Summary

The Tools menu allows you to run specific data processes.

Options

Customise:

• Customise Columns - You can display more fields or hide fields that you do not use.

  Shortcut key = F10.

• Customise Column Extensions - These tab page settings enable advanced customisation.

  Shortcut key = Alt+F10.

• Layout Options - The Layout Options form contains several tab pages that allow you to customise specific aspects of your current view.

Suggestions:

You can create a list of suggested employees for an allocation using the following methods:

• In Allocation View, click Tools | Suggestions.

  Shortcut key = Alt+S.

• In the PayGlobal Tree, click the Process Roster Allocations command.

Make Absence/Reason:

You can enter leave in advance if the employee will be absent from work (see Planned Absences).

Model End Time, Model Start Time:

You can copy an end or start time to multiple employees.

Process Transactions:

When you process Actuals, PayGlobal converts employee timebands into allowances such as ordinary time, overtime, and annual leave.

Shortcut key = F9.

Process Validations:

The Process Validations option generates results for a selected date range.

Shortcut key = Ctrl+F9.

Export to Job Costing:

You can link PayGlobal to a Job Costing or Work in Progress package to analyse employee costs for a specific job (see Export Actuals to Job Costing).

Export to Payroll:

After you edit and check your Actuals, you can export them to a folder ready for importing into Payroll.

Reset Actuals and Clocks:

This option resets employee clock swipes - you cannot delete them. If you reset the clock swipes, then you must reprocess them. You would do this if your original processing was incorrect. For example, if employees were attached to the wrong anchor group.

Shortcut key = Ctrl+F11.

Update from Clock Transactions:

This option has the same effect as running the Process Clock Data and Clock Result Data run commands. After you Reset Actuals and Clocks you can Update from Clock Transactions to restore the Actuals to their original state.

Shortcut key = F8.

Reapply Open Roster:

This option reapplies open roster information for the current day.

Copy Scenario to Roster, Copy Roster to Scenario, Copy Scenario to Scenario:

If you use the Labour Budgeting module, you can copy your existing roster from the default timebands into a roster scenario. The roster scenario allows you to:

• Try different roster combinations.
• Process and cost the roster.
• Compare the roster cost to your budget.

You can try different scenarios without changing the actual roster. The roster scenario allows you to change and process the roster as many times as you want. You can create multiple roster scenarios and copy one scenario to another. This allows you to compare different roster scenarios and use the best one. When you achieve the desired outcome, you can copy the best roster scenario back into the live database.