What's New - Powerpay 6.10

The Emergency Contacts report provides emergency contact related information for all Active and New employees.

1. Go to the Reports page. From the People menu, select Reports.

2. Click the Download button for the Emergency Contacts report.

The report downloads in *.csv format.

The report includes all emergency contact information available for all Active and New employees, excluding comments.

If there is no emergency contact information available for any employees, Powerpay displays the message: "There is no data available for this report."

The All Entitlement Balance History report includes all balance history records for all standard and custom entitlements, for all employees on the payroll. Use the All Entitlement Balance History report to view and track the complete history for each entitlement.

1. Go to the Reports page. From the People menu, select Reports.

2. Click the Download button for the All Entitlement Balance History report.

The report downloads in *.csv format.

It includes the following information:

• Payroll ID

• Employee Number

• Employee Last Name

• Employee First Name

• Import Code

• Entitlement Description

• Date

• Transaction

• Changed By

• Adjustment

• Balance (Hours)

Note: An employee’s entitlement balances displayed on the report may differ from the balances displayed on the Register. This is because the balances on the report include pending requests. The balances displayed on the Register do NOT include pending requests.

Note: Entitlements that allow an unlimited balance only display one history record with a balance of zero.

The Current Entitlement Balances report provides the current entitlement balances for all employees for all custom entitlements for the payroll.

1. Go to the Reports page. From the People menu, select Reports.

2. Click the Download button for the Current Entitlement Balances report.

The report downloads in *.csv format.

It includes the following information:

• One row per employee per entitlement balance (Import Code). In other words, the file only includes one row for each employee for the same import code. However, the file may contain multiple rows for the same employee each with a different import code.

• Payroll ID - each file contains employee records for ONE payroll number.

  If this file is used to import the data to a new payroll, this column is used by the import validation process to validate that the file does not contain data for other Payroll IDs, and that the file is being loaded to the correct (matching) Payroll ID.

• Employee Number

• Employee Name (Last, First)

• Import Code – the import code assigned to the custom entitlement.

  The code is assigned in step 2 of the Custom Entitlement Setup module in Powerpay and is a maximum of four alpha-numeric characters.

• Entitlement Description – The description assigned to the custom entitlement in step 1 of the Custom Entitlement Setup module in Powerpay.

• Hours (Up to 2 decimal places) – the balance data for the employee in hours for the entitlement.

  English and French number formats are supported based on the Powerpay interface logged in.

  Example:

  A value of 9,999 is entered in the Hours column

  English Powerpay interface – Powerpay interprets the value as 9999

  French Powerpay interface – Powerpay interprets the value as 9.999. An error is generated because the value exceeds two decimal places.

The report is sorted by employee Number followed by Entitlement Description.

1. Go to the Company Documents page. From the People menu, select Company Documents.

2. Click the Add New Document button.

   The Document Properties window opens.

3. Click the Browse button to select the document to upload.

   The following document types can be uploaded: .xlsx, .docx, .pdf, .jpeg and .png.

4. Select the file to upload and click Open.

   The selected file displays in the Document Name field. You can rename the document if required.

5. (optional) Select the document type from the Type list. To add a type not in the list, see Add a document type.

6. (optional) Enter a version number for the document.

7. (optional) Select or enter the version date.

8. (optional) If the document requires the employee’s sign off, select the Requires Employee Sign Off checkbox. The employee will have the ability to sign off on the document in Self Service.

9. (optional) Select a sign off deadline date. When a deadline is defined, it displays on the Company Documents page.

10. Set the document expiry date.

11. Select the number of days (1-14) before the document expires you want to receive the email notification in the Days in Advance field. If you do not want to receive am email reminder, select Don’t Send.

12. Click Next.

    The People Selector page displays. Use the page to assign the document is specific employees. You can filter the employee list by status, department, and position. To make multiple selections from an individual list, press and hold the Ctrl key while clicking each of the items you want to select.

13. Select the status, departments, and positions of the employees to send the document to. For example, to send the document to all Active employees in departments 100 and 200, select Active in the Status list and while pressing the Ctrl key select 100 and 200 in the Department list.

14. Select the Include all new hires that meet these criteria checkbox to send the document to all future new hires that meet the filter criteria.

15. Click Preview.

    All the people in the People list who meet the selected criteria display and are selected by default.

16. (optional) Click the checkbox in the header to clear all the selections and select the individual checkboxes of the people to send the document to.

17. Click Save.

The document is added to the list on the Company Documents page.

The document displays for the assigned employees in Self Service and on the Documents tab. From the People menu, select People List > Documents. in Powerpay.

1. Go to the Company Documents page. From the People menu, select Company Documents.

2. Click the properties button in the Action column for the document to add an expiry date to.

   The Document Properties window opens.

3. Set the document expiry date.

4. Select the number of days (1-14) before the document expires you want to receive the email notification in the Days in Advance field. If you do not want to receive am email reminder, select Don’t Send.

5. Click Save.