Difference between revisions of "Payroll Integrator"

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Only a District Administrator has permission to edit the settings necessary for using this interface.
 
Only a District Administrator has permission to edit the settings necessary for using this interface.
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For the District Administrator:
 
For the District Administrator:
 
Before posting staff attendance records, the administrative steps below should be done. Call or email Edgear Support for  
 
Before posting staff attendance records, the administrative steps below should be done. Call or email Edgear Support for  
 
assistance in these steps (support@edgear.com or 800.509.7070).
 
assistance in these steps (support@edgear.com or 800.509.7070).
 +
 
#Permission Configuration: In User Management, the user who will control staff attendance District Defaults needs  
 
#Permission Configuration: In User Management, the user who will control staff attendance District Defaults needs  
 
RW permissions for the category of Staff. Next, in Staff, a RW Program permission is to be assigned for Post  
 
RW permissions for the category of Staff. Next, in Staff, a RW Program permission is to be assigned for Post  

Revision as of 15:04, 14 November 2014

These instructions will provide information on the available Interface programs for Payroll Vendors.

Only a District Administrator has permission to edit the settings necessary for using this interface.

For the District Administrator: Before posting staff attendance records, the administrative steps below should be done. Call or email Edgear Support for assistance in these steps (support@edgear.com or 800.509.7070).

  1. Permission Configuration: In User Management, the user who will control staff attendance District Defaults needs

RW permissions for the category of Staff. Next, in Staff, a RW Program permission is to be assigned for Post Transactions. Finally, an Action permission of Insert/Update/Delete for Set District Defaults is given to this user. This will allow the user to control District Default settings for the staff attendance program.

  1. Set District Defaults: The district coordinator in charge of staff attendance needs to set the District Defaults, which in

turn will be pushed out to the other users.

  a. In the Employee Attendance Posting program, click Action, then District Defaults to set items such as Vendor, default attendance code, and pay periods.
  b. If the district payroll vendor is in the following list (Clayton, McAleer, Methods, Munis, software Services) the district administrator will need to edit the Attendance Codes. This is done in the Employee Attendance Posting program under Action. Refer to the instructions below on how to enter the information to edit the Attendance Codes.
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