Difference between revisions of "Custom Configuration"

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(Payroll)
(Pay Types)
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Revision as of 01:40, 23 December 2020

This topic is for advanced users

The Custom configuration screen allows system configuration settings that would typically apply to the software as a whole to be applied based on criteria. Custom configuration settings use a text based identifier combined with a value that can be a true/false, a string, a number or a date. Each custom configuration settings will use some or all of the following criteria:

  • Labor Levels (home or worked based on the setting)
  • Pay Rule
  • Base Schedule Group
  • Holiday Group
  • Accrual Group
  • Pay Type
  • Accrual Pay Type
  • Shift (home or worked based on the setting)
  • Employed Date Range
  • Effective Date Range
  • Employee Shift Count
  • Employee Shift Type

Each custom configuration settings uses a Custom Configuration ID that uniquely identifies the setting. Each setting will use either the true/false, string, numerical or date value. The following are the current custom configuration settings supported:

Settings

Payroll

Custom Configuration Setting Custom Configuration ID Value Used Default Value Notes
ADP payroll export group by week number option is used when there is a biweekly payroll and using weighted overtime ADPPayrollExportGroupByWeekNumber True / False value False
David Klein # 1 payroll interface option to group hours by pay date DavidKleinPayrollExportGroupByPayDate True / False Value True
David Klein # 1 payroll interface option to group hours by shift DavidKleinPayrollExportGroupByShift True / False Value False
Kronos payroll interface option to put the hours value for a pay type in the amount column KronosPayrollExportAsAmount True / False Value False The pay type column should NOT be empty
Kronos payroll interface option to group hours by shift KronosPayrollExportGroupByShift True / False Value False The E Shift column will contain the first letter of the Shift ID
Kronos payroll interface option to consider pay types that do not add to totals to not be differentials KronosPayrollExportIsNotDifferential True / False Value False Pay Type(s) most likely needed unless applies to all pay types
Kronos payroll interface option for custom E/D/T External ID for differential pay types KronosExportEDTExternalID String Value "Differential" Pay Type(s) most likely needed unless applies to all pay types
Kronos payroll interface option for custom Pay Statement Type KronosExportPayStatementType String Value "Regular" Pay Type(s) most likely needed unless applies to all pay types
Kronos payroll interface option for duplicate entry using a different payroll pay code KronosExportDuplicateEntry String Value No additional line added if not present Pay Type(s) most likely needed unless applies to all pay types
Millennium payroll interface (single company) option to group hours by shift MillenniumPayrollSingleCompanyGroupByShift True / False Value False This adds an additional column named Shift
Millennium payroll interface (single company) always show department MillenniumPayrollSingleCompanyAlwaysShowDepartment True / False Value False Department is only placed by default when the worked department does not equal the home department
Millennium payroll interface (single company) CC1 column labor level level MillenniumPayrollSingleCompanyExportCC1LaborLevelLevel Integer Value Department Level Valid values are from 0 to 9
Millennium payroll interface (single company) CC2 column labor level level MillenniumPayrollSingleCompanyExportCC2LaborLevelLevel Integer Value -1 Valid values are from 0 to 9
Millennium payroll interface (single company) CC3 column labor level level MillenniumPayrollSingleCompanyExportCC3LaborLevelLevel Integer Value -1 Valid values are from 0 to 9
Millennium payroll interface (single company) CC4 column labor level level MillenniumPayrollSingleCompanyExportCC4LaborLevelLevel Integer Value -1 Valid values are from 0 to 9
Millennium payroll interface (single company) CC5 column labor level level MillenniumPayrollSingleCompanyExportCC5LaborLevelLevel Integer Value -1 Valid values are from 0 to 9
Viventium payroll export hours format ViventiumPayrollExportHoursFormat String Value 0.0000
Viventium payroll export rate format ViventiumPayrollExportRateFormat String Value 0.0000

Scheduling

Custom Configuration Setting Custom Configuration ID Value Used Default Value Notes
Daily Staffing sheet employee sort order DailyStaffingSheetEmployeeSortOrder String Value FullName FullName or Seniority are the current 2 options
Monthly Schedule Area Acceptor determines how schedules match to the areas defined on the monthly schedule MonthlyScheduleAreaAcceptor String Value WorkedShiftWorkedBudgetGroupWorkedFloor Format is _____Shift_____BudgetGroup____Floor with options of Any, Home or Worked. E.g. AnyShiftWorkedBudgetGroupWorkedFloor
Time Restriction Early In Allowance TimeRestrictionEarlyInAllowance Integer Value 7
Time Restriction Late Out Allowance TimeRestrictionLateOutAllowance Integer Value 7

