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Ideal Online Documentation

31184 P/R MAINTENANCE
PR4-04 Employee Maintenance

 

PURPOSE

 

The employee maintenance program is used to add, modify or terminate employee codes and employee payroll information. There are 8 separate maintenance screens. You can view information on different screens simply by pressing the left and right arrow keys or move directly to a different screen by using [SHFT][F1]-[F8]. You can add or delete employee codes at any screen. The prompt is identical for nearly all screens and is discussed fully for screen 1 only. The variant prompt items are discussed with their associated screens. The data fields for each screen are discussed in full.

 

Employee Master Maintenance is accessed from:

  • Main Payroll menu.

 

PROCEDURE - SCREEN 1

 

Select Employee Master Maintenance from the main payroll menu. The cursor will be positioned at the EMPLOYEE field of screen 1.

 

PAYROLL EMPLOYEE MAINTENANCE SCREEN 1 DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul07/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 1 OF 8                      â”‚
│                          NAME AND ADDRESS INFORMATION                          â”‚
│EMPLOYEE:  _____                                      STATUS:                   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 SURNAME                                                                      â”‚
│02 FIRST NAME                                                                   â”‚
│03 INITIAL(S)                                                                   â”‚
│04 ADDRESS 1                                                                    â”‚
│05 ADDRESS 2                                                                    â”‚
│06 CITY                                        15 S.I.N.                        â”‚
│07 PROVINCE                                    16 BIRTH DATE                    â”‚
│08 POSTAL CODE                                    EMPLOYEE AGE                  â”‚
│09 TELEPHONE                                   17 SEx                           â”‚
│                                               18 MARITAL STATUS                â”‚
│10 RESERVED                                    19 RESERVED                      â”‚
│11 RESERVED                                                                     â”‚
│12 RESERVED                                    22 NOT USED                      â”‚
│13 RESERVED                                    RESERVED:                        â”‚
│14 PAYMENT METHOD                              23 NOT USED                      â”‚
│                                               24 NOT USED                      â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options    â”‚
│F8=Turn off Hourly Hours Control  F9=Turn off Salary Hours Control              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
Arrow Left/Right or Shift F1-F8 other screens  F4=Exit  F12=Sort Options
F8=Turn off Hourly Hours Control  F9=Turn off Salary Hours Control

 

Enter the employee code you wish to add, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 


[Enter] to display the data of the current employee code.

 

This option is only applicable if you have displayed employee data on another screen and subsequently moved to the current screen, the last employee code displayed on the previous screen will be displayed on the current screen as the default.

 

 

[F2] to scan through existing codes.

 

[F4] to exit to menu.

 

[F5] to display list of employee codes for selection.

 

[F8] to toggle hourly hours control on/off.

 

See Appendix D.

 

 

[F9] to toggle salary hours control on/off.

 

See Appendix D.

 

 

[↑][↓] for Prior/Next Status/Employee.

 

[→] to move to next screen.

 

[←] to move to previous screen.

 

[SHFT][F1]...[F8] to move directly to another screen.

 

[F12] to display list of sort options.

 

See Appendix A.

 

 

 

ADD A CODE

 

If you enter an Employee Code which is not in the system you will be prompted whether or not you wish to add a new code.

 

** NOT ON FILE. DO YOU WANT TO ADD? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS - SCREEN 1 below), when all the fields have been entered, you are automatically taken to the TITLE field of Screen 2.

 

The program will step you through each field of Screen 2  (see FIELDS - SCREEN 2), when all the fields have been entered, you are automatically taken to the PAY TAX field of Screen 3.

 

The program will step you through each field of Screen 3 (see FIELDS - SCREEN 3), when all the fields have been entered, you are automatically taken to the USE? field of the first Payroll Code of Screen 5.

 

The program will step you through each field of Screen 5 (see FIELDS - SCREEN 5), when all the fields have been entered the following prompt is displayed.

 


** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept the new code and update all entered data.

 

[F2] to modify data fields.

 

See MODIFY AN EXISTING CODE.

 

 

[F4] to not add the new code.

 

You are returned to the EMPLOYEE field of screen 1.

 

 

[F2] to not add the new code.

 

You may enter a different new code, an existing code or press [F4] to exit the program and return to the menu.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing employee code you will be prompted whether or not you wish to modify or terminate the code.

 

** M/#=MODIFY, T=TERMINATE, P=PRINTOUT:

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] a second time to finish modifications.

 

 

[Enter] for field modifications complete.

 

The display is cleared and you are returned to the EMPLOYEE field where you may enter another code or press [F4] to exit the program and return to the menu.

 

 

"T" to terminate the employee.

 

See Appendix B.

 

 

"P" to print the employee data.

 

See Appendix C.

 


Example Payroll Employee Maintenance Screen 1 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul07/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 1 OF 8                      â”‚
│                          NAME AND ADDRESS INFORMATION                          â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 SURNAME        BUTCHART                                                      â”‚
│02 FIRST NAME     WILLIAM                                                       â”‚
│03 INITIAL(S)     L.                                                            â”‚
│04 ADDRESS 1      212-6560 BUSWELL STREET                                       â”‚
│05 ADDRESS 2                                                                    â”‚
│06 CITY           RICHMOND                     15 S.I.N.          709 321 889   â”‚
│07 PROVINCE       BC  BRITISH COLUMBIA         16 BIRTH DATE      Mar30/50      â”‚
│08 POSTAL CODE    V6Y 2G7                         EMPLOYEE AGE    57            â”‚
│09 TELEPHONE      (604) 639-6609               17 SEx             M             â”‚
│                                               18 MARITAL STATUS  S             â”‚
│10 RESERVED                                    19 RESERVED                      â”‚
│11 RESERVED                                                                     â”‚
│12 RESERVED                                    22 NOT USED                      â”‚
│13 RESERVED                                    RESERVED:                        â”‚
│14 PAYMENT METHOD 4  ExTERNAL CHEQUE           23 NOT USED                      â”‚
│                                               24 NOT USED                      â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, P=PRINTOUT: ___                                        â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 1

 

01 SURNAME

 

Enter the employee's surname.

