Insync User Guide - Blue
Contents
1. PERS Yos Time Taken ou dul 06 2012 MI g ERSTS Messages 2 Weeks Yes Time Taken s 014 Ju 032012 vi g Eg Show Messages 8 LASTES 2 Weeks Time Taken 04 Ju 53 2012 Ga Show Messages qnit cna tS a ittm TT ae 5 Review the values Edit any values as required 8 Powerpay Release Notes Version 4 3 Mass Accumulator Payout Powerpay Plus e The values can be edited If you edit a value a manual updateicon 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 ared erroricon and warning messages display with a warning icon g Click Hide Messages to collapse the messages e Values entered on the Employee Timesheet Regular and or Second Payment display highlighted Changes can be made to these selections prior to applying changes e Ifthe values are incorrect due to inappropriate selection criteria click Reset The following message displays Resetting deletes the Employee List and resets the page selections to the defaults Please save as template or data will be lost Click OK to continue or Cancel to remain on the current filter criteria and employee list Click OK to reset the selection criteria 6 The employees tha2. Salary Employee Hourly Employee Hourly EE paid Vac Pay each pay Hourly EE paid Accum each pay Hourly EE also receives commisions Salary Employee Salary EE paid Vac Pay each pay Salary paid Add Accum each pay S S S S S S S S Salary Employee also receives commissions ID Dept Department ID Y ID Field 1 ID Z ID Field 2 ID X ID Field 3 Province of Employment Employee List NOTE Values populated from the individual timesheet screens display highlighted 4 Manual Update Applicable Period of Time Pay out Vacation Accumulator For which pay period Pay out Previous Vac unguem For which pay period Number of Employees 1 Number of Employees Selected 1 Apply Save as Template 6 Review the values Edit any values as required Powerpay Release Notes 13 New Functionality 14 Version 4 3 e The values can be edited If you edit a value a manual updateicon 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 ared erroricon and warning messages display with a warning icon g Click Hide Messages to collapse the messages e Ifthe values are incorrect due to inappropriate selection criteria click Reset
3. Type regular or second payment Select appropriate filter criteria 5 Click Preview Powerpay Release Notes T New Functionality 12 Version 4 3 The Employee List displays all of the employees within the open pay period that meet the filter criteria It includes Select checkboxes Employee Number Employee Name Applicable Period of Time Vacation Accumulator For which pay period Additional Accumulator For which pay period 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 the 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 3 Mass Accumulator Payout Powerpay Plus Payroll Mass Edit Tools Mass Accumulator Payout Mass Edit Tools Mass Accumulator Payout Expand All Collapse All Update Method By selecting the Remove Accumulator Payout check box all Employees with entire accumulator payouts that were entered on Employee Timesheet and on the Mass Accumulator Payout page will be included in the Employee List Remove Accumulator Payout Payment Type Regular Payment Second Payment Filter Criteria Active employees and employees with pending status changes will be included in the filter Pay Type All Hourly Employee O
4. 1 Statutory DEGUCUONS PATES ER ARRA Uo A adita dt 21 PVE FP VO TICE T dieu itt ttt tet Une Rau a de ne 21 Postal Zip Code Messaging ee eee eere eene 21 ROE SAT ever A 22 C8 P 22 Powerpay Release Notes 3 New Functionality Mass Accumulator Payout Powerpay Plus Use the Mass Accumulator Payout feature to pay out vacation and or additional accumulator amounts for multiple employees or to perform a mass removal of mass accumulator payouts eliminating the need to do them individually Accumulator payouts can be made on either Regular or Second Payments At the end of this process you can review the proposed changes modify individual employees and exclude individual employees from being included The Mass Accumulator Payout feature is available for Powerpay Plus customers with e atleast one accumulator plan setup and or e a Vacation Accumulator option Vacation Accumulator functionality is required for both accruing vacation entitlement for employees and for paying out hours earnings and or e an Additional Accumulator option Additional Accumulator functionality is required for paying out vacation from a previous year or for both accruing additional entitlement for employees and for paying out hours earnings Paying Out Vacation and or Accumulator Amounts for Multiple Employees To pay out
