Payroll Worksheet

Mass Add Transactions

Overview

Create a Payroll Worksheet and mass add detail transactions. Once the worksheet is created and saved, you may then click to enter the Add mode to add employees and payroll details. Click to access the Employee Information screen with shortcuts to functions accessed from the Employee Profile Master screen. Upon completion, click OK to add the employee worksheet entry. You may then add additional employee records.

1. Click HUMAN RESOURCES.

2. Click PAYROLL.

3. Click CUR. PAYROLL.

4. Click PAYROLL WORKSHEET.

5. Click +ADD to create a new worksheet or select an existing worksheet from the Worksheet Master list. Click EDIT to make changes to an existing worksheet.

Create a new Payroll Worksheet:

1. Enter a Worksheet Description.

2. Select the above Enter a pay code now option. (Doing this desensitizes the Column Display Sequence and sensitizes Pay Code.)

3. Enter a Pay Code by either selecting one from the menu or by clicking PAY CODE, choosing one from the list, and clicking SELECT.

4. • A Pay Code must be a Rate Type and not used for contracts. (In the Pay Codes list, Rate Type = Yes and Contract = No.)

   • Select a Pay Code included in the Pay Record for all employees you plan to add to the worksheet.

4. Accumulate hours for duplicate records when importing this worksheet into payroll: Check this for the option to enter different rates and hours for a Pay Code.

5. Browse Display Sequence: Select any of the five keys or the default value of Sequence Records were Added. This determines the sort order of records on the worksheet.

6. Select an option for Initialize Fields To. The default value is Values from Pay Record.

7. • Values from the Last Entry allows you to enter multiple employees with the same values.

7. Entry Sequence After: This determines the next record to go to after entering data in this field. Select either Account Number or Amount.

8. Click OK to save the worksheet.

Select employees:

1. Click at lower right to open the Sequence Records were Added screen.

2. Click NAME KEY and select a name from Active Employees Available for Selection list..

3. Click SELECT to select the employee.

4. Enter an Amount.

5. Enter an Account Number.

6. Optional selections:

7. • : This opens the Employee Information screen with shortcuts to functions contained in the Employee Profile tabs.

   • : Opens the Time Off Transaction Maintenance screen.

7. Click OK to add the record.

8. Repeat this process to add additional employees.

9. Click CLOSE to exit.

Page Updated 4/06

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