Pay Types

Custom Configuration Setting Custom Configuration ID Value Used Default Value Notes
Specify pay types that will be treated like worked hours for the worked days in week / pay period qualifier on holiday calculation ConsideredWorkedForHolidayWorkedDaysQualifier True / False value False On or after holiday is supported
Override pay type configuration Punches Count Towards Daily Overtime rule PunchesCountTowardsDailyOvertime True / False value Pay type configuration
Override pay type configuration Punches Count Towards Period Overtime rule PunchesCountTowardsPeriodOvertime True / False value Pay type configuration
Override pay type configuration Punches Count Towards Premium rule PunchesCountTowardsPremium True / False value Pay type configuration
Override pay type configuration Punches Count Towards Accrual rule PunchesCountTowardsAccrual True / False value Pay type configuration
Override pay type configuration Other Hours Worked Count Towards Daily Overtime rule OtherHoursWorkedCountTowardsDailyOvertime True / False value Pay type configuration
Override pay type configuration Other Hours Worked Count Towards Period Overtime rule OtherHoursWorkedCountTowardsPeriodOvertime True / False value Pay type configuration
Override pay type configuration Other Hours Worked Count Towards Premium rule OtherHoursWorkedCountTowardsPremium True / False value Pay type configuration
Override pay type configuration Other Hours Worked Count Towards Accrual rule OtherHoursWorkedCountTowardsAccrual True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Towards Daily Overtime rule OtherHoursUnworkedCountTowardsDailyOvertime True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Towards Period Overtime rule OtherHoursUnworkedCountTowardsPeriodOvertime True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Actual Date Towards Period Overtime rule OtherHoursUnworkedCountActualDateTowardsPeriodOvertime True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Towards Premium rule OtherHoursUnworkedCountTowardsPremium True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Actual Date Towards Premium rule OtherHoursUnworkedCountActualDateTowardsPremium True / False value Pay type configuration
Override pay type configuration Other Hours Unworked Count Towards Accrual rule OtherHoursUnworkedCountTowardsAccrual True / False value Pay type configuration
Override pay type configuration Premium Count Towards Accrual rule PremiumCountTowardsAccrual True / False value Pay type configuration
Override pay type configuration Premium Count Towards Period Overtime rule PremiumCountTowardsPeriodOvertime True / False value Pay type configuration
Override pay type configuration Premium Count Towards Premium rule PremiumCountTowardsPremium True / False value Pay type configuration
Do not allow use of a pay type until the employee has been employed for X number of days PayTypeSenorityDays Integer value 0 Actual date of other hours must be greater than or equal to hire date plus seniority days. E.g. if employed on January 1 and seniority days is 7 then actual date must be January 8th or later. Effectively we are saying that the 7 days have been completed and so on the 8th you can use this pay type.

Other

Custom Configuration Setting Custom Configuration ID Value Used Default Value Notes
Override the pay type that the schedule displays and uses for the initial calculation of hours BaseSchedulePayTypeID String Value - enter the pay type ID Ignored This is an intercept and does not change the underlying value. When using the scheduler and a schedule is given to an employee without this override in place, the original pay type will be used.
Do not deduct lunch when the lunch question at the time clock was answered "Not Taken" DoNotDeductLunchWhenLunchQuestionAnsweredNotTaken True / False Value False
Do not deduct lunch when the lunch question at the time clock was not answered i.e. "Unknown" DoNotDeductLunchWhenLunchQuestionNotAnswered True / False Value False
In a multi-facility configuration, if employees have worked hours in another facility then this will put those hours into the PBJ file of the worked facility. EmployeesHavePBJHoursInMultipleFacilities True / False Value False The PBJ file has to be created for all facilities that any employee in a selected facility has worked in. E.g., if you are running PBJ for facility A and facility A employees worked in facility B then you must create the file for facility B at the same time. If employees in facility B worked in facility C then facility C must be included. Also, if there are employees not in facility A, B or C that have hours in A, B or C then you must also include those facilities.
Maximum hours that will calculate from a differential premium used on the worked holiday tab of holiday configuration WorkedHolidayDifferentialMaximumMinutes IntegerValue 9999 This is the number of minutes so multiple an hour maximum by 60
Phantom punches are temporary punches added between shifts so as to calculate double shifts correctly. This setting will calculate the time cards in a similar manner as if Out/In punches were added manually. CalculatePhantomPunchesLikeActualPunches True / False value False This does not split shifts to different pay dates as pay date determination is done prior to the adding of phantom punches.
Department Of Labor Weighted Overtime Pay Rate Calculations for specific labor levels only DepartmentOfLaborPayRateCalculations True / False value False
HHSOIG report requires birth dates to match (both must exist) HHSOIGBirthDateMatch True / False value False
SAM report requires zip codes to match (both must exist) SAMZipCodeMatch True / False value False
6th pay date overtime level minimum minutes. SixthPayDateOvertimeLevelMinimumMinutes Integer value 0 The Fixed Hour Level in overtime configuration is the maximum overtime level.


Disregards any Is Hire Date on employee status and the global rule about first / last active status as hire date such that the latest active status is ALWAYS the hire date. LatestActiveStatusAlwaysConsideredHireDate True / False value False
Employee accrues as if worked the number of hours in their shift history AccrueAtShiftCountTimesDailyHoursLevel True / False value False
If shift count times daily hours is less than this number than employee shift type is changed to PD when adding employee shifts PartTimeShiftTypeMinimumShiftCountTimesDailyHours Decimal value -1 (ignored)
If shift count times daily hours is greater than this number than employee shift type is changed to FT when adding employee shifts PartTimeShiftTypeMaximumShiftCountTimesDailyHours Decimal value -1 (ignored) E.g. if 30 hours is considered full time then enter 29.99
Add custom date field to use for Employee Accruals Seniority. This date field will override default accruals configuration if filled out. UseEmployeeDate3ForAccrualStartDate True / False value False You can use either the Date 3 field or Date 4 field (if you use the Date 4 field you need to change the custom configuration to UseEmployeeDate4ForAccrualStartDate). To change the text displayed next to the date field you would go to Configuration-->Setup-->System-->Employment.