5. Release Notes Powerpay Version 4 3 Achieve New Functionality Version 4 3 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 3 Scheduled Release Date October 2012 10 2012 Powerpay Release Notes Contents NeW FUNCTIOMANEV c vn 4 Mass Accumulator Payout Powerpay Plus 4 Paying Out Vacation and or Accumulator Amounts for Multiple Employees 4 Removing Vacation and or Accumulator Amounts for Multiple Employees 10 Creating a Mass Accrual Payout Template 15 Opening a Mass Accrual Payout Template 16 Renaming a Mass Accrual Payout Template 16 Deleting a Mass Accrual Payout 16 Deductions and Contributions Import 17 Deduction and Contribution Import 18 2 e e Sn acte needed ces ones 20 UL EnDhanceniehnls ariei aapa Ru VR S 20 Tax Form PrOCesSIlg Sense nanas RE Cuna pus E IM I OSA RUNE 21 PAX T o mI TUM 2
6. The following message displays Resetting deletes the Employee List and resets the page selections to the defaults Please save as template or data will be lost Click OK to continue or Cancel to remain on the current filter criteria and employee list Click OK to 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 check box Click Apply payouts selected and recorded for that pay run for the selected employees are removed The applicable fields on the Regular and Second Timesheet are changed to the following as applicable e Vacation Accumulator No Not Applicable this pay e Additional Accumulator No Not Applicable this pay e For which time period blank A message displays indicating the number of updates Windows Internet Explorer d Number of Updates 1 aut of 1 Click bo continue ar Cancel to keep Ehe 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 Powerpay Release Notes Version 4 3 Mass Accumulator Payout Powerpay Plus Creating a Mass Accrual Payout Template After selecting the criteria for a mass acc
7. ay Release Notes Version 4 3 Mass Accumulator Payout Powerpay Plus Payroll gt Mass Edit Tools Mass Accumulator Payout Mass Edit Tools Mass Accumulator Payout Expand All Collapse All Update Method By selecting the Remove Accumulator Payout check box all Employees with entire accumulator payouts that were entered on Employee Timesheet and on the Mass Accumulator Payout page will be included in the Employee List Remove Accumulator Payout Payment Type Regular Payment Second Payment Filter Criteria Active employees and employees with pending status changes will be included in the filter Pay Type AI Hourly Employee Hourly Employee Hourly EE paid Vac Pay each pay Salary Employee Hourly EE paid Accum each pay Hourly EE also receives commisions Salary Employee Salary EE paid Vac Pay each pay Salary EE paid Accum each pay IS S S S S S S fs Salary Employee also receives commissions ID Dept Department ID Y ID Field 1 ID Z ID Field 2 ID X ID Field 3 Province of Employment 2 Select the Remove Accumulator Payout check box The following message displays By selecting the Remove Accumulator Payout check box all Employees with entire accumulator payouts that were entered on the Employee Timesheet and on the Mass Accumulator Payout pages will be included in the Employee List 3 Select a Payment
8. ee Timesheet e Direct Deposit e Deductions and Contributions If an error occurs on a deduction contribution element only that element fails The elements for the deduction contribution entries without errors for that employee are still imported All of the imported deduction and contributions codes must be set up in Powerpay before performing the import If the codes are not set up in Powerpay the following error message is generated Data for Deduction and Contribution information cannot be imported The deduction contribution code XX does not exist in Powerpay If a new deduction contribution code is required please contact the Ceridian Customer Care Team Where XX is the deduction contribution code to which the data is to be exported Employee deduction codes with the calculation method Employer only there is no employee deduction cannot be imported The record does not import and the following error message is generated Data for Deduction and Contribution information cannot be imported An employee deduction value cannot be imported since code XX is set up for employer contributions only If an employee deduction is required for this code please contact the Ceridian Customer Care Team Where XX is the deduction contribution code to which the data is to be imported Powerpay Release Notes 17 New Functionality Version 4 3 Employer contribution codes with the calculation method E
9. element be 1 alpha 3 000009961 already set up digits or 4 000009999 in Powerpay digits 99999990 1 for the payroll 999999920 999999961 999999969 18 Powerpay Release Notes Version 4 3 Field Name Data Type Length Format Special Characters Mandatory Data Rules Field Name Data Type Length Format Special Characters Mandatory Data Rules 5 Employee permanent value Numeric 9999999 999 to 9999999 999 No No 9 Employer this pay only Numeric 9999999 999 to 9999999 999 No No Powerpay Release Notes 6 Employee this pay only Numeric 9999999 999 to 9999999 999 No No Deductions and Contributions Import 7 Employee remaining target Numeric 9999999 999 to 9999999 999 No No 8 Employer permanent value Numeric 9999999 999 to 9999999 999 No No 19 Enhancements Ul Enhancements e When an element is clicked in a row on the Rapid Entry pages the entire row is highlighted Payroll amp Regular Payment Rapid Entry Quick Links Y Regular Payment Rapid Entry The row is Applicable Period of Time No Time Taken Extra Payment Regular Hours Overtime Hours Salary Override Employee Hours Hours Earnings 000000001 John Doe Salary Employee Pay Rate 110 48 GL 1 Winnipeg 100 Default 000000002 Duke Daisy Timesheet Timesheet Timesheet Salary Employee Pay Rate 53679 GL 1 Win