 

02 FIRST NAME

 

Enter the employee's first name.

 

03 INITIAL(S)

 

Enter the employee' initials, if any.

 

04 ADDRESS 1
05 ADDRESS 2
06 CITY
07 PROVINCE
08 POSTAL CODE
09 TELEPHONE

 

Enter the employee's address and telephone information.

 

10 BANK ID

 

Enter the employee's bank I.D. number.

 

This field is applicable only if you use direct deposits. This is the bank I.D. number supplied by the employee's bank.

 

 

11 BANK BRANCH

 

Enter the employee's bank branch I.D. number.

 

This field is applicable only if you use direct deposits. This is the bank branch I.D. number supplied by the employee's bank.

 


12 BANK ACCOUNT

 

Enter the employee's bank account number.

 

This is applicable only if you use direct deposits. This is the employee's bank account number to which direct deposits will be made. The format of the numbers in fields 10-12 is important, otherwise money will not be deposited correctly. It's best to have the employee bring this information on a bank issued document, rather than verbally.

 

 

13 RESERVED

 

14 PAYMENT METHOD

 

"1" for payroll cheque.

 

"2" for direct bank deposit.

 

"4" for external cheque.

 

This field defaults to the payment method selected in the company maintenance program (see 31182 COMPANY MAINTENANCE, Screen 1, field 13 PAYMENT METHODS):

 

 

C=PAYROLL CHEQUES ONLY

 

Forces this field to default to option "1".

 

 

D=DIRECT BANK DEPOSIT ONLY (PLUS EARNING STATEMENTS)

 

Forces this field to default to option "2".

 

 

E=EXTERNAL CHEQUES ONLY (PLUS EARNING STATEMENTS)

 

Forces this field to default to option "4".

 

 

2=BOTH C AND D (#1)

 

Forces this field to default to option "1".

 

 

15 S.I.N.

 

Enter the employee's Social Insurance Number.

 

16 BIRTH DATE

 

Enter employee's birth date in the format MMDDYYYY.

 

17 SEX

 

"M" for male.

 

"F" for female.

 

"?" for not specified.

 

18 MARITAL STATUS

 

"S" for single.

 

"M" for married.

 

"C" for couple or common law.

 

"F" for family.

 

"?" for not specified.

 

22 NOT USED

 

RESERVED:

 

23 NOT USED

 

24 NOT USED

 

 

PROCEDURE - SCREEN 2

 

Example Payroll Employee Maintenance Screen 2 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul07/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 2 OF 8                      â”‚
│                               INCOME INFORMATION                               â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 TITLE       NA    NOT ASSIGNED           15 HIRE/REHIRE DATE    Jan31/05     â”‚
│02 DIVISION    000   GENERAL DIVISION          TERMINATION DATE    Apr08/05     â”‚
│03 TAx PROV    BC    BRITISH COLUMBIA       16 REASON CODE         A            â”‚
│04 NOT USED                                 17 ORIG HIRE DATE      Jan31/05     â”‚
│05 DEPARTMENT  000   GENERAL DEPARTMENT     18 ExTRA BENEFIT YEARS 00           â”‚
│06 GROUP       GEN   GENERAL EMPLOYEE GROUP 19 RESERVED                         â”‚
│07 G/L GROUP   *  BASE G/L GROUP                                                â”‚
│08 HOURLY OR SALARIED        S  SALARIED                                        â”‚
│09 PAY PERIODS PER YEAR              52                                         â”‚
│10 PAY RATE (PER PERIOD)         800.00                                         â”‚
│11 PRIOR PAY RATE                  0.00                                         â”‚
│12 DATE PAY RATE CHANGED       Jan31/05                                         â”‚
│13 STANDARD HOURS PER WEEK        40.00     20 DEFAULT BONUS:                   â”‚
│   HOURLY EQUIVALENCY RATE        20.00            TO RRSP  N     TO PENSION  N â”‚
│   ANNUAL PAY                 41,600.00     21 DEFAULT OVERTIME:                â”‚
│14 OVERTIME PAY RATE              20.00            TO RRSP  N     TO PENSION  N â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, P=PRINTOUT: ___                                        â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 2

 

01 TITLE

 

Enter the applicable employee title code.

 

[Enter] to accept the default value.

 

[F2] to leave blank.

 

[F5] to display list of title codes for selection.

 

02 DIVISION

 

Enter the applicable company division code.

 

Each employee must be assigned to a division. Thus you must have at least one division defined.

 

 

[Enter] to accept the default value.

 

[F5] to display list of division codes for selection.

 

03 TAX PROV

 

Enter the province code for which tax is deductible.

 

In a situation where the employee lives in a different province from where he or she works, the province code may or may not be the province of residence. Each province has its own regulations regarding this situation.

 

 

[Enter] to accept the default value.

 

[F5] to display list of province codes for selection.

