Payroll Wizard Section
The Payroll Wizard is a very user-friendly step-by-step process wherein employee’s attendance and the corresponding payroll computations are processed.
Welcome to Phoenix Payroll Wizard
This interface serves as an introduction to Phoenix Payroll Wizard.
Pay Period Selection
The Pay Period Selection step allows the user to choose the pay period to display or process. There are four (4) types of pay periods available – daily, weekly, semi-monthly, and monthly pay period. Simply select the desired pay period and the corresponding date range covered.
The checkboxes options are described hereunder:
- Clear all imported attendance – will clear all imported attendance entries
- Clear all manually entered attendance – will clear all manually inputted attendance entries
- Reprocess auto-attendance – will re-generate auto attendance entries
- Revalidate schedule – will revalidate attendance against scheduled shift code(s)
- Revalidate Web approved OT– will revalidate all approved OT web requests against scheduled shift code(s) and valid time logs.
Attendance Entry
The Attendance Entry section is the main source of information used in the computation of employee payroll. Attendance may be entered using one of two (2) entry modes: Duration Entry Mode and Time Entry Mode. Toggle on the Time Entry Mode / Duration Entry Mode button to switch between modes anytime.
Note: You can import Employee Attendance Records directly from a device or from a file
Attendance Outside the Covering Period
If you need to include Attendance records of dates outside the pay period cut-off, you must check the setting Allow Attendance outside covering period in Preferences à Settings à Attendance. If you wish to automate Absences & Holidays for outside covering period attendance, go to Preferences à Settings à Attendance Options
You’re allowed to manually enter or to import these Attendance Records.
The system also provides a selection of employees to be imported. The Attendance Types found in the Attendance entries of outside covering period are also shown in a checklist menu for selective inclusion in Payroll processing.
Synchronization Window (Time Entry Mode) – If you’re device setting Connection Mode is set to File, click to File column to browse for the location.
You may enable the Custom Data Range feature which allows you to import data from selected date range within or outside the covering period.
You may also enable Select Employees for selective inclusion of employees to be imported. Only those employees with chrono# will be imported.
Notes:
As attendance records are imported, they are validated against each employee’s shift schedule.
If an employee is configured for Attendance based on Authorized Shift, the attendance records will be cross checked against the list of authorized shifts for this employee.
If an employee is configured for Attendance based on Schedules, the attendance records will be crossed checked with shift schedules assigned for this employee.
Invalid attendance entries will not have corresponding pay amounts for control purposes.
Import Summarized Attendance Window (Duration Mode) – Import attendance from an excel file. You can locate Template for Summarized Attendance Importation template in Phoenix Payroll Installed folder à Importation Templates à Template for Summarized Attendance Importation.xls
Additional Earnings/Deductions
The Additional Earnings/Deductions section displays the recurring entries applicable for the current payroll.
The system provides the user with two out of the four options from the
Recurring Entries Window General Options:
- Enabled – ticking this box will enable this Recurring Entry to take effect when processing the payroll.
- Reg. Income – ticking this box will treat this Recurring Entry as regular earning each time it is applied.
You can also set this entry as taxable or non-taxable.
List of Employees to be Processed
User can now select which employees to be processed or reprocessed by placing a check mark beside the employee’s name.
Salary Viewer
Highlight a particular employee from the Employees list to view the payroll details for that particular employee. The Salary Viewer is sub-divided into 2 (two) columns: earnings (left column) and deductions (right column) as shown. This section displays the actual payroll for the selected employee as it will appear on the payslip. For control purposes, this will serve as a mere viewer for each employee’s salary, thus giving you the chance to verify and make the appropriate adjustment (just click BACK button) to Attendance and/or Recurring Earnings/Deductions before completing the payroll.
Note: Attendance entries outside the covering period are displayed in separate lines on a per day basis.
Payroll Reports
The Payroll Reports section is the final phase in payroll processing. A listing of reports is available in this phase based on the active reports in the system settings. Each report can be viewed by simply double-clicking the desired report. When finished previewing or printing all desired reports, simply click the Finish button.
Finishing a payroll will lock the currently open pay-period from further modification, thus ensuring your previous payroll data are free from tampering or accidental/unwanted alteration.
Paper size is now being displayed on preview title bar of all reports.
All reports here in Phoenix Payroll Wizard are also available in Print Tool with Date Range, so if you need previous payroll report or payslip, you do not need to enter here in phoenix payroll wizard.