HCM (Human Capital Management, Payroll)

Is there a way we can segregate the expense payments that are to be paid via payroll and that are not to be paid via payroll. We have a case where we need these expenses bifurcated as allowances are paid with salaries and expenses are paid seperately. Now, when we refer to payments in full, all expense sheets are getting considered, can we have a way where this can be bifurcated ? 

There is a need to have a simplified and more automated way to set up Travel Request Configuration to add an approval step performed by the Project Manager when the Travel Request is connected to a Project Activity.In current version (24R1), the approval by Project Manager can technically be covered by setting up the “Detail Approval”There you have to indicate manually, for each Project Activity, the individual Person which is the Project Manager who should approve.Now imagine a customer with 300 ongoing projects and each project has an average of 20 activities.This is 300 x 20 = 6 000 lines to create in the first place and to maintain (updates to make if a Project Manager is changing on a Project).This is not a workable solution on a day-to-day basis. The idea is to have an additional setup option “when Travel Request connected to a Project Activity” and list of value:Not required Project Manager Sub-project Manager Activity ResponsibleThis data is available under the Project Manageme

Good morning.  Is it possible to duplicate a Travel Request?  Example would be if you have a group of employees that will be travelling together, so information is basically the same, only need to change name of Employee on the TR.  Thank you.

Good day.  Anyone that uses the Travel Plan option on the TR?  What is the purpose of the Travel Plan option?  I don’t see any systems effects, though the Travel Plan can be queued to a Responsible person for certain actions e.g Completed/Put on hold etc..  Many thanks.

Good day.  I have previously posted about this issue but it is not resolved yet.  If I define the Travel Request Configuration and use General Setup or Amount Based Setup, it works fine.  If I use Detail Approval though, it does not show under Travel Requests for Approval nor Travel Request Detail Approval.  Anyone have any ideas/suggestions as to how I can get this to work?  Many thanks.

We are testing credit card transactions connected to expenses. The migration job is a success and we are able to connect credit card transactions with the expense sheet. Then we confirm, approve, and authorise the expense sheet which creates the E voucher. Now we want to show this expense as paid however there is no way to move forward because the credit card type is non-reimbursable. How do we continue from authorised to paid? There is a credit balance in non-reimbursable account which we can set off through mixed payment. However, the expense sheet would be unpaid state with a balance.  

Hello,I have a case already in for this same topic, but knowing that scanners basically react the same way as a keyboard. Has anyone been able to disable keyboard entry on the time clock? We have employees that figured out that even without being shown the text they can still type in their employee ID and the timeclock registers their clocking. 

We have a bit of an issue. HR registered the employee with wrong Person ID on Employee module and when I create a new user on solution manager I cannot choose which person can I attach to this user so that this user can also login on Aurena and can able to see HR self services like time balance,holiday etc.. This user cannot see those following because the user is connected to wrong person ID.  User When clicking View personal information for this User-- I want to change that user ID to the correct one. 

Good morning.  I am still testing various options wrt the Allowances for travel.  I have defined the Allowances as below:I have defined the Compensation Rule and Compensations as follow: Still, when I do a TR and add the Destination, no Allowances are pulling through.  The Departure time in the TR is 20:00 and the Arrival Time is 09:00.The Abroad Allowances are also not pulling through though they have been set up with pricing under “Allowance Compensation Abroad”.I am using the “Calendar” Allowance Calculation method since Duration results in proportionate allowances based on time, which in our case is not correct.  The Employee gets paid an allowance per night away from home and not for duration/hours.Please can someone assist?  Many thanks. 

Hi, we have a customer that has First Card as their vendor for credit card transactions to IFS/Travel Expense. Do you (here in this community) have experience to set up this integration? Thanks in advance for all your input 

Does anyone have a guide to Importing Employee Credit Card Transactions? Is there a standard Data Migration job to do this?I need to import a .csv file containing Employee Credit Card Transactions where the employees are using company credit cards. The employees will not be reimbursed, because the company will be charged by the bank and pay for it directly.Thanks,GrahamIFS Cloud Web version: 23.1.13.20240501151610.0

This is specifically for Credit Cards where Expenses are concerned.We are looking to implement the credit card transaction into IFS Cloud using the APIs available. However we are struggling to find documentation past the available product help which details the possibility of the transactions converted into an expense sheet. Is there documentation or training available through the Academy that may I have missed? Scenario: Customer has a handful of credit cards among senior management and they want to be able to pull these transactions into IFS so that the expense sheets can be created. Checking product documentation suggests that the only feasible method for importing CC transactions is via an API. 