10. eview and re save the screen If a province is selected but a zip code entered or a state is selected and a postal code entered in any of the address information sections on the Company Powerpay Release Notes 21 Enhancements ROE SAT Version 4 3 Profile page Powerpay displays the following error message when the page 15 saved Invalid combination of Province State and Postal Zip Code in the XXXX section Please review Where XX XX is the section where the invalid combination was entered General Information Primary Delivery Address or Alternate Delivery Address Service Canada has updated the requirements for submitting electronic The following enhancements are now available in Powerpay to comply with Service Canada s new requirements Hire Profile Page 22 The Postal Code is validated to ensure that Thereisa maximum of 6 characters for Postal Code uppercase letters alpha numeric alpha space optional numeric alpha numerio e Thereisa maximum of 5 numeric characters for Zip Code Powerpay Release Notes
11. h pay S S s S S IS ES ES Salary Employee also receives commissions ID Dept Department ID Y ID Field 1 ID Z ID Field 2 ID X ID Field 3 Province of Employment 2 Complete the fields in the Update Method section a Select a Payment Type regular or second payment b Select an Applicable Period of Time from the drop down list This selection applies ONLY to employees without previously saved entries on the Timesheet Powerpay Release Notes 9 New Functionality Version 4 3 For regular runs the default value in this field is your payroll s pay frequency For extra runs the default value in this field is No Time Taken This is the usual setting for an extra payroll run Select a different value only if the earnings you are paying are for a period of time other than the standard pay period frequency In that case apply the CPP QPP exemption for a specific period of time The value in this field controls the calculation of CPP QPP exemptions and the amount of income tax deducted The yearly CPP QPP exemption is calculated on a per pay period basis This value controls the portion of the yearly exemption allowable for the employee s pay Set the value of this field to apply the CPP QPP exemption the appropriate number of times Example The Applicable Period of Time setting has no effect on the company deductions and contributions taken and you may have to use the Ded
12. hoy will bo highlighted im the Employee List Updates can be made to the selections prior te clicking the Apply button Refer te Help for more information Remove Accumulator Payout Payment E B lier Second Payment Applicable Fanod of Tima 2 Weeks Pay out Vacation Accumulmort Yes Tima Taken gt Forwhich 014 Pay out Previous Vae Accumulator Yes Time Taken m For which pay period Filter Criteria Active employees and emplayees with pending status changes will be included in the filter Pay Al v Hourly Employee C Hourly Employer Hourly pasd Vac Pay mach pin Salary Employee p d Add Accum each pay e Hourly EE also receives commigions fe Salary Employee Saary EE pad Vac Pay wach Salary perd 09 Accum each pay v Salary Employee alge receives commisssons ID Dept Department All ID Y IDFiek t ID Z 1D Field 2 All IDX ID Fied 3 AN Prance of Employment All Employee List _ HOTE Values populated from the imesheel screens display highlighted 4 Manual Update Message ph Period of Timi Pay oul Vacation Aaaa which pay paiid Employ Hennie Pay cut Previous Vac For which pay LASTANNTM 5 FIRST Show Messages E akan j 4
13. ion criteria in the employee list Renaming a Mass Accrual Payout Template To rename a Mass Accrual Payout template 1 Navigate to the Mass Accrual Payout page Payroll Mass Edit Tools Mass Accrual Payout 2 Clickthe 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 Accrual Payout Template To delete a Mass Accrual Payout template 1 Navigate to the Mass Accrual Payout page Payroll Mass Edit Tools Mass Accrual Payout 2 Clickthe Template link A list of saved templates displays 16 Powerpay Release Notes Version 4 3 Deductions and Contributions Import 3 Click Delete 4 Click OK The template is deleted and no longer displays in the template list Deductions and Contributions Import Employee deductions and employer contributions can now be imported for employees in Powerpay The data is imported into the Deduction and Contribution Regular Payment page Deduction and contribution amounts can now be imported into Powerpay for a Regular or Extra payroll run The imported data is imported into the Deduction and Contribution Regular Payment page for the pay period based on the pay period end date PPE date indicated in the file name Imported data is processed in the following order e Employee Profile e Employ
