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Merge • Automate • Validate • Audit

Update Open Payroll

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Payroll records are updated from work order

This app updates the department on the 5-2-2 payroll record line items based off of the department linked to the service invoice type on the corresponding 11-2 Work Order record.

Setup:

  1. The zMaxOneClick app must be run prior to final compute.
  2. Service Order# must be entered on all applicable payroll record lines.
  3. A department must be entered on every 11-2 Service Invoice type.

Steps:

  1. Open the 5-2-3 Compute Payroll screen.
  2. Click the zMaxOneClick app and choose Update Open Payroll.
  3. Confirmation Required message box will appear. Click yes to update departments on timecards.
  4. Operation Complete message box will appear, click ok.
  5. No update needed message box will appear if all the departments are correct, click ok.
  6. Run final compute and finish payroll as normal.

Output:

    Audit Log
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. Data on document includes the payroll record #, line # work order #, the old department # and the new department #.
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Story:

Joe Contractor is spending a lot of extra time making sure that the department is correct when he is entering payroll into the 5-2-2 screen for his service employees and he still doesn't always choose the correct one.

Process:

This app updates the department on the 5-2-2 payroll record line items based off of the department linked to the service invoice type on the corresponding 11-2 Work Order record.

Return on Investment:

Joe doesn't have to pay attention to the department at all when he enters payroll because it will be entered with the zMaxOneClick app. This speeds up the payroll entry process and increases the accuracy of the payroll records.
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