therapistmate - payroll demo

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Autism Clinic SoftwarePayroll Demo


© 2015 aimINSIGHT Solutions, Inc. 3

Introduction• In this demo, we will explore the following:• ACS Accounting module (which posts timesheets in ACS as timecards in Sage US Payroll module)• ACS Pay Stub module• ACS Overtime/Rest Breaks module• ACS Human Resources (HR) module• Managing accrual-based earnings and deductions in Sage 300 ERP




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AccountingModule


Main Interface

1. Export to Excel2. Print Preview3. Sorting4. Filter contains5. Filter Clear6. To save the preference on this grid7. To set the layout back to factory.8. Open Consumer Notes


Filters

The encircled radio buttons will filter data on the basis of “Regular Hours”, “Overtime” and “Show Deleted”.


Filter, Show Deleted

When radio button “Show Deleted” is checked. The TimeCard will show all the records with the status “Deleted”.




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Posted, When not Checked

When “posted” is not checked the sheet will show a column “status”. This will show that whether a “Timecard” is already posted or not.


Posted, When Checked

When “posted” is checked, the sheet will show “Post” column. This radio button acts like a filter and will show all the “TimeCards” that have not been posted yet.


Show Error

The encircled icon will show the “Error Codes” which may occur due to the conditions stated in the note directed by the arrow.




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Filter, By Period

Data can be filtered out by a certain period. Check the “By Period” radio button and enter the time slot in the text boxes as directed by the two arrows.


Filter, By Entered

Check the “Entered” radio button to select system defined values. User can also select new values if he/she wishes in text boxes directed by the arrow.

NOTE: If “Entered” radio button is checked, then the user can not enter values “By

Period”.


Filter, By Timesheet

Enter the timesheet id in the textboxes “From” and “To”, to filter data according to a certain timesheet.




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Filter, By Staff

Search data according to the “Staff” name. Enter the name of an employee where the user wants to start the search in “From” text box. And enter the name of an employee where the user wants to end the search in the “To” text box.


Search & Clear

Click the “Search” button to start the search and click the “Clear” button to reset the values in the text boxes.


1. This button exits the control from the accounting module.2. This button will show the consumer/patient info in the

accounting module.3. This button will post the information.4. This button will delete the information.




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1. All the records that have been entered will be shown.

2. Records searching will switch from “entered” to “Ready”.

3. Select a record to check.4. To undo step 3.


1. To select all the records2. To undo step 2.3. To view log of timecard.4. To minimize Log.




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Overtime Module


Main Interface

1. Export to Excel2. Print Preview3. Sorting4. Filter contains5. Filter Clear6. To save the preference on this grid7. To set the layout back to factory.


Events

Click “New Batch” to enter values for the new

batch.

To reopen a an already stored batch, click “Reopen

Batch”.

To delete a batch click “Delete Batch”.

In order to generate a new timesheet click “Generate

TimeSheet”.

In order to calculate overtime according to pre-defined rules click “Calculate Overtime”.


Filters


Filters contd’

The radio button “Show only Overtime records” is when selected. It will show only those records of a certain “batch id” that has overtime. Where as “Show only Generated” will show all the records that have been generated.




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Filters contd’

Two filters can be applied on the data sheets. One is “Show only when Original Hours” and the other is “Show only when Hours/ Day”. These filters will cleanse overall data according to the conditions specified.

When performing an action other than “Process”, such as “Adjustment”,

“Exclusions”, “Overtime Timesheets”, “Timesheet Processed”


Filters, Contd’

“Direct staff” will show the data of the employees that are classified as direct staff. “No Direct staff” will show the data of employees that are classified as no direct staff. And

“ALL” will show the data of employees without any sort of classification.


Process

The “Process” tab will show a sheet for 1 week of employees who did overtime over a week. Moreover, it shows records of overtime details for a day as well.




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Adjustment

Perform adjustments using the “Adjustment” tab

After populating the table with data, click on the “Save adjustment” button to save adjustments.


Exclusion

To exclude “Earning and Deduction” or “Work code” use the “Exclusion” tab.

In order to select “Exclusion Type” use the

radio buttons

Use “Enter value to exclude” to enter the value of exclusion, using the drop down menu in

front of this label.

Use “Add” to add an exclusion value and use “Delete” to delete an exclusion value.


Overtime Timesheet

In order to view the overtime timesheet use the “Overtime Timesheet” tab, as encircled by a rectangle.


Timesheet Processed

In order to view the number of timesheet processed. Use the “Timesheets Processed” tab, as encircled by the rectangle.




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Rest Breaks


Open SPM, go to “Overtime”


Select Company and Rest Brakes

2. Select CDD TEST Company in the dropdown

1. Click on “Rest Breaks”


05/01/2023 How to use 47

Create New Batch

3. Click on “Rest Breaks”

4. Select Rest Breaks in the Batch Type, and select any pay period between Jan-Feb 2014

5. Add notes as needed, and click Add Batch


Refresh7. Click on the batch you created, and then click refresh, this will load all the TS for the period




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Calculate

8. Click Calculate Rest Breaks

By selecting any employee on the top grid, you can see the details at the bottom grid


Generate Timesheets

9. Click Generate Timesheets

This will generate Timesheets for any rest brake greater than zero


ReportsOnce Timesheets are generated, you can see the reports 500 and 510


Post to Accpac

10. In the Accounting Module, Select Rest Brakes, and post as normal




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HR module of ACS


HR ModuleHR Module contains the information about the employees. So, we can find out the complete information of employees regarding their job status and personal details.


HR Module

Here user can search the information about employees by their name and ID. Also

employee can be activated or deactivated.


HR Module

It is the employees management area .User can enter the employee information here. User can delete , save and edit the records of any employee.


HR Module

User can declare the hiring date, termination date information of employees here. User can maintain the records of any employee about their status.




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HR Module

Here User can manage the records working periods information of employees here. E.g• Pay frequency• Regular hour per week• Overtime calculation• Part time worker


HR Module

Electronic Fund Transfer:Here User can put banking information of employees by transferring the pay of employees .


HR Module

Here User can put emergency contacts information of employees which is used in emergency . User can have the name phone and email information.


HR Module

Here user can create any notes against any employee .

Here User can maintain the documentation details of employees which documentation is belong to which employees .




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Managing Accrual-Based Earnings and Deductions in Sage 300 ERP


Managing Accruals andDeductions in Sage 300 ERP




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