Shop-Trak Generate Payroll

The integration between Shop-Trak and Infor SyteLine payroll is created through the Generate Payroll form.  Special functionality has been added to eliminate manual transactions during the Payroll processing related to Premium hours.

The Payroll Generation process will create employee log hours according to the settings on the Shop-Trak Parameters Payroll tab described below.   

Shop-Trak Parameters - Payroll Tab

Summarize Hours

Selecting the Summarize Hours check box summarizes log hours that are created during Payroll Generation.   Infor SyteLine generates each transaction into an individual log hour record and condenses the daily transactions.  Notice in the example below, five log hour records are summarized into two.

Source transactions can hold total hours up to three (3) decimals and pay rates of up to five (5) decimals. By pulling each one into payroll, there may be unbalanced payroll distributions since they are based on the sum of the extended values of log hour records. Manual adjustments will be needed to correct the distributions before payroll check posting can occur.  Enabling the Summarize Hours check box greatly reduces the possibility of unbalanced payroll distributions.

Use Shop-Trak Payroll Processing

Selecting the Use Shop-Trak Payroll Processing check box will analyze all labor and attendance transactions during payroll generation to determine if payroll hours should be converted to Regular, Overtime, Double-time, or Holiday pay types, according to what is specified on the Shop-Trak Payroll Generation Tables form.

The transactions being summarized into payroll processing may have a variety of pay rates.   Therefore, the pay rates associated with each transaction are captured during generation instead of the employee’s rates defined within Rates & Taxes in SyteLine.  The Premium factors from the Payroll Generation Tables form are multiplied by the transaction’s pay rate.  The result is used as the overtime or double-time rates for the log hours and distributions created.  

Order of Processing Payroll

During Payroll Generation, records will be processed in the following order:

• Employee
• Method
• Holiday – Weekday, Saturday, or Sunday
• Holiday – All, Starting a lowest beginning hours
• Daily – Weekday, Saturday, or Sunday
• Daily – All
• Weekly – All

Daily Rules:

• Include Types
• Other
• Vacation
• Holiday
• Sick
• Regular
• Multiplier
• Payroll Date
• Rate

Note:  If there are multiple Daily rules, they will be processed simultaneously. 

Weekly Rules:

• Include Types
• Other
• Vacation
• Holiday
• Sick
• Double-Time, Overtime, and Regular (Weighted Equal)

Note:  Any Double-Time or Overtime from a Daily rule is sorted as Regular and may be overwritten by the weekly rule.

• Multiplier
• Payroll Date
• Rate

Note:  If there are multiple Weekly rules they will be processed in this order, with each rule building off of the result of the previous rule. 

• Lowest Multiplier Assigned
• Pay Rate

Adjust Regular Hours

Shop-Trak maintains the exact transaction times; therefore, total hours for a day may sum to an odd value such as 7.971 or 9.486.  The Adjust Regular Hours Up/Down is designed to adjust these times to the hour or half hour based on individual pay policies 8.000 or 9.500 hours).

The value entered will determine the range, up/down for comparison to daily total hours.  The total daily hours within the range of an hour, half hour, or quarter hour will be adjusted. The default value is .05 hours (3 minutes) and can be manually updated.

Example:  

See the table below for specific examples.

Examples

Example 1

Any hours over 40 in a week are to be paid at 1.50 times the employee’s transaction rate.  Any time worked on a Sunday is paid at 2.00 times the employee’s transaction rate even if 40 hours have not been met for the work week.

Payroll Generation Tables Defined for Employee: 

Hours Worked for Employee:

Processed Records:

The Daily rule is processed first, creating 8 Double-Time hours for Sunday. 

The weekly rule for 40.00 to 99.00 hours is processed generating the 10 hours at overtime.  Since D is not included in this rule, the Sunday will remain at double-time. 

Payroll Generation Result:

Example 2

Now, let’s modify the rule to generated double-time only if a minimum of 40 hours are worked within the week.  By adding a weekly rule that includes Double-Time hours.  Any hours less than 40 will be converted back to Regular.

Payroll Generation Tables Defined for Employee: 

Hours Worked for Employee:

Processed Records:

The Daily rule is processed first, creating 8 Double-Time hours. Then the weekly rules are applied for 00.00 to 40.00, sorting the transactions in order of lowest multiplier.  Since D is included in the rule, Sunday will be sorted last (highest multiplier) and have double-time for hours <= 40 re-processed.  Finally, the weekly rule for 40.00 to 99.00 hours is processed generating the hours at overtime.  Since D is not included in this rule, the Sunday hours remaining will not be re-processed. 

Payroll Generation Result:

Example 3

In this example if an employee works more than 12 hours in a single day, their transaction rate is multiplied by 2.00.  Although, since a weekly rule has been defined to convert any hours less than 40 back to a Regular Pay Code, the employee must work over 40 hours in that week to be paid the Daily rule (2.00 times their transaction rate).

Payroll Generation Tables Defined for Employee: 

Hours Worked for Employee:

Processed Records:

The Daily rule is processed first, creating 4 Double-Time hours. 

The weekly rules are applied for 00.00 to 40.00, sorting the transactions in order of lowest multiplier.  Since D is included in the rule and the 40 hours have not been met, the daily double-time hours will be reset to regular.

The weekly rule for 40.00 to 99.00 is not applicable since no hours over 40 exist.

Payroll Generation Result:

Example 4

In this example, the employee worked over 40 hours, so the 2.00 multiplier is applicable for all hours in excess of 10 on a daily basis.  Additionally, the employee had excess hours over 40 to apply the 1.50 multiplier.

Payroll Generation Tables Defined for Employee: 

Hours Worked for Employee:

Processed Records:

The Daily rule is processed first, creating 4 Double-Time hours. 

The weekly rules are applied for 00.00 to 40.00, sorting the transactions in order of lowest multiplier.  i.e. Hours over 12 will have the highest multiplier from the daily rule and are sorted last.  Since the weekly hours accumulate to over 40, the 4 double-time hours remain unchanged.

The weekly rule for 40.00 to 99.00 hours is processed, generating the 4 hours at overtime.  Since D is not included in this rule, the double-time hours will remain unchanged.

Payroll Generation Result:

Example 5

This is an example of how multiple daily rules will process. 

Payroll Generation Tables Defined for Employee: 

Hours Worked for Employee:

Both Rules will be process simultaneously to the total daily hours:

It is important to note that the Include Types must be identical on daily Rules.

Payroll Generation Result:

Related Topics

Shop-Trak Defining Payroll Parameters

Shop-Trak Payroll Overview

Shop-Trak Payroll File Definitions

Shop-Trak Journal Entries

Shop-Trak Payroll Processing for SyteLine 8.03.10