 

04 NOT USED

 

05 DEPARTMENT

 

Enter the applicable company department code.

 

Each employee must be assigned to a department. Thus you must have at least one department defined.

 

 

[Enter] to accept the default value.

 

[F5] to display list of department codes for selection.

 

06 GROUP

 

Enter the applicable employee group code.

 

Each employee must be assigned to a group. Thus you must have at least one employee group defined.

 

 

[Enter] to accept the default value.

 

[F5] to display list of group codes for selection.

 

07 G/L GROUP

 

Enter the applicable G/L group code.

 

Each employee must be assigned to a G/L group. Thus you must have at least one G/L group defined. This may be the base group.

 

 

[Enter] to accept the default value.

 

[F5] to display list of G/L group codes for selection.

 

08 HOURLY OR SALARIED

 

"H" for hourly.

 

"S" for salaried.

 

09 PAY PERIODS PER YEAR

 

"1""0", "1""2", "1""3", "2""2", "2""4", "2""6" or "5""2".


10 PAY RATE

 

Enter the pay rate per pay period for SALARIED employees.

 

OR

 

Enter the pay rate per hour for HOURLY employees.

 

** SHOULD PRIOR PAY RATE AND DATE OF CHANGE BE RESET ? (Y/N):

 

Whenever the pay rate is changed, you may automatically reset the next two fields by selecting "Y" here.

 

 

"Y" to reset.

 

"N" to not reset.

 

11 PRIOR PAY RATE

 

This field should be reset automatically when you change the PAY RATE field. When you are entering data for a new employee simply press [F2] to bypass this field.

 

12 DATE PAY RATE CHANGED

 

This field should be reset automatically when you change the PAY RATE field. When you are entering data for a new employee simply press [F2] to bypass this field.

 

13 STANDARD HOURS PER WEEK

 

Enter the total number of normal work hours per week.

 

HOURLY EQUIVALENCY RATE

 

This field displays the calculated hourly equivalent for SALARIED employees based on the pay per period divided by the hours per pay period.

 

ANNUAL PAY

 

This field displays the calculated total annual gross pay. For SALARIED employees this is based on the pay rate per pay period times the number of pay periods. For HOURLY employees this is based on the pay rate times the number of normal work hours per week.

 

14 OVERTIME PAY RATE

 

Enter the overtime pay rate.

 

[Enter] to zccept the displayed default.

 

The default value is 1.5 times the pay rate for HOURLY employees and 1.5 times the hourly equivalent rate for SALARIED employees. The default multiplier is parameter defined and can be changed if desired. Speak to your Ideal consultant if you want to change the multiplier.

 

 

15 HIRE/REHIRE DATE

 

Enter the date of hire/rehire in the format MMDDYYYY.

 

[Enter] to accept the displayed value.


TERMINATION DATE

 

This field displays the termination date.

 

This field will only show a value if the employee has been terminated.

 

 

16 REASON CODE

 

Enter the ROE Reason Code "A"..."N", or "?" if unknown.

 

This field is only applicable if the employee has been terminated and you need to issue an ROE.

 

 

17 ORIG HIRE DATE

 

Enter the date of original hire in the format MMDDYYYY.

 

This field is only applicable if the employee was terminated and subsequently rehired.

 

 

[Enter] to accept the displayed value.

 

18 EXTRA BENEFIT YEARS

 

Vacation pay and some other payroll, pension, tax benefits may be based on years of employment from date of hire or rehire. There may be instances when you wish those benefits to begin prior to their calculated start times. In this field you may add additional years for the purpose of benefit calculations without fudging the employee's original hire or rehire dates. You may Enter "1"..."99" for this purpose.

 

19 RESERVED

 

20 DEFAULT BONUS:
TO RRSP       TO PENSION

 

If your company has an employee RRSP or PENSION plan(s) you may default BONUS earnings to either or both plan(s) by setting the flags to "Y". During actual payroll processing you may override these default settings.

 

21 DEFAULT OVERTIME:
TO RRSP       TO PENSION

 

If your company has an employee RRSP or PENSION plan(s) you may default OVERTIME earnings to either or both plan(s) by setting the flags to "Y". During actual payroll processing you may override these default settings.

 


PROCEDURE - SCREEN 3

 

Example Payroll Employee Maintenance Screen 3 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 3 OF 8                      â”‚
│                                TAX INFORMATION                                 â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PAY FED TAX (Y/N)       Y            02 PAY PROV TAX(Y/N)       Y            â”‚
│03 FED TD1 TAX CREDIT        8,929.00   04 PROV TD1 TAX CREDIT       9,027.00   â”‚
│05 EXTRA FED TAX                 0.00   06 EXTRA PROV TAX                0.00   â”‚
│07 PAY EI (Y/N)            Y            08 OVERRIDE EI MULTIPLIER               â”‚
│09 PAY CPP (Y/N)           Y            10 PAY QPP (Y/N)           N            â”‚
│11 TD1 TAX RATE %            0.00       12 STATUS INDIAN (Y/N)                  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PER PAY PERIOD DEDUCTIONS:                                                      â”‚
│13 DESIGNATED AREA               0.00                                           â”‚
│14 DISTRICT AUTHORIZED           0.00                                           â”‚
│15 OTHER FEDERAL TAX CREDIT      0.00                                           â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, P=PRINTOUT: ___                                        â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 3

 

01 PAY TAX (Y/N)

 

"Y" to deduct tax from payroll.

