Design Templates

The format/ design of the Time Sheet and Claims windows found in Self Service can be defined using this option.

Prerequisites

Rules and Guidelines

  • A template must be designed and allocated before employees can access Time sheets and Claims in Self Service.

  • Filters can be applied to further control the layout of fields within the Time sheet, Claims and Leave Applications windows as well as the list of Other Leave Reasons that will be available to employees.

Field Information

Enter a code of up to 10 characters that represents the name of the Template.

Enter a description of the Template.

Enter the selected Hours Code Filter to be applied to this template.

Select the Bank Splits Filter you want to use for your Template. This filter contains pre-selected Bank Deduction code which you may want to include in Self Service.

Enter the selected A/D Code Filter to be applied to this template.

Code Description
P Leave Applications are to be imported into Payroll for processing.
T Leave Applications are to be imported into Preceda Time for processing.

 

Enter the selected Leave Reason Filter to be applied to this template.

Enter the selected Payroll Leave Type to be applied to this template - If the Import Leave To field is set to 'P'.

Select the Expense Reimbursement Code that you want to apply to Self Service. Attaching an Expense Reimbursement Code here enables the Expense Reimbursement screen on Employee Self Service.

The reimbursement codes that are included in your selection are set up on the Expense Reimbursement Details screen. This determines the Allow/Deduct Codes that are included in the payment of employee reimbursements.

Enter the selected Time Leave Type to be applied to this template - If the Import Leave To field is set to 'T'.

This check box allows the distribution of hours from a leave application to be determined from the employee's Roster information in Time. The employee's Work Pattern (or Base Hours) would only be referenced where there is no Roster information for a date. Note that this field is only enabled if the Import Leave To field is set to 'T'.

 

Depending whether it is ticked or not, the distribution of hours for each date in the leave application will be based on the following hierarchy:

  Heirarchy
When check box is ticked

  1. Individual Primary Roster

  2. Standard Roster

  3. Work Pattern

  4. Base Hours

When check box is unticked

  1. Work Pattern

  2. Base Hours

Regardless of the option selected, if there are excess hours from the leave application to be distributed, the remaining hours are to be output to the last day of the leave application.

The selected Other Leave Reason Filter to be applied to this template.

Code Description
F

Free Format
This format provides a free format for employees to enter their time sheet information.
The employee must enter the dates that they wish to enter time sheet information.

M

Monthly
This format provides a month at a glance style calendar for employees to enter their time sheet information.
They must click on the date in the calendar that they wish to enter time sheet information.
W

Weekly
This format provides a weekly style calendar for the employee to enter time sheet information.
They must click on the day that they wish to enter the time sheet information.

 

This field, when set to 'Y', displays the Splits drilldown on the Self Service's Bank Details screen.

  • If the Display Bank Splits field is populated with 'N', the ESS User will not be able to maintain any Bank Splits.
  • The Maximum Number of Bank Splits field should also be populated to enable the total number of active bank splits to be available for each employee to maintain, including future-dated banking splits. Leaving the value of this field as '0' means that any number of bank splits can be populated.
    • For example, the value entered in "Maximum Number of Bank Splits" is '3'. When an ESS user is then maintaining Bank Details, they should only be allowes to save three Bank Splits. With effective dating, changes saved for future dates will not be visible to the ESS user, so when the Splits are recorded on the employee file, the ability for the employee to add more splits will be disabled and a message will be displayed: "Maximum splits reached, including splits to start in the future.". At this stage, the user can remove (if visible) a Bank Split and proceed to adding a new one.

     

Input the error message you want to appear for display when invalid BSB details are entered.

An invalid BSB is a BSB not yet saved in Preceda. Before saving a new BSB in Preceda, the User should validate that the BSB does exist in the bank.

This section determines which field are to be displayed in the Time Sheet window of Self Service.

This field displays the name of the field.

This field displays the description of the field name and displays in the Self Service Time sheet window.

The description can be changed.

This controls if the field is to appear in the Self Service Time sheet window.

Code Description
Y Display this field in the Self Service Time sheet window.
N Do not display this field in the Self Service Time sheet window.

 

This controls the position of the field in the Self Service Time sheet window. The field must be set to visible to display in the correct order.

This section determines which field are to be displayed in the Claims/Allowances window.

This field displays the name of the field.

This field displays the description of the field name and displays in the Claims/Allowances window.

This controls if the field is to appear in the Claims/Allowances window:

Code Description
Y Display this field in the Self Service Claims/Allowances window.
N Do not display this field in the Self Service Claims/Allowances window.

 

This controls the position of the field in the Self Service Time sheet window. The field must be set to visible to display in the correct order.