sbv.wiki - User contributions [en]

Accrual Balances Import

2026-02-11T20:06:24Z

Jeffrey:

The accrual balances import adds or updates the accrual balance or starting balance. If you are using the Accrual Validation module, then it creates/updates the accrual balance. If you are using the Accruals module, then it creates/updates the starting balance. If there is already a record for the employee (for the same accrual pay type), then it will update the date and the hours on that record. Otherwise, a new record is added.

An accrual balances import is identified by the sheet name or file name containing the words "Accrual Balances".

{| class="wikitable"
|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Employee ID
| Employee ID, Emp ID, ID
| This is used to uniquely identify the employee. With a multi-facility configuration you must also provide the Facility column.
| Yes

|-
| Accrual Pay Type / Hours
| ''Accrual Pay Type'' ID
| The column header identifies the accrual pay type. The data in each row represents the starting balance for the accrual pay type. To import into Bank 2, add a " 2" to the column header, e.g. "SICK 2". To import unreleased balances add " Unreleased" to the column header, e.g. "SICK 2 Unreleased".
| Yes

|-
| Pay Date
| Date, Pay Date
| If the pay date column is not supplied, then the software will automatically use the first unlocked pay date it can find.
| No

|}
== See also ==

* [[Import]]

Accrual Balances Import

2026-02-11T19:54:42Z

Jeffrey:

The accrual balances import adds or updates the accrual balance or starting balance. If you are using the Accrual Validation module, then it creates/updates the accrual balance. If you are using the Accruals module, then it creates/updates the starting balance. If there is already a record for the employee (for the same accrual pay type), then it will update the date and the hours on that record. Otherwise, a new record is added.

An accrual balances import is identified by the sheet name or file name containing the words "Accrual Balances".

{| class="wikitable"
|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Employee ID
| Employee ID, Emp ID, ID
| This is used to uniquely identify the employee. With a multi-facility configuration you must also provide the Facility column.
| Yes

|-
| Accrual Pay Type / Hours
| ''Accrual Pay Type'' ID
| The column header identifies the accrual pay type. The data in each row represents the starting balance for the accrual pay type. To import into Bank 2, add a " 2" to the column header, e.g. "SICK 2". To import unreleased balances add " Unreleased" to the column header, e.g. "SICK 2 Unreleased".
| Yes

|-
| Pay Date
| Date, Pay Date
| If the pay date column is not supplied, then the pay date will be the date filled out in the Effective Date field on the options tab of the import window.
| No

|}
== See also ==

* [[Import]]

Employee Reports

2026-01-01T20:54:52Z

Jeffrey: /* Employee Detail (Excel) */

[[image:EmployeeReports.png|right]]
[[File:Employee_Reports_3.png|right]]
===Duplicate Social Security Numbers===

Find employees that are in the software more than once (i.e. work for you as an employee and previously worked as agency staff) if you have entered their Social Security Numbers.

===Employee Address List===

Displays the employee name, and their complete address, one line per employee.

===Employee Anniversary===

Displays employees with hire date anniversary within the selected date range. (also available in Excel)

===Employee Birthday===

Displays employees with birthdays within the selected date range. (also available in Excel)

===Employee Break Deduction===

Displays the break induction that the employee will incur with their standard schedule and whether the break deduction exceptions will be calculated.

===Employee Comments===

Displays the comments that were used on the employee’s time cards (pay date, punches and other hours), schedules and placeholders. Select the comment types in the Options tab.

===Employee Contact List===

Displays the employees with their contact information. One employee is displayed per line with employees grouped by the first letter of their last name. (also available in a landscape format)

===Employee Daily Hours Change===

Displays employees who daily hours changed in the date range selected.

===Employee Days Worked===

The number of days an employee has worked since their hire date.

===Employee Detail (Excel)===

This report is output into an Excel file and provides most of the employee information. This can be used as the starting point for an Excel spreadsheet that will be used for importing information back into the software.

Available options to include in the report (on the Options tab):

''Employee Address Information'' - columns 'Address 1', 'Address 2', 'City', 'State', 'Zip', 'Full Address'.

''Employee Contact Information'' - columns 'Note', 'Home Phone', 'Note', 'Cellular Phone', 'Note', 'Other', 'Note', 'Email', 'Note', 'Emergency Contact Name', 'Emergency Contact Phone #', 'Emergency Contact Relationship'.

''Employee CHRC Information (Criminal History Record Check)'' - columns 'CHRC Print Submitted', 'CHRC Response Received', 'CHRC Notes', 'CHRC N/A'.

''Employee Custom Information'' - Information from custom tabs (as long as there is no historical grid on the tab).

''Employee Date Information'' - columns 'First Considered Hired Date', 'First Hire Date Comment', 'Hire Date', 'Hire Date Comment', 'Days Worked', 'Termination Date', 'Term. Date Comment', 'Birth Date', 'Union Date'.

''Employee Worked Information'' - columns 'Days Worked', 'Last Day Worked'.

''Employee EEOC Information'' - columns 'Gender', 'Race', 'EEOC Category'.

''Employee Employment Information'' - columns 'SSN', 'Abuse Screen', 'Evaluation Due', 'Employee Handbook Signed', 'Compliance Form Signed', 'Employee Date 3', 'Employee Date 4'.

''Employee Health Information'' - columns 'Physical Received', 'Physical Due', 'PPD History', 'PPD Received', 'PPD Due', 'CXR Received', 'CXR Due', 'TB Screen Received', 'TB Screen Due', 'Measles Not Applicable', 'Measles Received', 'Mumps Received', 'Rubella Received', 'Hepatitis B Received', 'Hepatitis B Due', 'Influenza Date', 'Influenza Type', 'Pneumococcal Received', 'Pneumococcal Declined', 'Health Date 1', 'Health Date 2'.

''Employee I-9 Information'' - columns 'I-9 List A Type', 'I-9 List A ID', 'I-9 List A Expiration', 'I-9 List B Type', 'I-9 List B ID', 'I-9 List B Expiration', 'I-9 List C Type', 'I-9 List C ID', 'I-9 List C Expiration'.

''Employee Licensing Information'' - columns 'License Type 1', 'License Number 1', 'License Expiration 1', 'License Issued 1', 'License Type 2', 'License Number 2', 'License Expiration 2', 'License Issued 2', 'CPR Expiration', 'Med Pass Expiration', 'AED Expiration', 'IV Certified Expiration', 'ACLS Expiration', 'PALS Expiration'.

''Employee Main Information'' - columns 'Pay Rule', 'Base Schedule Group', 'Holiday Group', 'Accrual Group', 'Starting Status', 'Starting Status Date', 'Starting Status', 'Comment', 'Ending Status', 'Ending Status Date', 'Ending Status Comment'.

''Employee Start and End Date'' - columns 'Start Date', 'End Date'.

''Employee Work Pattern'' - columns 'Shift Date', 'Shift Count', 'Daily Hours', 'Shift', 'Shift Type', 'Work Pattern Date', 'Work Pattern Type'.

This report can use an Excel template on the Options tab with customized column headers, Hidden columns, and extra columns with custom Excel formulas inside the template. The software will fill in all the columns in original order.

===Employee Form Letter===

A form letter in the style of a mail merge.

=== Employee Historical Custom Pivot Grid===

===Employee History===

Changes to the employee's pay rule, base schedule group, holiday group, accrual group, and labor levels as shown in the history tab.

===Employee Journal===

Displays the entries made in the Journal tab, within the selected date range.

===[[Employee Labels Report]]===

Print employee labels using a template file for layout and content.

===Employee Listing===

A simple listing of employees.

===Employee Notes===

The notes maintained on an employee in Excel.

===Employee Pivot Grid===

Display the employees in a pivot grid for analysis.

===Employee Reasons===

If using Reasons in the software, this report displays the employees and the reasons provided when editing their punches, hours and schedules.

===Employee Seniority===

List employees in order of hire date and current shift (slot) level. This report is used to determine the order of eligibility for an available position.

===Employee Shift History (Excel)===

This report is output to an Excel file and displays up to 10 of the employee’s shift history entries, across the sheet.

===Employee Signatures===

Display the employees name, department, and signature.

===Employee Status===

A simple employee report that shows an employee and their currently determined status.

===Employee Status Change===

This report shows employees who had a status change within the selected date range. The software allows you to pre-enter the information about employees who are becoming inactive in the future. The software will maintain the employee as active until the inactive date has been passed and the employee has been paid.

Please note that this report will only show if the employee status on the start date of the report is different then the employee status on the end date of the report. Employees who were hired after the start date and terminated before the end date will not display on the report.

===Employee Status Count===

Provides totals on employees based on status and dates using an Excel file as a template.

This report can be used for the [[Schedule P - Medicaid Cost Report - Staff Turnover RHCF -4]].

=== Employee Status History===

The employee's status history within the selected date range.

== See Also ==

* [[Reports]]

Saved Reports

2025-02-26T19:06:52Z

Jeffrey: /* Scheduling Reports */

Below is the link to the Youtube video that shows you how to set up a saved report and have it go out on a schedule.

[https://www.youtube.com/watch?v=fs_tVl2cwCs Saving and sending a Report]

The instructions are also written out below.

[[image:SavedReportsButton.png]]

== Saving Reports ==

Any changes that you make on a report can be saved so that you can run the report with the same settings at a later date.

# Choose the report from the Reports tab that you would like to save.
# Make your changes to the report so that when the Run button is clicked, the displayed report is correct, i.e. the correct employees, date range and information. Please note that on the Date Range tab, you must use a Preset and not choose dates from the calendars. This is needed because the date range of the report needs to be relative to WHEN the report will be run.
# On the Save tab, enter a descriptive name for the Saved ID (eg. Time Cards) and click the Save button. (Your name can also include a folder name such as Daily\Time Cards. Folder names allow you to organize your reports into groups. By adding the Daily\ to the name of the report it will create a folder named Daily). Make sure not to click the "Save Actual Employee Selection" as this will freeze the employee list and prevent the report from updating to include new employees.

[[File:SaveID.JPG]]

[[File:SaveFolder.JPG]]

Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.

'''Please note that any changes that you make on a saved report will be saved when you click the Run button and will therefore overwrite your previous saved settings.'''

== Scheduling Reports ==

You can schedule any saved report to be automatically emailed to a list of recipients on a recurring schedule, i.e. daily at 10 am.

# From the Reports tab, select the Saved Reports drop down, and select the saved report that you wish to schedule.
# In the Emailed Reports tab, enter the email addresses in the Email Recipients box. Email addresses need to be separated either with a Comma, Semi-Colon, Space or entering it on a new line. You can optionally enter the message that will appear in the email body. Please note that if one of the email addresses entered is invalid, it will cause the scheduled report to fail.
# Click the Run button to save the email addresses and the email message.
# Go to the Tools tab and select Scheduled Tasks.
# From the Saved Report drop down, select the saved report that you want to schedule.
# In the Frequency box select how often you want the report to run. Each frequency selection will give you different options as to when to run. For example, Weekly frequency allows you to select what days of the week.
# Select the Start Date and Time. The Start Date is primarily used when you use an interval such as bi-weekly so as to run in the correct "second" week.
# Click on the Add button.

Your saved report is now scheduled and will be automatically emailed. You can manually run the report immediately by selecting the saved report in the list of scheduled reports and clicking on the Run button.

== Email Time Cards To Each Employee ==

You can also schedule the Time Card report to email each individual employee their own time card.

# From the Reports tab, select the Saved Reports drop down, and select the saved Time Card report.
# In the Options tab, select the "Email Employees" option.
# Click the Run button to save the report.
# Go to the Tools tab and select Scheduled Tasks.
# From the Saved Report drop down, select the saved report that you want to schedule.
# In the Frequency box select how often you want the report to run. Each frequency selection will give you different options as to when to run. For example, Weekly frequency allows you to select what days of the week.
# Select the Start Date and Time. The Start Date is primarily used when you use an interval such as bi-weekly so as to run in the correct "second" week.
# Click on the Add button.

The Saved Time Card report is now scheduled and will automatically email to each employee that has an email address entered on the Employee/Contact Info tab.

== See Also ==

* [[Reports]]

Employee Accruals

2024-05-16T16:51:16Z

Jeffrey: /* Accruals Ribbon Menu */

Select the employee from the employee list and click on the Accruals tab to display the employee’s accrual information.

[[file:Accruals.png]]

==Balances==

The Balances tab is a summary of the balance for each accrual pay type as of the start of the earliest open pay period. The earliest open pay period will generally be the start of the previous pay period. Other Hours entered show in the Hours Used column and the difference between the Hours Balance and the Hours Used is displayed in the Hours Available column.

===Detail===

[[file:Detail.png]]

The Details tab shows the earned and used accruals for each accrual period.

===Annual Entitlement Overrides===

[[file:EntitlementOverrides.png]]

The accrual entitlement is based upon the employee’s accrual group. If an employee has a deviation from the entitlements assigned to an accrual group, then you can override a part of the accrual group at the employee level.

===Adjustments===

[[file:Adjustments.png]]

An employee will start to accrue time from their hire date. Employees employed before the software was installed will accrue time starting with a zero balance from the first accrual period configured in the software, and only when they have hours. These employees need their starting balance and the effective date of this balance entered into the software. Additionally, any time that the employee's accrual balance is reviewed and the employee's accruals "restarted" with an agreed upon balance, additional balances may be entered. The software will only calculate from the latest starting balance entered for that accrual pay type.

Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment. Add a date based balance maximum to on an individual employee to add/override the accrual group maximums.

===Software Ribbon - Accruals Section===

[[File:Ribbon_with_Accruals_Section_Outlined.png]]

'''Recalculate Accruals''' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern/status tab). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated. By default it will recalculate from the earliest open pay period and forward.