 

"N" to not deduct tax from payroll.

 

02 TD1 TAX RATE %

 

Enter the TD1 tax rate percentage.

 

[Enter] to accept the displayed value.

 

[F2] to set the rate percentage to 0.00.

 

03 FED TD1 TAX CREDIT

 

Enter the TD1 federal tax credit amount.

 

[Enter] to accept the displayed default value.

 

As part of your Annual Maintenance Agreement, Ideal will update your tax tables at the end of the current payroll year in preparation for the new payroll year. So, generally you will accept the default value.

 

 

[F2] to set the credit to 0.00.

 

04 PROV TD1 TAX CREDIT

 

Enter the TD1 provincial tax credit amount.

 

[Enter] to accept the displayed default value.

 

As part of your Annual Maintenance Agreement, Ideal will update your tax tables at the end of the current payroll year in preparation for the new payroll year. So, generally you will accept the default value.

 

 

[F2] to set the credit to 0.00.

 

05 EXTRA TAX

 

Enter any EXTRA tax amount to be deducted per pay period.

 

[Enter] to accept the displayed amount.

 

[F2] to set the amount to 0.00.

 

06 NOT USED

 

07 PAY EI (Y/N)

 

"Y" to deduct Employment Insurance from payroll.

 

"N" to not deduct Employment Insurance from payroll.

 

08 NOT USED

 

09 PAY CPP (Y/N)

 

"Y" to deduct Canada Pension Plan from payroll.

 

"N" to not deduct Canada Pension Plan from payroll.

 

10 NOT USED

 

11 NOT USED

 

12 NOT USED

 

PER PAY PERIOD DEDUCTIONS:

 

The following three fields may be used to enter additional deduction/credit amounts. The amounts entered will be deducted per pay period.

 

13 DESIGNATED AREA

 

Enter amount to deduct for "Designated Area Deduction".

 

[Enter] to accept the displayed amount.

 

[F2] to set amount to 0.00.

 

14 DISTRICT AUTHORIZED

 

Enter amount to deduct for "District Authorized Deduction".

 

[Enter] to accept the displayed amount.

 

[F2] to set amount to 0.00.

 

15 OTHER FEDERAL TAX CREDIT

 

Enter amount to add for "Other Federal Tax Credits".

 

[Enter] to accept the displayed amount.

 

[F2] to set amount to 0.00.

 


PROCEDURE - SCREEN 4

 

Example Payroll Employee Maintenance Screen 4 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 4 OF 8                      â”‚
│                            VACATION PAY INFORMATION                            â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   HIRE/REHIRE DATE                       Jan31/05                              â”‚
│   ExTRA BENEFIT YEARS                          00                              â”‚
│01 WORKING PAYROLL DATE                   Jul09/07                              â”‚
│   YEAR OF EMPLOYMENT                           03                              â”‚
│   VACATION PAY RATE                          6.00                              â”‚
│02 VACATION DOLLARS ACCUMULATED               0.00                              â”‚
│03 LAST VACATION HOURS TAKEN                  0.00                              â”‚
│04 DATE OF LAST VACATION                  Apr08/05                              â”‚
│05 BANKED OVERTIME DOLLARS                    0.00                              â”‚
│06 RESERVED                                                                     â”‚
│────────────────────────────────────────────────────────────────────────────────│
│07 RESERVED                                                                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, P=PRINTOUT: ___                                        â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 4

 

HIRE/REHIRE DATE

 

Displays the hire/rehire date entered on screen 2.

 

EXTRA BENEFIT YEARS

 

Displays the extra benefit years entered on screen 2.

 

01 WORKING PAYROLL DATE

 

Enter the current payroll date.

 

[Enter] to accept the displayed current system date.

 

YEAR OF EMPLOYMENT

 

Displays cumulative years of employment for the employee.

 

VACATION PAY RATE

 

Displays the vacation pay rate as set in the union/group maintenance program.

 

02 VACATION DOLLARS ACCUMULATED

 

Enter the accumulated vacation pay dollar amount to date.

 

You may use this field to increase the amount of accumulated vacation pay if desired.

 

 

[Enter] to accept the displayed calculated amount.

 

[F2] to set amount to 0.00.


03 LAST VACATION HOURS TAKEN

 

Enter number of vacation hours last used by the employee.

 

[Enter] to accept the displayed value.

 

[F2] to set hours to 0.00.

 

04 DATE OF LAST VACATION

 

Enter ending date of last vacation in the format MMDDYYYY.

 

[Enter] to accept the displayed value.

 

[F2] to set the date to 00000000.

 

05 BANKED OVERTIME DOLLARS

 

Enter current total banked overtime dollar amount.

 

[Enter] to accept the displayed value.

 

[F2] to set amount to 0.00.

