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View and Release a Professional Workshop
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1. or the status is blank and the next pay period dates are displayed Unreleasing To unrelease the attendance from a Released status when corrections are Attendance necessary Action gt Click on the Special Actions icon and select Unrelease MM65 1 Make the correction Refer to corrections in Step 5 Review the selected workshop Action ial Important Click on the Special Actions icon and select Release PACS User s Manual June 2001 2 11 135
2. s number or search and select from the drop down menu Refer to Locate an Employee Using Find in the Appendix Amount Enter the amount Instr ID Y if the employee was an instructor of the workshop otherwise leave blank Change information for an employee already posted FC C Empl ID Important Do not change the data in this field Amount Change the amount Instr ID Change if necessary Remove an employee from the list FC D Empl ID Important Do not change the data in this field Amount Do not change the data in this field Instr ID Do not change the data in this field Step 7 Repeat step 6 for each employee until you are finished with the displayed list Note Use F2 to copy data from the field directly above the field that the cursor is on PACS User s Manual June 2001 2 11 128 2 11 Posting Professional Workshops Action After you have completed the page click the Change icon Important Do not Page Down or Up before saving clicking on the Change icon the data If you page down without saving your entries you will lose the entered data The system checks the data for errors Refer to Workshop Posting Edits earlier in this chapter If there is an error an error message will be displayed and it will be necessary to correct the error before continuing If there is no error the message Change Complete Co
3. Detail on the Payroll Attendance Selection screen From the Professional Workshops Time Entry screen 2 Scroll through the posted professional workshops using the Previous and Next icons MM65 1 Professional Workshop Time Entry screen Step 5 Delete the workshop Action Click on the Delete icon A warning message shown below will display To confirm the deletion of the workshop click on the Delete icon again Note Deleting the workshop will delete the workshop and the workshop s attendance To confirm press Delete again Step 6 Perform one of the following To re enter the workshop To re enter the workshop and employees return to the instructions MM65 1 Create and Post a New Professional Workshop Return to Selection Menu Press F7 and select Payroll Attendance Selection Transfer return to the Workshop List Screen Press F7 and select Workshop List Exit Lawson Click on the X on the top right hand corner of the screen or select Exit from the File Drop Down menu PACS User s Manual June 2001 2 11 131 2 11 Posting Professional Workshops MA70 1 Add a Workshop Code A workshop code and name must exist before a workshop session can be posted The codes are stored in a table in the database Step 1 Transfer to the Course screen MA70 Press F8 type MA70 1 in the Form ID field and pres
4. 2 11 Posting Professional Workshops This chapter provides an overview of the professional workshop posting process followed by step by step instructions for posting attendance for Professional Workshops to the Payroll Attendance Collection System These procedures start from the MM60 Payroll Attendance Selection screen For instructions on how to login and or access the PACS application please refer to Chapter 1 3 Login Procedures Screens Used MM60 1 Payroll Attendance Selection MM65 1 Professional Workshop Time Entry MM65 2 Professional Workshop List MA70 1 Course Overview The purpose of the Professional Workshop time entry is to pay attendees and instructors of workshops that are provided throughout the year Currently this screen is also being used to post employees that receive the Student Teacher Supervisors pay The process of posting Professional Workshops is distinct from the other attendance types The timekeeper records the general ledger account number and maintains workshop codes titles as well as posts the employees attendance Each location s timekeeper responsible for workshop attendance will have an account number to use when posting attendance Funds have been allocated to these accounts for educational workshops Payroll attendance collection process for Professional Workshops The general process for posting Professional attendance is 1 At the beginning of the pay period and then throughout the pay p
5. 8 Montgomery Cnty Public Schools LocatNyo 31614 Dept Staff Devel opment Pay Period 898888 88 26 08 09 08 00 Position to WKS Code Start End Rec Gross Status Date Date Cnt Amt o FC Code Workshop Title 1 Enter X by the K 008 AP Calculus 2 Clicicon Special 24 88 Posting Taka fe 2228 Algebra Project Actions and Select ap ea eeng Transfer WKS PACS User s Manual June 2001 2 11 127 2 11 Posting Professional Workshops Alternative Method to Steps 3 and 4 a Lap If you have a small number of workshops posted you may find this method is faster for you 1 Enter X and click on Detail on the Payroll Attendance Selection screen From the Professional Workshops Time Entry screen 2 Scroll through the posted professional workshops using the Previous and Next icons MM65 1 Professio nal Workshop Time Entry screen Step 5 Position To To begin the display at an employee other than the first employee on the screen enter the employee id To get a blank screen to enter additional employees enter the highest employee id already posted in the Position To field the last employee displayed on the last page for this workshop or enter all 9s Action Click on the Inquire icon Step 6 Post employee and the dollar amount as follows Add a new employee Enter the following on a blank line FC A Empl ID Enter the employee
