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Summary or Detail
In summary mode, the credits for one staff member are added up and shown as one line per staff member. When processing credits, you can select a staff member and their credits can be 'processed' altogether.
In detail mode you are list each credit individually. This means that you can choose which credits you'd like to process. one line is one credit. In this mode you can click on the credit id to see the credit in the credit maintain screen.
What will Show in the List
There are three list modes...
All items ready to be processed - No month : This allows you to list all credits which are awaiting processing. because you are not limiting this to a working month, you will be able to pickup any stray credits which may not have been processed the previous month because they were on old or had not been approved at the time of processing and payroll month freeze.
All items ready to be processed - Working month : This allows you to list all credits which are awaiting processing and which have a source date from a working month.
All processed items - Payroll month : This is for listing processed items for a payroll month. When you have finished your processing and are about to freeze a payroll month, you can make a listing here to see all of the processed credits for that payroll month.
The staff member column has clickable links which will enable you to check the staff member's driver plan or credit scale.
Use the Staff member dropdown to restrict who's credits you want to list. To list all staff members, so not select an item from the dropdown.
Listing Dates... Use the year / month dropdowns to define one calendar month. Depending upon the listing mode, this will refer to either the working month or the payroll month.
In all cases cancelled, on hold and non-approved credits are not listed.
If you want to limit the list to a particular number then you can do so by entering a number in the textbox provided. This can be used when you just want to look at n entries onthe screen at a time.
Processing
When a listing has been made of credit or staff member lines which can be processed, you can individually select / deselect any credit or staff member (depending upon the listing mode). There is also a button to select all.
When you have selected the lines that you'd like to 'process' you need to select the payroll month and year and then click the 'process' button.
Note : The year/month controls used for processing are not the same as the year/month controls used for listing.
A button is provided to take you directly to the credit control screen. If you find that a driver has been put on the wrong driver plan or a staff member is on the wrong credit scale then you will need to go back to the control screen to roll back and re-evaluate the driver credits or recalculate the money.