 

06 RESERVED

 

07 RESERVED

 

 

PROCEDURE - SCREEN 5

 

Example Payroll Employee Maintenance Screen 5 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 5 OF 8                      â”‚
│                     NORMAL HOURS, EARNINGS AND DEDUCTIONS                      â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   DESCRIPTION          TYPE FREQ USE?      USUAL                   NExT RETAIN?│
│────────────────────────────────────────────────────────────────────────────────│
│01 VACATION HOURS        H    P    Y         0.00                   0.00    Y   â”‚
│02 STAT HOLIDAY HOURS    H    P    Y         0.00                   0.00    Y   â”‚
│03 SICK HOURS            H    P    Y         0.00                   0.00    Y   â”‚
│04 BEREAVEMENT HOURS     H    P    N         0.00                   0.00    Y   â”‚
│05 REGULAR HOURS         H    P    N         0.00                   0.00    Y   â”‚
│06 RELEASED OT HOURS     H    P    Y         0.00                  27.09    Y   â”‚
│07 SALARY HOURS          H    P    Y        40.00                  12.91    Y   â”‚
│08 OVERTIME HOURS        H    P    Y         0.00                   0.00    N   â”‚
│09 BANKED O/T HOURS      H    P    Y         0.00                   0.00    N   â”‚
│10 EI HOURS              H    P    Y        40.00                  40.00    N   â”‚
│11 VAC. PAY RELEASED     E    P    Y         0.00 VP%: 6.00         0.00    N   â”‚
│12 BANKED O/T RELEASED   E    P    Y         0.00                   0.00    N   â”‚
│13 BONUS                 E    P    Y         0.00                   0.00    Y   â”‚
│14 PAYROLL ADJUSTMENTS   E    P    N         0.00                   0.00    Y   â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, S=SET DEFAULTS, P=PRINTOUT (PgUp/PgDn): ___            â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

PAYROLL PROCESSING - DESELECT/SELECT PAYROLL CODES

 

The payroll codes displayed on screen 5 are determined by the payroll codes selected on screen 8 of the company maintenance program (see 31182" target="_blank">31182 PAYROLL COMPANY MAINTENANCE, PROCEDURE - SCREEN 8).

 

When you setup a new employee, all payroll codes displayed on screen 5 are set by default to be USED by the payroll by batch and enter/edit payroll processing programs when you process payroll for this employee. Since all payroll codes may or may not apply to each employee you may deselect and select codes as required. You may also modify the values of each field of the employee codes from the default values set on screen 8 of the company maintenance program.

 

At the prompt on screen 5:

 

** M/#=MODIFY, T=TERMINATE, S=SET DEFAULTS, P=PRINTOUT (PgUp/PgDn):

 

Enter number of field to select/deselect or modify value(s).

 

The cursor is positioned in the USE? field.

 

 

USE?

 

[Enter] to accept the displayed value.

 

"N" to deselect the payroll code.

 

The cursor is positioned in the USE? field of the next payroll code where you may enter "Y" or "N" to select of deselect the code.

 

 

"Y" to select the payroll code.

 

DOES THIS LINE APPLY TO EMPLOYEE?

 

[Enter] to set field to "Y".

 

The cursor is positioned in the USUAL field.

 

 

USUAL

 

Enter the "USUAL" pay period value for the payroll code.

 

[F1] to set field to the default value.

 

The cursor is positioned in the MAXIMUM field.

 

 

[F3] to return to previous field.

 

MAXIMUM

 

Enter the "MAXIMUM" pay period value for the payroll code.

 

[F1] to set field to the default value.

 

The cursor is positioned in the NEXT field.

 

 

[F3] to return to previous field.

 

NEXT

 

Enter the "NEXT" pay period value for the payroll code.

 

[F1] to set field to the default value.

 

The cursor is positioned in the RETAIN? field.

 

 

[F3] to return to previous field.


RETAIN?

 

[Enter] to accept the displayed value.

 

"Y" to "RETAIN" values entered for subsequent pay periods.

 

"N" to not "RETAIN" values entered.

 

The values are automatically reset to their defaults after the current payroll is processed.

 

The cursor is positioned in the USE? field of the next payroll code. You may continue to modify payroll codes or press [F4] when finished.

 

 

[F3] to return to previous field.

 

[F4] for modifications complete.

 

** ENTER LINE NUMBER TO MODIFY (PgUp/PgDn):

 

Enter number of payroll code to select/deselect or modify the value(s).

 

The cursor is positioned in the USE? field.

 

 

[Enter] for no further modifications.

 

** OK TO UPDATE ? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update all modifications.

 

[F2] to make additional modifications.

 

You are prompted for the line number to modify.

 

 

[F4] to abandon all modifications and revert to previous values.

 

The screen is cleared and the cursor is positioned at the EMPLOYEE field.

 

 

 

FIELDS - SCREEN 5

 

DESCRIPTION

 

Displays the payroll code and its description as defined on screen 6 of the company maintenance program. This field is not editable.

 

TYPE

 

Displays the payroll code type as defined on screen 8 of the company maintenance program. This field is not editable.

 

FREQ

 

Displays the payroll code frequency of use as defined on screen 8 of the company maintenance program. This field is not editable.


USE?

 

This field determines if this payroll code is used by the payroll processing programs for this employee.

 

 

[Enter] to accept the displayed value.

 

The value will be "Y" for a new employee or an existing employee for whom this payroll code is being used. The value will be "N" only if it was set to "N" previously by modifying an existing employee.

 

 

"Y" to select the payroll code.

 

"N" to deselect the payroll code.

 

USUAL

 

Enter the "usual" value for this payroll code.

 

This will be either a dollar amount or a time value. Whatever value is entered here becomes the default value for subsequent payroll periods. This value can be left at 0.00 if desired, for instance, if this code is applicable only occasionally or changes each pay period. Whatever value is entered here will be ignored in subsequent payroll periods if the RETAIN? field is set to "N".

 

 

MAXIMUM

 

Enter the "maximum" value for this payroll code.

 

This will be either a dollar amount or a time value. Whatever value is entered here becomes the default value for subsequent payroll periods. This value can be left at 0.00 if desired, for instance, if this code is applicable only occasionally or changes each pay period. Whatever value is entered here will be ignored in subsequent payroll periods if the RETAIN? field is set to "N".