[[File:Recalculate_Accruals_Button_on_Ribbon_Outlined.png]]

Hold the Shift button when clicking the Recalculate button to see the calculated accruals projected a full year in advance on the Details tab. (By default it will only project 1 to 3 months in advance. The exact amount of that is projected on the Accruals Detail Tab can be changed in the back end. Please reach out to SBV Support if you want your software changed).

'''How to manually recalculate Accruals from an earlier date (i.e. a Locked Pay Period)'''
# Click the "[[Display Older Data]]" button. (On the Home menu). Once it is selected, you will see the background of the button turn a light orange.
::[[File:Display_Older_Data.png]]
# Select the employee profile that you want to recalculate the accruals on.
# Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.
# Click off of the employee profile to save the recalculated accruals. If you would like to recalculate another employee's profile, you can do so without having the click the Display Older Data button again.

'''Export To Excel''' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).

== See also ==

* [[Employee]]

Employee Accruals

2024-05-16T16:47:13Z

Jeffrey: /* Accruals Ribbon Menu */

Select the employee from the employee list and click on the Accruals tab to display the employee’s accrual information.

[[file:Accruals.png]]

==Balances==

The Balances tab is a summary of the balance for each accrual pay type as of the start of the earliest open pay period. The earliest open pay period will generally be the start of the previous pay period. Other Hours entered show in the Hours Used column and the difference between the Hours Balance and the Hours Used is displayed in the Hours Available column.

===Detail===

[[file:Detail.png]]

The Details tab shows the earned and used accruals for each accrual period.

===Annual Entitlement Overrides===

[[file:EntitlementOverrides.png]]

The accrual entitlement is based upon the employee’s accrual group. If an employee has a deviation from the entitlements assigned to an accrual group, then you can override a part of the accrual group at the employee level.

===Adjustments===

[[file:Adjustments.png]]

An employee will start to accrue time from their hire date. Employees employed before the software was installed will accrue time starting with a zero balance from the first accrual period configured in the software, and only when they have hours. These employees need their starting balance and the effective date of this balance entered into the software. Additionally, any time that the employee's accrual balance is reviewed and the employee's accruals "restarted" with an agreed upon balance, additional balances may be entered. The software will only calculate from the latest starting balance entered for that accrual pay type.

Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment. Add a date based balance maximum to on an individual employee to add/override the accrual group maximums.

===Accruals Ribbon Menu===

[[File:Ribbon_with_Accruals_Section_Outlined.png]]

'''Recalculate Accruals''' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern/status tab). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated. By default it will recalculate from the earliest open pay period and forward.

[[File:Recalculate_Accruals_Button_on_Ribbon_Outlined.png]]

Hold the Shift button when clicking the Recalculate button to see the calculated accruals projected a full year in advance on the Details tab. (By default it will only project 1 to 3 months in advance. The exact amount of that is projected on the Accruals Detail Tab can be changed in the back end. Please reach out to SBV Support if you want your software changed).

'''How to Recalculate Accruals from an earlier date (i.e. a Locked Pay Period)'''
# Click the "[[Display Older Data]]" button. (On the Home menu).
::[[File:Display_Older_Data.png]]
# Select the employee profile that you want to recalculate the accruals on.
# Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.

'''Export To Excel''' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).

== See also ==

* [[Employee]]

File:Recalculate Accruals Button on Ribbon Outlined.png

2024-05-16T16:29:31Z

Jeffrey: Accruals Section of the Ribbon with the Recalculate Button outlined.

Accruals Section of the Ribbon with the Recalculate Button outlined.

Display Older Data

2024-05-16T16:25:48Z

Jeffrey: /* Recalculating Accruals */

[[image:Display_Older_Data.png]]

==Archived Data==

The Display Older Data button will allow you to view time card data that has been archived to help improve the software performance. Please click this button one time before selecting the employee. After you click on the button you will see the background of the button turn orange. Once the button is selected, you will be able to view the punches and hours on archived time cards.

==Recalculating Accruals==

If you are trying to manually recalculate accruals for locked periods, you will need to click on the Display Older Data button prior to clicking on the employee. If you are manually recalculating the accruals for multiple employees, you only need to click on the Display Older Data button once. It will remain selected until you either unselect it or close your software.

File:Ribbon with Accruals Section Outlined.png

2024-05-16T16:19:36Z

Jeffrey: Screenshot of the Software Ribbon with the Accruals Section outlined

Screenshot of the Software Ribbon with the Accruals Section outlined

System Configuration

2023-07-25T19:50:54Z

Jeffrey: /* Accruals */

{{Advanced}}

The system configuration is a combination of system wide and feature specific settings.

== General ==

[[File:System.png]]

Hour Format – times are displayed either in 24-hour format (also known as [http://en.wikipedia.org/wiki/24-hour_clock#Military_time military time]) or in 12-hour format (AM/PM). The hour format is enforced across the complete system and is not changeable on a per user basis.

Employee Name Format – an employee's full name is a composite of the employee’s first name, initial and last name. This setting is used to specify if the full name should be in the format of Last, First or First, Last.

Effective Date Determination - determines what information to display on the Main tab using the information from the [[Employee History|employee's history]] tab. If the date of a change occurs on or before the date that is selected in this setting, then that change would be considered to be the employee's current setting and displays on the Main tab.

Employee Data Load Date – time card data before this date is not pulled from the database unless the Display Older Data button is selected (Home tab / Employees group). Limiting the amount of data loaded for each employee decreases the load time as you navigate from employee to employee.

Pay Holidays – enables you to stop the calculation of all holidays for all employees without modifying the [[Holidays Configuration|Holidays configuration]].

Use Non Zero Shift Count for Holiday Seniority - when calculating holiday seniority, the employee's hire date is used for determining seniority unless this is selected. Once selected, the first non-zero shift count entry in the employee's [[Employee Work Pattern|work pattern]] tab is used.

Use Non Zero Shift Count for Worked Holiday Seniority - as above but for the worked holiday calculation.

Enforce Reasons – users must select a [[Reasons Configuration|reason]] when they make changes to the punches, hours or schedules.

DST Calculation (Spring - minus 1 hour) - hours that pass through the daylight savings time change will calculate one hour less because the employee is not working the one hour between 2am and 3am.

DST Calculation (Fall - plus 1 hour) - hours that pass through the daylight savings time change will calculate one hour more because the employee is working the one hour between 1am and 2am twice.

Using Pay Rates – pay rates will be displayed throughout the software provided that the user has the authorizations to view pay rates. This is used for the gross calculation of dollars.

Close Pay Periods Past Pay Date – pay periods prior to the previous pay period are automatically closed to all users except those with the Administrator role.

Do Not Highlight / Underline Punch Edits - added or edited punches will display identically to punches that were made at the time clock.

Use Cumulative Break Calculator - punched breaks and lunches are generally required to be taken per schedule worked. An employee cannot "double up" and take no lunch in their first schedule and then take a long lunch in their second schedule. This setting overrides this behavior allowing an employee to punch out for multiple lunches in either the first or second shift.

Use Pay Period Approval - users can approve the employee's time cards for the pay period. This stops any further calculation from occurring unless another user makes a change to the time card. Any change to the time card automatically removes the approval. A user can therefore be assured that the time card that they approved is unchanged if it still shows them as the approver.

== Defaults ==

[[image:System_Defaults.png]]

Defaults for [[Pay Types Configuration|Pay Type]] and [[Shifts Configuration|Shift]] are required because calculations cannot be assigned to an unknown pay type or to an unknown shift. The other defaults are required on an “as needed” basis. For example, Available will not be a selection in Schedule Patterns if the Available Status Type has not been set.

''Latest Active Status is considered Hire Date'' - If having multiple Active Statuses on a single employee, the software will assume that the hire date is the last Active Status. By default the software assumes that the hire date is the earliest Active Status. (An employee can have only one real Hire Date even if they get rehired multiple times). As soon as an Is Hire Date check box gets selected on the Shift History it overrides any software assumptions and forces the software to use that as the hire date.

== Time Clocks ==

[[image:System_Time_Clocks.png]]

''Duplicate Punch Minutes'' – punches by the same employee that occur within this entered number of minutes from each other are considered to be "duplicate." The first punch of 2 or more punches that occur within this duplicate punch window is displayed, while the other punches are hidden (but not discarded). (As an example, if this is set to 1, then the 2nd punch that has the same time as the first punch will be hidden. If the 2nd punch is 1 minute later then it will not be considered duplicate and will be displayed). If explicit punching is being used, then the duplicate punch setting only applies to punches of the same punch type.

''Unassigned Clock IDs Expiration Days'' – the number of days that you have to enter an employee into the software before the enrolled clock ID is considered unused and is removed from the clock. This stops the clock from getting filled up with incorrect numbers.

''Unassigned Clock IDs Expiration Date'' – any clock ID that was last used prior to this date and does not belong to an employee entered into the software will be removed.

''Hourly Tasks Minute'' - clock [[tasks]] that run hourly will run when they start in the same minute as this setting.

''Allow Multiple Clock IDs'' - used if it's required for an employee to punch with 2 clock ID's for the same time card. The 2nd clock ID can be used to automatically assign those hours with a different department or other labor level. On the Clock Info tab it will show a number on the top right corner which indicates 1st clock ID or 2nd Clock ID.

''Allow Multi Facility All Time Clocks'' - used if it's required for an employee to punch in another facility which is not their home-facility. On the Clock Info tab it will show a check-box which can be used to display time clocks from other facilities. Please note that the software will not check for duplicate clock ID's accrues facilities. You will need to keep track on your own to make sure that these multi-facility employees have unique Clock ID's which no one else is using.

''Explicit Punching'' – explicit punching at the time clock and explicit punching in the software do not have to be identical. If explicit punching is turned on in the software, then punches entered in the software always require the designation of In, Out, Back from Break or Back from Lunch. This setting forces users to designate the punch type in the same manner as is required at the HandPunch.

''Using Punching Zones'' – available when using the HandPunch 3000 and 4000 models, this enables punching restrictions using either schedule based restrictions or the punching zone drop-down on the employee's [[Employee Clock Info|Clock Info]] tab.

''Remove Unlicensed Employee'' - will check the License 1 if the expire date is older then today or empty. It will ignore the expire date if the license is set to Not Applicable. This setting only works for a Hand Punch.

''Use Multiple Threads'' – HandPunch communication occurs in a serial manner, in that the software communicates to one HandPunch followed by the next HandPunch and so on. This setting allows the software to communicate to all HandPunches at the same time. However, multiple copies of the RSI communication DLL are required.

''No Communication Error Emails'' - when the software has an error communicating to a time clock, an automatic email is sent out. This setting turns this email notifications off.

''Hourly Communication Error Emails'' - if the clock task gets an error and started in the same minute as the Hourly Tasks Minute, then an email will be sent.

''Show Lunch Taken Exceptions'' - calculates exceptions on out punches for the Lunch questions asked at the HandPunch.

''Lunch Not taken Exception When No Lunch Deduction'' - Generates the Lunch-Not-Taken exception anytime the employee answered at the clock Lunch-Not-Taken even if the software didn't deduct lunch automatically, (the grace minutes below will also be ignored). This is useful if the software is customized to not deduct lunch automatically depending on the employee's answer at the clock.

''Lunch Unknown Exception'' - gets generated if the employee didn't answer at the clock the lunch question.

''Lunch Not Taken Exception'' - gets generated only if both are true, the employee answered at the clock Lunch-Not-Taken AND the software deducted lunch automatically.

''Lunch Taken exception'' - gets generated if the employee answered at the clock Lunch-Taken.

''Lunch Not Required Exception'' - gets generated only if a software user manually sets Lunch-Not-Required on the Punch.

== Labor Levels ==

[[image:System_Labor_Levels.png]]

Defines the labor levels being used in the software. If you need to add more labor levels and you wish to position them above existing labor levels, then use the Sort Order to make them appear in the desired order.

Labor Levels Used – the number of labor levels used in the software.

Labor Level ID – the short identifier or number for this labor level.

Labor Level Description – a longer description or name for this labor level.

T S R B Check boxes

Time based labor levels are the labor levels that will be used in the time cards and what the user working on time cards needs to see. Department is generally always a time based labor level.

Scheduling labor levels are the labor levels that are available in the employee's schedule pattern. The Unit or Floor labor level is generally always a scheduling labor level, and if cross-departmental scheduling is allowed, then Departmental would also be a scheduling labor level.

Restricted scheduling labor levels enforce that the choice of the available labor level items in the schedule patterns is restricted. For example, if Department is a scheduling labor level, then you most likely will have restrictions on what departments an employee can work in, based on their home department.

Budgeting labor levels are the labor levels that are visible when entering the [[Budget|budgets]]. Typically, these are a budgetary labor level, and the Floor/Unit labor level.

== Labor Level Designations ==

[[image:System_Labor_Levels_Destinations.png]]

These settings are similar to the Defaults except that these apply to the labor levels. The software has the expectation that certain labor levels are defined as representing, for example, the departmental level. An example of this is payroll interface. The payroll file may require placing the department ID in the file, therefore the software needs to know explicitly what labor level represents the departments.

== Labor Level Assignments ==

[[image:System_Labor_Levels_Assignments.png]]

Labor level assignments represent a relationship between a labor level combination and other objects in the software such as a base schedule group, a scheduler period group, or another labor level.

The base schedule group assignment is used to define the base schedules that will be available to choose from, when entering an employee's schedule pattern. The labor levels selected in the schedule pattern will link to a base schedule group, and this base schedule group provides the selection of base schedules.

The scheduler period group assignment is used to link a budget group to a scheduling period to accommodate employees being scheduled for different length periods.

