Preceda - procedures and resources

1) Internal business procedures and policies
2) Procedures
3) Checklist
4) Error handling

 


๐Ÿ” RELATED ARTICLES

easyemployer and Preceda Integration document
easyemployer help centre
easyemployer support process
easyemployer product news and updates
easyemployer employee guides


 

1) Internal business procedures and policies

The items in this document, and corresponding links and guides on the help centre, can be used to build the internal business procedures and policies for the use of easyemployer.

Any user of easyemployer should be referring to internal business documentation before contacting easyemployer support as each organisation could have custom workflows and ways of using easyemployer that are not documented here or on the help centre.

 

2) Procedures

i) Employee/user import

When a new employee is added to Preceda, or existing employee details have been updated, these need to be imported into easyemployer. The frequency as to when this is done depends on the client but as this process is very quick, we would recommend after each new employee or update is done in Preceda:
Employer/user import guide here

 

ii) Abilities (certifications)

When a new ability (certification) is added to Preceda, or an existing ability has been updated, these need to be imported into easyemployer:

Ability import guide here

 

iii) User abilities (certifications)

When an employee(s) abilities (certification) are added or update, these need to be imported into easyemployer. is added to Preceda, or an existing ability has been updated, these need to be imported into easyemployer:

User ability import guide here

 

iv) Leave entitlement balance import

After every pay run, an entitlement balance import should be done to ensure leave entitlements are updated within easyemployer.

Leave entitlement balance import here

 

v) Enabling online access

Online access can be granted to users to access the easyemployer account. What they can do depends on their permissions (see permission and functions below)

Online access guide here

 

vi) Permissions and functions

Permissions control what functions a user can access.

Permission guide here

Permission and function guide here

 

vii) Assigning employees to pay conditions

Employees pay conditions are assigned manually as this cannot be imported from Preceda due to Preceda API limitations (they do not provide enough information to map to pay conditions).

Assigning pay conditions guide here

 

viii) Non-Export Entity to not export to Preceda

If the employee is not being exported to Preceda, their home payroll entity needs to be changed to the โ€œNon-Export Entityโ€

Updating payroll entity guide here

 

3) Checklist

i) New user (employee)

Item

Procedure / Guide

Import employee(s) from Preceda

Employee import

Import user abilities from Preceda

User abilities (certifications)

Updates users payroll entity if required

Non-Export Entity to not export to Preceda

Update the employee(s) roles

Adding and updating a users role guide

Update the users pay conditions

Assigning and changing a users pay group or base hourly rate

Import entitlement balances from Preceda (optional)

Leave entitlement balance import

Update any abilities stored in easyemployer directly

Adding an ability to a user

 

ii) Timesheet -> payroll

Item

Procedure / Guide

Address timesheet warnings in easyemployer

Approving and finalising a timesheet

Finalise the timesheet in easyemployer

Approving and finalising a timesheet

Finalise the payroll report and export PAY34T file

Payroll report

Import PAY34T file into Preceda

Importing PAY34T into Preceda

 

4) Error handling

i) The Payroll Report 

The shift assigned to XX, XX has pay records with no cost centre assigned.

 This warning is to tell the payroll team that there are pay records with no cost centres assigned. 

 The guide here explains how to add cost centres to roles.   The cost centre report can be used to see what cost centres are assigned to roles. 


ii) Timesheet leave shifts 

The timesheet leave shifts will create based on the standard hours and days set in the user's award pay group screen. 

Timesheet shifts can also be manually adjusted if the standard hours and days change frequently. 

 

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