Human Resources
Payroll
- Designed for fully integrated real-time (immediate) processing with all other PRO$IT modules all related information is
instantly updated
- Allows multiple types of pay period definitions e.g. weekly, biweekly, semi-monthly, monthly or any other user-specified
periods. Process multiple companies and pay frequencies simultaneously
- Pay Periods do not have to be closed, adjustments can be posted at any time
- Gross-to-Net calculations are maintained at all times
- Business rules are defined on three levels: Enterprise wide: apply to all employees; Group wide: apply only to certain
user-defined groups of employees; Individual: apply only to certain individuals
- Business rules may be made time driven
- No month-end procedures need to be run. Totals are always up to date and monthly, pay period and year to date totals are
calculated in real time
- Allows for background processing of reports and batch tasks in order to provide maximum availability and accessibility of
the system to the user
- Prints all the necessary government forms e.g. ROE, T4, T4a etc.
Employee Data
- Employees can be found by name or internal system number. Employee codes may be changed without losing historical information
- The plant/centre code, area code, function code and product/sub-function code can be combined into a labour code.
This enables a very flexible direct labour cost allocation mechanism. All payroll overhead such as employee benefits and
employers portion of taxes can be charged to the specific workstation (e.g. job, process, work order, department etc.) of
every employee for every time period by one composite burden factor by employee
- An employee is assigned a default labour code. This assignment can be overridden during time entry. More on Time Entry
- An employee is dynamically assigned a status. The status codes are user defined
- Multiple addresses can be linked to an employee. A default address is assigned to an employee
- Direct deposit account detail is maintained
- Complete employee audit trail is maintained
- Data values for one person can be replicated to another person and then edited. A total profile or only mandatory data items
can be copied. A mass update facility allows for the quick update of selected data items for all employees
- All parameters for an employee are retained indicating which person changed/added data, on which date and at what time
- Personal messages can be printed on cheque stubs
- Keeps track of human resource planning and development, including: Personnel attributes (initiative, problem solving,
team work, etc.), special skills and education/training
- Complete HR Package, incl. job performance, attendance, vacation, reviews, resume, applications safety, etc.
Company Data
- Bank account numbers and references
- Premiums/allowances calculations e.g. night work premiums
- Vacation entitlement (values for different years of service)
- Maintain government files for tax tables, basic deductions, tax surcharges, EI and CPP parameter settings etc.
- Company benefit files including (but not limited to) vacation rates, pension percentages and savings plan interest
- Maintain company deduction files e.g. annual life insurance deductions
- Linked to GL account/extension/division/branch/centre. More on account set-up. Cheques and time entry may be
linked to separate account structures
- Calculate values and print government forms, e.g. Record of employment, T4, T4a, T5. etc. slips. Other forms for other
government requirements or Governments can easily be set up. The previous year's values can also be printed
Payment Administration
- Multi-methods of Payment, including: Immediate hand written cheques, Continuous form cheques, Electronic funds transfer,
and Direct deposit
- Laser
MICR encoded cheques (eliminates the need for multiple preprinted
cheque forms, reduces banking charges and facilitates automatic
reconciliation of accounts by an MICR reader. Logos, bank, account
information and extra password protected signature(s) are stored
- Payments are assigned a system generated source code to identify the source of the transaction
- Payments can be made to multiple direct deposit accounts, in foreign currencies, blended direct deposits/cheque etc.
