The Payroll Processor determines the start of the week and the resource can enter time or expenses.
This way, you can have e.g. US employees starting the week on Sunday and French employees, starting the week on Monday.
You should define at least a default payroll processor. You can assign Resources to specific payroll processors.
In general, define here
- First Day of the week
- Close Dates
For payroll processing, define here
- Type (Weekly (or multiple weeks), Monthly, Semimonthly)
- Currency
- Minimum hours per week for overtime calculations
Preventing users to enter Time or Expenses before a date
You can prevent users from entering Time and/or Expenses before a certain Date.
In the Payroll Processor for the resource you can enter
- T+E Auto Close Date - before that date, users cannot enter time or expenses
- T+E Auto Close Days - rather updating the date, enter the number of days from today
e.g. 30 - you can enter only time/expenses for the last 30 days
You can overwrite the close date for expenses when entering the fixed Expense Close Date or the relative Expense Close Days. e.g. set T+E Auto Close Days to 30 and Expense Close Days to 60 to allow users to enter time for the last 30 days, but expenses incurred in the last two months.
As a fallback, you can manually set the close dates in Custom Settings - Payroll Settings.
If this rule applies, the user gets the message similar to
First Report Date must be at/after 30/04/2019; check with Administration for allowing reports before that date
The T+E Auto Close Date is automatically set to the Payroll Period end date when a Payroll Period is closed.
For a Resource, you can allow to enter time or expenses in closed periods.
