Insync User Guide
Contents
1. Mass Status Change Powerpay Plus Manual Update K Warning Message A Error Message Last Day Last Day For Final Pay Employee Number a Status Worked Which Paid Box PeriodEnding 11 Date Box 12 Reason for Issuing the ROE Box 16 John Doe Active H Hide Messages H KN e E E nA a E EEN ES a KN ee s ROE please ensure that the replaced form s senal Duke Daisy Active E Show Messages Jones James Arctve Show Messages Number of Employees 3 Number of Employees Selected 0 Apply Save as Template 6 Review the values Edit any values as required e The values can be edited If you edit a value a manual update icon d displays beside the edited value and Manual Update displays at the top of the list e All employee specific error or warning messages display within the row Click Show Messages to review the messages Error messages display with arederroricon and warning messages display with a warning icon d Click Hide Messages to collapse the messages e Ifthe values are incorrect due to inappropriate selection criteria click Reset The following message displays Powerpay Release Notes New Functionality 7 Version 4 2 Resetting deletes the Employee List and resets the page selections to the defaults Please save as template or data will be lost Sa i J Click OK to continue or Cancel to remain on the current filter criteria and employee list Click OK to2. pay elements on the YTD Adjustments page 12 Powerpay Release Notes Enhancements ROE SAT Service Canada has updated the requirements for submitting electronic ROE s The following enhancements are now available in Powerpay to comply with Service Canada s new requirements Status Change Page All mandatory fields must be completed correctly before the ROE form displays If the required fields are invalid or incomplete Powerpay displays the error message The employee has invalid and or incomplete information for the following fields Field description As these are mandatory fields in order to complete this ROE form return to the Employee Profile Screen and enter the appropriate values Box 2 Serial Number or Replaced ROE If not blank the Serial Number must begin with one of the following uppercase values A E L K W or S followed by 8 numbers The Serial Number must be 9 alphanumeric characters in total Box 10 First Day Worked e The date must be later than or equal to the current cheque date minus 50 years inclusively e The First Day Worked or Last Day for Which Paid must NOT overlap with the First Day Worked or Last Day for Which Paid for all previous SAT ROE s issued by the same employer Canada Revenue Agency CRA Payroll Account Number Business Number for the same Social Insurance Number If the Payroll reference Numbers on the ROEs are different then an overlap is allowed and the ROE will n
3. Powerpay Plus The following employee s Status did not update because they no longer belong to the same filter criteria Please review 10100 Duke Daisy Creating a Mass Status Change Template After selecting the criteria for a mass status change you can save the selection criteria for future use To create a mass status change template 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Status Change Select the action to be taken Select filter criteria to specify which employees should be updated Click Preview to display the Employee List Click Save as Template Q J bd H Enter a unique template name Enter template name x a Click Save If the template is saved successfully Powerpay displays a Data Saved message Temptaie saved Powerpay Release Notes 9 New Functionality Version 4 2 If the template name entered already exists Powerpay displays an error message This page has not been saved as it contains errors Please corect and save this page The template name already exists Please try again Repeat step 6 and enter a new template name Opening a Mass Status Change Template To open a Mass Status Change template 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Status Change 2 Click on the Template link A list of saved templates displays 3 Select a template to open 4 Click Open Templa
4. Release Notes Powerpay Version 4 2 Achieve more New Functionality Version 4 2 Purpose Release Notes are created prior to the release of each new version of Powerpay Web and offer detailed information regarding new functionality new screens enhancements and bug fixes within that version Version 4 2 Scheduled Release Date July 2012 07 2012 2 Powerpay Release Notes Contents NG W leg Lei CU SE 4 Mass Status Change Powerpay PIUS cccsesceeeeeeeeeeeeeeeeseneseeeseeeeneeens 4 Updating Status Information for Multiple Employees nanonnnnnannannannnnannannn 4 Creating a Mass Status Change Template 9 Opening a Mass Status Change Template 10 Renaming a Mass Status Change Template 10 Deleting a Mass Status Change Template 10 New Earning Codes Powerpay PIUS scssceesesesseeeseeseneeeeseeeeeeonees 11 EMMA Le ET EC 13 Pa EE 13 Status Change Page EE 13 Hire Profile Page and Employee Profile Year End age 15 Government NUMDES PAG EE 15 Powerpay Release Notes 3 New Functionality Mass Status Change Powerpay Plus Use the Mass Status Change feature to update employee status information and produce ROE forms if necessary for multiple employees At the end of this process you can review the proposed changes modify individual employees and exclude individual employees from being updated Updating Status Information for Multiple Employees To update status inf
