Going the Distance alio Payroll TimeClock Setup Overview Todd Dietrich Senior Application Specialist Going the Distance Agenda • Setup Profile Key Prerequisites Leave Auto Setup Rules Creating the Timeclock File Layout Maintaining the Timeclock Crosswalk File Maintaining the Leave Code Crosswalk File 2 Going the Distance Agenda • Processing Import the Timeclock File from the Vendor Maintain the Timeclock Records Run the Timeclock Edit/Exception Report Run the Timeclock Time Worked Report Run the Timeclock Leave Report Load the Timeclock Data to alio HRS Maintain Employee Leave Taken Records 3 Going the Distance Documentation • infolink.hammer.net Resource Id: 3678 • alio Timeclock 16.4.1 - Guide to Timeclock Processing 4 Going the Distance Setup Going the Distance Profile Key Prerequisites • HEATT07A_COMMENT Use profile key HEATT07A_COMMENT to insert a value into the Comments field in Employee Additional Pays. The Profile Data values are: N (default) to not populate the Comments field with a value Y to populate the Comments field with the File Type selected on the import form, e.g., TIMECENTRE, Adjustments, Kronos_L or Kronos_M Any other value to populate text manually entered in the Profile Data field by the user, e.g., Timeclock Import 6 Going the Distance Profile Key Prerequisites • HEATT07_EXTERNAL_PAY_TYPE_CROSSWALK_WARNING Use profile key HEATT07_EXTERNAL_PAY_TYPE_CROSSWALK_WARNING profile key to display a warning message when: In program HEATT07A.FMX, a TIMECENTRE-07a record is skipped because the external pay type parsed from the file record is not set up in program HEATT08A.FMX – Timeclock Crosswalk. In program HEATT07S.FMX, a TIMECENTRE -07s record is skipped because the external pay type parsed from the file record is not set up in program HEATT08A.FMX – Timeclock Crosswalk. The Profile Data values are: YES (default) or any other value to display the warning message: “WARNING: -Timeclock Crosswalk not found for external pay type.” NO to not display the warning message 7 Going the Distance Profile Key Prerequisites • HEATT07B_LV_XWALK_SORT_ORDER Use profile key HEATT07B_LV_XWALK_SORT_ORDER to determine the order in which leave code crosswalk records are sorted. The Profile Data values are: ASC (default) to sort the leave crosswalk records in ascending order. If this profile key equals any value other than DESC or is not defined in program AMPRF01A.FMX, the leave crosswalk records are automatically sorted in ascending order. DESC to sort the leave crosswalk records in descending order. 8 Going the Distance Profile Key Prerequisites • HEATT07B_EMPLV_AUTO_DISPLAY_MSG Use profile key HEATT07B_EMPLV_AUTO_DISPLAY_MSG to display a log message when the following criteria are met: Program HEATT01B.REP – Timeclock Edit/Exception is run with the Report Only parameter set to Yes. The HEATT07B_EMPLV_AUTO_DISPLAY_MSG Profile Data Value equals Y; The employee’s leave taken record included in the Timeclock Import file is associated with a leave plan that does not exist in program HELVE01A.FMX – Employee Leaves for that employee; and The Auto Setup parameter equals yes for the leave plan in program HMLVE01A.FMX – Leave Plans. 9 Going the Distance Profile Key Prerequisites • HEATT07B_EMPLV_AUTO_DISPLAY_MSG The message displayed on the report is: “LOG: Employee_no: [999999] employee leave missing for leave code and plan: [X 99]. Employee leave will be created with autosetup when Timeclock Report Only = No. Validate Leaves update flag: N. Auto setup flag: Y. HEATT07B trace: emp_lv_auto7b”. The auto setup process is run to create an employee leave record when the preliminary attendance record leave code and leave plan are updated. Set the HEATT07B_EMPLV_AUTO_DISPLAY_MSG Profile Data Value N (default) or do not define the profile key in program AMPRF01A.FMX to prevent this message from displaying on the Timeclock Edit/Exception Report 10 Going the Distance Leave Auto Setup Rules • When an employee submits a leave taken record and the leave plan requested does not match the leave codes/plans defined in the Leave Plan Crosswalk table, the Timeclock Import process will automatically add the leave plan to the employee’s record, if the leave plan is defined as an Auto Setup leave plan in program HMLVE01A.FMX – Leave Plans. 11 Going the Distance Creating the Timeclock File Layout • Weidenhammer will use program HEATT05A.FMX – Time and Attendance Import File Layout to populate the initial Timeclock File Import file layout. • Delimited and fixed width files use the Start Position field in Time and Attendance File Import Layout to determine the order or location in which the data element occurs in the physical data file. • For delimited files, the Start Position should contain the physical order the data element is located on the record (i.e., 1,2,3,4, etc). • For fixed width files, the Start Position is the column location on the record in which the data element begins (i.e., 1, 16, 18, 50, etc). The Length field is used to determine the end position for the data element. • The Ref No field in program HEATT05A.FMX – Time and Attendance File Import Layout is used to determine the database column in which the data element from the file should be stored. It does not represent the location of the data element in the import file. 12 Going the Distance Creating the Timeclock File Layout 13 Going the Distance Maintaining the Timeclock Crosswalk File 14 Going the Distance Maintaining the Leave Code Crosswalk File 15 Going the Distance Processing Going the Distance Import the Timeclock File from the Vendor • HEATT07A If employees have one pay record per job • HEATT07S If employees have more than one pay record per job 17 Going the Distance Import the Timeclock File from the Vendor 18 Going the Distance Import the Timeclock File from the Vendor 19 Going the Distance Maintain the Timeclock Records 20 Going the Distance Run the Timeclock Edit/Exception Report 21 Going the Distance Run the Timeclock Time Worked Report 22 Going the Distance Run the Timeclock Leave Report 23 Going the Distance Load the Timeclock Data to alio HRS • Run the Timeclock Edit/Exception Report program with the Report Only field set to No to upload Timeclock Data file to HRS. After the upload process is complete, use program HEPAY06A – Payroll Input to view and maintain the payroll input records prior payroll processing. 24 Going the Distance Maintain Employee Leave Taken Records • Use program HLENT02A.FMX – Employee Leave Input to view and maintain the employee leave taken records prior to posting leave. 25 Going the Distance Documentation & Support For documentation go to: infolink.hammer.net Weidenhammer alio® Support Hotline 1-800-914-9879 [email protected] 26 Going the Distance Discussion Going the Distance
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