Total HR Technology - PSIber

9 April 2020 Copyright – PSIber Group (Pty) Ltd

Release Notice

22.01.00

09 April 2020

Total HR Technology

for Professionals

Anywhere, Anytime, Always Online


1

Index

1. Introduction 2

2. Release Overview 3

3. Enhancements 5

3.1 “Training Details” Enhancement 5

3.2 “Non-Financial / Additional” Field added to “Custom Authorisation Requests” Report 7

3.3 Performance Appraisal Enhancement 12

3.4 Sorting Levels added to Reports filters 13

3.5 “Filter Fields” added to “Custom Employee Information (Extended)” Report 16

3.6 “Employee ETI Details” report renamed 21

3.7 Unpaid Leave Default Value on Payslips 21

3.8 “Maximum Pay Limit” per Pay Interval Option 21

3.9 Reporting Option on Value Type in “Payslip Analysis (Tabular.csv)” Report 24

3.10 “Total Employees” Field on “Payslip Analysis (Tabular/.csv)” Report Moved to Left 29

3.11 Quarterly Employment Statistics 33

3.12 “General Ledger Company Summary” Report 35

3.13 New Employment Sub-status added “Reduced Work Time” 40


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1. Introduction

Release Number 22.01.00

Release Date 02 April 2020

Mandatory Release Yes

Statutory Changes South Africa: Yes

Other Tax Authorities: Yes

Conversion of Data No

Technical Enhancements No

Important User Information Yes

Minimum Version from which to

upgrade 21.08.00

Import/Export Changes / New No

Database Changes Yes

ACB File No


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2. Release Overview

2.1 “Training Details” Enhancement

An enhancement has been made to the “Training Details” functionality with the option of removing all

Training Records.

2.2 “Non-Financial / Additional” Field added to “Custom Authorisation Requests” Report

An enhancement has been made with the addition of “Non-Financial / Additional” Fields selection in

“Custom Authorisation Requests” Report.

2.3 Performance Appraisal Enhancement

An enhancement has been made in ESS (Employee Self Service) that enables the manager to view

the employee's Score and Comments on the Appraisal.

2.4 Sorting Levels added to Report filters

An enhancement has been made with the addition of Sorting Levels to allow for additional sorting of

Report data.

2.5 “Filter Fields” added to “Custom Employee Information (Extended)” Reports

An enhancement has been made with the addition of “Filter Fields” in “Custom Employee Information

(Extended)” Report.

2.6 “Employee ETI Details” renamed to “ETI Qualifying Employees”

The “Employee ETI Details” report has been renamed to “ETI Qualifying Employees”.

2.7 Unpaid Leave Default Value on Payslips

An enhancement has been made to, by default, display the financial value of unpaid leave on the

payslip as a negative value.

2.8 “Maximum Pay Limit” per Pay Interval Option

An enhancement has been made with the addition of the option to set a Maximum Pay Limit per pay

interval for an employee.

2.9 Reporting Option on Value Type in “Payslip Analysis (Tabular/.csv)” Report

An enhancement has been made to the “Payslip Analysis (Tabular/.csv)” report to allow the user to

select a value type to report on.


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2.10 “Total Employees” Field on “Payslip Analysis (Tabular/.csv)” Report Moved to Left

The “Total Employees” field on the Payslip Analysis (Tabular/.csv) Report has been moved to the left

to appear with Rate of Pay information and not with Allowances.

2.11 Quarterly Employment Statistics

An enhancement has been made to automatically include Commission where the entry type is linked

to SARS source code 3606.

2.12 “General Ledger Company Summary” Report

An enhancement has been made with the addition of a “General Ledger Company Summary” Report,

allowing for the balancing of payroll accounts.

2.13 New Employment Sub-status added “Reduced Work Time”

An enhancement has been made to “Employment Sub Statuses”, allowing the user to capture

reduced working hours for UIF reporting purposes.


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3. Enhancements

3.1 “Training Details” Enhancement

An enhancement has been made to the “Training Details” functionality with the option of removing all

Training Records.

