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Open Roster

Rostering | Open Roster command

Summary

Note: A System Break Reason must be selected in Company Settings before you can access PayGlobal Time and Attendance, Rostering or Daily View.

Roster periods should be opened prior to the departments creating their one-off rosters for that period range.

One-off rosters can be created without a roster period being open. Any records are saved against the Employee Timeband Override tab page.

Procedure
  1. Navigate to Rostering | Open Roster in the PayGlobal Tree.
  2. Double-click the Open Roster command to open the Select Periods window.
  3. Select the Period to open. Click OK.

    If you double-click the period, the View Periods window appears. Click Close to return to Select Periods window.

    You will receive a prompt: Pay periods can be opened for a:

    (a) Standard pay sequence where a pay sequence is opened and rostered timeband information is generated for these periods. Changing roster cycle, or timeband override details will have no immediate effect for the employees and dates belonging to this pay sequence.

    (b) Future pay sequence which allows costings to be done into the future and treated (from a transaction point of view), just like a standard pay sequence. Future pay sequences however will not lock roster timeband information into this related period, so changes to the roster cycle, and timeband override details could have an immediate effect on employees and dates controlled by this pay sequence.

  4. Choose Yes to open a standard pay sequence, No to open a future pay sequence.
  5. The Roster Pays To Open window opens.

    Open Rosters uses the same accumulators as the Period Calendar.

  6. Tag the check box beside the Roster period you want to open. Click OK.
  7. View the audit log to confirm the Roster opening procedures were successful.
  8. Click the Pay Status icon to confirm the status of your roster periods. The Roster that you have just opened, should appear on the RS Seq tab page with a red cross beside it.

The red cross indicates that this Roster Pay is open and unprocessed.

PayGlobal writes Roster information for the corresponding Period to the Rosters database after a Roster Period is successfully opened.

 

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