Description
Several changes have been made in Interpreter > Interpreter Review to cater for issuing payees with interim pay advice prior to their timesheets being processed and paid in a pay batch.
New Secondary Search Fields and Results List Column
The following new fields are now available in the Search section on the Secondary tab (formerly named Timesheet tab) of the Interpreter > Interpreter Review > Secondary screen:
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Allows searching for interpreted timesheets based on the unique ID of the interim pay advice on which the timesheet is included. This field is only available if the Proforma Remittance Exists field is set to the Any or Yes options. For more information about proforma remittance IDs, see Issuing Proforma Remittance Advice.
These new fields are highlighted in the example below.
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A new column labelled Proforma Remittance ID has been added to Manage Layout option to enable you to add the field to the results grid to display the unique interim pay advice ID that corresponds to each listed timesheet, where applicable. An example of this is shown below.
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Proforma Remittance Tab
A new tab labelled Proforma Remittance has been added to the Interpreter > Interpreter Review > Interpreted Timesheet Details screen to display details about interim pay advice documents that have been generated for a timesheet. The fields that are displayed on the Proforma Remittance tab are described below.
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An example of these fields is shown below.
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Interpreted Timesheet Details - Payee Tab
The following new fields have been added to the Payee tab on the Interpreter > Interpreter Results > Interpreter Review > Interpreted Timesheet Details screen:
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the timesheet status type is Not Reviewed
the user has security permission to edit payment terms due date (for more information, see Configuration below).
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If payment terms apply to the timesheet but this field does not display a date the pay period to which the timesheet corresponds or the pay period in which the payment terms due date falls may not exist. Where this is case the Pay Period Payment Date field will display Undefined (for more information, see below). |
These fields are highlighted in the example below.
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Proforma Remittance Preview
A Proforma Remittance Preview button has been added to allow previewing of the interim pay advice document that has been generated when the status of an interpreted timesheet was set to Reviewed. Clicking the button generates a PDF version of the document, which opens in a separate web browser tab. The preview button is highlighted in the example below.
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The button is only enabled if an active interim pay advice document exists for the timesheet that is currently selected in the Results section of the screen and the user has security permission to preview interim pay advice documents (for more information, see Configuration below).
Benefits
This enhancement complements the introduction of functionality that caters for the generating of interim pay advice that can be issued to payees prior to their timesheets being processed and paid in a pay batch. For more information, see Issuing Proforma Remittance Advice.
Configuration
The following new user security role permission, which is configured under Maintenance > Role-Data Groups, has been added to control users' ability to update the payment due date of timesheets that are subject to payment terms and to preview interim pay advice documents in Interpreter Review:
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