Statutory Holiday Pay Utility

Statutory Holiday Pay Utility

Procura® Health Management Systems

Contact Procura / Corporate Office: / 1112 Fort St., Suite 600
Victoria BC,
Canada, V8V3K8
Phone: 1.877.776.2872
FAX: 250.380.1866

Software version / Procura 8.0
Documentation version / 8.0
Last Update Date / 2014-07-31

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Table Of Contents

Payroll Pre-Processor Utility

Introducing the Payroll Pre-Processor Utility

The Payroll Pre-Processor Utility Form

Setting up the Utility

Attendance Types

Statutory Holiday Pay

Payroll Pre-Processor Utility

Payroll Pre-Processor Utility

Introducing the Payroll Pre-Processor Utility

The licensed Payroll Pre-Processor Utility applies premium calculation logic to your Procura data, in order to create Attendance Type or 'Other Pay' type records that account for Shift Premiums, (weekend, evening, day, night and weekday), Weekly Overtime, Stat Average (Stat Not Worked), Stat. Holiday (Stat Worked), PSW Travel Allowance and other premiums. The business purpose for the use of this utility is to provide a means to calculate premiums and apply related pre-payroll processing with minimal user intervention. After calculations are made, the utility stores the resulting information in a format that the corresponding payroll export can read.

Prior to running this utility, you must ensure that the Timekeeping period has been built and that all visits have been verified. The following is a high-level work process that should be applied for each payroll period, prior to running these utilities:

Complete Procura Timekeeping activities, including:

Create Timekeeping Period for Payroll Period.
Build Timekeeping – If Callme! is used, build timekeeping using the "Batch Callme! Verification" option.
Enter any Attendance Type time that is required, (e.g., meetings, administration time).
Review employee time data for the period via Timekeeping Module.

When you are satisfied that the data is ready for Premium Processing, run the utility to create Attendance Type and Expense/Mileage records that represent the unit values for the premiums.

Run the "Validate" option to confirm that the appropriate fields are populated in Procura (Payroll ID).
Update/correct any items that are missing.
Process pay premium calculations and save the results report.

Utilities | Introducing_the_Pay_Premium_Calc._Utility.htm

Licensing and Access Rights

In order to run the Payroll Pre-Processor Utility, your System Administrator must enable the Payroll Pre-Processor Utility license. They can then turn additional licenses on/off in order to customize the interface so that it displays only those utilities that are required. When a license is not enabled the applicable utility will be hidden from the interface.

Licenses

PP - Shift Premium / Provides access to the shift premium element
PP - Overtime / Provides access to the overtime element
PP - Split Visit Over Midnight / Provides access to the split visit element
PP - Split Shift Visit / Provides access to the split shift visit creation element
PP - Blended Weekly OT / Provides access to the blended weekly overtime element
PP - Guaranteed Hours / Provides access to the guaranteed hours element
PP - Stat Average / Provides access to the statutory average element
PP - Stat Holiday Pay / Provides access to the statutory holiday pay element
PP - PSW Travel Allowance / Provides access to the PSW travel allowance element

Your System Administrator must also turn additional access rights on/off in order to customize the interface so that it displays only those utilities that are required. When an access right is not enabled the applicable utility will be hidden from the interface.

Access Rights

Payroll Pre-Processing Utility - Shift Premiums / Provides access to the shift premium element
Payroll Pre-Processing Utility - Overtime / Provides access to the overtime element
Payroll Pre-Processing Utility - Split Visits Over Midnight / Provides access to the split visit element
Payroll Pre-Processing Utility - Split Shift Visit Creation Utility / Provides access to the split shift visit creation element
Payroll Pre-Processing Utility - Blended Weekly Overtime / Provides access to the blended weekly overtime element
Payroll Pre-Processing Utility - Guaranteed Hours / Provides access to the guaranteed hours element
Payroll Pre-Processing Utility - Stat Average (Stat Not Worked) / Provides access to the statutory average element
Payroll Pre-Processing Utility - Stat Holiday Pay (Stat Worked) / Provides access to the statutory holiday pay element
Payroll Pre-Processing Utility - Travel Allowance / Provides access to the PSW travel allowance element

Utilities | Appendix__Access_Rights.htm

The Payroll Pre-Processor Utility Form

The Payroll Pre-Processor Utility form enables you to run various pay premium calculation utilities. The form is dynamic. So there are a variety of sections that can be displayed on the form, each of which runs a separate calculation utility. Using the form, you can combine these utilities together.

Some calculations require that certain functions will have already taken place. Therefore, the order in which the sections display on the form will reflect the default order in which the calculations take place. You can change the default order of the calculations by changing the order of the sections on the form using the buttons that exist on the form. Keep in mind that, if you select all of the sections on the form, the order should be such that the Split Visit Over Midnight section should appear first and the Overtime section should appear last.

You can store within templates the settings you choose from the sections of the form. Your templates can then be applied whenever you want to activate those settings. You can create these templates for your own use or for use by all of the Procura users in your organization.