Note: See the below steps

1. Select “Human Capital Management”

2. Select “Human Resource Management”


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3. Select “Training Details”

4. Select “Details” and Select tick box next to “Training Plan”

5. Select “Delete”


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3.2 “Non-Financial / Additional” Field added to “Custom Authorisation Requests” Report

An enhancement has been made with the addition of “Non-Financial / Additional” Fields selection in

“Custom Authorisation Requests” Report.


1. Select “Reports”


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2. Select “Custom Authorisation Request”

3. Select “Payroll”


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4. Select “Criteria Filters”

5. Select “Employees”


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6. Select “Sorting Levels”


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7. Select “Auth Requests”

8. Select “Options”


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3.3 Performance Appraisal Enhancement

An enhancement has been made in ESS (Employee Self Service) that enables the manager to view

the employee's Score and Comments on the Appraisal.


1. Select “Appraisals” on ESS

2. Select “Current Appraisals”

3. Select “Start Appraisal”


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4. View “Employee Score” & “Employee Comments”

3.4 Sorting Levels added to Reports filters

An enhancement has been made with the addition of Sorting Levels to allow for additional sorting of

Report data.




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2. Select Report Name



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6. Select “Employee Ordering”

3.5 “Filter Fields” added to “Custom Employee Information (Extended)” Report

An enhancement has been made with the addition of “Filter Fields” in “Custom Employee Information

(Extended)” Report.




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2. Select “Custom Employee Information (Extended)”



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4. Select “Period”




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7. Select “Employee Ordering”


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8. Select “Options”

9. Selected Fields can now be filtered on the below criteria


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3.6 “Employee ETI Details” report renamed

The “Employee ETI Details” report has been renamed to “ETI Qualifying Employees”.

3.7 Unpaid Leave Default Value on Payslips

An enhancement has been made to, by default, display the financial value of unpaid leave on the

payslip as a negative value.

3.8 “Maximum Pay Limit” per Pay Interval Option

An enhancement has been made with the addition of an option to set a Maximum Pay Limit per pay

interval for an employee.


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2. Select “Payroll Management”

3. Select “Pay Info, Package & Structuring”


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4. Select “Pay Info & ROP”

5. Select “Maximum Pay Limit”


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3.9 Reporting Option on Value Type in “Payslip Analysis (Tabular.csv)” Report

An enhancement has been made to the “Payslip Analysis (Tabular.csv)” report to allow the user to

select a value type to report on.




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2. Select “Payslip Analysis (Tabular/.csv)” Report



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6. Choose “Employees”


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8. Select “Options” and select “Generate Report”

In the below example, Type of Value: “Normal Payslip” was chosen, to report on the employees’

payslip values.


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3.10 “Total Employees” Field on “Payslip Analysis (Tabular/.csv)” Report Moved to Left

The “Total Employees” field on the Payslip Analysis (Tabular/.csv) Report has been moved to the left

to appear with Rate of Pay information and not with Allowances.




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2. Select “Payslip Analysis (Tabular/.csv)” Report



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6. Choose “Employees”


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8. Select “Options” and select “Generate Report”

9. The report is displayed and may be downloaded, saved and printed.


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3.11 Quarterly Employment Statistics

An enhancement has been made to automatically include Commission where the entry type is linked to SARS

source code 3606.

See below for notes:


2. Select “StatsSA Quarterly Employment 0277-E”


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5. Select “Options” and select “Generate”


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Entry types linked to 3606 – Commission is included in the report:

3.12 “General Ledger Company Summary” Report

An enhancement has been made with the addition of a “General Ledger Company Summary” Report,

allowing for the balancing of Payroll accounts.



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2. Select “General Ledger Company Summary”



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8. Select “Options” then select “Generate Report”


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3.13 New Employment Sub-status added “Reduced Work Time”

An enhancement has been made to “Employment Sub Statuses”, allowing the user to capture

reduced working hours for UIF reporting purposes.

Note: Please see the below example


2. Select “Employee Maintenance”


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3. Select “Employment Details”

4. Select “Employment Sub Statuses” and click add

5. Complete the required fields

END OF DOCUMENT

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Total HR Technology - PSIber