Background: The new Hours & Earnings experience changed the interface to present the users with 1 row per employee per code per work period. This differs from the prior hours and earnings as separated steps experience, which provided 1 row per employee per code.
The first implementation of Hours &Earnings steps combined only gave users the ability to add a single Work Period at a time per employee per code. This resulted in the user having to go into the same “Add manually” experience over and over again until they added a row for each work period in the total pay period (i.e. bi-weekly, semi-monthly, or monthly). This resulted in a total of 2 to 4 different operations depending on the number of work weeks in the period.
What’s new? The Hours and Earnings “Add Manually” wizard will not require the user to enter the interface multiple times to create earnings for all work periods in the pay period. All rows can be added from within the “Add Manually” wizard in one attempt by selecting “All Works Weeks” or adding a row for each work week (see example below).
Old Hours and Earnings “Add Manually” (Bi-Weekly Example):
New Hours and Earnings “Add Manually” (Bi-Weekly Example):
Enhanced Feature - Combined Hours and Earnings: Import to automatically populate amount when no value is provided
Background: When importing the Hours & Earnings Excel file within the pay run wizard, the client could not import hours with an empty “Amount” field. The purpose of doing so would be in the hope that the default rates would populate for those EEs. This was not an acceptable workflow, and the import would error if the “Amount” field was left blank.
What’s new? In order to further support client’s importing workflows, we have changed the Hours & Earnings “Amount” field to be optional (can be left blank) as well as enhanced the help text in Excel to better describe the “Amount” field functionality. When left blank the field will default to the Employee assigned rate, yearly salary, or fixed amount for that code. If nothing is assigned at the EE level, it will default master code rate.
OLD Hours & Earnings Import (Failed Scenario):
NEW Hours & Earnings Import (Successful Scenario):
Enhanced Feature - Reporting: New Inactive Employees Filter
Background: It is common practice for payroll clients to exclude Inactive employees from their reporting. This may be to properly filter data sent to third parties (i.e. benefit providers) or to simply remove excess information from newly generated totals. This is especially impactful when filtering information over larger date ranges. Unfortunately, this level of filtering was not a client facing option.
What’s new? A new filtering toggle has been added to applicable payroll reports that, upon turning it on, will no longer show rows or totals with information from CURRENTLY inactive employees.
List of updated reports: Benefit and Deduction Details, Code Assignments, Employee Quarterly SUTA Summary, Employee Wage Summary, Employee Arrears Summary, Employee Hours Summary, Garnishment Details, General Ledger Transaction Details, Pay Run Register, Pay Run Results, Liability Details, Pay Statements Details, Positive Pay File Details, Tax and Wage Details, Worker's Compensation Details, and Retirement Details
Example from Employee Hours Report:
Reports with Inactive Filter: Greenshadesonline.com à Reports Tab à Report from the “List of updated reports”
Enhanced Feature – Greenshades API: Pay Schedules
Background: The Greenshades API is a public facing set of endpoints for our clients and partners to utilize with the goal of integrating our data into other systems (i.e. Accounting packages, reporting software, relevant HCM solutions, etc.).
What’s new? This latest release has launched endpoints to interact with the data contained within Pay Schedules settings and assignments. These endpoints will retrieve and edit information about the schedules, the employees assigned to them, as well as edit those assignments.
Employee Pay Schedule Assignment Endpoints:
GET: Information about an employee/s Pay Schedule Assignments
PUT: Modify information about an employee Pay Schedule Assignments
DELETE: Remove Employee/s from a Pay Schedule Assignments
Hours & Earnings Endpoints:
GET: The list of active Pay Schedules on a provided workspace