6. FIS account structure it will need to be restructured to fit the HRIS structure and to be able to enter it on the screen A description of the translation of the FIS account number to the HRIS account number is provided in the appendix under the heading GL Translation Using that section as a guide key in the fields as follows Company 100 1 field Accounting Enter the translated accounting unit or Unit ad Click on the drop down menu and then double click or select Accounting 2 field Unit nit A list of accounting unit numbers will display Select from the list or use Find to type in part of the number See the example in the following box PACS User s Manual Revised July 2004 2 11 123 2 11 Posting Professional Workshops Example Using 121 for an example ODD e Click the drop down menu and double click or select Accounting Unit Type F and the Find box appears Type 121 in the Acct Unit input field The list of accounting units will be narrowed down to those for ODD 121 Find the correct number from this shorter list and then double click or select the accounting unit number Account Enter the translated account or rd S field Click on the drop down menu and then double click or select Account Number within Account Unit The resulting list shows the account and sub account that is valid for the
7. accounting unit Select the correct account The Account and sub account will be filled in The 3 and 4 fields l Account Number within Account Unit Existing Accounts Chart of Accounts Cancel Sub Account If you did not use the drop down when selecting the Account 3 field 4 field enter the sub account in the fourth field Step 6 Post employee and the dollar amount as follows FC A Empl ID Enter the employee s id number or search and select from the drop down menu Refer to Locate an Employee Using Find in the Appendix Amount Enter the amount as whole dollars or dollars and cents Do not enter a dollar sign Instr ID Y if the employee was an instructor of the workshop This indicator allows you to mix the attendees and the instructor in the same workshop session Instructors and attendees should be entered in the same session if the GL account number is the same Step 7 Repeat Step 6 for each employee until you are finished with the page that is displayed DO NOT page down before saving your page of entries See the Change action below Note Use F2 to copy data from the field directly above the field that the cursor is on This is beneficial when entering like amounts Action Click on the Change icon Important Do not page down or up before saving clicking on the Change icon the data If you page down without saving your entries you will lose the entered data PACS User s Manua
8. cessary to change the location as follows otherwise skip to Step 3 Step 2 To specify a location Location Enter the location number or select from the drop down menu Action Click on the Inquire icon Step 3 Transfer to the Professional Workshop Time Entry screen MM65 1 FC Enter X or any character next to Professional Workshops and click on the Detail button LAWSON INSIGHT Payroll Attendance Selection MM60 1 Ioj x File Edit Options Field Actions Subforms Window Help Company 120 Montgomery Cnty Public Schools Location 62232 Dept Curriculum amp Instruction Pay Period End Date 90800 Start 88 26 88 End 89 08 00 FC Attendance Type Status FC Attendance Type Status j Professional Employees ECA 1 Activities Supporting Services Temporary Part Time Long Term Sub Teachers Outdoor Education ECA 3 Acti Enter X in Professional Workshops rofessional Workshops Short Term Sub Teachers Class Coverage Attendance CE U Uo Click Detail Attendance Release PACS User s Manual June 2001 2 11 122 2 11 Posting Professional Workshops MM65 1 Professional Workshop Time Entry In order to save a workshop in PACS a minimum of the workshop definition Step 5 and at least one employee Step 6 will need to be entered Step 4 Clear the input fields If there is no data displayed from a previous workshop s
9. creen as follows Location Enter the location number or select from the drop down menu Action ey Click on the Inquire icon Step 3 To find an existing workshop from the Workshops List screen Press F8 enter MM65 2 in the Form ID field and press enter PACS User s Manual June 2001 2 11 133 2 11 Posting Professional Workshops MM65 2 Professional Workshop List screen Action If the list of workshops is not being displayed click on the Inquire icon Step 4 Select the workshop from the list of displayed workshops Enter X next to the workshop that you want Action ia Click on the Special Actions Icon and select Transfer LAWSON INSIGHT Professional Workshop List MM65 2 iof x File Edit Options Field Actions Formlabs Window Help da Transfer sfpany 188 Montgomery Cnty Public Schools Locathyn 31614 Dept Staff Development Pay Period 898808 48 26 80 a9 08 aLy Position to WKS Code WKS Start End Rec Gross Status LE X by th FC Code Workshop Title Date Date Cnt Amt Enter X by the A n y K gags AP Calculus 2 Click on Special 1 24 00 Posting P e 9928 Algebra Project Actions and Select 2 30 00 Posting I Transfer r Alternative If you have a small number of workshops posted you may find this Method method is faster for you to Steps 3 and 4 1 Enter X next to Professional Workshops and cl
10. ctions MM60 1 Payroll Attendance Selection screen Step 1 Display the selection menu Note If the menu pay period dates and location are already displayed appropriately skip to Step 3 Action If the form function box shows FillDefaults press enter Otherwise select FillDefaults in the form function box and press enter The screen will display the location that you are assigned to the active pay period and the list of attendance types If you are responsible for posting attendance to more than one location or to a different location it will be necessary to change the location as follows otherwise skip to Step 3 Step 2 To specify a location change the screen as follows Location Enter the location number or select from the drop down menu Action Click on the Inquire icon ah Step 3 Transfer to the Workshops List screen Press F8 enter MM65 2 in the Form ID field and press enter MM65 2 Professional Workshop List screen Action If the list of workshops is not being displayed click on the Inquire icon Step 4 Select the workshop from the list of displayed workshops FC Enter X next to the workshop that you want Action ia Click on the Special Actions Icon and select Transfer LAWSON INSIGHT Professional Workshop List MM65 2 iof x File Edit Options Field Actions FormTabs Window Help Perm Iransfer z pany 18
