Move Timecards to Manual Check Calculator
Coins ERP+ users can move timecards from any period (Regular, Future, or Recurring) to the Manual Check Calculator in the Payroll module. These timecards are in the Start position; they cannot be calculated or processed beyond entry.
This is for the USA region only.
Quick Add Time Cards Tab
A Quick Add Time Cards tab is available in the Manual Check Calculator (MCC) screen in Payroll > [Payroll frequency] > Input. This tab provides you with a list of all unposted Regular, Future, and Recurring timecards for the current Payroll frequency (Weekly, Monthly, Twice Monthly, 2-Weekly, 4-Weekly), as shown in Quick Add Time Cards Tab. These timecards can be selected and then added or transferred to the MCC Period.
Timecards for Adjusting Checks are not available on this screen.
Quick Add Time Cards Tab
The Filter options at the bottom of this screen allow you to filter by All Timecards, Regular Timecards Only, or Exclude Recurring.
Create Timecard Action
The Create Timecard action at the bottom of the Quick Add Time Cards screen (Create Timecard Action) allows you to move/copy timecards from the Regular, Future, or Recurring Period to the MCC Period.
Create Timecard Action
If the timecard is coming from a Regular or Future Period, it is moved to the MCC Period (that is, it is deleted from the Regular/Future Period and added to the MCC Period).
When the Create Timecard action is run, Regular transactions that are moved still remain with employees in START mode. When a timecard is ready to be processed, the employee may no longer be in START mode.
If the timecard is coming from a Recurring Period, it is copied to the MCC Period (that is, not deleted from the Recurring Period).
The timecard transaction number is changed when moved if the Employee Check in the MCC Period already has a transaction number. In that case, the next available transaction number is used.
If any overrides are entered for a timecard, they remain with the timecard. When a timecard is added to the MCC Check and its transaction number is changed, the override is also changed.
Convert to Manual Checks for Selected Employee
A Terminate Employee checkbox is available on the Convert to Manual Checks for Selected Employee function, as shown in Terminate Employee Fields. This function can be reached by (1) going to Payroll > [Payroll frequency] > Input > Manual Check Calculator, (2) clicking the Period link to open the Manual Check Calculator Input function, (3) selecting an Employee, and (4) applying the Convert to Manual Checks action.
When you check the Terminate Employee field, termination date and Reason fields become available for updating.
Terminate Employee Fields
