Report Manager Package will only be possible if Position 1 of Preceda Variable *PP_DFI_STATUS = A or M.

    • Below lists the other newly added reports.

      Australia

      • Personal Data

      • Contact Info Data

      • Emergency Contact Data

      • Manager Direct Data

      • Employee Balanced Data

      • Work Pattern Data

      • Fresh Start Employee Data

      • Direct Deposit Data AUS

      • Tax Information Data AUS

      • Employee Superannuation

         

      New Zealand

      • Personal Data

      • Contact Info Data

      • Emergency Contact Data

      • Manager Direct Data

      • Employee Balanced Data

      • Work Pattern Data

      • Fresh Start Employee Data

      • Direct Deposit Data NZ

      • Tax Information Data NZL

  4. The Dayforce Readiness section of System Health Check has been updated to assist with preparation and cleansing of customer data.

    • A new Download button has been added, beside the Eye icon, to the items with exceptions.

      The downloaded file will be in Mapper CSV format - where available - with a record for each exception from the check, populated with the employee ID or reference table code relating to the exception.

      Below is a list of the Dayforce Integration Readiness System Health Check items that will have the exception file Download button available:

      Health Check Item CSV Format
      Dayforce - Employee Date of Birth must nost be blank M000211/M000211NZ – Personal
      Dayforce - Employee Country must not be blank
      Dayforce - Employee State/Region must not be blank
      Dayforce - Employee Position Location must not be blank M000211/M000211NZ – Personal
      Dayforce - Position Location State/Region must not be blank M000083 – Location Details Effective Start Date
      Dayforce - Position Location City/Suburb must not be blank
      Dayforce - Employee bank split Account Number must not have dashes or alpha characters M000656/M000656NZ – Bank Details
      Dayforce - Employee Costing Department must not be blank M000213 – Costing Details
      Dayforce - Employee must not be linked to a Salary Code M000214 – Change Pay Rate
      Dayforce - Employee Base Pay Rate Frequency must be either A or H
      Dayforce - Employer Country must not be blank No Mapper – Generic CSV format Value will be "SYVLMSCX"
      Dayforce - Employer State must not be blank

 

 

Payroll

74798, 75578

The PAYG Tax Report process has been updated to make use of the EFT Security feature, which provides the option for outputting the PAYG bank file to a secure Collection folder; instead of the Payroll team member downloading the file from the Console.

When the Download PAYG Tax File process is run, the program now references Preceda Variable *PP_EFT_SECURITY to determine where the Bank File is to be output to:

  • If Position 32 = 'Y' - Bank File will be saved to the Collection Folder.

  • If Position 32 <> 'Y' - Bank File will be output to the Datafiles tab of the Console for the User who ran the process.

Additionally, the following updates were also implemented:

  • A new option has been added to Preceda Variable *PP_EFT_SECURITY to control the Collection Folder File Name format.

    • If the Position 33 = P, the Pay Group name will be used as prefix for the file format (PayGroupCode_PAYGTAX_EFT.aba)

    • If the Position 33 is Blank or not P, the default file format will be used (PAYGTAX_EFT.aba)

  • A new option has been introduced to Program Control PR423 to enable Payrun Group as a mandatory selection.

    • If PR423 Position 20 = Y, the Payrun Group is set as a mandatory field to run the PAYG report.

    • If PR423 Position 20 = not Y, the Payrun Group is not set as a mandatory field to run the PAYG report.

74791

The following updates have been implemented to improve the generation of Flexibility Notes in Pay slip:

  • The Pay slip will now only display a single note for each distinct Hours Code used for leave payments to make the Flexibility Notes more readable and understandable for users, especially if a significant number of Flexibility Leave records exists in a single Pay slip under the same Hours code.

  • When generating multiple Pay slips, Flexibility Notes will only be displayed in the applicable Pay slip.

48690, 72410, 74363

The Payrun Dashboard has been updated with several enhancements for this release.

Below lists the updates for the Payrun Dashboard:

  • Configurable Gross Variance

  • View and Download Reports

  • Reset Payrun Reason

Configurable Gross Variance

The Payrun Dashboard displays two (2) statistics reporting Gross Variances between the current and previous payrun results, with the criteria of the statistics being pre-defined by the system. Based on customer feedback and suggestions, the variance values have been updated to be configurable at a Payrun Environment level, so you will be alerted with the Gross Variances that are relevant for your each payrun group. Through being able to configure the gross variance values, it is possible to achieve a more precise and purposeful comparison, thereby improving statistical analysis efficiency.

 

The Gross Variance displayed in the Payrun Dashboard can be configured via Payrun Register and Payrun Header screens.

  • Two (2) new fields have been added to both screens: Paid with Gross Variance Over 1 and Paid with Gross Variance Over 2.

  • By default, the Paid Gross Variance Over 1 field is pre-filled value of 500 while the Paid Gross Variance Over 2 is 10000.

  • The Gross Variance fields in the Payrun Header screen will simply retrieve the amount available in the Payrun Register screen. If blank, it will also automatically set up Paid Gross Variance Over 1= 500 and Paid Gross Variance Over 2 = 10000.

  • Payrun Header screen's Gross Variance Value can be overridden and will not impact the original source and the value that will be used for next time.

  • Note that the allowed values for the fields are positive non-zero number and the second value must be greater than the first value.

  • When the new values are saved, the statistics on the Payrun Dashboard should reflect the new results when the Employee Payrun Statistics are next updated.

 

View and Download Reports

Users can now view and download reports easily from Payrun Dashboard screen instead of having to use the Console.

To enable this, users need to tick the new checkbox fields available in the Report list section of the Payrun Register screen:

  • Dashboard Review - when ticked for a particular report, it will allow Users to review the report from Payrun Dashboard screen.

  • Dashboard Download - when ticked for a particular report, it will allow Users to download the report from Payrun Dashboard screen.

Note that the Payrun ID where the reports were enabled to be reviewed and downloaded needs to be saved as an active environment via Change Payrun Environment screen for the reports to be available in the Payrun Dashboard screen. When it is not selected as an active environment, the Reports module will display in the Payrun Dashboard screen but will be blank.

The Report module will be available on the Payrun Dashboard screen, listing all the reports that have been configured accordingly.

 

Reset Payrun Reason

When resetting the Payrun via the Dashboard, a pop-up window will appear allowing the users to input a reason summarising why the Reset was performed. This record will be useful for the users to track payrun actions and error management. Note that this is an optional step, users can still process payrun reset without any reasons recorded.

  • The pop-up window has two fields: Reset Payrun Reason and No. of Corrections.

    • Reset Payrun Reason field supports up to a maximum of 100 characters.

    • No. of Corrections field accepts blank, 0, or any positive number less than 9999.

  • To report over the information entered in the new Reset Payrun Reason field, a new extractor, Payrun Reset History has been introduced.

    It can be accessed via Extractor>Payroll>Reports>Payrun Extract>Payrun Reset History. The available fields for the extractor view are the following:

    • User ID

    • Payrun ID

    • Payrun Environment

    • Pay Group

    • Pay Period End Date

    • Job Start Date

    • Job Start Time

    • Reset Reason

    • No. of Corrections

     

74363

Performance improvement has been applied for customers using the inside Payrun Hours based Leave Accruals process.

A significant Payrun performance improvement can be expected when using this feature and there are many terminated employees in the current Payrun Group.