HCM (Human Capital Management, Payroll)

This will include the questions related to Human Capital Management and Payroll.

  • 1,267 Topics
  • 3,226 Replies

1267 Topics

HayleyG
Do Gooder (Customer)
HayleyGDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Error when authorising an Expense - The Voucher is Not Balanced

HiWe are getting this error when trying to authroise an expense sheet for one of our employees. This is the first time we have ever had this error message and we process hundreds of expenses each month.The expense is a credit card expense and all the transactions from the credit card tab have been added as an expense and are showing in the Expenses tab.The items are a mixture of GBP and EUR though this has never been an issue before. The only potential issue I can see is that VAT is being added to the EUR lines when we think these should be 0 but we cannot override. Can anyone give any assistance?Many thanksHayley

2
MaaretEklund
Do Gooder (Employee)
8 months ago
A
Do Gooder (Partner)
AccParagGDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Masking of Customer Email ID

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   

2
Marcel.Ausan
Superhero (Partner)
5 months ago
P
Do Gooder (Customer)
PORBBAKERDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Remove Unlinked Absences

Hi, I have a number of unlinked absence requests that I am unable to remove. Could anyone advice how to delete these records?Thanks

2
P
Do Gooder (Customer)
1 year ago
P
Do Gooder (Partner)
ProShiraADo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Time Reported from Prepare Work Order/Work Task/Time Reports is not reflected in Employee Results screen.

Hi Team, Step 1: Logged in with End User ID.Step 2: Created a Work Order and reported time against the Task in the Time Reports tab.Step 3:  Logged in with the IFSAPP user.Step 4: Navigated to the Employee Results screen and queried for the time reported record. The Time Reported in Step 2 is not visible.Step 5: Navigated to "Time Registration" screen and searched for the time reported week. The Time Reported in the Step 2 is visible here.Question: Why the reported is not visible in Employee Results screen?Step 6: Go to Time Registration and did an update for any of the day in the specific week where the user has reported time.Step 7: Go to Employee Results screen and refreshed. Now the time added in Step 2 is visible together with the time reported in the Step 6. Solution Required: Time added from Work Order via Employee should be visible in Employee Results immediately for IFSAPP & Supervisors. Thanks in advance and Appreciate for your feedbacks.

2
C
Do Gooder (Partner)
1 year ago
D
Do Gooder (Employee)
DevanthiDo Gooder (Employee)
asked in HCM (Human Capital Management, Payroll)

Transfer to Payroll Process (IFSCLOUD)

I wanted to run Transfer to Payroll process and create payroll transactions. I have setup wage class, selection group and linked them to employee. Time card reporting also in Authorized status. When I run Transfer to Payroll process, it completes successfully but not transactions are created in the Payroll Transactions window even though time card reporting is in Transferred status.  Can some please help.

2
D
Do Gooder (Employee)
1 year ago
K
Do Gooder (Customer)
KMANWARINGDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Access to Employees in Preliminary Status

Hi I would like to know if it’s possible to enable access to employees in the Preliminary status through supervisor access or in any other way?I am aware that access can be granted via the ‘HR Application Manager’ checkbox but I would prefer not to use this if possible. Thanks

2
S
Sidekick (Customer)
11 months ago
ArturasVit
Sidekick (Customer)
ArturasVitSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Employee Schedule - Work Hours - Parameter List

Hello  We have a case of employees who are working as follows:Mon - Fri - these days employees can work any number of hours they choose, it could be between 0 and 8 hours or so. Some days employees may not be working at all. Sat -Sun - these days employees works in a shift 8 hours as per agreement with the Supervisor.  Now to make this work we have created  a “work hour rules - parameter list”, parameters allows for flexible attendance times during these days +/- 12 hours. But we need to also have strict parameters for Saturday and Sunday where attendance could only be +/- 0.5 hours. As I understand Work Hour Rules and Parameter List applies to the schedule as a whole. Is there a way to apply Work Hour Rules for individual week days (Mon-Fri and Sat-Sun)? 

