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· Maintenance - Merge Vendor History - Improvements were made to the verbiage on the Merge Vendor History screen. The checkbox that was previously labeled as “Delete this vendor”, has been changed to “Delete the merged vendor”. A “Verify Selections” detailed message will allow the user to see which vendors will be affected with the merge, and which vendor will be deleted if the “Delete the merged vendor” was selected. The user can choose whether to continue with the process or not. SF-5422
· Process - Create Month/Post Month Discrepancy Report - The report was giving an application exception error if the user did not have permission to write to the root of C. This has been resolved. SF-6300
· Process - Enter/Edit Vouchers - User security will now be checked when referencing a PO on a voucher. If the user does not have access to all the accounts listed on the purchase order, a security error message will be displayed, and the purchase order will not be allowed to be referenced. SF-5717
· Vouchers - Enter/Edit Vouchers - The following improvements were made to the Enter/Edit Vouchers screen to identify a vendor that is an employee:
o The vendor combo box will include a column for "Is Emp".
o The word EMPLOYEE is now displayed in red letters on the voucher. SF-6181
· Maintenance
- Update Years of Experience
- This
process (which updates the years of experience on the budget profile for
a selected budget version) will now work correctly when a specific category
is selected. Only employees
who have the selected category on the budget profile will be updated.
SF-5932
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Reports - Acquisitions/Transfers/Disposals Report - The "New page for each sequence" checkbox now works properly for the "Disposals" report. If checked, the report will print a new page (based on the first report sequence). SF-6277
o Reports
- Asset Master Report
The depreciation
expense and accumulated depreciation accounts for the asset have been
added to the Asset Master Report and Field Chooser/Grid. SF-6183
o The “life in months” field has been added to grid reporting. In order to see this new field, the user must right click in the grid and select "Reset to original layout". SF-5984
· Process - Export ADP File - For GA clients only - The PUF report will now show a total for the Monthly Salary column. SF-5388
· Deductions - Employee Deduction Report - The error message "There is an error in XML document (2,2)" when running the employee deduction report with a selected filter has been resolved. A similar error was occurring with the Create Teacher Supply Vouchers. This has also been resolved. SF-6339
· Deductions - Retirement File/Report - For GA Clients Only. The TRS Retirement report now includes a column that shows the "employer contributions". This amount can be verified by running the Employee Deduction Report for the same period as the TRS Retirement report and checking the box "Print employer cost". SF-6225
· Maintenance - Edit Quarterly Tax Record – Two new fields (FFCRA sick wage and FFCRA family wage) has been added to the Payroll>Maintenance>Edit Quarterly Tax Record screen. These fields will automatically be updated when payroll is updated. SF-6331
· Maintenance - Special Maintenance - Enter/Edit Earnings History - The FFCRA sick wage and FFCRA family wage fields have been added to the Enter/Edit Earnings History screens. These fields will be automatically updated when payrolls are run with a pay type that is flagged accordingly (FFCRA qualifying sick pay type or FFCRA qualifying family pay type).
o The check information tab has 2 new fields FFCRA sick wage and FFCRA family wage.
o The Labor History tab now displays 2 check boxes: "Is FFCRA qualifying sick pay type" and "Is FFCRA qualifying family pay type". These fields can also be edited if necessary. SF-6330
Process - Enter Hours/Pay Temporary File - The option to search by last 4 of SSN has been added to this function. SF-5650
Reports - Employee Check Detail Report - Grid reporting has been added to the Employee Check Detail Report screen. Depending on the screen selections used when the report was run, sub reports will be included in the grid. SF-6267
Reports - Labor History, and Earnings Report - The option to search by last 4 of SSN has been added to these reports. SF-5653
· Employees - Enter/Edit Personnel Master - The issue with not being able to manually enter the date in the date field of the activation/reactivation notes popup screen has been resolved. The date can now be manually entered in the date field or selected from the drop down calendar. This affected Payroll>Enter/Edit Employee Master and Personnel>Enter/Edit Personnel Master. SF-3861
· Employees - Enter/Edit Personnel Master - The ability to search by the State ID number in Enter/Edit Personnel Master has been added for all states. SF-3927
· Employees - Enter/Edit Personnel Master - For clients who have the AESOP interface turned on, the current position tab’s verbiage for the checkboxes “AESOP Employee” or “AESOP Sub” has been changed to “Frontline Employee” or “Frontline Sub”. SF-6192
· Maintenance - PCS Interface - Export Personnel/Payroll Info to PCS -Issues with the error message "Could not find stored procedure’dbo. csi_ExportSalaryFrom Payroll To PCS" has been resolved. SF-6338
· Reports - The ability to search by using the last 4 of SSN has been added to most PE reports. SF-5651