The "allowable scheduling labor levels" are used in conjunction with the Restricted setting in the Labor Levels tab (see above). Based on the employee's home labor levels, the software can determine the allowable scheduling labor levels. For example, an RN can be scheduled to cover an LPN position.

The "one to one" assignment allows one labor level item to be linked to another labor level item (items from different labor levels). For example, a department can be linked to a budget group. If you change an employee's department, then you automatically change their budget group.

== Pictures / Signatures ==

[[image:System_Pictures_Signatures.png]]

Display Pictures – allows pictures to be selected and displayed on the employee main tab.

Display BadgeMaker Pictures – displays the pictures that are used by the BadgeMaker software in the employee main tab.

Picture Folder – the folder where all pictures are placed so that they are visible for all users.

Display Signatures – allows signature capture from signature pads from Topaz Systems.

== Shift Count Lookup ==

[[image:System_Shift_Count_Lookup.png]]

The values for the calculated or default amount of hours paid based on an employee’s shift count. This is used when there is not a proportioned sliding scale of hours paid based on the employee’s shift count.

== Health ==

[[image:System_Health.png]]

These settings allow health requirements to be required on a repeating time frame such as annually, only required one time, or not required at all.

== Exceptions ==

[[image:System_Exceptions.png]]

Toggles exceptions on or off for Break Deductions, Under Shift and Over Shift count.

== Payroll ==

[[image:System_Payroll.png]]

Payroll File Path – the default path and file name that the payroll file will be created in.

Alternate Payroll File Path – if you are using two different payroll interfaces, then for one payroll interface, you will need to select the option to use the alternate payroll settings. The payroll file will then be created using this path and file name.

External Payroll Import Date – if external payroll information is being imported into the software, then this is the date that the information has been imported to.

Company / Client ID – if your payroll file requires an ID based on your company, then this is where that ID is set.

Allow Pre Paid Hours – provides an additional checkbox when adding Other Hours that can be used for filtering a payroll file. This is typically used when a manual check is issued immediately and a record is required in the software. However, these hours will not be needed in a future payroll file, because this would result in a double payment.

Allow Check Number – provides a check number field when adding Other Hours. This field can then be used to filter a payroll file, pass the check number in a payroll file, or create multiple payroll files (based on the check number). The method of utilization depends on the payroll export being used.

== Scheduling ==

[[image:System_Scheduling.png]]

Start Date – The start date is used as the default start date for new employees that are assigned a schedule pattern type, instead of the employee’s hire date.

No Schedule Pattern Text – if an employee is not assigned to a schedule pattern, then that day will show as a blank line. This setting allows for some test to show rather than no text. After selecting the drop down in the Shift column in schedule patterns, pressing the first letter of this text will remove the schedule pattern. This can be quicker than selecting the first line from the schedule pattern drop down.

Sort Schedule Pattern Dropdown with Default Schedule First For Shift – when using keystrokes to select the schedule patterns, having the default schedule as the first for each shift will allow you to use a single keystroke to assign the default schedule for the shift.

== Scheduler ==

[[image:System_Scheduler.png]]

These settings are used in the layout and display of the Scheduler screen.

The color settings dictate the colors used for the cell borders or text, based on the schedule, punch or exception information.

The Scheduler column count determines how many employee information columns the Scheduler will display, and what the column uses for its caption, width, and the information it will display. The Filter setting allows this column to be used for filtering only and not display as a column.

The column widths for the employee information and availables should match so that the date columns are aligned.

== Census ==

[[image:System_Census.png]]

== Prior Scheduler ==

[[image:System_Prior_Scheduler.png]]

== Accruals ==

[[image:System_Accruals.png]]

''Projected Months'' - How far in advance the software should display projected accruals on the employee's Accrual Detail tab automatically. This affects the software speed when making time card edits, as for every edit all these future accrual months have to be recalculated. To speed up the software, lower the months and instead use the Recalculate-Accruals + Shift button to project a year in advance when needed.

======Days In Accrual Year======

* ''Accrual Periods in Accrual Period Group'' - This option will take all accrual periods associated with a specific accrual year and then count up the number of days in each period and then sums the total to get the number of days in the accrual year. This can result in the total number of days having a large range. It also allows for the switching between bi-weekly and weekly periods in middle of an accrual year. Please also note that you MUST BUILD the entire accrual year even if you start the accruals in middle of a year.
* ''Actual days In Calendar Year'' - This option will count the number of days in that specific calendar year and divide your annual entitlement by that number. Most years will be 365, however a leap year will have 366. Selecting this option will mean that the period entitlement can change from year to year even though the annual entitlement is the same for each year.
* ''364 Days'' - This option will take your annual entitlement and divide it by 364 days every year. Your period entitlement will never change with this method.
* ''365 1/4 Days'' - This option will take your annual entitlement and divide it by 364 days every year. Your period entitlement will never change with this method.
* ''Employee's Accrual Year (Anniv. to Anniv.)'' - This option is used if you want to see the full entitlement earned as of the employee anniversary (an employee who used no time, will have their exact annual entitlement on the day of the anniversary). When selecting this, the software will release each period's earnings in the next period. The accrual year is obtained by counting the number of accrual periods that are in the employee anniversary year and then dividing the annual entitlement by that number to get the amount earned per period. Using this option will cause your weekly entitlements to potentially change from year to year since it is possible to have an extra period every few years. If you are using this method you can not change the accrual period from bi-weekly to weekly

''Do Not Project Current accrual Period'' - Displays the actual balance for the current accrual period according to what the employee already worked so far in the period even though the period has not ended yet so we don't know what it will actually be on the end of the period. Unlike future periods which show a projected balance. This is useful to be able to see how much the employee accrued so far in the period.

== Scheduled Tasks ==

[[image:System_Scheduled_Tasks.png]]

== Text Messaging ==

[[image:System_Text_Messaging.png]]

== Remote Server ==

[[image:System_Remote_Server.png]]

== See also ==

* [[Configuration]]

Employee Import

2023-07-10T18:03:22Z

Jeffrey:

The employee import allows you to add or update existing employee information. You can use the Employee Detail (Excel) report as a starting point by exporting the existing employee information.

Employees are added if “Add Employee If Not Found” is checked off in the Options tab on the Import form. Other options are “Only Update Empty Fields” which enables the import to fill in empty information, while leaving existing information. The “Effective Date” field is used for changes that appear in the [[Employee History]] tab.

An employee import is identified by the sheet name or file name containing the word "Employee".

{| class="wikitable"
|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Employee Identifier
| Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID
| This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”. With a multi-facility configuration you must also provide the Facility column.
| Yes

|-
| New Employee ID
| New Employee ID, New Emp. ID, New Emp ID, New Employee Number
| The employee’s ID will be changed to this new ID
| No

|-
| Payroll ID
| Payroll ID
| The payroll ID is in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.
| No

|-
| PBJ ID
| Payroll Based Journal ID
| The PBJ ID is in the Misc tab. The PBJ ID is used when you have previously submitted information to CMS using another ID. Please note that PBJ ID will NOT work.
| No

|-
| First Name
| First, First Name
| Main tab
| No

|-
| Initial
| Initial, Middle Name
| Main tab
| No

|-
| Last Name
| Last, Last Name
| Main tab
| No

|-
| Tag
| Tag
| Main tab
| No

|-
| Scheduler Tag
| Scheduler Tag, Sch Tag, Sch. Tag
| Scheduling / Other tab
| No

|-
| Labor levels
| The ID or name of the labor level, e.g. Department
| The labor level ID, labor level description or the scheduler ID, e.g. Office
| No

|-
| Pay Rule
| Pay Rule
| Main tab
| No

|-
| Base Schedule Group
| Schedule, Base Schedule, Base Schedule Group or Schedule Group
| Main tab
| No

|-
| Holiday Group
| Holiday Group
| Main tab
| No

|-
| Accrual Group
| Accrual Group
| Main tab
| No

|-
| History Table Effective Date
| Effective Date, Employee History Effective Date
| Can be used to import an effective date on the Employee History table for the following items: Labor Levels, Pay Rules, Base Schedule Groups, Holiday Groups and Accrual Groups. Should be used when importing a different effective date for each employee. If effective date is the same for all employees, just use the effective date field on the options tab of the import window. If effective date is not not provided for an employee it will use the import options effective date for that employee.
| No

|-
| Clock ID
| Clock ID
| Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
| No

|-
| HandPunch Supervisor
| HandPunch Supervisor, Supervisor
| Clock Info tab
| No

|-
| Active Date
| Active Date, Active Pay Date, Active Status Date, Active Status Pay Date
| Adds an Active status entry to the Employee Status History using the date value in the column but only if the employee doesn't have any status at all in the software.
| No

|-
| Inactive Date
| Inactive Date, Inactive Pay Date, Inactive Status Date, Inactive Status Pay Date
| Adds an Inactive status entry to the Employee Status History using the date value in the column. It will add the Inactive status regardless of any statuses that the employee already has in the software.
| No

|-
| Shift Date
| Shift Date, Shift Pay Date
| Adds an employee shift history entry in the Work Pattern tab if the employee has no current shift history, or updates the employee shift history of the same date. The following two columns must also be supplied: Shift Count and Daily Hours. Shift and Shift Type are optional columns and will be automatically filled out based on default settings.
| No

|-
| Shift Count
| Shift Count
| See Shift Date information above
| No

|-
| Daily Hours
| Daily Hours
| See Shift Date information above
| No

|-
| Shift
| Shift
| See Shift Date information above
| No

|-
| Shift Type
| Shift Type
| See Shift Date information above
| No

|-
| Work Pattern Date
| Work Pattern Date, Work Pattern Pay Date
| Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.
| No

|-
| Work Pattern Type
| Work Pattern Type
| Use the values as in the drop down on the Work Pattern tab
| No

|-
| Social Security Number
| Social Security Number, SSN
| Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”
| No

|-
| Union Date
| Union Date
| Employment / General tab
| No

|-
| Birth Date
| Birth Date
| Employment / General tab
| No

|-
| Address 1
| Address, Address 1
| Contact Info tab
| No

|-
| Address 2
| Address 2
| Contact Info tab
| No

|-
| City
| City
| Contact Info tab
| No

|-
| State
| State
| Contact Info tab
| No

|-
| Zip
| Zip
| Contact Info tab
| No

|-
| Emergency Contact Name
| Emergency Contact, Emergency Contact Name
| Contact Info tab
| No

|-
| Emergency Contact Phone Number
| Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
| Contact Info tab
| No

|-
| Emergency Contact Relationship
| Emergency Contact Relationship
| Contact Info tab
| No

|-
| License Type 1
| License Type, License Type 1
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 1
| License Number, License #, License Number 1, License #1
| Licensing tab
| No

|-
| License Expiration Date 1
| License Exp, License Exp., License Exp Date, License Exp. Date, License Expiration Date, License Exp 1, License Exp. 1, License Exp Date 1, License Exp. Date 1, License Expiration Date 1
| Licensing tab
| No

|-
| License Issued Date 1
| License Issued, License Issued 1, License Issued Date, License Issued Date 1
| Licensing tab
| No

|-
| License Type 2
| License Type 2
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 2
| License Number 2, License # 2
| Licensing tab
| No

|-
| License Expiration Date 2
| License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
| Licensing tab
| No

|-
| License Issued Date 2
| License Issued 2, License Issued Date 2
| Licensing tab
| No

|-
| CPR Expiration Date
| Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
| Licensing tab
| No

|-
| Physical Received Date
| Physical Received Date
| Health tab
| No

|-
| Physical Due Date
| Physical Due Date
| Health tab
| No

|-
| PPD History Positive
| PPD History, PPD Positive, Positive PPD, PPD+
| Health tab
| No

|-
| PPD Received Date
| PPD Received Date
| Health tab
| No

|-
| PPD Due Date
| PPD Due Date
| Health tab
| No

|-
| CXR Received Date
| CXR Received Date
| Health tab
| No

|-
| CXR Due Date
| CXR Due Date
| Health tab
| No

|-
| TB Screen Received Date
| TB Screen Received Date
| Health tab
| No

|-
| TB Screen Due Date
| TB Screen Due Date
| Health tab
| No

|-
| Measles Not Applicable
| Measles Not Applicable
| Health tab
| No

|-
| Measles Received Date
| Measles Received Date
| Health tab
| No

|-
| Rubella Received Date
| Rubella Received Date
| Health tab
| No

|-
| Influenza Date
| Influenza Date
| Health tab
| No

|-
| Influenza Type
| Influenza Type
| Employment tab. Use "Not" for Not Received, "Received" for Received, "Facility" for Received Out of Facility, and "Declined" for Declined.
| No

|-
| I9 List A Document Type
| I9 List A Document Type
| Employment tab
| No

|-
| I9 List A Document ID
| I9 List A Document ID
| Employment tab
| No

|-
| I9 List A Expiration Date
| I9 List A Expiration Date
| Employment tab
| No

|-
| I9 List B Document Type
| I9 List B Document Type
| Employment tab
| No

|-
| I9 List B Document ID
| I9 List B Document ID
| Employment tab
| No

|-
| I9 List B Expiration Date
| I9 List B Expiration Date
| Employment tab
| No

|-
| I9 List C Document Type
| I9 List C Document Type
| Employment tab
| No

|-
| I9 List C Document ID
| I9 List C Document ID
| Employment tab
| No

|-
| I9 List C Expiration Date
| I9 List C Expiration Date
| Employment tab
| No

|-
| Gender
| Gender
| M/F, Male/Female
| No

|-
| Race
| Race
| Partial matching is used so if the cell contains any of the following text then it will match: white, caucasian, black, african, asian, pacific, hawaii, hispanic, latin, native, alaska, indian
| No

|-
| CHRC Prints Submitted Date
| CHRC Prints Submitted, Prints Submitted
| Criminal History Record Check
| No

|-
| CHRC Response Received Date
| CHRC Response Received, Response Received
| Criminal History Record Check
| No

|-
| CHRC Notes
| CHRC Notes
| Criminal History Record Check
| No

|-
| CHRC Not Applicable
| CHRC Not Applicable
| Criminal History Record Check
| No

|-
| Employee Contact
| The Employee Contact Type
|
| No

|-
| Employee Custom
| The Employee Custom Type
|
| No

|}

Clear Out Fields - some of the fields above can be cleared/deleted by using the word <delete> in a cell (in lowercase). This will make the field blank and clear out any info that was already there.

