Earnd Configuration

The Earnd Configuration screen allows the Earnd Administrator to view and manage the configuration for Companies after the Interface Activation Status has been made Active (A) for a database.

This screen can also be used to modify the Company Authorisation Status, Change Inclusion Model, or Finish Grace Period (i.e. using the bulk select through the browselist and update for one or all Companies).

Prerequisites

  • Interface Activation Status controlled by Preceda Variable *EARND_CONFIG Position 1

    Interface Activation Status Description
    N / Blank - Not Activated The database is not active for Earnd Interface.
    A - Active The database is activated for the Earnd interface.
    P - Pending Deactivation The Earnd Interface is in the process of Deactivation.
    D - Deactivated The Earnd Interface is Deactivated and no longer available.

     

Rules and Guidelines

  • The Company Authorisation Status enables Companies to pilot or roll out the Earnd Interface in a staged fashion. This also introduces the concept of Grace Period, which allows Companies to provide a time for their employees to opt in or opt out.
    Company Authorisation StatusDescription
    Blank / N - Not ActivatedThe company has not yet been Activated.
    G - Grace PeriodThe company has Activated the interface and the Grace Period is open.
    A - Active The company has the Earnd interface Activated.
    P - Pending DeactivationThe Earnd Interface is in the process of being Deactivated.
    D - DeactivatedThe Earnd Interface is Deactivated and no longer available.

     

  • Employees can opt in or opt out of the Earnd service via the two mechanisms:

    • Earnd Gadget - A gadget for Earnd has been made available, located at the right panel. This has a slider for activation/ deactivation for Earnd.

    • Earnd on Mobile - Preceda Mobile also allows you to opt in/out via the banner on the home screen.

  • Payroll Officers can opt in or opt out employees to the Earnd service via the Other Payment details screen. Mapper can be used for bulk updating.

  • Employees are in one of the following statuses:

    Employee Activation Status Description
    Blank - Opted Out The Employee has not interacted with the Earnd offering. The Employee is opted out of the service.
    A - Activated The Employee is active for the service but has not registered on the Earnd App.
    R - Registered The Employee has registered for the Earnd Service in the Earnd App. Payroll-related information can be sent.
    P - Pending Opt-Out The Employee has opted out of the Earnd service, but Earnd has not acknowledged this opt-out.
    O - User Opted Out The Employee has opted out. Earnd has confirmed the opt-out of the Employee.

     

Screen Details

This section provides statistics about the Earnd interface.

This pies chart shows the breakdown of Earnd Employee Activation Status.

This indicates the total amount of Deductions to date against the Earnd A/D Code.

This refers to the total amount of Outstanding Deductions to date against the Earnd A/D Code.

This indicates the total average amount of Deductions to date against the Earnd A/D Code.

This indicates the total amount of deductions to date against the Earnd A/D Code.

 

The Earnd Administrator can review the GL setup from this screen. This is needed if costing is required.

The Review General Ledger (GL) Setup button takes you to the G/L Primary Post Payroll screen. This button is enabled if at least one of the checked Companies is in N/Blank (Not Activated) Company Activation Status.

The Earnd Interface can be used to manage the configuration for Earnd at a Company level.

The following buttons will be enabled depending on the Company Activation Status of the Company selected.

Tick the corresponding Company in the browselist that you want to activate then click the Activate button. This will guide you through activation.

It is recommended to have 'everyone in' to make the service available to all. This will allow employees to download the Earnd App and sign up immediately. Employees can opt out if they choose to. You can choose to have everyone opted out by default, in which case they would need to activate the offering in Preceda before they could use the Earnd App.

It is recommended to start the interface straight away. A Grace Period allows you to have a period of time for people to opt out before you activate the interface. This may help with your change management.

 

The Inclusion Model determines how the Earnd offering will be made available to new hires. The Change Inclusion Model buttons allows you to change this setting.

Inclusion Model Description
Opt-In (In by default) The employee will be able to sign up via the Earnd App immediately.
Opt-Out (Out by Default) The employee will have to activate the Earnd offering in Preceda before they can sign up via the Earnd App.

 

This button allows you to end the Grace Period if you chose to have one.

 

This refers to the Companies in the database. Tick the Companies to select them before performing the actions via the buttons above.

This indicates the Company Authorisation Status. See above table for Company Authorisation Status on Rules & Guidelines.

This indicates the Inclusion Model, either as Opt-in or Opt-out.

This refers to the user who has authorised the Earnd Activation.

This refers to the Earnd Activation Date when the Earnd Activation has been performed.

This refers to the Earnd Activation Date when the Grace Period has been completed and the Interface has started.