14. mployee only there is no employer deduction cannot be imported The record does not import and the following error message is generated Data for Deduction and Contribution information cannot be imported An employer contribution value cannot be imported into deduction contribution code XX as this code is set up for employee deduction only If an employer contribution is required forthis code please contact the Ceridian Customer Care Team Where XX is the deduction contribution code to which the data is to be imported If any of the imported deduction contribution data contains a Remaining target value for the employer contribution the record does not import and the following error message is recorded Data for Deduction and Contribution information cannot be imported A remaining target value is not allowed for the employer contribution code XX Deduction and Contribution Import Layout Field Name 1 Ceridian 2 Ceridian 3 Employee 4 Deduction Branch No Payroll Number Number Contribution Code Data Type Alphanumeric Alphanumeric Numeric Alphanumeric Length Format Exactly 3 in Exactly 4 Maximum 9 Exactly 2 the format PP9 Special Characters No No No No Mandatory Yes Yes Yes Yes Data Rules Must be one of Must be a The following Must Pp1 PP2 PP4 valid payroll employee correspond to PP7 PP9 number numbers are a deduction assigned by NOT allowed contribution Ceridian May 000000000
15. nipeg 100 Default 000000003 Jones James Timesheet Timesheet Timesheet Salary Employee Pay Rate 54632 GL 1 Winnipeg 100 Default e When using Powerpay in French the now correctly appears to the right of the field Paie Embauche Profil D p t direct Embauche Profil D p t direct Nom d employ John Doe Num ro 000000001 Type de r mun ration Employ salaire Taux de r mun ration 110 48 D p t Priorit Nom de l institution financi re N de transit N de compte Principal 010 CIBC 03794 5506439 Les d p ts se font dans l ordre suivant D p ts de priorit 1 5 puis d p t principal Le montant net de la paie de l employ moins les valeurs des d p ts activ s de priorit 1 5 est le montant d pos dans le compte du d p t principal de l employ Consulter l onglet Aide pour obtenir des renseignements suppl mentaires Liste des d p ts suppl mentaires Priorit Nom de l institution financi re N de transit N de compte Valeur Substituer Activ 1 001 Banque de Montr al 03794 5506439 500 00 Oui Modifier Supprimer Ajouter un d p t direct Powerpay Release Notes 20 Version 4 3 Tax Form Processing Tax Form Processing tax forms are now processed as tape filer The option Col 48 N non tape filer is no longer an acceptable option of the 30 Record Tax Exemptions Statutory Deductions Page Powerpay now displays a wa
16. pay 6 Powerpay Release Notes Version 4 3 Mass Accumulator Payout Powerpay Plus types that do not include paying out both Vacation and Additional Accumulator together display Select or clear the options as applicable At least one check box must be selected 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 Province of Employment select the province of employment for the employees to update Only employees in the selected province are included 4 Click Preview The Employee List displays all of the employees within the open pay period that meet the filter criteria It includes Select checkboxes Employee Number Employee Name Applicable Period of Time Vacation Accumulator For which pay period Additional Accumulator For which pay period 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 a 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 New Functionality Version 4 3 The seelisctions made in the Update Method ection will display in tho Exrplenee List W siehocticnss went made ai the iradia aene t
17. rning message if a zero value 0 is entered in the Specific dollar amount to be taken fields in the Tax Options Permanent Values section of the Statutory Deductions page As the Specific dollar amount to be taken has been changed to zero 0 in the Tax Options Permanent Value section the employee will now be subject to the normal tax calculated according to their personal tax exemptions If this is incorrect and the employee is to be no longer taxed select the appropriate exemption option from the Tax Status menu on the Hire Profile page Hire Profile Page Powerpay now displays a warning message is a zero value O is entered in the Federal and or Provincial Tax Exemptions Apply specific amount field on the Hire Profile page As the XXX has been changed to zero 0 no exemptions will be applied and the maximum tax will be deducted from the employee If this is incorrect and the employee is to be no longer taxed select the appropriate exemption option from the Tax Status menu Where XXX is either e Employees Federal Personal Tax Exemption e Employees Provincial Personal Tax exemption e Employees Federal and Provincial Personal Tax Exemptions Postal Zip Code Messaging If an incomplete Postal or zip code is entered on the Hire Profile page or the Company Profile page the following error message displays after the page is saved Postal Zip code is incomplete Please r