 

 

NEXT

 

Enter the value for this payroll code for the "next" pay period.

 

This will be either a dollar amount or a time value. Whatever value is entered here becomes the default value for subsequent payroll periods. This value can be left at 0.00 if desired, for instance, if this code is applicable only occasionally or changes each pay period. Whatever value is entered here will be ignored in subsequent payroll periods if the RETAIN? field is set to "N".

 

 

RETAIN?

 

This field determines if the values entered for this payroll code should be "retained" for subsequent pay periods. This field is normally set to "Y" for payroll codes used each pay period and whose values do not change from one pay period to the next. If the value is variable, or the code is not used every pay period this field should be set to "N" and it's default value set to 0.00 on screen 8 of the company maintenance program.

 

 

"Y" to retain entered values.

 

"N" to not retain entered values and revert to default values.

 

 

PROCEDURE - SCREEN 6

 

Example Payroll Employee Maintenance Screen 6 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 6 OF 8                      â”‚
│                  NExT PAYROLL HOURS, EARNINGS AND DEDUCTIONS                   â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ** TERMINATED ** â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   DESCRIPTION          TYPE FREQ USE?      USUAL                   NExT RETAIN?│
│────────────────────────────────────────────────────────────────────────────────│
│01 VACATION HOURS        H    P    Y         0.00                   0.00    Y   â”‚
│02 STAT HOLIDAY HOURS    H    P    Y         0.00                   0.00    Y   â”‚
│03 SICK HOURS            H    P    Y         0.00                   0.00    Y   â”‚
│06 RELEASED OT HOURS     H    P    Y         0.00                  27.09    Y   â”‚
│07 SALARY HOURS          H    P    Y        40.00                  12.91    Y   â”‚
│08 OVERTIME HOURS        H    P    Y         0.00                   0.00    N   â”‚
│09 BANKED O/T HOURS      H    P    Y         0.00                   0.00    N   â”‚
│10 EI HOURS              H    P    Y        40.00                  40.00    N   â”‚
│11 VAC. PAY RELEASED     E    P    Y         0.00 VP%: 6.00         0.00    N   â”‚
│12 BANKED O/T RELEASED   E    P    Y         0.00                   0.00    N   â”‚
│13 BONUS                 E    P    Y         0.00                   0.00    Y   â”‚
│18 NET PAY ADJUSTMENTS   BN   P    Y         0.00                   0.00    N   â”‚
│                                                                                â”‚
│                                                                                â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, R=REHIRE, P=PRINTOUT, F8=NExT EMPLOYEE (PgUp/PgDn): ___          â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

PAYROLL PROCESSING - SET VALUES

 

The only payroll codes displayed on screen 6 are those whose value in the USE? field on screen 5 are set to "Y". This enables you to modify the values of the payroll codes actually used on each payroll for each employee without being forced to scroll through a long list of unused codes. On screen 6 you set the dollar amount or time value for each payroll code on the "next" payroll, which is the current payroll.

 

At the prompt on screen 6:

 

** M/#=MODIFY, T=TERMINATE, P=PRINTOUT (PgUp/PgDn):

 

Enter the number of the payroll code to modify.

 

The cursor is positioned in the NEXT field.

 

 

NEXT

 

Enter the dollar amount or time value to use on the next payroll.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the RETAIN? field.

 

 

RETAIN?

 

"Y" to retain the amount/value for subsequent payrolls.

 

"N" to reset to default amount/value after next payroll.

 

The cursor is positioned in the NEXT field of the next payroll code where you may Enter the dollar amount or time value as desired.

 

 

[F4] for modifications complete.


** ENTER LINE NUMBER TO MODIFY (PgUp/PgDn):

 

Enter the number of the payroll code to modify.

 

The cursor is positioned in the NEXT field.

 

 

[Enter] for no further modifications.

 

** OK TO UPDATE ? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update all modifications.

 

[F2] to make additional modifications.

 

You are prompted for the line number.

 

 

[F4] to abandon all modifications and revert to previous values.

 

The screen is cleared and the cursor is positioned at the EMPLOYEE field.

 

 

 

FIELDS - SCREEN 6

 

DESCRIPTION

 

Displays the payroll code and its description as defined on screen 6 of the company maintenance program. This field is not editable.

 

TYPE

 

Displays the payroll code type as defined on screen 8 of the company maintenance program. This field is not editable.

 

FREQ

 

Displays the payroll code frequency of use as defined on screen 8 of the company maintenance program. This field is not editable.

 

USE?

 

Displays the payroll codes in use as defined on screen 5. This field is not editable.

 

USUAL

 

Displays the payroll code usual value as defined on screen 5. This field is not editable.

 

NEXT

 

Enter the value next pay period.

 

This will be either a dollar amount or a time value. This value can be left at 0.00 if desired, for instance, if this code is applicable only occasionally or changes each pay period.

 


RETAIN?

 

Set the value of this field to "Y" for payroll codes used each pay period and whose values do not change from one pay period to the next. If the value is variable, or the code is not used every pay period this field should be set to "N" and it's default value set to 0.00 on screen 8 of the company maintenance program.

 

 

"Y" to retain amount/value for next payroll.

 

"N" to reset to default amount/value for next payroll.