== See also ==

* [[Import]]

Pay Rate Lookup Configuration

2023-06-27T19:38:27Z

Jeffrey:

{{Advanced}}

A pay rate table based on labor levels. This allows for departmental pay rates without requiring the entry of pay rates at the employee level. The pay rates defined here are overridden by the pay rates entered at the employee level.

[[File:PayRateLookup.png]]

''Multiplier #'' - Use a number 1 to 5 that corresponds with the 5 individual multipliers that can be set on the Pay Type (Pay Types/Rates and Payroll/Rate Multipliers).

* Make sure that when entering a new line in the Pay Rate Lookup, you change the Max Shift count to 99. The default Max Shift count will be zero and can cause it to not apply to anyone besides per diem employee.

== See also ==

* [[Configuration]]

On Shift Time and Attendance Export

2023-06-20T22:51:29Z

Jeffrey:

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "ta.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and its all ready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:

1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? Date range on TA report should be current day and prior 29.

3. Schedule both reports to run every day at ?.

4. Go in Windows task scheduler and change it to run every hour.

5. Get the ftp login info

6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files that get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

On Shift Time and Attendance Export

2023-06-20T22:38:33Z

Jeffrey:

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "ta.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and its all ready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:

1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?

3. Schedule both reports to run every day at ?.

4. Go in Windows task scheduler and change it to run every hour.

5. Get the ftp login info

6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files that get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

Employee Import

2023-06-20T19:50:19Z

Jeffrey:

The employee import allows you to add or update existing employee information. You can use the Employee Detail (Excel) report as a starting point by exporting the existing employee information.

Employees are added if “Add Employee If Not Found” is checked off in the Options tab on the Import form. Other options are “Only Update Empty Fields” which enables the import to fill in empty information, while leaving existing information. The “Effective Date” field is used for changes that appear in the [[Employee History]] tab.

An employee import is identified by the sheet name or file name containing the word "Employee".

{| class="wikitable"
|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Employee Identifier
| Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID
| This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”. With a multi-facility configuration you must also provide the Facility column.
| Yes

|-
| New Employee ID
| New Employee ID, New Emp. ID, New Emp ID, New Employee Number
| The employee’s ID will be changed to this new ID
| No

|-
| Payroll ID
| Payroll ID
| The payroll ID is in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.
| No

|-
| PBJ ID
| Payroll Based Journal ID
| The PBJ ID is in the Misc tab. The PBJ ID is used when you have previously submitted information to CMS using another ID. Please note that PBJ ID will NOT work.
| No

|-
| First Name
| First, First Name
| Main tab
| No

|-
| Initial
| Initial
| Main tab
| No

|-
| Last Name
| Last, Last Name
| Main tab
| No

|-
| Tag
| Tag
| Main tab
| No

|-
| Scheduler Tag
| Scheduler Tag, Sch Tag, Sch. Tag
| Scheduling / Other tab
| No

|-
| Labor levels
| The ID or name of the labor level, e.g. Department
| The labor level ID, labor level description or the scheduler ID, e.g. Office
| No

|-
| Pay Rule
| Pay Rule
| Main tab
| No

|-
| Base Schedule Group
| Schedule, Base Schedule, Base Schedule Group or Schedule Group
| Main tab
| No

|-
| Holiday Group
| Holiday Group
| Main tab
| No

|-
| Accrual Group
| Accrual Group
| Main tab
| No

|-
| History Table Effective Date
| Effective Date or Employee History Effective Date
| Can be used to import an effective date on the History table for the following items: Labor Levels, Pay Rules, Base Schedule Groups, Holiday Groups and Accrual Groups. Should be used when importing a different effective date for each employee. If effective date is the same for all employees, just use the effective date field on the options tab of import window.
| No

|-
| Clock ID
| Clock ID
| Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
| No

|-
| HandPunch Supervisor
| HandPunch Supervisor, Supervisor
| Clock Info tab
| No

|-
| Active Date
| Active Date, Active Pay Date, Active Status Date, Active Status Pay Date
| Adds an Active status entry to the Employee Status History using the date value in the column but only if the employee doesn't have any status at all in the software.
| No

|-
| Inactive Date
| Inactive Date, Inactive Pay Date, Inactive Status Date, Inactive Status Pay Date
| Adds an Inactive status entry to the Employee Status History using the date value in the column. It will add the Inactive status regardless of any statuses that the employee already has in the software.
| No

|-
| Shift Date
| Shift Date, Shift Pay Date
| Adds an employee shift history entry in the Work Pattern tab if the employee has no current shift history, or updates the employee shift history of the same date. The following two columns must also be supplied: Shift Count and Daily Hours. Shift and Shift Type are optional columns and will be automatically filled out based on default settings.
| No

|-
| Shift Count
| Shift Count
| See Shift Date information above
| No

|-
| Daily Hours
| Daily Hours
| See Shift Date information above
| No

|-
| Shift
| Shift
| See Shift Date information above
| No

|-
| Shift Type
| Shift Type
| See Shift Date information above
| No

|-
| Work Pattern Date
| Work Pattern Date, Work Pattern Pay Date
| Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.
| No

|-
| Work Pattern Type
| Work Pattern Type
| Use the values as in the drop down on the Work Pattern tab
| No

|-
| Social Security Number
| Social Security Number, SSN
| Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”
| No

|-
| Union Date
| Union Date
| Employment / General tab
| No

|-
| Birth Date
| Birth Date
| Employment / General tab
| No

|-
| Address 1
| Address, Address 1
| Contact Info tab
| No

|-
| Address 2
| Address 2
| Contact Info tab
| No

|-
| City
| City
| Contact Info tab
| No

|-
| State
| State
| Contact Info tab
| No

|-
| Zip
| Zip
| Contact Info tab
| No

|-
| Emergency Contact Name
| Emergency Contact, Emergency Contact Name
| Contact Info tab
| No

|-
| Emergency Contact Phone Number
| Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
| Contact Info tab
| No

|-
| Emergency Contact Relationship
| Emergency Contact Relationship
| Contact Info tab
| No

|-
| License Type 1
| License Type, License Type 1
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 1
| License Number, License #, License Number 1, License #1
| Licensing tab
| No

|-
| License Expiration Date 1
| License Exp, License Exp., License Exp Date, License Exp. Date, License Expiration Date, License Exp 1, License Exp. 1, License Exp Date 1, License Exp. Date 1, License Expiration Date 1
| Licensing tab
| No

|-
| License Issued Date 1
| License Issued, License Issued 1, License Issued Date, License Issued Date 1
| Licensing tab
| No

|-
| License Type 2
| License Type 2
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 2
| License Number 2, License # 2
| Licensing tab
| No

|-
| License Expiration Date 2
| License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
| Licensing tab
| No

|-
| License Issued Date 2
| License Issued 2, License Issued Date 2
| Licensing tab
| No

|-
| CPR Expiration Date
| Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
| Licensing tab
| No

|-
| Physical Received Date
| Physical Received Date
| Health tab
| No

|-
| Physical Due Date
| Physical Due Date
| Health tab
| No

|-
| PPD History Positive
| PPD History, PPD Positive, Positive PPD, PPD+
| Health tab
| No

|-
| PPD Received Date
| PPD Received Date
| Health tab
| No

|-
| PPD Due Date
| PPD Due Date
| Health tab
| No

|-
| CXR Received Date
| CXR Received Date
| Health tab
| No

|-
| CXR Due Date
| CXR Due Date
| Health tab
| No

|-
| TB Screen Received Date
| TB Screen Received Date
| Health tab
| No

|-
| TB Screen Due Date
| TB Screen Due Date
| Health tab
| No

|-
| Measles Not Applicable
| Measles Not Applicable
| Health tab
| No

|-
| Measles Received Date
| Measles Received Date
| Health tab
| No

|-
| Rubella Received Date
| Rubella Received Date
| Health tab
| No

|-
| Influenza Date
| Influenza Date
| Health tab
| No

|-
| Influenza Type
| Influenza Type
| Employment tab. Use "Not" for Not Received, "Received" for Received, "Facility" for Received Out of Facility, and "Declined" for Declined.
| No

|-
| I9 List A Document Type
| I9 List A Document Type
| Employment tab
| No

|-
| I9 List A Document ID
| I9 List A Document ID
| Employment tab
| No

|-
| I9 List A Expiration Date
| I9 List A Expiration Date
| Employment tab
| No

|-
| I9 List B Document Type
| I9 List B Document Type
| Employment tab
| No

|-
| I9 List B Document ID
| I9 List B Document ID
| Employment tab
| No

|-
| I9 List B Expiration Date
| I9 List B Expiration Date
| Employment tab
| No

|-
| I9 List C Document Type
| I9 List C Document Type
| Employment tab
| No

|-
| I9 List C Document ID
| I9 List C Document ID
| Employment tab
| No

|-
| I9 List C Expiration Date
| I9 List C Expiration Date
| Employment tab
| No

|-
| Gender
| Gender
| M/F, Male/Female
| No

|-
| Race
| Race
| Partial matching is used so if the cell contains any of the following text then it will match: white, caucasian, black, african, asian, pacific, hawaii, hispanic, latin, native, alaska, indian
| No

|-
| CHRC Prints Submitted Date
| CHRC Prints Submitted, Prints Submitted
| Criminal History Record Check
| No

|-
| CHRC Response Received Date
| CHRC Response Received, Response Received
| Criminal History Record Check
| No

|-
| CHRC Notes
| CHRC Notes
| Criminal History Record Check
| No

|-
| CHRC Not Applicable
| CHRC Not Applicable
| Criminal History Record Check
| No

|-
| Employee Contact
| The Employee Contact Type
|
| No

|-
| Employee Custom
| The Employee Custom Type
|
| No

|}

Clear Out Fields - some of the fields above can be cleared/deleted by using the word <delete> in a cell (in lowercase). This will make the field blank and clear out any info that was already there.

== See also ==

* [[Import]]

Streamline Verify

2023-06-19T18:03:57Z

Jeffrey:

Include a facility column in the export file if software Has Facility Labor Level and making one file for all facilities together (see options tab)

The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating separate files in which case it will be named with the Facility Labor Level Description.

If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
Otherwise "ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"

employees that are ExcludeFromPayrollExport on misc tab are not included in the file

FacilityColumn = Facility.LaborLevelDescription

Users who try to run the report but don't have access to SSN will get "No SSN auth." filled in the SSN column

After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline. Please note that Streamline Verify will need to provide the credentials for the FTP site and once it is provided the software will need an update in order for the upload to work.

Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension. Please note that the file will be converted to lowercase and no spaces and the folder name in the SFTP site needs to match exactly to the file name.

It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

Streamline Verify would normally want it scheduled once a month on the 7th of the month. The date range for the report should be current day.

Tapcheck Export

2023-05-01T21:18:30Z

Jeffrey:

This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.

Single facility software: The export file will be named with the facility's software license name.

Multi facility software: Use one saved report for the whole software. It will automatically create a separate export file for each facility. Each file will be named with the facility's labor level description.

The below fields will go in the file:

* Facility: For a single facility it will fill in the software license name. For a multi facility it will fill in the facility labor level description.
* Employee ID:
* Date: Pay Date.
* In: In Punch.
* Out: Put Punch.
* Hours: (Worked hours only. Does not include Vac, Sick, etc.)

Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
Date range should be current pay period and prior 1. If the software/facility has multiple pay periods then use current day and prior 28. Schedule this to run every day.
Make sure when testing that the file is being uploaded from the software/schedule Tasks that you are on the server where the software is installed. This is because your local machine can be blocked by the firewall, while the server is whitelisted.

Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

Viventium Export

2023-03-09T00:23:55Z

Jeffrey:

Also used for:

* BDB

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

Additional fields that can be used:

* <CheckDate> can be used to add the check date to the file name so that each payroll doesn't overwrite the previous payroll file.
* <LoginID> can be used to avoid issues where different users are using the same computer and they have authorization issues with overwriting other users payroll files. This allows each user to create files in their own folder or with their own filename.

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the Pay Type ID must have a $ sign included in it. (Ex. BON$)

* For facilities that use Pay Rates in SBV, selecting Show Pay Rates on the export will put in the pay rates in the file. The amount column in the file will not be filled in unless an amount was manually entered instead of hours, or if the the Pay Type ID has a $ sign included in it (Please note that if you do create a pay type that includes the $ in the the ID, you must set the pay type to a fixed rate or it will use the employee base rate for that pay type).

* The default Viventium Export can be customized by using the following settings in the payroll pay code (also known as pay type mapping code):

# To override the default pay rate, use the second section of the payroll pay code (sections are divided by a pipe symbol | ). Example: REG|Rate2
# To override the default check number, use the third section of the payroll pay code (sections are divided by two pipe symbols). Example: Reg||Check 2
# To override the default earning type, use the fourth section of the mapping code (sections are divided by three pipe symbols). Example: REG|||Deduction

* The Department ID can be customized to export differently than what is displayed in TA by filling in the Department Payroll ID. (The departments that don't have it filled in will just export the reguler Department ID).

