MUNIS Payroll Training

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Presentation transcript:

MUNIS Payroll Training Humble ISD MUNIS Payroll Training Time & Attendance Entry MUNIS Implementation Consultants: Murray Brooks Dana Guillereault Derek Walker

MUNIS Payroll Training Time and Attendance Entry Path to Time and Attendance Entry: Dept ►N) Time and Attendance Entry Notes: Access Time and Attendance Entry via the Dept Menu. TIP: Add this to your favorites by clicking the yellow star.

MUNIS Payroll Training Time and Attendance Entry Steps taken before Time and Attendance batch entry beings  Payroll Department will start the Payroll  Time and Attendance batches available Steps taken before Time and Attendance batch entry begins Notes: Access Time and Attendance Entry via the Dept Menu

MUNIS Payroll Training Time and Attendance Entry Access Time and Attendance Entry via the Dept Menu   IMPORTANT! Confirm the payroll information before you continue Run type – Semi-monthly Payroll Warrant Period Begin Date Period End Date Payroll Check (Direct Deposit Advice) Date If all are correct, click on “YES”. If not, contact the Payroll Department. BEFORE YOU ACCESS THE TIME AND ATTENDANCE BATCH ENTRY SCREEN CHECK THE PAYROLL INFORMATION: Run type – Semi-monthly Payroll Warrant Period Begin Date Period End Date Payroll Check (Direct Deposit Advice) Date Notes:

MUNIS Payroll Training Time and Attendance Entry Time and Attendance Batch Header To begin entering time select Add Batch. Add a Batch, Daily Grid for Time Entry Notes:

MUNIS Payroll Training Time and Attendance Entry Time and Attendance Batch Header Enter Department (if applicable) and any Comments. Location will default in. Responsible for multiple locations? The 2nd and subsequent locations are entered in a different batch. Note fields in BOLD type are required; some fields such as Clerk will populate automatically. Hit green check / Enter to continue. Enter Location/Comments Notes:

MUNIS Payroll Training Time and Attendance Entry Load Group Employees, Locations can be loaded in a group for quicker access. Groups have been setup by the System Administrator. Choose the appropriate Group from the drop down menu. Select appropriate Group. Notes:

MUNIS Payroll Training Time and Attendance Entry Auto-Load Records Select green check (or select the enter key on your keyboard) to continue. Auto-Load Records by, pre-defined, Groups. Notes:

MUNIS Payroll Training Time and Attendance Entry Daily Grid to enter time. Notes: Click on the Update icon to begin adding time. Employees are presented in alphabetical order.

MUNIS Payroll Training Time and Attendance Entry Time Entry. Notes: Enter time for the first week

MUNIS Payroll Training Time and Attendance Entry Enter time for each day Time Entry – week 1. Notes:

MUNIS Payroll Training Time and Attendance Entry Completed time entry record. Notes: Completed employee time entry record will include amounts populated for each day as well as Week Sub – Totals, Pay Type Totals, and Pay Period Totals. Return to Batch Header record by closing out the screen.

MUNIS Payroll Training Time and Attendance Entry Proof Process Select Print or Spool to run a report to check data entry. What is “Spool”? A report is sent to the MUNIS Spool File. It is held there for future use. Note: you may or may not have spool file access. TIP: If you need to return to a batch, find it and select Resume. Proof Process: print or spool a file to verify accurate entry. Notes:

MUNIS Payroll Training Time and Attendance Entry Report Options Select the default options. The information in the report will satisfy most requirements. A screen shot of a report generated with the default report options can be found on the next page. Report Options Notes:

MUNIS Payroll Training Time and Attendance Entry Time & Attendance Proof Report Notes: Time & Attendance Sample Proof

MUNIS Payroll Training Time and Attendance Entry Proof is reviewed, now the batch may be released for approval. Release the Batch for approval. Notes:

MUNIS Payroll Training Time and Attendance Entry Click “Approvers” on the batch header screen to view the approval/notification workflow route. The result is similar to what is displayed here. Who are the workflow approvers? Notes:

MUNIS Payroll Training Time and Attendance Entry Example of the notification sent to batch approvers Notes: When “Released”, approvers will receive a notification similar to the one above.

Thank you for your attendance and participation!