 

 

PROCEDURE - SCREEN 7

 

Example Payroll Employee Maintenance Screen 7 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 7 OF 8                      â”‚
│                              YEAR-TO-DATE TOTALS                               â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ACTIVE           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│    TYPE       DESCRIPTION                        YTD TOTAL   EI/CPP EARN       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│001 HOURS      SALARY HOURS                        1,000.00                     â”‚
│002 HOURS      REGULAR HOURS                           0.00                     â”‚
│003 HOURS      OVERTIME HOURS                         87.17                     â”‚
│004 HOURS      BANKED OVERTIME HOURS                  87.17-                    â”‚
│005 HOURS      VACATION HOURS                          0.00                     â”‚
│006 HOURS      STATUTORY HOLIDAY HOURS                40.00                     â”‚
│007 HOURS      SICK HOURS                              0.00                     â”‚
│008 HOURS      BEREAVEMENT HOURS                       0.00                     â”‚
│009 HOURS      JURY DUTY HOURS                         0.00                     â”‚
│013 HOURS      RELEASED BANKED OT HOURS                0.00                     â”‚
│014 HOURS      EI INSURABLE HOURS                  1,040.00                     â”‚
│015 EARNING    SALARY PAY                         26,590.00                     â”‚
│016 EARNING    REGULAR PAY                             0.00                     â”‚
│017 EARNING    OVERTIME PAY                        2,326.75                     â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, T=TERMINATE, P=PRINTOUT (PgUp/PgDn): ___                         â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

PAYROLL PROCESSING - SET YTD TOTALS

 

Whether or not you are able to modify YTD totals is controlled by a parameter. Typically, this parameter is set to allow modification of YTD totals during payroll setup only and is reset to prevent modifications after setup is complete. There are two ways to enter your current YTD totals when setting up the payroll system.

 

The first method to get your YTD totals into Ideal payroll is to enter the YTD totals from your old payroll system here on screen 7. Typically, you would select this method if you are switching over early in the payroll year, have only a few employees and/or do not require a full year of payroll to be entered in Ideal payroll. Since this method does not create a full year in Ideal payroll, you will still require information from your old system to print T4's and to document your payroll history for the year.

 

The second method is to duplicate your payrolls in Ideal payroll from the first of the year to date. Typically, you would select this method if you have a large number of employees and desire a full year of payroll history in Ideal payroll. This method enables you to print T4's and payroll reports without further input from your old payroll system. In addition, duplicating your old payroll totals for the first part of the year enables you to verify your Ideal payroll setup. If you wish to use this method, contact your Ideal consultant.

 

At the prompt on screen 7:

 

** M/#=MODIFY, T=TERMINATE, P=PRINTOUT (PgUp/PgDn):

 

Enter the number of the payroll code to modify.

 

The cursor is positioned in the YTD TOTAL field.

 

 

YTD TOTAL

 

Enter the desired total.

 

The cursor is positioned in the YTD TOTAL field of the next line item where you may Enter the desired YTD total or press [F4] to exit.

 

 

[F4] for modifications complete.

 

** ENTER LINE NUMBER TO MODIFY (PgUp/PgDn):

 

Enter the number of the payroll code to modify.

 

The cursor is positioned in the YTD TOTAL field.

 

 

[Enter] for no further modifications.

 

** OK TO UPDATE ? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update all modifications.

 

[F2] to make additional modifications.

 

You are prompted for the line number.

 

 

[F4] to abandon all modifications and revert to previous values.

 

The screen is cleared and the cursor is positioned at the EMPLOYEE field.

 

 

 

FIELDS - SCREEN 7

 

TYPE

 

Displays the payroll code type as defined on screen 8 of the company maintenance program. This field is not editable.

 

DESCRIPTION

 

Displays the payroll code description as defined on screen 6 of the company maintenance program. This field is not editable.

 

YTD TOTAL

 

Displays the YTD total of the payroll code. With the appropriate parameter setting this field may be edited to set year to date totals when setting up the payroll system. Otherwise this field is not editable.

 

EI/CPP EARN

 

Displays E.I and CPP earnings. This field is not editable.

 


PROCEDURE - SCREEN 8

 

Example Payroll Employee Maintenance Screen 8 display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Jul09/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                      EMPLOYEE MAINTENANCE - SCREEN 8 OF 8                      â”‚
│                               EI EARNINGS TOTALS                               â”‚
│EMPLOYEE:  BUTBI  WILLIAM L. BUTCHART                 STATUS:  ACTIVE           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│      DATE    EI EARNINGS    EI HOURS                                           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01  Jun24/07    1,300.00        40.00                                           â”‚
│02  Jun17/07    1,300.00        40.00                                           â”‚
│03  Jun10/07    1,300.00        40.00                                           â”‚
│04  Jun03/07    1,300.00        40.00                                           â”‚
│05  May27/07        0.00         0.00                                           â”‚
│06  May27/07    1,300.00        40.00                                           â”‚
│07  May20/07    1,300.00        40.00                                           â”‚
│08  May13/07    1,300.00        40.00                                           â”‚
│09  May06/07    1,250.00        40.00                                           â”‚
│10  Apr29/07    1,250.00        40.00                                           â”‚
│11  Apr22/07    1,250.00        40.00                                           â”‚
│12  Apr15/07    1,250.00        40.00                                           â”‚
│13  Apr08/07    1,250.00        40.00                                           â”‚
│14  Apr01/07    1,250.00        40.00                                           â”‚
│─────────────────[Arrow Up/Down for Prior/Next Status/Employee]─────────────────│
│** M/#=MODIFY, T=TERMINATE, P=PRINTOUT (PgUp/PgDn): ___                         â”‚
│   Arrow Left/Right or Shift F1-F8 for other screens  F4=EXIT  F12=Sort Options â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS - SCREEN 8

 

There are no editable fields on this screen.