Employee Import

2023-02-16T19:27:13Z

Jeffrey:

The employee import allows you to add or update existing employee information. You can use the Employee Detail (Excel) report as a starting point by exporting the existing employee information.

Employees are added if “Add Employee If Not Found” is checked off in the Options tab on the Import form. Other options are “Only Update Empty Fields” which enables the import to fill in empty information, while leaving existing information. The “Effective Date” field is used for changes that appear in the [[Employee History]] tab.

An employee import is identified by the sheet name or file name containing the word "Employee".

{| class="wikitable"
|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Employee Identifier
| Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID
| This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”. With a multi-facility configuration you must also provide the Facility column.
| Yes

|-
| New Employee ID
| New Employee ID, New Emp. ID, New Emp ID, New Employee Number
| The employee’s ID will be changed to this new ID
| No

|-
| Payroll ID
| Payroll ID
| The payroll ID is in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.
| No

|-
| PBJ ID
| Payroll Based Journal ID
| The PBJ ID is in the Misc tab. The PBJ ID is used when you have previously submitted information to CMS using another ID. Please note that PBJ ID will NOT work.
| No

|-
| First Name
| First, First Name
| Main tab
| No

|-
| Initial
| Initial
| Main tab
| No

|-
| Last Name
| Last, Last Name
| Main tab
| No

|-
| Tag
| Tag
| Main tab
| No

|-
| Scheduler Tag
| Scheduler Tag, Sch Tag, Sch. Tag
| Scheduling / Other tab
| No

|-
| Labor levels
| The ID or name of the labor level, e.g. Department
| The labor level ID, labor level description or the scheduler ID, e.g. Office
| No

|-
| Pay Rule
| Pay Rule
| Main tab
| No

|-
| Base Schedule Group
| Schedule, Base Schedule, Base Schedule Group or Schedule Group
| Main tab
| No

|-
| Holiday Group
| Holiday Group
| Main tab
| No

|-
| Accrual Group
| Accrual Group
| Main tab
| No

|-
| Clock ID
| Clock ID
| Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
| No

|-
| HandPunch Supervisor
| HandPunch Supervisor, Supervisor
| Clock Info tab
| No

|-
| Active Date
| Active Date, Active Pay Date, Active Status Date, Active Status Pay Date
| Adds an Active status entry to the Employee Status History using the date value in the column but only if the employee doesn't have any status at all in the software.
| No

|-
| Inactive Date
| Inactive Date, Inactive Pay Date, Inactive Status Date, Inactive Status Pay Date
| Adds an Inactive status entry to the Employee Status History using the date value in the column. It will add the Inactive status regardless of any statuses that the employee already has in the software.
| No

|-
| Shift Date
| Shift Date, Shift Pay Date
| Adds an employee shift history entry in the Work Pattern tab if the employee has no current shift history, or updates the employee shift history of the same date. The following two columns must also be supplied: Shift Count and Daily Hours. Shift and Shift Type are optional columns and will be automatically filled out based on default settings.
| No

|-
| Shift Count
| Shift Count
| See Shift Date information above
| No

|-
| Daily Hours
| Daily Hours
| See Shift Date information above
| No

|-
| Shift
| Shift
| See Shift Date information above
| No

|-
| Shift Type
| Shift Type
| See Shift Date information above
| No

|-
| Work Pattern Date
| Work Pattern Date, Work Pattern Pay Date
| Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.
| No

|-
| Work Pattern Type
| Work Pattern Type
| Use the values as in the drop down on the Work Pattern tab
| No

|-
| Social Security Number
| Social Security Number, SSN
| Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”
| No

|-
| Union Date
| Union Date
| Employment / General tab
| No

|-
| Birth Date
| Birth Date
| Employment / General tab
| No

|-
| Address 1
| Address, Address 1
| Contact Info tab
| No

|-
| Address 2
| Address 2
| Contact Info tab
| No

|-
| City
| City
| Contact Info tab
| No

|-
| State
| State
| Contact Info tab
| No

|-
| Zip
| Zip
| Contact Info tab
| No

|-
| Emergency Contact Name
| Emergency Contact, Emergency Contact Name
| Contact Info tab
| No

|-
| Emergency Contact Phone Number
| Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
| Contact Info tab
| No

|-
| Emergency Contact Relationship
| Emergency Contact Relationship
| Contact Info tab
| No

|-
| License Type 1
| License Type, License Type 1
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 1
| License Number, License #, License Number 1, License #1
| Licensing tab
| No

|-
| License Expiration Date 1
| License Exp, License Exp., License Exp Date, License Exp. Date, License Expiration Date, License Exp 1, License Exp. 1, License Exp Date 1, License Exp. Date 1, License Expiration Date 1
| Licensing tab
| No

|-
| License Issued Date 1
| License Issued, License Issued 1, License Issued Date, License Issued Date 1
| Licensing tab
| No

|-
| License Type 2
| License Type 2
| Licensing tab - an exact match to what is displayed in the dropdown must be provided
| No

|-
| License Number 2
| License Number 2, License # 2
| Licensing tab
| No

|-
| License Expiration Date 2
| License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
| Licensing tab
| No

|-
| License Issued Date 2
| License Issued 2, License Issued Date 2
| Licensing tab
| No

|-
| CPR Expiration Date
| Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
| Licensing tab
| No

|-
| Physical Received Date
| Physical Received Date
| Health tab
| No

|-
| Physical Due Date
| Physical Due Date
| Health tab
| No

|-
| PPD History Positive
| PPD History, PPD Positive, Positive PPD, PPD+
| Health tab
| No

|-
| PPD Received Date
| PPD Received Date
| Health tab
| No

|-
| PPD Due Date
| PPD Due Date
| Health tab
| No

|-
| CXR Received Date
| CXR Received Date
| Health tab
| No

|-
| CXR Due Date
| CXR Due Date
| Health tab
| No

|-
| TB Screen Received Date
| TB Screen Received Date
| Health tab
| No

|-
| TB Screen Due Date
| TB Screen Due Date
| Health tab
| No

|-
| Measles Not Applicable
| Measles Not Applicable
| Health tab
| No

|-
| Measles Received Date
| Measles Received Date
| Health tab
| No

|-
| Rubella Received Date
| Rubella Received Date
| Health tab
| No

|-
| Influenza Date
| Influenza Date
| Health tab
| No

|-
| Influenza Type
| Influenza Type
| Employment tab. Use "Not" for Not Received, "Received" for Received, "Facility" for Received Out of Facility, and "Declined" for Declined.
| No

|-
| I9 List A Document Type
| I9 List A Document Type
| Employment tab
| No

|-
| I9 List A Document ID
| I9 List A Document ID
| Employment tab
| No

|-
| I9 List A Expiration Date
| I9 List A Expiration Date
| Employment tab
| No

|-
| I9 List B Document Type
| I9 List B Document Type
| Employment tab
| No

|-
| I9 List B Document ID
| I9 List B Document ID
| Employment tab
| No

|-
| I9 List B Expiration Date
| I9 List B Expiration Date
| Employment tab
| No

|-
| I9 List C Document Type
| I9 List C Document Type
| Employment tab
| No

|-
| I9 List C Document ID
| I9 List C Document ID
| Employment tab
| No

|-
| I9 List C Expiration Date
| I9 List C Expiration Date
| Employment tab
| No

|-
| Gender
| Gender
| M/F, Male/Female
| No

|-
| Race
| Race
| Partial matching is used so if the cell contains any of the following text then it will match: white, caucasian, black, african, asian, pacific, hawaii, hispanic, latin, native, alaska, indian
| No

|-
| CHRC Prints Submitted Date
| CHRC Prints Submitted, Prints Submitted
| Criminal History Record Check
| No

|-
| CHRC Response Received Date
| CHRC Response Received, Response Received
| Criminal History Record Check
| No

|-
| CHRC Notes
| CHRC Notes
| Criminal History Record Check
| No

|-
| CHRC Not Applicable
| CHRC Not Applicable
| Criminal History Record Check
| No

|-
| Employee Contact
| The Employee Contact Type
|
| No

|-
| Employee Custom
| The Employee Custom Type
|
| No

|}

Clear Out Fields - some of the fields above can be cleared/deleted by using the word <delete> in a cell (in lowercase). This will make the field blank and clear out any info that was already there.

== See also ==

* [[Import]]

Daily Maximum

2023-02-14T23:03:37Z

Jeffrey:

As an example if the max is set to 8 hours then TA counts up all the below pay type hours to see if it's more than 8.

The below are counted for the daily max:

If no pay types are selected on the "Applies To" tab of the premium, then count:

- Only pay types that are set as "Add to Totals".

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours '''are not''' included even if worked.

If pay types are selected on the "Applies To" tab of the premium, then count:

- All pay types that are selected even if they aren't set as "Add to Totals" and/or even if they don't count towards premiums.

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours '''are not''' included even if worked.

If pay types and "Unworked Hours Type" are selected on the "Applies To" tab of the premium, then count:

- All pay types that are selected even if they aren't set as "Add to Totals".

- Only hours that are Other Hours Unworked, or Guaranteed Holiday Hours (HOL Benefit).

==Notes==

# The "Worked Hours Type" check box on the "Applies To" tab has zero effect on Pay Date Maximums
# Other hours that are added via a Placeholder are automatically added as "Unworked Hours" unless the pay types is specifically configured as a "Fixed Worked" pay type.

Daily Maximum

2023-02-14T22:50:43Z

Jeffrey:

As an example if the max is set to 8 hours then TA counts up all the below pay type hours to see if it's more than 8.

The below are counted for the daily max:

If no pay types are selected (specified) on the premium, then count:

- Only pay types that count to totals.

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours '''are not''' included even if worked.

If pay types are selected (specified) on the premium, then count:

- All pay types that are selected even if it doesn't count to totals.

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours '''are not''' included even if worked.

If pay types are selected (specified) on the premium and Unworked Hours are selected on the premium, then count:

- All pay types that are selected even if it doesn't count to totals.

- Only hours that are Other Hours Unworked, or Guaranteed Holiday Hours (HOL Benefit).

Daily Maximum

2023-02-14T22:47:52Z

Jeffrey:

As an example if the max is set to 8 hours then TA counts up all the below pay type hours to see if it's more than 8.

The below are counted for the daily max:

If no pay types are selected (specified) on the premium, then count:

- Only pay types that count to totals.

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours '''are not''' included even if worked.

If pay types are selected (specified) on the premium, then count:

- All pay types that are selected even if it doesn't count to totals.

- Only hours that are worked. (Punched, Guaranteed or Auto)

- Other hours are not included even if worked.

If pay types are selected (specified) on the premium and Unworked Hours are selected on the premium, then count:

- All pay types that are selected even if it doesn't count to totals.

- Only hours that are Other Hours Unworked, or Guaranteed Holiday Hours (HOL Benefit).

On Shift Employee Export

2022-12-06T22:05:39Z

Jeffrey:

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "employee.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and it is all ready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:

1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. (you can save it with the same name as the report name). Include inactive employees? What date range?

3. Schedule both reports to run every day at ?.

4. Go in Windows task scheduler and change it to run every hour.

5. Get the ftp login info

6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files that get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

Streamline Verify

2022-11-21T18:35:49Z

Jeffrey:

Include a facility column in the export file if software Has Facility Labor Level and making one file for all facilities together (see options tab)

The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating separate files in which case it will be named with the Facility Labor Level Description.

If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
Otherwise "ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"

employees that are ExcludeFromPayrollExport on misc tab are not included in the file

FacilityColumn = Facility.LaborLevelDescription

Users who try to run the report but don't have access to SSN will get "No SSN auth." filled in the SSN column

After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline. Please note that Streamline Verify will need to provide the credentials for the FTP site and once it is provided the software will need an update in order for the upload to work.

Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension.

It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

Streamline Verify would normally want it scheduled once a month on the 7th of the month. The date range for the report should be current day.

On Shift Employee Export

2022-11-16T16:26:59Z

Jeffrey:

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "employee.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and it is all ready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:

1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?

3. Schedule both reports to run every day at ?.

4. Go in Windows task scheduler and change it to run every hour.

5. Get the ftp login info

6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files thaht get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

On Shift Time and Attendance Export

2022-11-16T16:25:25Z

Jeffrey:

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "ta.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and its all ready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:

1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?

3. Schedule both reports to run every day at ?.

4. Go in Windows task scheduler and change it to run every hour.

5. Get the ftp login info

6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files tahat get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

Streamline Verify

2022-11-15T20:15:08Z

Jeffrey:

Include a facility column in the export file if software Has Facility Labor Level and making one file for all facilities together (see options tab)

The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating separate files in which case it will be named with the Facility Labor Level Description.

If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
Otherwise "ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"

employees that are ExcludeFromPayrollExport on misc tab are not included in the file

FacilityColumn = Facility.LaborLevelDescription

Users who try to run the report but don't have access to SSN will get "No SSN auth." filled in the SSN column

After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline. Please note that Streamline Verify will need to provide the credentials for the FTP site and once it is provided the software will need an update in order for the upload to work.

Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension.

It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

Streamline Verify

2022-11-15T20:13:29Z

Jeffrey:

Include a facility column in the export file if software Has Facility Labor Level and making one file for all facilities together (see options tab)

The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating separate files in which case it will be named with the Facility Labor Level Description.

If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
Otherwise "ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"

employees that are ExcludeFromPayrollExport on misc tab are not included in the file

FacilityColumn = Facility.LaborLevelDescription

Users who try to run the report but don't have access to SSN will get "No SSN auth." filled in the ssn column

After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline.

Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension.

It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

Kronos Export

2022-11-09T17:54:14Z

Jeffrey:

Also used for:

PC Payroll

Excelforce

Notes:

In order to tell the software to put a pay type in the differential column on the payroll export, the pay type either must NOT "add to totals". If however, you have a pay type that does not add to totals but is not a differential pay type, you must enter in a payroll sort order of 1 on the Rates and Payroll tab for that pay type. This will tell the software to treat it like a regular pay type on the payroll export file. This and other settings can be overridden in the Custom Configuration.

