Posts Tagged ‘M3’

Training on Reports and Report Writer

Wednesday, May 30th, 2012

ReportsIn past newsletters, we’ve highlighted some of the standard reports available in Pay Entry and Millennium 3.

The Standard reports, along with our system’s Report Writer tool, offer many options for reporting capabilities. If you’re interested in further exploring the Reports module, or have a desire to learn the process of creating your own reports in Report Writer, you may request training on either or both of these reporting functions.

We do offer monthly introductory classes on Reports and Report Writer. These are held in the PCS training room. Space is limited and classes tend to fill quickly. If you are interested, please contact Pam Clifford at 763-746-1936 or email by clicking here to check on class availability and get registered! If preferred, training options outside of the monthly classes are also available.

Review Your 2011 Payroll Calendar

Tuesday, January 25th, 2011

2011 CalendarNow that we are in the new year, it’s a good idea to review your payroll calendar for the full year so that you can make sure each payroll check date and all pay period dates are exactly as they should be.

To run the calendar report for the full 2011 year, go to Reports and select the “Calendar” report.  In the report properties, select the override date range and put in the 2011 start and end dates.  Run the report to view all check pay dates and pay period begin and end dates.

If you would like step by step instructions on how to run this report, please visit our Client Resources area of our website by clicking here and scrolling to the bottom of the page.  Or, you can go directly to the PDF by the version of software you are using by clicking on the links below:

2011 Calendar Verification
For M2 Users
For M3 Users
For Payentry Users

If you want any dates changed or added, please submit the request(s) to your Client Account Manager.

Submitted By:

The PCS Client Services Team

M3 and Payentry Tip – When To Use the Rev Code

Tuesday, November 30th, 2010

Payentry - M3 TipsWhen to use the Reversal pay-type (coded as “Rev” in the system):

The payroll system itself will use the “Rev” pay-type when it is needed.  When voiding a check on the employee pay history screen, the system will automatically assign the entry a pay-type of “Rev” and places the entry into the V/M batch for you.

M3 View

M3 Tip 1 Image

Payentry View

Payentry Tip 1 Image

If you are making a negative manual entry that doesn’t match a specific check in the employee pay history, it should be done using the check calculator.  The check calculator creates the entry as a manual pay-type and places it into the V/M batch.

M3 View

M3 Tip 2 Image

Payentry View

Payentry Tip 2 Image

The most common mistake is negative entries placed in the normal batch, with the pay-type manually switched to “Rev”.  With this setting, even if a check number is added to the entry, the system will still produce a voucher when the payroll processes.  This may result in the employee receiving two check stubs, one being the normal pay and the other being the details of the negative entry, which may cause questions.

The answer to this question is:  You should never have to set this pay-type manually; the system will automatically use it when it is needed.

Submitted By:

The PCS Customer Service Team

Report Writer Tips – Dates

Tuesday, November 30th, 2010

ReportsWhether it’s  an employee  hire date or the last raise date, dates have an enormous impact on payroll, and anything with such great impact usually needs to be reported on.  Adding a field to show hire dates on a Report Writer report is easy enough, but here are a couple of tips for formatting dates.

Day(), Month() and Year() are three functions that can be used to breakdown the pieces that make up a date.  One request we get regularly is to show employee birthdates without showing the year.  Using the Month() and Day() functions, this is easy.

Month(ee.birthdate) & “/” & Day(ee.birthdate)

This would bring back dates like “6/15” and “12/23”.  You could even spell out the month using the MonthName() function.

MonthName(Month(ee.birthdate)) & “ “ & Day(ee,birthdate)

Here the birth dates would look like “June 15” and “December 23”.

Sometimes when vendors, like health insurance or 401(k) providers, need information from you, they want to see dates in a specific format.  This is how you could return hire dates in a year first format:

Year(ee.hiredate) & “/” & Month(ee.hiredate) & “/” & Day(ee.hiredate)

These functions can also be used as a part of a filter and or sort.  If you need a list of employees who are up for review in January, you could use this employee filter:

Field Comparison Value
Month(ee.hiredate) = 1

All of these functions can be used on any date in Report Writer, so try them out when you need a little more than just mm/dd/yyyy.

Submitted By:

The PCS Technical Support Team