Payroll Processing Company

The Payroll Processing Company screen allows you to add and define the processing companies used to physically calculate payroll. Typically, these companies are external payroll processing services or third-party software installed locally to do payroll processing. Examples of payroll processing companies might be the ADP or PayChex service companies or payroll software such as the ABRA product.

Each payroll processing company has payroll earning codes associated with it that control handling of non-chargeable time. This screen also defines the non-chargeable (NC) earnings codes that the payroll processing company recognizes during payroll processing, and connects them to application's equivalent non-chargeable fee and hours types.

General

In the General area, enter the external payroll processing company information.

  Field Description
Code Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
Name Enter a name to describe the document. The name does not have to be unique.
  Type

Select the type of processing. The following options are available:

  • None: When selected, an extract is not created. By default, None is selected.
  • Transform: When selected, a transform is used in Payroll Extract Criteria processing. The transform defines the output file format used to create a CSV file that can then be transmitted for payroll processing.
  • Export Template: When selected, an export will be created during Payroll Extract Criteria processing. The fields in the Export Template Configuration area will need to be completed.
  Extract Transform

Select the Transform process to use to extract the payroll hours file. For more information on this process, see How to Export Payroll Data Using the ADP Paydata Extract Transform.
  Output Folder Enter a file location to save the extracted payroll hours file.
  Status

Select the status of the document.

Export Template Configuration

In the Export Template Configuration area, select the type of data to export and how you would like the data to be formatted. This area is available when Type is Export Template. For more information about this process, see How to Export Payroll Data Using an Export Template.

Field Description
  Export Template Enter or select an active export template. This includes the columns to include or exclude and the order of the columns. Each export template is based on and specific to the Document To Export and Export Format.
  Has Headers Select if the exported file should have column headers. By default, this is selected.
Delimiter

Select the type of delimiter to use in the exported file. Available delimiters include: Comma, Semicolon, Pipe, and Tab. By default, Comma is selected.

Text Qualifier

Select a text qualifier to use in the exported field. Available text qualifiers include: None, Double Quote, and Single Quote. By default, Double Quote is selected.

  Locale

Select the locale to use for number and date format in the exported file. By default, the locale of the Smart Client is selected.

Email Notification

In the Email Notification area, select how often an email notification should be sent, what group should receive the email, and the email template used to create the email message. For additional information on email capabilities, see Manage Emails.

  Field Description
  Frequency

Select how often an email should be sent:

  • Never: This option disables email notifications.
  • Always: This option always sends an email notification when the request is processed.
  • On Failure: This option only sends an email notification if a failure occurs when the request is processed.
  Distribution Group

Enter or select an active email distribution group. This is a predefined group of users that will receive email notifications.

  Email Template

Enter or select an active email template. A template defines the information, structure, and layout that will be included in emails.

Payroll Earnings

In the Payroll Earnings area, enter the non-chargeable (NC) earnings code information.

Field Description
Code

Enter the earnings code for the payroll processing company.
Name Enter the name of the earnings code for the payroll processing company.
  Exclude For Payroll Select if the hours related to the hours type and fee types mapped to a specific earning code should be excluded from the payroll extract.
  Hours Type / Fee Types

For Hours Types / Fee Types, enter information about the hours type or fee type.

  • Type: Select Hours Type or Fee Type.
  • Value: Enter or select a value. The available options are based on your selection in Type.
 

Note: The lookup for Fee Types is not limited to non-chargeable Fee Types.

When a new Fee Type is added, a new row is added to the grid and both Regular and Overtime are selected.
  Regular

Select this checkbox to have regular time added to payroll earnings. The default value is True.

This field is selected for each Hours Type / Fee Type.
  Overtime

Select this checkbox to have overtime added to payroll earnings. The default value is True.

This field is selected for each Hours Type / Fee Type.

 

Note: Both Regular and Overtime fields cannot be unselected.

Payroll Locations

In the Payroll Locations area, enter mappings between locations defined in BST11 and the locations for the Payroll Processing Company (e.g., ADP). These mappings are used during the Payroll Extract and Payroll Transform when needed. If a mapping is not needed, the output will use the location defined in BST11.

  Field Description
Location

Enter or select an active location.

  Payroll Location

Enter a string that corresponds to how the Payroll Processing Company refers to the BST11 Location. Up to 16 characters can be entered.