Kronos Export

2022-11-09T17:52:51Z

Jeffrey:

Also used for:

PC Payroll
Excelforce

Notes:

In order to tell the software to put a pay type in the differential column on the payroll export, the pay type either must NOT "add to totals". If however, you have a pay type that does not add to totals but is not a differential pay type, you must enter in a payroll sort order of 1 on the Rates and Payroll tab for that pay type. This will tell the software to treat it like a regular pay type on the payroll export file. This and other settings can be overridden in the Custom Configuration.

Viventium Integration Update and Report

2022-11-01T17:24:51Z

Jeffrey:

This is an optional feature that can be added to the software upon request. It allows to automatically add/update the fields below in Time & Attendance from Viventium's API so that the data only has to be added/changed in Viventim and not in TA.

{| class="wikitable"
|-
! Field
! Add (new employee)
! Update (existing employee)

|-
| Employee ID
| Yes
| No

|-
| First Name
| Yes
| Yes

|-
| Middle Name
| Yes
| Yes

|-
| Last Name
| Yes
| Yes

|-
| Address
| Yes
| Yes

|-
| Phone
| Yes
| Yes

|-
| Email
| Yes
| Yes

|-
| Birth Date
| Yes
| Yes

|-
| Gender
| Yes
| Yes

|-
| Department
| Yes
| No

|-
| SSN
| Yes
| No

|-
| Hire Date
| Yes
| Only if missing (There isn't a hire date in the software yet)

|-
| Termination Date
| Yes
| Only if missing (If not currently terminated)

|-
| Pay Rate
| Yes
| Yes (Salaried employees will need their salaried hours filled in on their Pay Rates tab in TA)

|-
| Viventium Accrual Balances
| Yes
| Yes - Please note that the Accrual Pay Type ID must match the Earning Code in Viventium in order to Sync Accrual Balances.

|}

The Add (new employee) is done by clicking on the Refresh Employees button. It will then connect to the Viventium website and check if there are any new employees that were hired within the last 30 days that are not yet in TA (this may take a few seconds). If there are any new employees, it will display the Add Employee popup with the employee's data prefilled so that it can easily be added.

[[File:EmployeesGroupRefreshEmployees.png]]

The Update (existing employee) can be scheduled for all employees to run at a regular interval even multiple times a day. To do it manually at any time for a single employee, click on the Update From Viventium button on the employee.

[[File:EmployeeMainTabUpdateFromViventium.png]]

Update Employee will only update employees that have the same Employee ID and the same SSN as in Viventium. The employee will also need to be in a In-House company.

==Troubleshooting==

To test that the software can see employee data changes on the api, select an employee and temporarily change their name (add a letter to their name), then click the Update From Viventium button to see if it changes it back to the original correct name.

To test that the software can see new employees on the api, select an employee that was recently hired (within the last 30 days) and temporarily change their Employee ID (add a letter to their ID), then click the Refresh Employees button to see if it pops up this employee as a new employee.

If the error is that it can't find the employee on viventium then check if your IP address is whitelisted with Viventium.

If the software gives an error when running this report, it may be because the time on the local computer is off by more than 5 minutes, or because the Viventium service is temporarily not available.

Check [https://webpay.bdbpayroll.com/PayStreamExport/ExportService.svc this link to the Viventium service] to see if it's available.

If syncing accrual balances and the effective date after the update/sync is an old date, check the pay period on the last issued check if it wasn't an old pay period (retro pay).

==Setup==

You will need the Viventium api login username and password, company code, and division code. This info will be hard coded in the software and will require a software update. Also add the company code to the facility and in-house company labor level as the payroll ID. In addition to providing the api login, viventium may also need to enable the login in the backend and/or whitelist the software's server public IP address and any other public IP addresss of the facility's office computers.

After the connection is set up and tested, this report can then be saved and scheduled to run (overnight) so that employee changes are automatically applied.

To sync accrual balances from Vivnetium, add the Viventium Pay Type code on the TA accrual pay type.

Tasks

2022-08-29T21:43:41Z

Jeffrey:

Below is a list of tasks that can be automated to run on a schedule:

* ? – will show you the available command line arguments.
* A - calculates the accruals.
* AD1 - recalculate all accruals from Day One.
* B - backup the database to the default location of \application folder\database\backup.
* DI - defragment the database indexes.
* DP - sets the default printer. Second parameter is the name or share name of the printer.
* DST - update DST information in the software then sends the configuration settings to the handpunches.
* EM - send employee messages to the time clocks. Optional next parameter of time clock key (PkTimeClockID)
* ERROR - Generates error to test automatic emailing of error messages.
* H – update holiday dates table from internet. This gets a file from our website that contains the dates for each of the holidays. This is recommended as a daily task.
* I - Import. Second parameter is the name of the file.
* L - Releases all locks (for lock troubleshooting only).
* LOG - as the last parameter, it will log the messages displayed in the tasks form.
* LP - Lists the printers (use to troubleshoot issues that a record is not going to a particular printer).
* OFF - Update Ta.config file offline setting value to true.
* ON - Update Ta.config file offline setting value to false.
* P – polling and processing of active employees. This is the same as selecting Poll and All Employees in the Tools / [ Processing] screen. This gets all the punches from the time clocks, processes them and then performs all the calculations for the previous (if open), current and next pay periods regardless of whether or not the employee punches. This includes building schedules, checking holidays, checking auto punches as well as calculating hours for any punches. This is recommended as a daily task, especially if you have auto punching or auto hours employees.
* PA - Processing of all employees (without polling).
* PP – polling and processing of employees with punches. This is the same as selecting Poll and Employees With Punches in the Tools / Processing screen. It is recommended that this be done at least every hour and is typically run every few minutes if you are using Ethernet communications. If you are using modem communications and paying for each phone call, then you will want to limit the number of times you poll per day.
* PO – polling only. This is the same as selecting Poll and No Processing in the Tools / Processing screen. If the computer doing the polling is used by an employee, then this is the least intrusive method. However, punches will not show in the time cards until the processing is done through the P or PP task or from the Tools/ Processing screen.
* PZ - Send punching zones to the time clocks. Optional next parameter of time clock key (PkTimeClockID).
* PZH - Send punching zones to the time clocks once an hour. Optional next parameter of time clock key (PkTimeClockID).
* QS – quick synch. This synchronizes the hand templates in the same manner as Synch Users (see below), but not to any HandPunches marked as “No Quick Task Synching.”
* QSH - Synchronizes once an hour the employees in the HandPunches that are not marked as "No Quick Task Synching".
* S – synch users. This synchronizes the hand templates in the best possible manner. New templates will be distributed, existing templates will be updated, and employees no longer required to be punching will be removed. Recommended as a daily task, and more frequently if using multiple HandPunches.
* SH - Synchronizes the employees in all HandPunches once an hour.
* SL - SmartLinx integration query (current and next week).
* SLP - SmarLinx integration query (previous day).
* R – report. The report ID/Name is the second argument, with an optional third argument:
** VIEWER will open the report on screen. This allows a user who does not directly use the software to be given a shortcut to run and view a report “live”.
** PRINTER will send the report directly to the default printer. An optional fourth argument allows the printer name to be provided.
** EMAIL will have the report emailed as an attachment to the list of email recipients supplied on the Schedule tab, when the saved report was created.
** A list of email addresses will have the report emailed as an attachment. An “@” in the third argument is the identifier that this as a list of email address.
** A path and file name will have the report saved to disk. A “\” in the third argument is the identifier that this is a path and file name.
** If the third argument is not specified, then it will default to EMAIL.
* T – set time (if successfully updated from NIST). If the computer successfully connects to the NIST atomic clock service, then this time will be sent to all time clocks as well as setting the time on the computer. Recommended as a daily task.
* TH - Sets the time once per hour on all HandPunches if the computer time is successfully updated from NIST (atomic clock) and updates the system time.
* TO - Set the time on all HandPunches if the computer time is successfully updated from NIST (atomic clock). This is done WITHOUT updating the system time.
* TOH - Set the time once per hour on all Handpunches if the computer time is successfully updated from NIST (atomic clock). This is done WITHOUT updating the system time.
* TCA - Assigns the HandPunches to each employee based on the assignments between labor levels and timeclocks.
* TCAH - Once an hour it assigns the HandPunches to each employee based on the assignments between labor levels and timeclocks.
* TS - Updates Team Support system with information.
* US – update the employee settings based on the current date. This primarily inactivates employees once the pay period in which they were made inactive has been processed and paid but also determines the current employee settings for the date based settings provided as part of the employee’s history. Recommended as a daily task.
* X - issues the exit application message to all users.
* XO - issues the exit application message to all users including when the application is offline.

==See Also==
*[[System Configuration]]

*[[Installation]]

Tasks

2022-08-29T20:50:24Z

Jeffrey:

Set up tasks on your server to perform operations like polling punches and backing up the database. Use the Windows Task Scheduler pointing to either the Ta.WinAdmin.exe executable, the Ta.DBU.exe executable, or to a batch file that will run multiple tasks in sequence.

Using a command line argument of ? with the Ta.WinAdmin.exe executable will show all currently available command line options. Note: if the executable path is enclosed in quotation marks, then place the space and the switch outside the quotation marks.

The tasks can also be setup as a shortcut that a user can execute directly. A shortcut to run a report is one example.

The Ta.WinAdmin.exe command line options are:

* ? – will show you the available command line arguments.
* A - calculates the accruals.
* AD1 - recalculate all accruals from Day One.
* B - backup the database to the default location of \application folder\database\backup.
* DI - defragment the database indexes.
* DP - sets the default printer. Second parameter is the name or share name of the printer.
* DST - update DST information in the software then sends the configuration settings to the handpunches.
* EM - send employee messages to the time clocks. Optional next parameter of time clock key (PkTimeClockID)
* ERROR - Generates error to test automatic emailing of error messages.
* H – update holiday dates table from internet. This gets a file from our website that contains the dates for each of the holidays. This is recommended as a daily task.
* I - Import. Second parameter is the name of the file.
* L - Releases all locks (for lock troubleshooting only).
* LOG - as the last parameter, it will log the messages displayed in the tasks form.
* LP - Lists the printers (use to troubleshoot issues that a record is not going to a particular printer).
* OFF - Update Ta.config file offline setting value to true.
* ON - Update Ta.config file offline setting value to false.
* P – polling and processing of active employees. This is the same as selecting Poll and All Employees in the Tools / [ Processing] screen. This gets all the punches from the time clocks, processes them and then performs all the calculations for the previous (if open), current and next pay periods regardless of whether or not the employee punches. This includes building schedules, checking holidays, checking auto punches as well as calculating hours for any punches. This is recommended as a daily task, especially if you have auto punching or auto hours employees.
* PA - Processing of all employees (without polling).
* PP – polling and processing of employees with punches. This is the same as selecting Poll and Employees With Punches in the Tools / Processing screen. It is recommended that this be done at least every hour and is typically run every few minutes if you are using Ethernet communications. If you are using modem communications and paying for each phone call, then you will want to limit the number of times you poll per day.
* PO – polling only. This is the same as selecting Poll and No Processing in the Tools / Processing screen. If the computer doing the polling is used by an employee, then this is the least intrusive method. However, punches will not show in the time cards until the processing is done through the P or PP task or from the Tools/ Processing screen.
* PZ - Send punching zones to the time clocks. Optional next parameter of time clock key (PkTimeClockID).
* PZH - Send punching zones to the time clocks once an hour. Optional next parameter of time clock key (PkTimeClockID).
* QS – quick synch. This synchronizes the hand templates in the same manner as Synch Users (see below), but not to any HandPunches marked as “No Quick Task Synching.”
* QSH - Synchronizes once an hour the employees in the HandPunches that are not marked as "No Quick Task Synching".
* S – synch users. This synchronizes the hand templates in the best possible manner. New templates will be distributed, existing templates will be updated, and employees no longer required to be punching will be removed. Recommended as a daily task, and more frequently if using multiple HandPunches.
* SH - Synchronizes the employees in all HandPunches once an hour.
* SL - SmartLinx integration query (current and next week).
* SLP - SmarLinx integration query (previous day).
* R – report. The report ID/Name is the second argument, with an optional third argument:
** VIEWER will open the report on screen. This allows a user who does not directly use the software to be given a shortcut to run and view a report “live”.
** PRINTER will send the report directly to the default printer. An optional fourth argument allows the printer name to be provided.
** EMAIL will have the report emailed as an attachment to the list of email recipients supplied on the Schedule tab, when the saved report was created.
** A list of email addresses will have the report emailed as an attachment. An “@” in the third argument is the identifier that this as a list of email address.
** A path and file name will have the report saved to disk. A “\” in the third argument is the identifier that this is a path and file name.
** If the third argument is not specified, then it will default to EMAIL.
* T – set time (if successfully updated from NIST). If the computer successfully connects to the NIST atomic clock service, then this time will be sent to all time clocks as well as setting the time on the computer. Recommended as a daily task.
* TH - Sets the time once per hour on all HandPunches if the computer time is successfully updated from NIST (atomic clock) and updates the system time.
* TO - Set the time on all HandPunches if the computer time is successfully updated from NIST (atomic clock). This is done WITHOUT updating the system time.
* TOH - Set the time once per hour on all Handpunches if the computer time is successfully updated from NIST (atomic clock). This is done WITHOUT updating the system time.
* TCA - Assigns the HandPunches to each employee based on the assignments between labor levels and timeclocks.
* TCAH - Once an hour it assigns the HandPunches to each employee based on the assignments between labor levels and timeclocks.
* TS - Updates Team Support system with information.
* US – update the employee settings based on the current date. This primarily inactivates employees once the pay period in which they were made inactive has been processed and paid but also determines the current employee settings for the date based settings provided as part of the employee’s history. Recommended as a daily task.
* X - issues the exit application message to all users.
* XO - issues the exit application message to all users including when the application is offline.