5. e available Do not process current pay Produce ROE form Employee is then put on leave Do not process current pay Produce ROE form Employee is then terminated Reverse Status After an action is selected the Update Method section displays the fields relevant for the action 3 Complete the fields in the Update Method section Required fields display with a red asterisk 4 Select filter criteria to specify which employees should be updated The following filter criteria are available Employee Hire Date Range select employees within a hire date range Employees whose hire date is on or following the start date and on or before the end date are included If only a start date is selected all employees with a start date on or after the selected date display in the Employee List If only an end date is selected all employees with a hire date on or prior to the selected date display in the Employee List Employee Last Day Worked Range select employees within a last day worked range Employees whose last day worked is on or following the start date and on or before the end date are included If only a start date is selected all employees with a last day worked date on or after the selected date display in the Employee List If only an end date is Powerpay Release Notes D New Functionality D Version 4 2 selected all employees with a last day worked date on or prior to the selected date display in the Employee Li
6. hat the first character is NOT a 0 or 8 Government Numbers Page The CRA Business Number is validated to ensure that it begins with a 1 7 or 3 Previously 7 was not a valid first character Powerpay Release Notes 15
7. ormation for multiple employees 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Status Change Payroll gt Mass Edit Tools gt M Mass Edit Tools Mass Status Change Update Method Action to be Taken Select an option D Filter Criteria Employee Hire DateRange Ct P _ _ __________ Employee Last Day Worked Range tO PO ID X City All ID Y Province JAI ID Z Type JAI ID Dept Department JAI Province of Employment Al Status Al i ES 2 Select the Action to be Taken For Regular and Extra runs the following options are available e Activate Employee Powerpay Release Notes 4 Version 4 2 Mass Status Change Powerpay Plus Process current pay Produce ROE form Employee remains active Process current pay Produce ROE form Employee is then terminated Process current pay Produce ROE form Employee is then put on leave Process current pay Do not produce ROE form Employee is then terminated Do not process current pay Do not produce ROE form Employee is then terminated Do not process current pay Produce ROE form Employee is then put on leave Do not process current pay Produce ROE form Employee is then terminated Do not process current pay Do not produce ROE form Employee is then put on leave Activate employee Process current pay Produce ROE form Then terminate employee Reverse Status For ROE runs the following options ar
8. ot fail validation Box 11 Last Day for Which Paid The date must be before or equal to the current date plus 14 days inclusively Box 12 Final Pay Period Ending Date Based on the Pay Period Type the following validation applies e Weekly Cannot be more than 6 days after Last Day for Which Paid Box 11 e Bi Weekly Cannot be more than 13 days after Last Day for Which Paid Box 11 Powerpay Release Notes 13 Enhancements 14 Version 4 2 Semi Monthly Cannot be more than 15 days after Last Day for Which Paid Box 11 and must be the 15t or the last day of the month Monthly Cannot be more than 30 days after Last Day for Which Paid Box 11 and must be the last day of the month Non Standard Semi Monthly Cannot be more than 15 days after Last Day for Which Paid Box 11 and cannot be the 15 or the last day of the month exception the Final Pay Period Ending Date can be the 28 of February when it is not a leap year and the 29 of February for a leap year Non Standard Monthly Cannot be more than 30 days after Last Day for Which Paid Box 11 and cannot be the last day of the month exception the Final Pay Period Ending Date can be the 28t of February when it is not a leap year and the 29 of February for a leap year Box 14 Expected Date of Recall Accepted values are Unknown Not Returning and Date of Recall Defaults to Unknown The date must be blank if Not Returning or Unkno
9. reset the selection criteria The employees that will be updated display with a checkmark to the left of the employee name If any of the employees that meet the selection criteria and display in the Employee List should NOT be updated clear the checkbox Click Apply A message displays indicating the number of updates Windows Internet Explorer eh Number of Updates 1 out of 1 Click OK to continue or Cancel to keep the current Filter criteria and employee list If the number is correct click OK to continue If the updates are successful Powerpay displays a Data Saved message that indicates the number of successful employee updates A list of employees who met the selection criteria but were not updated because they were deselected in the Employee List displays If all employees who met the selection criteria were updated this message does NOT display When the update is being applied if any of the employees status does NOT match the value in the database the employee status is not updated and the following message displays with a list of the employees not updated The following employee s status did not update because their status changed during the mass status change process Please review If any of the employees no longer match the filter criteria when the update is applied the following message displays with a list of the employees not updated Powerpay Release Notes Version 4 2 Mass Status Change
