Difference between revisions of "Payroll Integrator"
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#'''Permission Configuration:''' | #'''Permission Configuration:''' | ||
#*In '''User Management''' edit the permissions for the person that will control Staff Attendance '''District Defaults'''. | #*In '''User Management''' edit the permissions for the person that will control Staff Attendance '''District Defaults'''. | ||
| + | #*Give this person RW permissions for the category '''Staff'''; then, a RW Program permission for '''Post Transactions'''; then an '''Action''' permission for Set District Defaults''' of '''Insert/Update/Delete'''. | ||
| + | #There are two '''District''' settings that need to be edited before transactions can be posted. | ||
| + | #*'''Set District Defaults''' in the '''Employee Attendance Posting''' program, click the '''Action''' button and select '''Set District Defaults''' to set items such as Vendor, default attendance code, and pay periods. | ||
| + | #*'''Edit Attendance Codes''' is done on the '''Options''' button at the bottom of the Setup Box. If your payroll vendor does not require a translation of absence reasons from the default list, the '''Options''' button '''will not''' be on the setup box. | ||
Revision as of 15:32, 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.
- Permission Configuration:
- In User Management edit the permissions for the person that will control Staff Attendance District Defaults.
- Give this person RW permissions for the category Staff; then, a RW Program permission for Post Transactions; then an Action permission for Set District Defaults of Insert/Update/Delete.
- There are two District settings that need to be edited before transactions can be posted.
- Set District Defaults in the Employee Attendance Posting program, click the Action button and select Set District Defaults to set items such as Vendor, default attendance code, and pay periods.
- Edit Attendance Codes is done on the Options button at the bottom of the Setup Box. If your payroll vendor does not require a translation of absence reasons from the default list, the Options button will not be on the setup box.