· Reports - The ability to print a report for “certified employees with no certificates” has been added to the Personnel Certification Report screen. Since there are two reports on this screen now, the name of the menu option has been changed to Personnel Certifications Reports. A new drop down box for “Report to print” has been added. The default is to print the regular Certification Report (which will function as it always has). If the new report option, “Emps with no certs” is selected, several things on the screen will change. In the Report Sequence drop down, the “certification type” option will disappear, and the value will default to Name. The Output Option drop down will be disabled. The “Include SSN on report” checkbox will always be disabled. The “New page” checkbox will only be enabled when the sequence is “Location.” On the Report Criteria tab, the only option available in the Include All will be Location. When the user switches back to the Certifications Report, all the special formatting will be reset. SF-5411
· Reports - Benefit Statements -
o The Benefits Statements now has a selection for "Include new hires". If checked, a benefit statement will print for employees with status of "New Hire". SF-6237
o For PA only - The Benefits Statements have been modified to sum the total of retirement deductions (in order to report the correct amounts for employees who have multiple retirement deductions). Also, some verbiage was revised as follows: “Indicates that at least 50% of the amount is reimbursed by the Commonwealth of PA”. SF-6304
· Reports - Job Report - The Job Report selections screen has been modified as follows:
o The "New page for each sequence" check box has been renamed "New page for each sequence 1 value" and the check box will always be enabled. It will default to being unchecked. If checked, the report will do a new page for whatever value is selected in the Report sequence 1 drop down.
o The "Include employee id on report" checkbox has been renamed "Show employee ID"
o The "Include SSN on report" checkbox has been renamed "Show SSN". SF-5407
Reports - Personnel Termination List - This report now displays the Job Title and Job Description (from the current position tab in E/E Personnel Master). The Job Title/Description will be pulled from the Job Title Parameters (not to be confused with the job code/description from the JOBS tab). SF-6171
Reports - Salary Sheets - While running salary sheets, the emailed document will now be visible in ESS when you select "Email attachment". Hopefully, this will eliminate the need to run salary sheets a second time (which caused duplications on the documents tab in personnel. SF-6263
Reports - Staff Directory - The Staff Directory will now print the Class and Location when the "Print Photo" option is selected. SF-5173
Reports - Training Report - A new selection for “No Training” now appears in the drop down selections for “Report to print”. If selected, most of the other fields will be disabled. The user can select a report sequence and indicate whether to include missed training, inactive employees, and select to skip to a new page for each sequence. SF-2818
· Employees - Activate Employee - When working with the Personnel Action Forms in position control, the user security locations are not connected with any of the functionality.
The PA Group page has an "Employee" tab, and a "Locations" tab. Any employee listed on the "Employee" tab will be emailed the PAF form when an action takes place (activated, inactivated, specified PR/PE fields are edited, and if a position changes in Position Control). If your organization needs a specific person at each location to get emails when someone within that location has personnel activity, you will need to set up separate PA Groups for each location and select an employee for that location to receive the email.
In order to set up PAF (personnel action forms) to send an email (for actions within a specific location) to a selected employee at that location, the PAF group will need to be set up as follows:
PA Groups- The PA Groups controls the locations and employees who will be receiving the email. Note - When setting this up to handle locations separately, you will need to set up a PA Group for each location. Be sure to insert the name of the location to the group name to make it easier to know what the location is. For example, 001-One Elementary School, 002-Two Elementary School, etc.
o On the "Locations" tab, select a location (or multiple locations, if the Employee will be responsible for more than one location)
o On the
"Employees" tab, only select the employees who will be handling
the locations designated on the "Locations" tab.
For example, If the Locations tab has location "001 - One Elementary School" selected, the Employees tab should only have employees who are associated with location 001.
PA Forms - The PA Forms controls which form will be used for each action, and which groups will use that form.
After setting up all
PAF Groups for each location, be sure to pull
up the PA Forms, and on the "Groups" tab, select all the groups
that will using this form. SF-4721
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Process - Edit Purchase Orders - Modified the field labels for Beginning vendor/Ending vendor to Beginning vendor name/ Ending vendor name (since these search field were for vendor name). SF-5222
Process - Enter Edit Purchase Orders, Enter Edit Purchase Requisitions - When using the "New Req from PO" button to copy purchase requisitions, and the PO Approval tree feature is turned on, the "Approval Path" on the new purchase requisition will be left blank. The user will need to go to Enter Edit Purchase Requisitions and assign the "Approval Path". SF-6255