10. st e Distributions ID X ID Y ID Z and ID Dept select the distributions to include Only the distributions set up for your payroll display Only employees with the distributions are included e Province of Employment select the province of employment for the employees to update Only employees in the selected province are included e Status select the status of the employees to update Click Preview The Employee List displays all of the employees within the open pay period that meet the filter criteria It includes e Select checkboxes e Employee Number e Employee Name e Status e Last Day Worked e Re hire Date e Last Day for Which Paid Box 11 e Final Pay Period Ending Date Box 12 e Reason for Issuing the ROE Box 16 The columns are included in the table when the corresponding fields are populated in the Update Method section For the Reverse Status action the Employee List includes the additional columns e Status the current employee status to be reversed e Action to be reversed the status change action to be reversed The list is sorted by Employee Number by default To change the sort click on a column name Click on an employee name link to review of read only version of the Employee Profile for the selected employee The number of employees that meet the filter criteria and the number of employees selected for update display below the Employee List Powerpay Release Notes Version 4 2
11. te The template opens and displays all of the employees who meet the selection criteria in the employee list Renaming a Mass Status Change Template To rename a Mass Status Change template 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Status Change 2 Click the Template link A list of saved templates displays 3 Click Rename The Rename Template Name dialogue box opens 4 Enter the new template name 5 Click Rename The new template name displays in the template list Deleting a Mass Status Change Template To delete a Mass Status Change template 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Status Change 10 Powerpay Release Notes Version 4 2 New Earning Codes Powerpay Plus 2 Click the Template link A list of saved templates displays 3 Click Delete 4 Click OK The template is deleted and no longer displays in the template list New Earning Codes Powerpay Plus Powerpay 4 2 includes 80 new earning codes for a total of 123 When the new earning codes are enabled Earning codes 01 09 are removed and 010 099 are available for Powerpay Plus customers All earning code pay elements are included in the Gross to Net calculation on the Company Totals page and Employee Details page Pay elements hours and earnings are available for selection in the Description drop down lists on the following pages e Reversal e Manual e Emplo
12. wn are selected The date must be later than the Last Day for Which Paid Box 11 The Expected Date of Recall is not allowed when the Reason for Issuing this ROE is Quit Retirement or Dismissal Box 17A B and C Vacation Pay Field A Vacation Pay e Ifin use amount must be between 0 01 and 999999 99 e Must have 2 digits after the decimal Field B Statutory Holiday Pay For e Must be unique for all Statutory Holiday payments e Theamount must be between 0 01 and 999999 99 e Must have 2 digits after the decimal e Must be later than the Last Day For Which Paid Box 11 e Must not be greater than 12 months after the Last Day For Which Paid Box 11 Field C Other Monies e Theamount must be between 0 01 and 999999 99 e Must have 2 digits after the decimal Box 18 Comments Must not exceed 160 characters Box 19 Special Payment The amount must be between 0 01 and 999999 99 Powerpay Release Notes Version 4 2 ROE SAT e Must have 2 digits after the decimal e Ifcompleted the Start Date must be later than or equal to the cheque date minus 50 years inclusively e Ifa Payment Start Date and Amount is entered a period Per Day or Per Week must be selected e Box 21 Issuer s Phone Number The Area Code must be 3 numeric characters and the phone number must be 7 numeric characters Hire Profile Page and Employee Profile Year End Page The S I N number is validated to ensure t
13. yee Timesheet Regular Payment e Employee Timesheet Second Payment e Year End Adjustments Pay elements hours and earnings are included in data verification totals on the Data Verification page Pay elements Rates Factors Earnings are available on the Permanent Rates Factors Earnings page Pay elements hours and or earnings are available for selection e forthe Second Payment Regular Run page on the Rapid Entry Second Payment page e forthe Employee Timesheet Regular Payment page and the Employee Timesheet Second Payment page on the Employee Timesheet Defaults page e for Regular Run Regular Payment on the Rapid Entry Set Up Regular Run Regular Payment page e for Extra Run Regular Payment on the Rapid Entry Set Up Extra Run Regular Payment page e for Regular Run Second Payment on the Rapid Entry Set Up Regular Run Second Payment page e for Extra Run Second Payment on the Rapid Entry Set Up Extra Run Second Payment page Powerpay Release Notes 17 New Functionality Version 4 2 e Payelements hours and or earnings are included on e The Rapid Entry Regular Payment page based on the selections on the Rapid Entry Set Up Regular Run Regular Payment page e The Rapid Entry Second Payment page based on the selections on the Rapid Entry Set Up Regular Run Second Payment page e Pay elements are available on the Permanent Earnings Cycle page e Adjustment amounts can be entered for
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