 

DATE

 

Displays the date of each payroll that has been updated, beginning with the most recent.

 

EI EARNINGS

 

Displays the gross payroll earnings (ie earnings subject to EI) of each payroll that has been updated.

 

EI HOURS

 

Displays the total hours subject to EI of each payroll that has been updated.

 


APPENDIX A - SORT OPTIONS

 

Pressing [F12] at any screen will allow you to select the sort options for scanning employees using the [F2] key.

 

EMPLOYEE CODE SORT OPTIONS

┌──────────────────────────────────────────────┐
│ SCAN EMPLOYEES BY:                           â”‚
│ ( 1)  Employee                               â”‚
│ ( 2)  Status/Employee                        â”‚
│ ( 3)  Division/Employee                      â”‚
│ ( 4)  Status/Division/Employee               â”‚
│ ( 5)  Department/Employee                    â”‚
│ ( 6)  Status/Department/Employee             â”‚
│ ( 7)  Division/Department/Employee           â”‚
│ ( 8)  Status/Division/Department/Employee    â”‚
│ ( 9)  Department/Division/Employee           â”‚
│ (10)  Status/Department/Division/Employee    â”‚
│ (11)  Union/Employee                         â”‚
│ (12)  Province/Employee                      â”‚
│ (13)  Status/Province/Employee               â”‚
│ SELECT SCAN OPTION: 2_                       â”‚
└──────────────────────────────────────────────┘
SELECT SCAN OPTION: _

 

Enter the desired sort option.

 

[Enter] to select the default option.

 

The selected option will remain in effect until you either exit the program or select another option.

 

 


APPENDIX B/1 - TERMINATE EMPLOYEE

 

At any screen, if you enter an existing employee code you will be prompted whether or not you wish to modify the code. To TERMINATE the employee select option "T".

 

** M/#=MODIFY, T=TERMINATE, P=PRINTOUT:

 

"T" to terminate the employee.

 

TERMINATION DATE

 

Enter the effective date of termination.

 

[Enter] to accept the current system date.

 

TERMINATION CODE (A-N)

 

Enter the applicable ROE - Reason for Termination Code.

 

[F3] to return to previous field.

 

CONTACT NAME

 

Enter the name of the responsible payroll contact person.

 

[Enter] to accept the displayed name.

 

[F2] for none.

 

[F3] to return to previous field.

 

CONTACT TELEPHONE

 

Enter the payroll contact person's telephone number.

 

[Enter] to accept the displayed number.

 

[F2] for none.

 

[F3] to return to previous field.

 

FINAL ENDING DATE

 

Enter employee's final working day.

 

You can also enter the last day of the final pay period if desired.

 

 

[Enter] to accept the current system date.

 

[F3] to return to previous field.

 

FINAL VACATION PAY

 

Enter any additional Vacation Pay earned on the final payroll.

 

[F2] for 0.00.

 

[F3] to return to previous field.


PRINTOUT OR ROE (P/R)

 

"P" to print an information report to plain paper.

 

"R" to print to an ROE form.

 

You are taken to the print selection menu.

 

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

After printing the following prompt is displayed.

 

** CHECK PRINTOUT AND ENTER OPTION 1-3: _
   1=FINALIZE TERMINATION, 2=BYPASS TERMINATION, 3=TERMINATION OPTIONS

 

"1" to finalize termination process and update employee file.

 

"2" to skip termination and return to the main screen.

 

"3" to change the selections made above and continue.

 

F4=SKIP TERMINATE

 

[F4] to not terminate and return to screen 1 display.

 


APPENDIX B/2 - REHIRE AN EMPLOYEE

 

At any screen, if you enter an existing employee code of a terminated employee you will be prompted whether or not you wish to modify the code. To REHIRE the employee select "R".

 

** M/#=MODIFY, R=REHIRE, P=PRINTOUT:

 

"R" to rehire the employee.

 

Enter the effective date of rehire in the format MMDDYYYY.

 

[Enter] to accept the displayed current system date

 

[F4] to skip rehire and return to the main screen.

 

** 1=FINALIZE REHIRE, 2=BYPASS REHIRE, 3=REHIRE DATE:

 

"1" to finalize rehire process and update employee file.

 

"2" to skip rehire and return to the main screen.

 

"3" to change the rehire date.

 

** CLEAR EMPLOYEE'S EI HISTORY ? (Y/N):

 

"Y" for yes.

 

Select this option when you are actually rehiring a formerly terminated employee.

 

 

"N" for no.

 

Select this option when you are only rehiring in order to reprint the terminated employee's ROE.

 

 


APPENDIX C - PRINT EMPLOYEE RECORDS

 

When you select "P" to print employee data, the following options are offered:

 

PRINT MASTER RECORD        Y/N

PRINT PAYROLL RECORD       Y/N

PRINT TERMINATION RECORD   Y/N

RECORD OF EMPLOYMENT (ROE) Y/N

 

You may print any combination of the above records. Select a record to print by setting the option to "Y" and then press [Enter]. Once you have selected those records you wish to print, you are taken to the printer selection menu. If no options are selected for printing press [Enter] to clear the selection window and return you to the EMPLOYEE field.

 


APPENDIX D - HOURLY/SALARY HOURS ON/OFF

 

To be added.