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office:payroll:payroll_period_details [2010/09/22 23:50] maryrajah |
office:payroll:payroll_period_details [2018/12/23 12:11] (current) |
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| Payroll details are the individual records of an employee's work period. It can be listed by employee or by day. Breaks are listed for each selected work period below the main grid. Breaks have a start time and end time listed for each employee. Employee hours can be tracked through CCS Office and CCS Terminal. | Payroll details are the individual records of an employee's work period. It can be listed by employee or by day. Breaks are listed for each selected work period below the main grid. Breaks have a start time and end time listed for each employee. Employee hours can be tracked through CCS Office and CCS Terminal. | ||
| - | ===== Important Tasks ===== | + | ===== Sub-Topics ===== |
| [[:office:payroll:payroll_period_details#View|View]]\\ | [[:office:payroll:payroll_period_details#View|View]]\\ | ||
| - | [[:office:payroll:payroll_period_details#Edit Clock-In/Clock-Out Time|Edit Clock-In/Clock-Out Time]]\\ | ||
| [[:office:payroll:payroll_period_details#Report|Report]]\\ | [[:office:payroll:payroll_period_details#Report|Report]]\\ | ||
| [[:office:payroll:payroll_period_details#Print PDF|Print PDF]]\\ | [[:office:payroll:payroll_period_details#Print PDF|Print PDF]]\\ | ||
| [[:office:payroll:payroll_period_details#Export|Export]]\\ | [[:office:payroll:payroll_period_details#Export|Export]]\\ | ||
| - | |||
| - | ===== Payroll Tracking in CCS Office ===== | ||
| ==== Payroll Period Tool Bar ==== | ==== Payroll Period Tool Bar ==== | ||
| Line 19: | Line 16: | ||
| * View Periods : Allows to view the work period of employees by time period. To view the hours worked for a particular time period, go to Office Tool Bar >> Employees >> Payroll Periods >> Select a particular pay period >> Click on View period >> Choose the name of the employee from the right to view his/her pay period details. You can also open a work period using the right click menu. | * View Periods : Allows to view the work period of employees by time period. To view the hours worked for a particular time period, go to Office Tool Bar >> Employees >> Payroll Periods >> Select a particular pay period >> Click on View period >> Choose the name of the employee from the right to view his/her pay period details. You can also open a work period using the right click menu. | ||
| * View Dates : Allows to view the work period details by dates\\ | * View Dates : Allows to view the work period details by dates\\ | ||
| - | * View Employees : Allows to view the work period details of employees by name\\ | + | * View Employee : Allows to view the work period details of employee by name\\ |
| - | ** Reference Illustrations** | + | A snapshot of the view periods dialog box with the options in right click menu is shown in Fig 1: |
| - | * View Periods\\ | + | |
| - | {{office:payroll:payroll_viewperiod.jpg?linkonly}}\\ | + | |
| - | * View Dates\\ | + | |
| - | {{office:payroll:payroll_viewdate.jpg?linkonly}}\\ | + | |
| - | * View Employee\\ | + | |
| - | {{office:payroll:payroll_viewemp.jpg?linkonly}}\\ | + | |
| + | {{office:payroll:payroll_viewperiod.jpg?}} | ||
| + | //Fig 1 : View Periods// | ||
| - | ==== Edit Clock-In/Clock-Out Time ==== | + | A snapshot to view work period details by date is shown in Fig 2: |
| - | To edit clock in/clock out time: | + | |
| - | Go to CCS OfficeTouch >> Payroll Periods >> Select Pay Period >> View Period | + | {{office:payroll:payroll_viewdate.jpg}}\\ |
| - | Select the employee name from the right hand side of the screen | + | |
| - | Edit time in the StartTime and EndTime fields for the ClockIn/ClockOut time | + | //Fig 2 : View by Dates// |
| + | |||
| + | A snapshot to view work period details by date is shown in Fig 3: | ||
| + | |||
| + | {{office:payroll:payroll_viewemp.jpg}}\\ | ||
| + | |||
| + | //Fig 3: View by Employee// | ||
| ==== Report ==== | ==== Report ==== | ||
| Line 42: | Line 40: | ||
| * Report All Employees : Provides a report of time period details for all employees\\ | * Report All Employees : Provides a report of time period details for all employees\\ | ||
| * Report Employee : Provides a report of the time period details for a specific employee\\ | * Report Employee : Provides a report of the time period details for a specific employee\\ | ||
| - | ** | ||
| - | Reference Illustration** | ||