The Ta.DBU.exe command line options are:

* B – backup the database to the folder path supplied as the second argument. This is recommended as a daily task.
* DI – defragment database indexes. This is recommended as a daily task.

==See Also==
*[[System Configuration]]

*[[Installation]]

Tasks

2022-08-29T20:31:37Z

Jeffrey:

Set up tasks on your server to perform operations like polling punches and backing up the database. Use the Windows Task Scheduler pointing to either the Ta.WinAdmin.exe executable, the Ta.DBU.exe executable, or to a batch file that will run multiple tasks in sequence.

Using a command line argument of ? with the Ta.WinAdmin.exe executable will show all currently available command line options. Note: if the executable path is enclosed in quotation marks, then place the space and the switch outside the quotation marks.

The tasks can also be setup as a shortcut that a user can execute directly. A shortcut to run a report is one example.

The Ta.WinAdmin.exe command line options are:

* ? – will show you the available command line arguments.
* A - calculates the accruals.
* B - backup the database to the default location of \application folder\database\backup.
* DI - defragment the database indexes.
* DP - sets the default printer. Second parameter is the name or share name of the printer.
* DST - update DST information in the software then sends the configuration settings to the handpunches.
* EM - send employee messages to the time clocks. Optional next parameter of time clock key (PkTimeClockID)
* ERROR - Generates error to test automatic emailing of error messages.
* I - Import. Second parameter is the name of the file.
* L - Releases all locks (for lock troubleshooting only).
* LOG - as the last parameter, it will log the messages displayed in the tasks form.
* LP - Lists the printers (use to troubleshoot issues that a record is not going to a particular printer).
* OFF - Update Ta.config file offline setting value to true.
* ON - Update Ta.config file offline setting value to false.
* P – polling and processing of active employees. This is the same as selecting Poll and All Employees in the Tools / [ Processing] screen. This gets all the punches from the time clocks, processes them and then performs all the calculations for the previous (if open), current and next pay periods regardless of whether or not the employee punches. This includes building schedules, checking holidays, checking auto punches as well as calculating hours for any punches. This is recommended as a daily task, especially if you have auto punching or auto hours employees.
* PA - Processing of all employees (without polling).
* PP – polling and processing of employees with punches. This is the same as selecting Poll and Employees With Punches in the Tools / Processing screen. It is recommended that this be done at least every hour and is typically run every few minutes if you are using Ethernet communications. If you are using modem communications and paying for each phone call, then you will want to limit the number of times you poll per day.
* PO – polling only. This is the same as selecting Poll and No Processing in the Tools / Processing screen. If the computer doing the polling is used by an employee, then this is the least intrusive method. However, punches will not show in the time cards until the processing is done through the P or PP task or from the Tools/ Processing screen.
* PZ - Send punching zones to the time clocks. Optional next parameter of time clock key (PkTimeClockID).
* PZH - Send punching zones to the time clocks once an hour. Optional next parameter of time clock key (PkTimeClockID).
* QS – quick synch. This synchronizes the hand templates in the same manner as Synch Users (see below), but not to any HandPunches marked as “No Quick Task Synching.”
* QSH - Synchronizes once an hour the employees in the HandPunches that are not marked as "No Quick Task Synching".
* S – synch users. This synchronizes the hand templates in the best possible manner. New templates will be distributed, existing templates will be updated, and employees no longer required to be punching will be removed. Recommended as a daily task, and more frequently if using multiple HandPunches.
* T – set time (if successfully updated from NIST). If the computer successfully connects to the NIST atomic clock service, then this time will be sent to all time clocks as well as setting the time on the computer. Recommended as a daily task.
* R – report. The report ID/Name is the second argument, with an optional third argument:
** VIEWER will open the report on screen. This allows a user who does not directly use the software to be given a shortcut to run and view a report “live”.
** PRINTER will send the report directly to the default printer. An optional fourth argument allows the printer name to be provided.
** EMAIL will have the report emailed as an attachment to the list of email recipients supplied on the Schedule tab, when the saved report was created.
** A list of email addresses will have the report emailed as an attachment. An “@” in the third argument is the identifier that this as a list of email address.
** A path and file name will have the report saved to disk. A “\” in the third argument is the identifier that this is a path and file name.
** If the third argument is not specified, then it will default to EMAIL.
* H – update holiday dates table from internet. This gets a file from our website that contains the dates for each of the holidays. This is recommended as a daily task.
* US – update the employee settings based on the current date. This primarily inactivates employees once the pay period in which they were made inactive in has been processed and paid but also determines the current employee settings for the date based settings provided as part of the employee’s history. Recommended as a daily task.
* DST – gets the current daylight savings time information and updates it to the HandPunches.
* AD1 - recalculate all accruals from Day One.

The Ta.DBU.exe command line options are:

* B – backup the database to the folder path supplied as the second argument. This is recommended as a daily task.
* DI – defragment database indexes. This is recommended as a daily task.

==See Also==
*[[System Configuration]]

*[[Installation]]

Accrual Reports

2022-07-28T21:46:25Z

Jeffrey: /* Accrual Earned and Used Pivot Grid */

[[image:AccrualReports.png|right]]

===Accrual Adjustments===

Displays adjustments made to the accruals such as starting balances, earned and used adjustments.

===Accrual Annual Summary===

Displays employees accrual earned and used hours summarized for each calendar year.

===Accrual Balances===

Displays current accrual balances for the selected date range.

===Accrual Balances Exceeded===

Displays employees who have negative balances for the selected date range.

===Accrual Detail===

Displays employee accrual earned and used detail.

===Accrual Earned and Used Pivot Grid===

Displays earnings and usage in a pivot grid. When running this report for multiple accrual periods you must include columns for Start and End Date to be able to use the Balance column. If you do not do this, it will just show and average of the balance from each accrual period.

===Accrual Entitlement Overrides===

Displays employee accrual entitlement overrides.

===Accrual Liability===

Displays employee accrual balance hours and dollars for the selected date.

===Accrual Liability Pivot Grid===

Displays employee accrual balance hours and dollars in a pivot grid for the selected date.

===Accrual Monthly Summary===

===Accrual Period Summary===

===Accrual Summary===

===Disqualified Date Entitlement===

===Employee Accrual Balances===

===Employee Accrual Liability===

===Employee Accrual Summary===

===Employee Accrual year End Adjustments===

===Employee Anniversary Balances===

== See Also ==

* [[Reports]]

David Klein Payroll

2022-07-13T22:03:31Z

Jeffrey:

Also used for:

National Care Systems NCS

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the '''Pay Type ID''' must have a $ sign included in it. (Ex. BON$)

Tapcheck Export

2022-07-11T21:19:01Z

Jeffrey:

This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.

Single facility software: Each file will be named with the facility's software license name.

Multi facility software: Each file will be named with the facility's labor level description. (It will create a separate files for each facility).

The below fields will go in the file:

* Facility: For a single facility it will fill in the software license name. For a multi facility it will fill in the facility labor level description.
* Employee ID:
* Date: Pay Date.
* In: In Punch.
* Out: Put Punch.
* Hours: (Worked hours only. Does not include Vac, Sick, etc.)

Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
Date range should be current pay period and prior 1. Schedule this to run every day.

Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

Tapcheck Export

2022-07-11T21:18:00Z

Jeffrey:

This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.

Single facility software: Each file will be named with the facility's software license name.

Multi facility software: Each file will be named with the facility's labor level description. (It will create a separate files for each facility).

The below fields will go in the file:

* Facility: For a single facility it will fill in the software license name. For a multi facility it will fill in the facility labor level description.
* Employee ID:
* Date: Pay Date.
* In: In Punch.
* Out: Put Punch.
* Hours: (Worked hours only. Does not include Vac, Sick, etc.)

Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
Date range should be current pay period and prior 1.

Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

Employee Accruals

2022-06-29T19:41:59Z

Jeffrey: /* Accruals Ribbon Menu */

Select the employee from the employee list and click on the Accruals tab to display the employee’s accrual information.

[[file:Accruals.png]]

==Balances==

The Balances tab is a summary of the balance for each accrual pay type as of the start of the earliest open pay period. The earliest open pay period will generally be the start of the previous pay period. Other Hours entered show in the Hours Used column and the difference between the Hours Balance and the Hours Used is displayed in the Hours Available column.

===Detail===

[[file:Detail.png]]

The Details tab shows the earned and used accruals for each accrual period.

===Annual Entitlement Overrides===

[[file:EntitlementOverrides.png]]

The accrual entitlement is based upon the employee’s accrual group. If an employee has a deviation from the entitlements assigned to an accrual group, then you can override a part of the accrual group at the employee level.

===Adjustments===

[[file:Adjustments.png]]

An employee will start to accrue time from their hire date. Employees employed before the software was installed will accrue time starting with a zero balance from the first accrual period configured in the software, and only when they have hours. These employees need their starting balance and the effective date of this balance entered into the software. Additionally, any time that the employee's accrual balance is reviewed and the employee's accruals "restarted" with an agreed upon balance, additional balances may be entered. The software will only calculate from the latest starting balance entered for that accrual pay type.

Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment.

===Accruals Ribbon Menu===

''Recalculate Accruals'' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.

Hold the Shift button when clicking the Recalculate button to see the calculated accruals projected a full year in advance on the Details tab. (By default it will only project 1 to 3 months in advance).

By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed from an earlier date then the following must be done: 1) Click the "[[Display Older Data]]" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.

''Export To Excel'' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).

== See also ==

* [[Employee]]

Display Older Data

2022-06-29T19:40:39Z

Jeffrey: Created page with " image:Display_Older_Data.png ==Archived Data== The Display Older Data button will allow you to view time card data that has been archived to help improve the software p..."

[[image:Display_Older_Data.png]]

==Archived Data==

The Display Older Data button will allow you to view time card data that has been archived to help improve the software performance. Please click this button one time before selecting the employee. After you click on the button you will see the background of the button turn orange. Once the button is selected, you will be able to view the punches and hours on archived time cards.

==Recalculating Accruals==

If you are trying to manually recalculate accruals for locked periods, you will first need to click on the Display Older Data button.

File:Display Older Data.png

2022-06-29T19:34:46Z

Jeffrey: Screenshot with an arrow pointing to highlighted Display Older Data button

Screenshot with an arrow pointing to highlighted Display Older Data button

Employees

2022-06-29T19:28:28Z

Jeffrey: /* Employees Group */

The employees list displays down the left side of the screen. Select the Home tab to return to this employees based view, if you have displayed the Scheduler or one of the Configuration screens. The top row of the employees list is a filter row. Type in part of an [[Employee|employee's]] name or their employee ID and press Enter to filter the list to employees that contain any part of the entered text.

Customize the employees list to display the employees with grouping and in the desired order in [[User Preferences]].

You can [[Employees Highlighter|highlight]] employees based on the employee have hours, exceptions or placeholders.

[[image:EmployeesGrid.png]]

==Employees Group==

[[image:EmployeesGroup.png]]

The employees group is the first group in the Home tab. You access the following employee-based commands from this group.

* ''Add Employee'' – add a new employee.

* ''Find Employee'' – search for an employee based on various criteria including clock ID and Social Security Number.

* ''[[Employees Highlighter|Highlight / Filter]]'' – highlight employees based on exceptions and placeholders.

* ''Collapse'' – collapse the employee list to display only the group headers while keeping the currently selected employee visible.

* ''Expand'' – expand all groups so as to display all employees.

* ''Refresh'' – retrieve an up to date list of the employees if other users have added employees.

* ''[[Display Older Data]]'' – toggles the date based filtering of older time card and schedule information.

* ''[[User Preferences]]'' – change the way that employees are grouped or filtered, plus other display options.

==Add Employee==

[[image:AddEmployeeForm.png]]

[https://youtu.be/QwsFHaT2OMc Add Employee Video]

Click on Add Employee to open the Add Employee screen.

''Employee ID'' – this must be unique and is validated to ensure that another employee is not already using this ID.

''Next Available ID'' – provides the next higher numbered ID, or use the drop down button to enter an ID as a starting point.

''Clock ID'' – the ID used at the time clock. If the employee is non-punching, then uncheck the checkbox. The clock ID must be unique and is validated, so if the software finds a duplicate clock ID, it will add the employee, but will not add the clock ID. A popup message will inform you of this.

''First Name'' – enter the employee's first name here.

''Last Name'' – enter the employee's last name here.

''SSN'' – enter it here if you want to validate the uniqueness of an employee by their SSN.

''Labor Levels'' – the employee’s home labor levels. Entered in the Main tab if not entered on this screen. If your authorization only allows you to add employees into certain labor levels, then you will need to enter the labor levels in order to enable the Add button. Click on the [[image:LaborLevelsButton.png]] button for the labor levels selection screen.

''Copy settings from currently selected employee'' – this will copy the labor levels, pay rule, base schedule, holiday group, accrual group and work pattern information settings from the currently selected employee, and assign the next available ID. Please note that no personal information will copy to the new employee.

''Duplicate Employee Check'' – performs a check by name and SSN to identify possible duplicate entry of an existing employee. If the software finds a matching employee, but it is not a duplicate (for example, two employees have identical names), then you will need to uncheck this before clicking the Add button.

''Starting Date'' – used as the date for the status, shift history and work pattern information.

''Add Active Status Entry'' – adds an Active entry into the employee's status information using the Starting Date.

