Overview
Use the Personnel Scheduling Wizard to update completed Schedules into Billing and Payroll.
There are four options available using the Wizard.
- Use Update Schedules option to update billing hours.
- Use Update Other Billing to update schedules for Other billing items such as phone, mileage charges, etc.
- Use Delete an Existing Batch to delete a batch that was created in error.
- Use Show All Batches to view information about a batch without making changes and to recalculate any batches.
Within each process there are several ways of completing the Wizard. Based upon the information entered, the PS Wizard prompts you through the process. See Personnel Scheduling Wizard FAQ for answers to commonly asked questions.
Payroll Information
Once a batch has been updated through the Wizard, you cannot change Payroll information of a line item within a Shift in that batch. New lines, however, can still be added to a shift. Inserting new lines will require the batch to be recalculated.
Billing Information
Once a batch has been updated through the Wizard, you can still make changes to any billing information within a Shift. Any changes will require the batch to be recalculated.
Custom Settings
| Section | Item | Value | Purpose |
|---|---|---|---|
| PSWizard | Export | True | Personnel Scheduling Wizard This setting will change the PS export to append the Notes field to the end of the file. If this custom setting is turned on, an export file will be created. |
Security
The PS Wizard screen is part of the PS ALL Security Group (no features selected).
The PS Wizard screen has one Feature available, Update Schedule Only. This feature can be used by the administrative staff (or a specific user) to provide a timely pay out for terminated employees using actual hours on the schedule. With this feature cleared (the default), a user can update all employees. For more information see Updating Schedules to Payroll and Billing.
The PS Wizard screen has two Features available:
- Cannot Delete Batches - Prevents a user from being a able to delete existing batches.
- Update Schedule Only - Can be used by the administrative staff (or a specific user) to provide a timely pay out for terminated employees using actual hours on the schedule. With this feature cleared (the default), a user can update all employees. For more information see Updating Schedules to Payroll and Billing.
- Cannot Show All Batches - Prevents a user from being able to show all batches.
- Cannot Update Other Billing - Prevents a user from updating other billing.
- Cannot Update Schedules - Prevents a user from updating Schedules.
- Employee Criteria Create Only - This feature works if Cannot Update Schedules is cleared, allowing users to only access the Create option when processing schedules.
Special Security is needed in order to change information relative to a Schedule that has already been updated
In order to make changes to a Batch or schedule that has already been updated, YOU MUST have been given the appropriate form security for this. The security group is called PS Change Batch.
User Security
A User must also have a PS Pay Rate level equal to or higher than the employee records being viewed.
The PS Security, Bill Rates Read and Write check boxes must be selected on the User Security screen for each User in order to read and write Bill Rates.
Tip: For more information see Security Groups Overview and Security Groups By Module.