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Payroll Pro HRM

Project Administration Module

User manual

POS Systems N.V. Kudu Drive 2

Belair roundabout P.O. Box 805

Philipsburg Sint Maarten

Tel: +1-721 543-2112

E-mail: payrollpro@antek.sx Web: www.antek.sx

Updated by Klaas van Sloten Version 3.438

Date 16 June 2018

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Table of Contents

1. Introduction ............................................................................................. 3

2. Activate Project Administration ................................................................... 4

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1. Introduction

The Project Administration module for Payroll Pro HRM is an optional module allowing to book hours and amount on predefined projects.

To confirm if the Payroll Pro HRM installation has a license for the Project Administration module, go to Menu > About. Check the form if the Project

Administration module is listed. If not contact Antek for an updated software license.

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2. Activate Project Administration

The project Administration module must be activated before it can be used. Go to

Menu > Company > Manage Company, select from the toolbox.

Mark the box to activate. This is only possible if there is no payroll pending. Any pending payroll(s) must be

cancelled or posted.

Will appear if the license does not have the Project Administration module. Contact

Antek for help. At any time the project Administration can be deactivated an reactivated again, by

unmarking or marking the box. No data will be lost during this process.

Save and close the screen.

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3. Setting up

A number of setting are required before the Project Administration can be used. The Project Administration menu can be initially accessed through Menu > Reports >

Interfaces > Import Interfaces > Project Administration

It is advisable to create a shortcut to the menu on the menu bar, by clicking the

shortcut tool.

3.1. Create projects

At least one project must be created before recurrent items can be entered or a

payroll prepared. Click to open the projects list.

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Click to add a new project or to edit an existing project.

Complete the fields as required. Project number allows numbering of projects, or indicate for example the G/L number of the project.

The short name is used on some reports.

A project can only be deleted if it has not been used. If a project is finalized, de-activate it by unmarking the active box.

3.2. Settings

Use in the Toolbox to open the settings screen.

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Mark Include all employees if all employees work on projects. It is also possible to mark employees independently on the list.

Delete recurrent items allows deleting all entered recurring items in one action by

using the button. Delete pending items allows deleting all entered project items on the current

pending payroll in one action by using the button. If there is more than one payroll open use to select from which pending payroll to delete the project

items.

With Item splitting payroll items can be enabled for use with standard payroll edit entry and with project administration entry, which is the default setting. So special

payroll items can be created in the company payroll items list and linked to employees for project administration use only.

Use to un-split or split standard payroll items, for all employees. A filter opens to select which items to use.

With All selected and the button a list standard payroll items list opens where for every item split can be marked or unmarked.

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With Multiple items or One item, individual items separated by Item codes if used can

be marked individually to get into split item list, with the button.

It is also possible to un-split or split items per employee with the

button.

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After the filter selection use the to get the list of payroll items per employee, which can un-split or split between standard payroll and or project us.

3.3. Recurring items entry

With recurring items hours and amounts that are recurrent for each payroll can be

entered in the recurring items screen. Use to open the filter to select certain projects, employees and items or all.

Use button to open the list.

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For each project, employee and payroll item combination a recurring value can be entered or edited in the value column. Negative amounts are allowed.

4. Entering project items

Entering project hours and amounts for the payroll is very similar to entering recurring items. There must be at least one pending payroll before hours and amounts

can be entered . The first step is to select a pending payroll. If only one payroll is pending this payroll will be selected by default. When a payroll is pending, the project administration menu is available from the pending payroll screen.

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Select to open the menu, and select a pending payroll.

Click to enter project hours and amounts for this payroll.

The filter enables to enter by project, employee and payroll item or all in one list.

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The amounts and hours from the recurring items are initially entered. They can be edited if so required. Enter all other amounts and hours as needed.

When complete save and close the screen.

A report with all project hours and amounts entered can printed from in the toolbox.

The report can be sorted by employee or project.

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5. Post to payroll

Once the projects hours and hours have been entered, these can be posted to the

pending payroll. Click on to open the posting screen.

The “Set regular hours to zero” would zeroize the default hours set in item 10 before

adding the project hours. Click to start writing the project hours and amounts to the pending payroll. Note that edit payroll is now blocked, calculated payroll is now enabled. If for some

reason edit needs to be enabled, use to remove the project hours and amounts.

After editing the payroll use to post the project hours and amounts again to the pending payroll.

6. Reports Al reports are grouped together in Menu > Reports > Reports > Project Administration

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6.1. History project items This project list all entries for one or more pending and or posted payrolls.

Beside the standard filter options the report has many grouping options to select from

and if relevant can be grouped by G/L account.

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6.2. Pending Project Items This is the same report as detailed in entering project items above.

6.3. Projects The projects report list all project with 4 sorting options.

Sample report sorted by Project number:

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6.4. Recurrent project Items The recurrent items report lists all entered recurrent project items with 2 sorting

options.

Sample report sorted by project number:

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6.5. Year to date Project Report This report lists all project details year to date selectable by pending or posted

payrolls.

Sample report:

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