Financial Years

Setting up financial years allows holiday entitlement and reports to be generated.

1) Ask Payroll for the dates for a particular site

2) In the main menu of Portal underneath FINANCE, click 'Periods'

3) In the 'Financial years' block, click the 3 dots and click 'New financial year':

4) Please ensure you add the previous year like in the following example so the system understands the date ranges:

Roster Years

Setting up roster years allows

1) Ask Payroll for the dates for a particular site

2) In the main menu of Portal underneath FINANCE, click 'Periods'

3) In the 'Roster years' block, click the 3 dots and click 'New roster year':

4) Please ensure you add the previous year so the system understands the date ranges.

Payroll Periods/Subperiods

For a site to be able to use the Planner, payroll periods with their subperiods must be generated.

1) In the main menu of Portal, click 'Roster' followed by 'Payroll' to access the Payroll period page

Before payroll periods can be generated automatically, a few have to be added manually so the system understands the payroll period pattern e.g. 4 weeks-5weeks-4weeks-5weeks. This is explained below.

2) Click the context menu in the 'Period' section, followed by 'New payroll period':

3) Add the 'Start at' and 'End at' dates. Leave the period as 'unsubmitted'. Save.

4) In the 'Periods' section, you will see the payroll period you just added. Click its context menu and click 'New subperiod':

4) A subperiod MUST start on a Monday. Enter the data for the subperiod and click save

5) Continue adding subperiods for the payroll period, and then you can move onto manually adding the next payroll period and its subperiods. Do this manually for around 3 payroll periods for the system to understand the pattern.

6) Now the periods should be able to be generated automatically. Click the context menu in the upper right of the page and click 'Generate new period'. This will automatically generate its subperiods too (Allow up to 10 seconds for a payroll period to generate before generating another).