Overview
Payroll Timesheet (TS) Input Groups allows users to restrict entry to a group based on the Employee's Timesheet Merge Code.
This PR functionality is for the US and Canadian regions.
PR Timesheet Input Group Merge Code Restrictions: Configuration
Two global parameters are used to implement the PR Timesheet Input Group Merge Code restrictions functionality.
Parameter | Description |
TSGRPMCODE | Error/Warning/None when inputting timesheets into a TS Input Group where the Merge Code of the employee conflicts with the merge code list set for the TS Input Group. |
CHKMULTITSG | Error/Warning/None when an employee timesheet already exists in another TS Input Group for the same period. |
TSGRPMCODE Parameter
The Global Payroll parameter TSGRPMCODE controls whether you receive a Warning/Error/None message when inputting timesheets into a Timesheet Input Group where the Merge Code of the employee conflicts with the merge code list set for the Timesheet Input Group.
Only employees with the Timesheet Input Group Merge Code included in the Group Merge Codes of the Group can have time cards under the Group.
If parameter TSGRPMCODE is set to N-None or blank, you can only enter time cards for the employee under groups with Group Merge Codes set up with an asterisk (“*”). A single wild card “*” means that employees with any merge code can have checks under this Group. You can do this regardless of the conflict between the employee’s TS Group Merge Code and the TS Group’s Merge Codes.
If parameter TSGRPMCODE is set to W-Warning, you can enter time cards for the employee under a group regardless of the conflict between the employee’s TS Group Merge Code and the TS Group’s Merge Codes. However, you will receive a warning message about the conflict.
When you start a new screen session to enter time cards on the Time Cards tab of Timesheets entry, or on the Timesheets Quick Adds by Job/by Employee/by Multiple Employee, or if you enter Overrides on the Overrides tab of Timesheets entry, you will receive the warning only for the first add or update transaction or override record for the employee on the screen, if the add/update operation was not canceled.
If you change an employee, start a new screen session, or cancel adding or updating the transaction or override record, the warning will appear again if there is a Merge Code conflict. However, the warning will not appear again if you enter or update the new record for the same employee for the same screen session.
For regular check entry, a warning will always appear if there is a Merge Code conflict.
If parameter TSGRPMCODE is set to W-Warning, you can enter time cards for the employee under a group regardless of the conflict between the employee’s TS Group Merge Code and the TS Group’s Merge Codes. However, you will receive a warning message about the conflict.
When you start a new screen session to enter time cards on the Time Cards tab of Timesheets entry, or on the Timesheets Quick Adds by Job/by Employee/by Multiple Employee, or if you enter Overrides on the Overrides tab of Timesheets entry, you will receive the warning only for the first add or update transaction or override record for the employee on the screen, if the add/update operation was not canceled.
If you change an employee, start a new screen session, or cancel adding or updating the transaction or override record, the warning will appear again if there is a Merge Code conflict. However, the warning will not appear again if you enter or update the new record for the same employee for the same screen session.
If parameter TSGRPMCODE is set to E-Error, you cannot enter time cards for the employee under the group if there is a conflict between the employee’s TS Group Merge Code and the TS Group’s Merge Codes.
CHKMULTITSG Parameter
The Global Payroll parameter CHKMULTITSG controls whether you receive a Warning/Error/None when an employee timesheet already exists in another Timesheet Input Group for the same period.
If the CHKMULTITSG is set to N, None, or blank, employees can have checks under multiple groups.
If the CHKMULTITSG is set to W, Warn, or Warning, employees can have checks under multiple groups, but you will receive the appropriate warning message.
When you start a new screen session to enter time cards on the Time Cards tab of Timesheets entry, or on the Timesheets Quick Adds by Job/by Employee/by Multiple Employee, or if you enter Overrides on the Overrides tab of Timesheets entry, you will receive the warning only for the first add or update transaction or override record for the employee on the screen, if the add/update operation was not canceled.
If you change an employee, start a new screen session, or cancel adding or updating the transaction or override record, the warning will appear again if there are multiple groups. However, the warning will not appear again if you enter or update the new record for the same employee for the same screen session. For regular check entry, the warning will always appear if there are multiple groups.
If the CHKMULTITSG is set to E or Error, employees cannot have checks under multiple groups.
Note: There are two possible situations in which an employee can have checks under several groups:
An employee has a check under multiple groups; or
An employee has two checks under single but different groups.
Timesheet Input Group Maintenance
A Group Merge Codes column is available in Payroll > [frequency] > Timesheet Input Groups > Group Maintenance, as shown in Group Merge Codes. It includes the Timesheet Input Group Merge Codes that can be used with the Group.
You must enter one of the following for each Group (it cannot be blank): a single existing Merge Code, a comma-separated list of existing Merge Codes, or a single asterisk ("*"). The asterisk is the default.
You can update the list of the Group Merge Codes even if time cards are on file for the Group. When you do this, a Warning Message notifies you that there are time cards on file and gives you the option to cancel the update.
Group Merge Codes
Employee Maintenance
In Payroll > Employee Maintenance > Employee Details > General tab, an Employee must be in START mode in order to update the Timesheet Input Group Merge Code field, as shown in Merge Code for Employee in START Mode. Otherwise, the Timesheet Input Group Merge Code field cannot be updated, as shown in Merge Code for Employee Not in START Mode (such as CALCED) with the example of an Employee in CALCED mode.
The Timesheet Input Group Merge Code field can be blank on this screen.
Merge Code for Employee in START Mode
Merge Code for Employee Not in START Mode (such as CALCED)
Timesheet Input Screen
The Multiple Groups column on the Timesheet Input screen in Payroll > [frequency] > Input > Timesheets can be checked if an Employee has several checks under single but different groups. Previously, it could only be checked if the Employee had a check under multiple groups.
For example, Timesheet Input Screen shows that employee 000063 has check 1 under the multiple groups GR1 and GR2. Employee 000081 has check 1 under a single group GR1 and check 2 under a single group GR2. In both cases, the Multiple Groups column is checked.
Timesheet Input Screen
Timesheet Input Screen - Body Detail
The Body Detail for timesheets on the Timesheet Input screen in Payroll > [frequency] > Input > Timesheets appears as follows:
The Group List field has been renamed Group List of Current Check.
A Group List of All Checks for the Period field is available.
For example, Timesheet Input Screen (Body Detail) shows that employee 000063 has check 1 under multiple groups GR1 and GR2, and Group List of Current Check is GR1,GR2. Employee 000063 also has check 2 under a single group GR3, and Group List of All Checks for the Period is GR1,GR2,GR3.
Timesheet Input Screen (Body Detail)
PR Reports and Processes
From/To/Matches Selection Criteria
From/To/Matches selection criteria options are available on the Timesheet Input Group Merge Code field on the Main tab of the following PR/SE processes (a sample field is shown in From/To/Matches TS Input Group Merge Code):
PR Convert Future Timesheets
PR Convert from Recurring Timesheets
PR Transfer Employee Self Service TS
PR Transfer FM Worksheets
PR Transfer SE Visit Details
SE Visit PR Transfer Check
PR Transfer Daily Reports
PR Move Employee Timesheets
PR Convert to Manual Checks
From/To/Matches TS Input Group Merge Code
Convert to Manual Checks
Convert to Group and Group Description fields are available on the Convert to Manual Checks screen in Payroll > [Frequency] > Processing, as shown in Convert to Manual Checks. This process retains checks/timecards/overrides under the same PR Period, but a blank Convert to Group is still possible, in which case the checks/timecards/overrides will remain under the same groups.
Convert to Manual Checks
