Managers – (New feature). Managers can be set up on the company level and then tied to employees (this feature will be built upon in many ways in future versions).
Managers are set up and maintained under Company > HR > Job Info > Managers
A manager must be an employee in the given company
You can’t delete a manager if the manager is tied to an employee
Employees are tied to a manager under People > HR > Job Info > Managed By
A manager cannot tie himself to himself
The “Managed By” is also displayed in the employee top summary (in People and Payroll)
Employees who are Managers have a “Manager” indicator near their name
Note: For clients with Custom Roles, the Company and People Job Info card would need to be added to the applicable roles in order for users to see these cards
Manual Checks - Check # Handling – The system now picks up the next check number.
The system will pick-up (and display) the next check number from the applicable company/system bank account
Once the manual check is saved to the VM batch, the system updates the company/system bank account to the next #
There is an option to "Override check number". When selected, the user is able to manually enter the check number, and the system will NOT update the company/system bank account next check #
Enhancements:
Saving Manual Checks– Enhanced the bank account selection:
Only active paycheck Transfer Accounts are displayed and available for selection.
If the company has two active transfers, the one tied to paycheck code "Manual" will be the default account. Users can still override and select the other account
The last 4 digits of the bank account are displayed (in addition to the account description)
Accruals Used Amount Display - The used amount in the employee accruals card and live reports is now displayed as a positive number
Standard Reports Enhancements:
The method for downloading reports has been rebuilt so that large report don’t timeout
Running reports with only totals selected now query just the totals so it runs faster
The Labor Distribution PDF report has been rebuilt for better performance
Labor Distribution PDF now has an option to group and total by Job Code (in addition to CCs)
Enhanced the appearance (new logo, align text, etc.) of the following standard reports: Preprocess Register, Payroll Register, and Labor Distribution
Added the option to run Payroll Summary for multiple companies (at once) as one report
Reports now default to Private. This was done for both Standard and Live reports
Added the option to rename standard and live repots
Batch preprocess PDF now displays the batch code in the report header
Preview Payroll Enhancements– Enhanced the Preview Payroll (all batches) as follows:
Updated the sorting and default columns of the preprocess grids to take the batch code and calc order into account
Updated the sorting of the preprocess PDF register to take the batch code into account
Display Check Number in Pay Entry - For check type Manual and Reversal the check # is now displayed in the Pay Entry screen
Renamed the Job and Organization Cards– The “Job” card was renamed “Employment” and the “Organizing” card was renamed “Job Info”
Labor Distribution Export (formally 0046) – The report was enhanced to include Labor Dist. Tables. The report fields are now sorted (the report still needs further enhancements)
Keyboard Shortcuts – Added the following keyboard shortcuts:
crtl+right and left arrows to navigate between employees
ctrl+l to toggle employee lookup
ctrl+s to save a check
Bug Fixes:
Fixed a bug where, in some cases, the sum under the employee accrual card Transaction was totaling with incorrect decimals
Memo codes now do NOT add to totals in payroll registers (post and pre) and Labor Dist. reports
Live Reports Taxable Wage Detail now displays the employee id and name
Live reports now have the option to bring in First Name, Last Name, and Middle Name columns