2
ArturasVit
Sidekick (Customer)
1 year ago
I
Do Gooder (Customer)
ioana.ionescuDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Time Registration : Non working days Randomly Authorized

Hello, We are using Time Registration to book Project hours, IFS version 9.From time to time, the HR admin reports that some employees are having  the weekend days already  authorized and that it is not an user error.  There are no  hours booked, time is not confirmed, just the weekend days authorized:  I am not able to reproduce this( apart from actually authorizing the days); Is anyone aware of a known bug or how this thing could happen( without user intervention)? One important detail to be added,  if I am refreshing the page, for  just one second, on the line  where we have the description of the items  ( Report Code, Org Code) the values 10.00 are appearing;    Thanks in advance for your help. Regards,   

2
I
Do Gooder (Customer)
1 year ago
D
Sidekick (Customer)
david.harmerSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Performance Management - Any Users?

Dear Community,I was just looking to implement Performance Management in IFS and wondered if anyone had any good/bad lessons learnt or sample basic data that I could use to get the system up and running?Anything might help. Thank you.

2
D
Sidekick (Customer)
1 year ago
T
Sidekick (Partner)
TopMalinGSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

Records duplicate in time Authorization window

Hi All,As per our setup end employee register time using "Time Registration” window and Supervisor authorize time registration using "Authorization” window. I found that some records duplicate in time registration window. It is only for supervisor login. When I check with ifsapp user, it shows only one record. Seem it duplicate the same record in supervisor login.Anyone has idea why it duplicate that record only in supervisor login ?  Regards,MalinG

2
T
Sidekick (Partner)
1 year ago
eqbstal
Superhero (Partner)
eqbstalSuperhero (Partner)
asked in HCM (Human Capital Management, Payroll)

Employee Intervals - Recalculate which API called

Used debug in IEE to find out what the API.procedure is that is used with the following functionality:I want to perform the recalculate after a migration (mass update) job, but the debug doesn't show me (or I don't see it) the API being called.Anyone an idea?

2
D
Hero (Employee)
1 year ago
S
Superhero (Customer)
ShawnBerkSuperhero (Customer)
asked in HCM (Human Capital Management, Payroll)

New Employment Wizard

The last section of the New Employment wizard has a section for Other which allows the connection of the Resource Group, Project, Maintenance Resource/Team, and Shop Floor Employee details. For an existing employee though, how do you add the employee into the Mainteance area without going through this wizard?This was done in V9 using Employees tab under Organization Basic, but that doesn’t seem to exist the same way in Cloud Can someone point me in the right direction please? 

2
S
Superhero (Customer)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in HCM (Human Capital Management, Payroll)

Time Registration Project and Report Code not show in LOV

Community,do you know the reason, why in Time Registration window, I select Project, and I would like to search the project to report time, but my project is not showing in the LOV. also the report code is also not showing, we have 3 report code in type Time, but only one shows up.Thank you.

2
R
Hero (Customer)
1 year ago
T
Do Gooder (Employee)
Tharindu NadeeshanDo Gooder (Employee)
asked in HCM (Human Capital Management, Payroll)

T120644_EXP Aurena Time Entry Question

Hello,Is it possible there is similar functionality in a future update in Apps 10 or in IFS Cloud as described below?  This can be viewed in EXPMIGR (Apps 10, UPD13) Aurena.Is there a way instead of slicing the comments by project and working our way across “details on current row” that we could also get a “details” button on each date column so we could work our way down each day? I put in all my time on the 9th and now I want to go in and add all my Invoice Comments. Instead of needed to click “details” for every project all the way down, I could just click “details” on the day and add my comments to every project entered for that day. Your approach is faster if you’re entering all your projects for the whole week, but we encourage our employees to enter their time daily so this approach would save a lot of time.EXP is planning to go live in a few weeks with Aurena time and expense entry and this was feedback received during the Pilot phase.Thank you,Joann 

2
A
Hero (Partner)
1 year ago
C
Superhero (Customer)
cjohnsonSuperhero (Customer)
asked in HCM (Human Capital Management, Payroll)

Termination process error message

Hello, We have recently turned over our HR department. A new member is attempting to use the termination process in IFS apps 10. They have the same Permission Set access, however, they receive the following error message when attempting to complete the termination wizard. I have not found anything in the help that indicates where this access needs configured. Any guidance would be appreciated!  