''Add Shift Entry'' – adds an entry into the employee's shift history using the Shift Count, Daily Hours, Shift and Starting Date information.

''Add Work Pattern Entry'' – adds an entry into the employee's Work Pattern information using the Starting Date. If an employee is part of the Scheduler, then select "Soft Scheduler" or "Scheduler".

'''Add Button'''

The Add button enables once you have entered the required employee information. The Employee ID and Clock ID are validated to ensure that they are both unique. The employee will not be added if another employee already uses this Employee ID. The employee will be added, but the clock ID will not be added if the clock ID is already used by another employee. In this situation, a popup message displays.

After adding the employee, the Add Employee screen will close and the employee is added to the employee list, and is automatically selected. Enter any additional employee information that you are maintaining.

==Find Employee==

[[image:FindEmployeeForm.png]]

The Find Employee screen searches for employees in various ways and with various criteria.

'''Find'''

''Filtered List''

Based on the Find value and the Look In type selected, a filtered list of employees displays. Clicking on an employee selects that employee in the employee list.

''Find First / Find Next''

Based on the Find value and the Look In type selected, you can move sequentially through the employee list until no more employees match the criteria.

''Highlight All/ Unhighlight''

Based on the Find value and the Look In type selected, highlight all employees that match the criteria.

'''Options'''

''Employee Status Filtering'' – only employees in a status that is set to display by default will be included in searching unless you select other status types. If the found employee is not currently displayed in the employee list, then you will need to make them visible first.

''Sort Order'' – sorts the list of employees by the employee ID, the employee name, or the best matching value. The best matching value sorts those employees that start with the value you are looking for, before employees that contain or end with the value you are looking for. For example, when looking for "berg," Bergman would come before Goldberg.

''Default On Enter Key'' – pressing the Enter key can be set to be the equivalent of clicking the Filtered List button or clicking the Find First button.

<noinclude>== See also ==

* [[Software|Using the Time and Attendance software]]

* [[Employee]]

* [[Reports]]

* [[Scheduler]]

* [[Tools]]

* [[Import]]

* [[Configuration]]</noinclude>

File Export

2022-06-22T19:05:15Z

Jeffrey:

[[image:FileExports.png|right]]

The File Export menu provides a selection of file exports to allow you to extract data in common file formats such as comma separated values or tab delimited. Some of the hours exports can be used as generic payroll interface files if your payroll software provides a column mapping feature.

The selection screen for the files exports is the same as that used when running reports. Some of the file export formats are similar to some of the reports that export in Excel format. For example, the CSV export files can be opened in Excel and would appear to be similar to the Excel based reports.

The main differences between the file exports and reports are:

* The exported file is created to a pre-configured path and overwrites any file of the same name
* The exported files are not displayed to the user after being created, unlike reports that open automatically in Adobe Reader or Excel
* Reports are created in a format to be human readable, whereas the exports are in a format designed to be read by software more than by a human

The following is a list of available file exports:

* [[Accrual Balances (By Column) Export|Accrual Balances (By Column) Export]]

* [[Accrual Balances (By Row) Export|Accrual Balances (By Row) Export]]

* [[Custom SQL Report|Custom SQL Export]]

* [[DailyPay|DailyPay Export]]

* [[Employee Detail (CSV Format) Export|Employee Detail (CSV Format)]]

* [[Employee Detail (Tab Delimited) Export|Employee Detail (Tab Delimited)]]

* [[Employee Hours (CSV - Format 1) Export|Employee Hours (CSV - Format 1)]]

* [[Employee Hours (CSV - Format 2) Export|Employee Hours (CSV - Format 2)]]

* [[Employee Hours (CSV - Format 3) Export|Employee Hours (CSV - Format 2)]]

* [[On Shift Employee Export|On Shift Employee]]

* [[On Shift Time and Attendance Export|On Shift Time and Attendance]]

* [[PBJ_Export|PBJ (Payroll Based Journal)]]

* [[PBJ_Export|PBJ Hours Detail (Excel)]]

* [[Punch Export (Excel)|Punch Export (Excel)]]

* [[Streamline Verify|Streamline Verify]]

* [[Tapcheck Export|Tapcheck]]

== See Also ==

* [[Reports]]

DailyPay

2022-05-11T18:11:45Z

Jeffrey:

This report will create csv files in the Tools/Export Folder/DailyPay folder that can be used for the DailyPay Gross Earnings. To have these files uploaded automatically to the DailyPay SFTP, Please provide the login info for the DailyPay SFTP so it can be set up for automatic upload.

Each file will be named with the date/time when it gets created, and with the facility's software license name.

user_id: Employee ID

shift_earnings: (Doller amount, not currently included)

shift_date: Pay Date

pay_group: (Vientium company ID). Payroll ID on the Company Labor Level + "-001"

shift_hours: Daily Hours (Worked hours only. Does not include Vac, Sick, etc.)

==Notes==

* For date range, the best option is to choose Current Day and Prior 30. This will prevent data for future pay dates being sent, specifically in the case of salaried employees who have auto hours or auto punches.

Charts Export

2022-05-04T16:16:31Z

Jeffrey:

Also used for:

* Reliable (rhs\volb\clock1).

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

From the Reports ribbon tab, select Payroll Export and then Charts.

[[File:Menu.png|right|200px]]

The standard report selection screen will appear.

'''Employees Tab'''

Exclude employees that are not paid in Charts. This would typically be done in the Company tab by excluding the companies that you do not pay.

'''Date Range Tab'''

Select the correct pay period in the Date Range tab (typically, this is the previous pay period).

'''Options Tab'''

If you pay certain pay types on a separate check, then you will need to run the export more than once. Unselect the pay types that you do not want to include in this export. Each file processed by Charts will be on a new batch of checks.

'''Create File'''

Click on the Run button. The file is created quickly in a few seconds. When the Run button is no longer dimmed then the file has been created.

'''Importing into Charts (Step 1 - Preliminary)'''

In Charts, select Payroll (PR). Make sure that you have the correct pay period set.

[[file:Payroll1.png]]

Select 2 - Current Period Accumulations (CURACCUM).

[[file:Payroll2.png]]

Select 9 - Move Clock File to Index File (CLKINDEX). This reads the file created from the software into Charts and takes only a few seconds. Validation is performed on the file that includes verifying the employee IDs and Department IDs. If there is a problem with the file then something will print out. You need to address these issues before continuing. If the error was in the Time and Attendance software (e.g. the employee is in the incorrect department), then you need to fix this and re-run the export and perform this step again. If the error was in Charts then, there is no need to re-run the export, but you do need to run this step again.

Now that the file has been validated, run the Hours Summary report under Reports / Hours in the Time and Attendance software. Use the same employee selection and date range as when you ran the Charts export. In Options, select Group By Payroll Paycode. You can optionally choose Department in Labor Level Breakout in Hours Summary if you prefer the totals by Department and Pay Code. Run this report.

In Charts, select 10 - Create Work Hrs. From Clock (TIMECLOK).

[[file:Payroll3.png]]

Preliminary or Actual P/A needs to be set to P (Very Important).

Set the Print Option to your preference.

Set the Process Auto Differential to N unless the Time and Attendance software is not calculating the differential.

Leave everything else blank. Press Enter.

A report will print out or appear on screen. Compare the totals on the Charts report to the Hours Summary report. The hours must match. The most likely reason that the hours do not match is that the employee is not active in Charts.

'''Importing into Charts (Step 2 - Actual)'''

Once you have verified that all hours being exported from Time and Attendance are passing through to Charts you repeat 10 - Create Work Hrs From Clock but select A for Preliminary or Actual P/A. Please note that when doing the Actual do not use C for Print Option, use D or P. Press Enter and the hours will now be populated into Charts where you can review and edit as necessary.

If you are doing your payroll export in batches then repeat the complete procedure from the beginning.

==Accrual Import==

The BENEFITS file created by CHARTS can be imported into the Time and Attendance software and be used for accrual validation. This allows CHARTS to calculate your accrual balances but Time and Attendance to validate the hours at the time of entering them. This eliminates the need to compare to the BENEFITS report manually.

You need to obtain the Device Address and PC File Name from your implementation or support technician as it varies by client.

[[file:benefits.png|648x326px]]

==Additional Notes==

* Payroll Mapping codes of 0-30 are required for exporting as hours totals
* Payroll Mapping codes of 31-99 will export as a dollar amount

== See also ==

* [[Payroll Export]]

Labor Levels Import

2022-04-26T20:26:56Z

Jeffrey:

The labor level import adds or updates labor level items in the [[Labor Levels Configuration]].

{| class="wikitable"

|-
! Column Type
! Identifiers
! Notes
! Required

|-
| Labor Level ID
| “Labor Level” ID
| E.g. if the labor level is called Department then Department ID is the column name
| Yes

|-
| Labor Level Description
| “Labor Level” Description
|
| No

|-
| Labor Level Tag
| “Labor Level” Tag
|
| No

|-
| PBJ Job Title Code
| Job Title Code
| This will only import if labor level is designated as "PBJ Job Title Code"
| No

|}

== See also ==

* [[Import]]

Tapcheck Export

2022-04-07T22:29:01Z

Jeffrey:

Viventium Export

2022-03-24T21:45:59Z

Jeffrey:

Also used for:

* BDB

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

Additional fields that can be used:

* <CheckDate> can be used to add the check date to the file name so that each payroll doesn't overwrite the previous payroll file.
* <LoginID> can be used to avoid issues where different users are using the same computer and they have authorization issues with overwriting other users payroll files. This allows each user to create files in their own folder or with their own filename.

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the Pay Type ID must have a $ sign included in it. (Ex. BON$)

* For facilities that use Pay Rates in SBV, selecting Show Pay Rates on the export will put in the pay rates in the file. The amount column in the file will not be filled in unless an amount was manually entered instead of hours.

* The default Viventium Export can be customized by using the following settings in the payroll pay code (also known as pay type mapping code):

# To override the default pay rate, use the second section of the payroll pay code (sections are divided by a pipe symbol | ). Example: REG|Rate2
# To override the default check number, use the third section of the payroll pay code (sections are divided by two pipe symbols). Example: Reg||Check 2
# To override the default earning type, use the fourth section of the mapping code (sections are divided by three pipe symbols). Example: REG|||Deduction

Viventium Export

2022-03-24T21:41:39Z

Jeffrey:

Also used for:

* BDB

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

Additional fields that can be used:

* <CheckDate> can be used to add the check date to the file name so that each payroll doesn't overwrite the previous payroll file.
* <LoginID> can be used to avoid issues where different users are using the same computer and they have authorization issues with overwriting other users payroll files. This allows each user to create files in their own folder or with their own filename.

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the Pay Type ID must have a $ sign included in it. (Ex. BON$)

* For facilities that use Pay Rates in SBV, selecting Show Pay Rates on the export will put in the pay rates in the file. The amount column in the file will not be filled in unless an amount was manually entered instead of hours.

* The default Viventium Export can be customized by using the following settings in the pay type mapping code:

# To override the default pay rate, use the second section of mapping code (divided by a pipe symbol | ). Example: REG|Rate2
# To override the default check number, use the third section of the mapping code (divided by two pipe symbols). Example: Reg||Check 2
# To override the default Earning type, use the fourth section of the mapping code (divided by three pipe symbols). Example: REG|||Deduction

Viventium Export

2022-03-24T21:41:17Z

Jeffrey:

Also used for:

* BDB

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

Additional fields that can be used:

* <CheckDate> can be used to add the check date to the file name so that each payroll doesn't overwrite the previous payroll file.
* <LoginID> can be used to avoid issues where different users are using the same computer and they have authorization issues with overwriting other users payroll files. This allows each user to create files in their own folder or with their own filename.

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the Pay Type ID must have a $ sign included in it. (Ex. BON$)

* For facilities that use Pay Rates in SBV, selecting Show Pay Rates on the export will put in the pay rates in the file. The amount column in the file will not be filled in unless an amount was manually entered instead of hours.

* The default Viventium Export can be customized by using the following settings in the pay type mapping code:

# To override the default pay rate, use the second section of mapping code (divided by a pipe symbol | ). Example: REG|Rate2
# To override the default check number, use the third section of the mapping code (divided by two pipe symbols). Example: Reg||Check 2
# To override the default Earning type, use the fourth section of the mapping code (divided by a third pipe symbol). Example: REG|||Deduction

Viventium Export

2022-03-24T21:41:02Z

Jeffrey:

Also used for:

* BDB

For a Multi Facility software, use the below in the Payroll File Path to differentiate between the facilities:

* <LaborLevel0Tag>
* <LaborLevel0Description>
* <LaborLevel0PayrollID>

Additional fields that can be used:

* <CheckDate> can be used to add the check date to the file name so that each payroll doesn't overwrite the previous payroll file.
* <LoginID> can be used to avoid issues where different users are using the same computer and they have authorization issues with overwriting other users payroll files. This allows each user to create files in their own folder or with their own filename.

Notes:

* For facilities that do not use Pay Rates in SBV Software, we can still export Dollar Amount for specific pay types. In order for the software to export it in the Dollar Amount column, the Pay Type ID must have a $ sign included in it. (Ex. BON$)

* For facilities that use Pay Rates in SBV, selecting Show Pay Rates on the export will put in the pay rates in the file. The amount column in the file will not be filled in unless an amount was manually entered instead of hours.

* The default Viventium Export can be customized by using the following settings in the pay type mapping code:

# To override the default pay rate, use the second section of mapping code (divided by a pipe symbol | ). Example: REG|Rate2
# To override the default check number, use the third section of the mapping code (divided by two pipe symbols). Example: Reg||Check 2
# To override the default Earning type, use the fourth section of the mapping code (divided by a third pipe symbols). Example: REG|||Deduction