Template (the template that contains the current report settings) (once selected the following 4 buttons become available)
(enables you to save the current settings as a template)
(enables you to edit the name and description of the selected template, or change the template to another type)
(resets all settings on the form to those saved in the selected template)
(enables you to delete the selected template from the drop-down box so it can no longer be used)
Specific Department (activates a drop-down box that enables you to select the department you want to work with)
Start Date and Stop Date (specifies the range of dates you want to be entered into the active sections below) (this date range, and all date ranges below, must align with existing pay period start and end dates, and can onlybe for one open pay period)
Apply (inserts into each of the checked sections in the form the range of dates that is specified in the Start Date and Stop Date boxes)
Clear (changes the Apply button to a Clear button that, when clicked, clears all premiums that were created for the selected departments) (this applies to those premiums that were created within the range of dates specified in the Global Date Range section of the form, regardless of whether the Include in Processing boxes for the premium utilities are checked or unchecked)(generates a system log file containing the details of the processing that took place)
Include In Processing (specifies that the Statutory Holiday Worked logic will be included in the calculation when the utility is run) (employees may be eligible for a 0.5x pay premium when they work on a public holiday)
Start Date and Stop Date (the range of dates you want to work with)
Stat Rules (the set of statutory holiday rules that you want to work with)
Display Results When Done (specifies that the validation results will be displayed after the utility is run)
Validation/Results File Path (the path in which the results of the calculation will be stored)
Validate (runs validation of all sections in which the Include in Processing box is checked) (ensures that the appropriate fields are populated in Procura, e.g., Labor Agreement, Pay Level, Employee Category, Service Requirement, Expiration Date) (if both the Average Hours Signed and Average Hours Signed Service Requirements are active, the Overtime Calculation will not run for employees; if an Expiration Date exists for the Average Hours Signed Service Requirement, and it falls within the Overtime Calculation Date Range and 4 Week Period End Date, the Overtime Calculation will not run for employees) (visits with a Shift Premium Pay Record Type that do not have Start and Stop Times are considered to be invalid)
Process (creates visit or other pay transactions for all sections in which the Include in Processing box is checked) (generates a system log file containing the details of the processing that took place)

Utilities | The_Pay_Premium_Calculation_Utility_Form.htm

Setting up the Utility

Attendance Types

Your System Administrator must define the following Attendance Types, and then validate them for each department you want to work with:

Note:Attendance types must have the Track as Hrs Wrk. checkbox checked and the Default Hours cannot be set to Other.

Stat Time / This Attendance type calculates a statutory holiday.
Stat Average / Employees may be eligible for payment of an “average” amount of pay for a public holiday, even if they do not work. This Attendance type calculates an unworked statutory holiday.

Utilities | Attendance_Types.htm

To Create an Attendance Type to Calculate a Statutory Holiday

Go to Maintenance | Scheduling Setup |Attendance Types. The Attendance Type Module form displays.

Click Add. The Attendance Type window displays the General tab.

In the Name textbox, type Stat Time.

Click the Departments tab.

Select from the table the department to which you want to add your Attendance Type.

Click Add. The Attendance Type Department Information window displays.

From the Department drop-down box, select the department you want to work with.

Click Add/Del above the Employee Categories table. The Valid Attendance Types Categories window displays.

Move from the Source table to the Target table the categories of attendance types you want to add. The Attendance Type must be validated for all categories by which your employee can be paid the Stat Worked premium.

Click Close to return to the Attendance Type Department Information window.
Click the Track Hours checkbox.
In the Default Hours section, select the appropriate option.
Click the Transfer to Timekeeping checkbox.
From the Service Type drop-down box, select the pay service type for Stat Holiday.
Check the Transfer to Payroll checkbox.
Click OK to return to the Attendance Type Module form.

Utilities | To_Add_an_Attendance_Type_for_Stat_Time.htm

To Create an Attendance Type to Calculate an Unworked Statutory Holiday

Go to Maintenance | Scheduling Setup |Attendance Types. The Attendance Type Module form displays.

Click Add. The Attendance Type window displays the General tab.

In the Name textbox, type Stat Average.

Click the Departments tab.

Select from the table the department to which you want to add your Attendance Type.

Click Add. The Attendance Type Department Information window displays.

From the Department drop-down box, select the department you want to work with.

Click Add/Del above the Employee Categories table. The Valid Attendance Types Categories window displays.

Move from the Source table to the Target table the categories of attendance types you want to add. The Attendance Type must be validated for all categories by which your employee can be paid the Stat Average premium.

Click Close to return to the Attendance Type Department Information window.
Click the Track Hours checkbox.
In the Default Hours section, select the appropriate option.
Click the Transfer to Timekeeping checkbox.
From the Service Type drop-down box, select the pay service type for Stat Holiday.
Check the Transfer to Payroll checkbox.
Click OK to return to the Attendance Type Module form.

Utilities | To_Add_an_Attendance_Type_for_Stat._Not_Worked.htm

Statutory Holiday Pay

Statutory Holiday Pay supports employees who may be eligible for a 0.5x pay premium when they work on a public holiday.

Running the Utility

To Run the Statutory Holiday Pay Utility

Go to Imports/Exports | Payroll | Payroll Pre-Processing Utility. The Payroll Pre-Processing Utility form displays.