| - | Time Clock Employee Report\\ | ||
| - | {{:office:payroll:payroll_tclockrpt.jpg?linkonly}}\\ | ||
| - | ==== Print PDF ==== | + | A snapshot of the Time Clock Employee Report is shown in Fig 4: |
| + | |||
| + | {{:office:payroll:payroll_tclockrpt.jpg}} | ||
| + | |||
| + | //Fig 4 : Time Clock Employee Report// | ||
| + | |||
| + | ==== Print ==== | ||
| - | * PDF : To print in PDF, you need have a PDF printer installed on your computer. If you do not have a PDF printer, you can install a free version of Cute PDF from [[http://www.cutepdf.com/|cutepdf]] | ||
| - | *To print in PDF : | ||
| - | * Open CCS Office-Touch >> Office Toolbar >> Choose PDF Printer from the printer drop-down list in the office toolbar | ||
| - | * Save PDF file to desired location on your computer | ||
| - | * To email the PDF file, open your email application (MS Outlook, Gmail) >> Compose New Message >> Attach File >> Send to Recipient | ||
| * Print All Employees : Provides a print out of time period details for all employees\\ | * Print All Employees : Provides a print out of time period details for all employees\\ | ||
| * Print Employee : Provides a print out of the time period details for a specific employee\\ | * Print Employee : Provides a print out of the time period details for a specific employee\\ | ||
| - | ** Reference Illustration** | + | PDF printout of Work Period Details : {{:office:payroll:timeclockreport.pdf}}\\ |
| - | * Select PDF Printer in Office-Touch\\ | + | |
| - | {{:office:payroll:payroll_pdf.jpg?linkonly}}\\ | + | |
| - | * Sample PDF Printout\\ | + | |
| - | {{:office:payroll:timeclockreport.pdf|}}\\ | + | |
| ====Export==== | ====Export==== | ||
| Line 69: | Line 60: | ||
| * CSV : Allows you to export to CSV format. The CSV file gets saved to your desktop | * CSV : Allows you to export to CSV format. The CSV file gets saved to your desktop | ||
| * Excel : To export to Excel, you need to have MS Excel installed on your computer | * Excel : To export to Excel, you need to have MS Excel installed on your computer | ||
| - | **Reference Illustrations** | + | |
| * Print Grid\\ | * Print Grid\\ | ||
| - | {{:office:payroll:payroll_grid.jpg?linkonly}}\\ | + | {{:office:payroll:payroll_grid.jpg}}\\ |
| * CSV\\ | * CSV\\ | ||
| - | {{:office:payroll:payroll_csv.jpg?linkonly}}\\ | + | {{:office:payroll:payroll_csv.jpg}}\\ |
| ==== Detail Level ==== | ==== Detail Level ==== | ||
| * Employee Hourly Summary : Provides a hourly summary(total number of hours worked for the pay-period) for a specific employee \\ | * Employee Hourly Summary : Provides a hourly summary(total number of hours worked for the pay-period) for a specific employee \\ | ||
| * Employee Hourly Detail : Provides a detailed summary (number of hours worked for each day in pay period) for a specific employee | * Employee Hourly Detail : Provides a detailed summary (number of hours worked for each day in pay period) for a specific employee | ||
| - | |||
| - | **Reference Illustration** | ||
| - | |||
| * Employee Hourly Summary Report\\ | * Employee Hourly Summary Report\\ | ||
| - | {{:office:payroll:payroll_hrlysumm.jpg?linkonly}}\\ | + | {{:office:payroll:payroll_hrlysumm.jpg}}\\ |
| * Employee Hourly Detail Report\\ | * Employee Hourly Detail Report\\ | ||
| - | {{:office:payroll:payroll_hrlydetail.jpg?linkonly}}\\ | + | {{:office:payroll:payroll_hrlydetail.jpg}}\\ |
| - | ==== Filter ==== | + | === Filter ==== |
| Allows to filter employees based on current status of employee \\ | Allows to filter employees based on current status of employee \\ | ||
| Line 112: | Line 102: | ||
| |Manager|Name of authorized manager who can edit time| | |Manager|Name of authorized manager who can edit time| | ||
| - | ===== Payroll Tracking in CCS Terminal ===== | ||
| - | |||
| - | Employers can track hours of employees through CCS Terminal. The Time Clock Console in the terminal helps employees to easily clock -in, clock out, take breaks during the work period. | ||
| - | |||
| - | To Clock In/Clock Out in CCS Terminal: | ||
| - | * Open CCS Terminal >> Time Clock >> Enter Code >> Clock In/Clock Out | ||
| - | * All employees on clock are shown on the login screen in the CCS terminal(On the right hand side of the screen) | ||
| - | **Reference Illustrations** | ||
| - | * Time Clock Console\\ | ||
| - | {{office:payroll:payroll_tconsole.jpg?linkonly}}\\ | ||
| - | * POS Terminal Screen(Employees on Clock)\\ | ||
| - | {{:office:payroll:payroll_tscreen.jpg?linkonly}}\\ | ||
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