2
C
Superhero (Customer)
1 year ago
N
Hero (Customer)
NMALKIHero (Customer)
asked in HCM (Human Capital Management, Payroll)

New Employee Wizard

Hi All,While creating new employee through the wizard, I got this error. Any idea what am I missing ? Much appreciated

2
N
Hero (Customer)
1 year ago
D
Do Gooder
darren turnerDo Gooder
asked in HCM (Human Capital Management, Payroll)

Employee Certificates

I am setting up certificates per job role so our supervisors are able to maintain certificates against their reports.  When I assign a certificate to an employee the duration setup against the certificate is used.  Within the employee certificates screen, when I use the right mouse button (RMB) option to ‘Copy certificates from primary job function’, the duration is not used.  If I amend the certificate then this is used.  Have I missed something in the setup or have I identified a bug?We are using IFS10 UPD12

2
D
Do Gooder
1 year ago
M
Sidekick (Customer)
mariamejlholmSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Overview of HCM functionalities IFS apps 10 IEE, Aurena and Cloud

Is it possible to gen at overview over the HCM functionalities in IFS apps 10, Aurena and Cloud to compare?  

2
KristenGastaldo
Superhero (Employee)
1 year ago
C
Do Gooder (Partner)
CLaudDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Time Authorisation of CEO

Hi IFS Community,I have a question about time authorisation.My employee is the CEO and the highest person in the company. This employee has no superior. How do I confirm the times of this employee? He cannot confirm his times himself. Thanks!

2
C
Do Gooder (Partner)
1 year ago
C
Do Gooder (Partner)
CLaudDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Absence Limit Definition for half-day employees

Hi IFS Community,How do I define the automatic limit for an absence (holiday) for an employee who does not work full time? The calculation of holiday limits is done via the employment type. But in my example, this is the same for full-time and half-day employees. Is there a setting that I am missing? Thanks!

2
C
Do Gooder (Partner)
1 year ago
C
Do Gooder
christopherboseDo Gooder
asked in HCM (Human Capital Management, Payroll)

Payroll NI Threshold

The National Insurance threshold will increase on 1st September 2022. Our Payroll department would like some guidance notes or screenshots if available, on where in IFS, the NI value will need changing?i.e. Is i changed in 1 screen or multiple screens?In the below image you can see the NI threshold My question is;  Where else is this value held and/or changed, because the payroll team do not know!This is usually part of the annual payroll update from IFS, as you can see below the valid from date is “06/04/22”.Thanks

2
K
Do Gooder (Customer)
1 year ago
M
Sidekick (Partner)
MariaNSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

Restricting the use of certain wage codes for manual results

Hi all,Previously in EE, we were able to restrict the use of a wage code in the time card by setting ‘Allow Manual Results’ to No. This works for time card users and employees who are clocking. However, it didn’t work for time registration users.I can see there is now a new option in Aurena Apps 10 called ‘Restrict Direct Reporting’  I was hoping this would now also restrict the wage code for time registration users but after some testing it doesn’t seem to do so. Does anyone know what this is supposed to do that is different to the toggle ‘Allow Manual Results’? Thank you

2
M
Sidekick (Partner)
1 year ago
X
Sidekick (Partner)
XitLakshMSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

Cannot see payroll postings of specific employees

Hi  User cannot see payroll postings of specific employees. IFSAPP user ID can see all postings. Since user can see other employees’ postings, this cannot be an access issue or posting issue. Kindly assist on this.   Thanks in Advance 

2
X
Sidekick (Partner)
1 year ago
T
Do Gooder (Customer)
TAPBTHOMPSONDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Employee Schedule - Work Hours - Total Hrs (not per day)

Hi  I am trying to setup an employee schedule for our casual staff where they are scheduled to work a Total 40hrs per week, (5days a week for 10hrs per day), with any additional hrs works they receive as overtimeI.e. if an employee works 43hours, they should receive 3hrs as overtime  Mon Tue Wed Thur Fri Wk Total Normal 9 12 12 7 - Overtime - - - 3 - Total 9 12 12 10 - 43  When trying to set this up as a Day type schedule, I can’t seem to get the overtime to calculate correctly, as it is calculating based on the 10hr per day not the total 40hrs per weekI.e. with the above it is calculating 4hrs as overtime I can’t seem to get the Flexible schedule to achieve this either Any help would be hugely appreciatedCheers 

2
T
Do Gooder (Customer)
1 year ago
C
Do Gooder (Customer)
Corey.EschenauerDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Expired Employee Number in Workbench

I’m having an issue where we’ve reactivated an employee after leaving.  When they go into work bench and type their employee number in returns that the Employee is expired.I have all of the dates with his new hire set that I can find and the expire all the way out to 12/31/9999.Where does this get changed so this employee can log into work bench? 

2
KristenGastaldo
Superhero (Employee)
1 year ago

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