Hi,There is a requirement from our client to mask/anonymize the Customer Email ID only at the Application/client level so that the Users are not able to view the Customer’s personal data. However, we still need the data to be present in the database so that any other functionality such as mailing Invoices to the Customer etc. are not impacted.Personal data Management setup is masking the data both at Application as well as database level..Any assistance in the above regard would be appreciated.RegardsParag Goyal   

Good day.  I would appreciate some assistance/clarification wrt the Compensation Rule in Expense Rules - Allowances: Two fields specifically: “Latest Departure” and “Earliest Return”.  The description for “Latest Departure” is “….. employee is required to depart at a time later than the time given in this field.  The description for “Earliest Return” is “…..employee is required to return from travel at a time earlier than the time given in this field.What would make most sence ito times to put in these respective fields if time of departure/return is not so important?  In my scenario allowance is calculated based on nights away from home/days in foreign country.  It doesn’t really matter what time the Employee departs/returns, as long as time was spent away from home.  Thank you. 

If user reports 10 hours on time card when his schedule is for 8 hours, how can we setup overtime rule so that 8 hours get reported against normal wage code and 2 hours get reported against overtime wage code

Hi community, I have a customer with a special request for some employees that have defined in the day type a schedule from 1:45 pm to 9.45 with a break of 15 min.but the issue is that although the employee used a break for 15 min, they only want to reflect in the payroll 7.88.Any idea how to setup this?Thanks and best regards, 

Good day.  I would like to link a Substitute Schedule to a Cycle Schedule.  Both have been set up.  However, when I want to add the Substitute Schedule to the Cycle Schedule, the fields that need to be populated refers to the “Shift”.  The Shift Window covers basically a Shift Name and Description.  What are the steps to link a Substitute Schedule to a Cycle Schedule?  Many thanks.

When there is an ongoing absence in absence window and if you try to amend the absence from date error message "Error message: filed [WAGE HOURS] mandatory for timecard result and requires a value " appear.1. Ongoing absence: Eg 19/3/2024 to 18/4/2024 (assume this is todays' date)2. change absence to date to 25/3/2024 > save 3.Error While doing investigation, it is noted that according to the employee schedule details this period consists of some deviation days and weekend days where timecard cal status is manually, even though those are confirmed and authorized.Eg : day 6, April 2024 (which is a weekend day ) but the timecard shows cal status as manually.So that we suspected this would be one of the reasons for such an error message in the absence window, and if we change the status to "Blocked,". error would not occur in the absence window when you amend the absence to date.Any comments on this?

Hi IFS Community,Is there an option to round off project hours reported in Time Registration? 

Hello Community,I am having trouble with wage codes in IFS 10.  The requirement is to have the employees work a 4/10 Schedule (10 hours per day, 4 days per week) and any work done on Sunday will be double overtime. There is not a set schedule for Sunday.  Is there a way to have any time booked on Sunday to be counted as one wage code without the employees having to select it? The following has been setup:Day Type: Sunday w 2x OTWage Code: 2XOT   Whenever I enter a time interval or a clocking the default time is normal time.It would be helpful if Sunday always defaulted to Overtime with wage code 2XOT.  Does anyone know how to do this?

Good Day.  How do you link Positions to Default Schedules and Rules?  Thank you.

Good morning.  I am testing Role Delegation in HCM.  When I complete the wizard and click on Finish, I get the following message:The Employee I am delegating to has a Employee ID, Person ID and a Username.  Can anyone please assist as to why I keep on getting this Error?  Thank you.

In order to make the training event visible in resource monitoring Gantt, the user has to make sure all the required details are fulfilled.Hence To ensure proper visibility of training in the Gantt charts, it is recommended to follow these steps:1. Create employees in the system.2. Proceed with the creation of resources.3. Once employees and resources are established, proceed to create training.By following this sequence creating employees first, followed by resources, and then training—you can ensure that they are correctly displayed in the Gantt charts and their scheduling and management can be effectively visualized.To create a training event (Point 3), please use the below steps. (Note: these are the basic steps for simple training event creation; you may add details based on your company requirements.)Path : Human Capital Management > HCM Services >Training Management >Training Event1. Create a training event: Fill required information.2. Add course details to the created

The database definition for the field EMP_CARD in the table COMPANY_PERSON_TAB is limited to 10 characters. However there are requirements to use card numbers which are lengthier than 10 characters. Please consider increasing the length of this field. 

In IFS Cloud, what is the best way to prevent employees from clocking in as other employees?They will be using a time clock terminal. The terminal itself has access to all employees in the company, so they are all available in dropdown when an employee enters their ID with the keypad.The only thing I have come up with is to remove the keypad and have users swipe a card.Is there another way to accomplish this?