- Direct deposit proof report is created and printed for authorization
- Multiple advance payments can be made for any pay period
- Cheques can be reversed without losing the audit trail
- Re-calculate year-to-date totals if opening balances are changed without affecting data integrity
- An Annual Savings Plan pay-out procedure can be run for an employee or all employees
- An Add-on Pay (bonus scheme) pay-out procedure can be run for an employee or all employees
- Define sort order for cheque print run (by plant/area/employee code or employee number) for ease of cheque distribution
Employee Self-Help Service Kiosks
- Secure self-help kiosk service provides access to personal files for authorized employee
- View and edit permissions are controlled on data item level. An employee has access to only his own data
- Job openings are displayed and an employee can apply for any such opening on-line at any time
- Access
through a web browser provides access at any point/PC connected to the
company intranet to up to the minute information including: Earnings
and deductions (current and previous pay periods), Vacation balances
and Banked overtime hours
Data Objects
- PRO$IT Payroll/Human Resources Module is truly object oriented to ensure maximum flexibility in any industry/environment
- Printing on cheque advices/deposit advices is user-defined
- Security access is controlled on both individual and group levels. View and edit permissions are set separately
Reports & Listings
- Hours and earnings per pay period and earnings type for a specific employee
- All gross pay calculations and amounts
- All net pay calculations and amounts
- Review any file data (e.g. overtime earnings) per earnings group for any employee, including the
current pay period, previous pay periods etc.
- View historic values for a specific file (e.g. overtime hours) for all/selected employees by pay period
- View the EI history for an employee (pay period, earnings and hours)
- Use the report writer to create reports from any combination of data representing Human Resource and Payroll
data items. Typical criteria include: Active employees only: yes/no; Range from/to with wildcard matching for
Employee code, department, job code, branch and division; and Export output to a file, view on screen or send to a printer
- Standard reports include gross earnings reports and gross to net transaction reports. Instant analyses allow for drill
down from summary information to specific details to evaluate payroll data as needed
- View gross earnings or net earnings group data for previous pay period
- Create reports and listings for: Employee names, addresses and other profile information; Disbursements; Account summaries;
Variance reports; Payroll file summaries e.g. contributions, deductions, and benefits; Cheque registers
Utilities
- Changes in rates, class types or deductions for all or a group of personnel records can be easily accomplished in one step
- An on-line help system provides help and instruction screens on a form and field level. The contents of these help screens are
entered by authorized users. Furthermore, the intuitive design of the system reduces the training time for new users
- Export EI contribution file for a specified date range
- Display system status for payroll tasks, including background processes. Indicates the date and time of the request, task
description, completion status and time and status codes (open/assigned/done)
- Perform year-end functions including: Opening balances for each employee is carried forward; and Static values (key data) of
the previous year are copied to the new year where they can be edited
- Keep history of labour codes. Allow for conversion mapping from old values to new values
Key Data & System Control
- Define various system counters which are used by different processes to ensure uniqueness of records
- Define and maintain salutations
- Define and maintain address labels. Employees may have multiple addresses, each of which is labeled for reference purposes
- Define and maintain banks and cheque numbers per bank account
- Define government form claim codes and amounts (e.g. TD1)
- Define employee log file entry types and actions
- Set up parameters for government forms
- Define exchange rates per pay period or any other user defined period
- Define labour codes and their hierarchy
- Define worker's compensation rate codes and rates
- Define hourly rate charge codes. This allows for the mass update of hourly rates
- Define hourly rates per skill level
- Define
piece job/production volume dependant rates (e.g. at packing lines).
Rates can differ amongst area/function/product classification and by
user-defined production line and quantity grouping (various products or
sizes combinations). For ease of reference, a packing code is defined
for each combination
- Define pay periods and pay frequencies
- Define statutory holidays
- Define
employee burden rate codes with rates. This is used to estimate the
employer's contribution for each pay period and is the combined result
of multiple overhead factors
- Define worker types (casual, hourly, student, etc.)
- Define company savings plan interest rates for effective date and type of interest
- Define EI parameters for the year
- Define
global default values for: Pay frequencies; Bank information; Plant and
branch codes; Times and days of the week the background processes are
running; Address labels, city, province and postal codes
- Security
access to payroll: Can be set by employee (operator code) and access
may be restricted to certain printers, hours of the day, days of the
week and branch codes
- The bank for payroll cheques may be set according to worker types
- Set the operating system directory for export files (direct deposits) and proof files
- Set the division used for inter-division balancing: time entry and cheques
- Allow/disallow the attachment of memo's to cheques