18. rual payout you can save the selection criteria for future use To create a mass accrual payout template L og PF WN Navigate to the Mass Accrual Payout page Payroll Mass Edit Tools Mass Accrual Payout Select the update method Select filter criteria to specify which employees should be updated Click Preview to display the Employee List Click Save as Template Enter a unique template name The name can include alphabetic and or numeric characters only and any of the following special characters 960 amp lt gt and Enter template name a Click Save If the template is saved successfully Powerpay displays a Data Saved message Temptate saved If the template name entered already exists Powerpay displays an error message Powerpay Release Notes 15 New Functionality Version 4 3 This page has not been saved as it contains errors Please correct and save this page The template name already exists Please try again Repeat step 6 and enter a new template name Opening a Mass Accrual Payout Template To open a mass accrual payout template 1 Navigate to the Mass Accrual Payout page Payroll Mass Edit Tools Mass Accrual Payout 2 Click on the Template link A list of saved templates displays 3 Select a template to open 4 Click Open Template The template opens and displays all of the employees who meet the select
19. t 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 7 Click Apply message displays indicating the number of updates Windows Internet Explorer Number of Updates 1 out of 1 Click OK En continue ar Cancel to keep Ehe 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 Powerpay Release Notes 9 New Functionality Version 4 3 If any of the employees were not selected in the employee list the following message displays with a list of the employees not updated The following employee s Accumulator s did not update because they were not selected in the Employee List Duke Daisy Active 10150 Jones James Removing Vacation and or Accumulator Amounts for Multiple Employees To remove vacation and or additional accumulator amounts for multiple employees 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Accumulator Payout 10 Powerp
20. uctions amp Contributions page to enter one time overrides For example you may be paying an employee for four weeks including vacation A deduction that comes off every payroll must be doubled or a deduction will be missed c Select a Pay out Accumulator option from the drop down list required for companies with a vacation accumulator and or an additional accumulator set up Note This field only displays for companies with a vacation accumulator and or an additional accumulator set up d Select a For which pay period option from the drop down list This field only displays after a selection is made in the Pay out Accumulator field The following options are available The current pay period e Upto five future pay periods in the current calendar year e Upto five previous pay periods for the current calendar year e Last PPN worked The dates display based on the payroll s pay period end dates from the Calendar screen If left blank the current pay period is selected Note This field only displays for companies with a vacation accumulator and or an additional accumulator set up 3 Select filter criteria to specify which employees should be updated Active employees and employees with pending status changes are included in the filter The following filter criteria are available e Pay Type select the pay types to include All Employees is selected by default All hourly employee pay types and all salary employee
21. vacation and or additional accumulator amounts for multiple employees 1 Navigate to the Mass Status Change page Payroll Mass Edit Tools Mass Accumulator Payout Note This option is only available for Regular and Extra runs Powerpay Release Notes Version 4 3 Mass Accumulator Payout Powerpay Plus Payroll Mass Edit Tools Mass Accumulator Payout Mass Edit Tools Mass Accumulator Payout Expand All Collapse Al Update Method The selections made in the Update Method section will display in the Employee List If selections were made in the individual timesheet screens they will be highlighted in the Employee List Updates can be made to the selections prior to clicking the Apply button Refer to Help for more information Remove Accumulator Payout Payment Type Regular Payment Second Payment Applicable Period of Time 2Weeks Pay out Vacation Accumulator Yes Time Taken For which pay period 014 Jul 03 2012 M Pay out Previous Vac Accumulator Yes Time Taken For which pay period 014 Jul 03 2012 Filter Criteria Active employees and employees with pending status changes will be included in the filter Pay Type All Hourly Employee Hourly Employee Hourly EE paid Vac Pay each pay Salary Employee Hourly EE paid Accum each pay Hourly EE also receives commisions Salary Employee Salary EE paid Vac Pay each pay Salary paid Add Accum eac
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