11. d and location Select An alternative to selecting from a value list for a field that has a drop down arrow The select icon will display the field s value list Define To transfer to a maintenance screen where a code can be defined When the cursor is in the WKS Code input field selecting the Define icon will transfer to the Course Screen MA70 to define a workshop code Form Transfer Used to transfer to another screen within the Lawson system For example to go to the Professional Workshop List screen enter the form ID MM65S 2 in the form ID field PACS User s Manual June 2001 2 11 118 2 11 Posting Professional Workshops 2 The Workshop List screen MM65 2 is a summary screen that displays all workshops posted for the location within the pay period This screen will provide record counts of the number of employees posted and total gross amount to be paid for each workshop The account manager and or timekeeper should use this screen to verify that all gross pay has been accounted for Timekeepers can transfer to the Professional Workshop Time Entry MM65 1 screen by selecting a workshop from this screen Components of the Professional Workshop List Special Actions Form Transfer Form Function Box Company 188 Hontgomery Cnty Public Schools Location 32232 Dept Curriculum amp Instruction Pay Period 828981 81727701 82709781 Position to WKS Code HKS Start End Rec Gross Status FC Code Hor
12. d title is used to identify the workshop Timekeepers can use and or add to the list of workshop codes 3 At the end of the pay period Release the workshop s e Important Review workshop s using the Professional Workshop List MM65 2 and the Professional Workshop Time Entry screen MM65 1 to ensure that all workshops are posted complete and correct e Complete the attendance process by releasing the attendance using the Professional Workshop Time Entry screen MM65 1 Attendance is released by location for all attendance types except Professional Workshops Workshop attendance is released by workshop session so releasing is performed on the same screen where the detail is posted MM65 1 Professional Workshop Time Entry This informs the Division of Payroll that the attendance has been reviewed and is ready to process for pay Types of Professional Workshop Screens There are three types of professional workshop screens used for the workshop posting process 1 Detail time entry screen 2 Workshop list screen 3 Workshop code maintenance screen Because there are several functions that a timekeeper may use that require these screens the components of each of the screens are shown and discussed next followed by the detailed instructions for each function to create post and release professional workshops PACS User s Manual June 2001 2 11 117 2 11 Posting Professional Workshops 1 The Professional Workshops Time Ent
13. eriod read the Payroll Timekeeper Conference messages on First Class for timely attendance related information This should be done at the beginning of the pay period for pay period related information and also during the pay period for new information that needs to be conveyed to all timekeepers 2 During the pay period Post the workshop s on the Professional Workshop Time Entry MM65 1 screen You can post some exit PACS then return later to post additional records The attendance is available for posting as soon as staff from the Division of Payroll has closed the previous pay period Timekeepers will do one or more of the following functions when posting Professional Workshops e Create and post a new workshop session The workshop session is defined by specifying the workshop code account and workshop dates All of these fields combined with the pay period dates make up a unique workshop session for the pay period Employees are added to the newly created workshop session at the same time that the session is created e Update post to an existing workshop The timekeeper can add or remove attendees or correct pay amounts after the workshop session has been created PACS User s Manual June 2001 2 11 116 2 11 Posting Professional Workshops e Delete a workshop session If part of the information that defines a workshop is incorrect the workshop session must be deleted and re added e Create a workshop code A workshop code an
14. ick on Detail on the Payroll Attendance Selection screen From the Professional Workshops a gt Time Entry screen 2 Scroll through the posted professional workshops using the Previous and Next icons MM65 1 Professional Workshops Time Entry screen Step 5 Important Review the selected workshop carefully Be sure that the attendance is complete and correct Look carefully for errors or omissions Page Up Down Use these keyboard keys to view additional pages if necessary Step 6 Correct attendance if necessary Corrections may need to be made for the following reasons e The amount is wrong e A person should not be on the selected workshop e A person should be added to the workshop PACS User s Manual June 2001 2 11 134 2 11 Posting Professional Workshops Step 7 Release the Attendance Action fa Click on the Special Actions icon or click on Actions from the Menu bar and select Release You will see the Status field change to Released and the message below displayed in the message box Attendance Released Successfully OOPS If the attendance has already been released and there is a reason to change an entry the data can be unreleased but only if Payroll has not closed the attendance for processing I forgot The Division of Payroll has closed the attendance if the status on MM60 is Final
15. isites Attributes Costs Instructors Sessions Change Complete Continue Step 3 Perform one of the following Return to Press F8 enter MM60 in the Form ID field and press enter Selection Menu Return to the If you came to this screen from the Professional Workshop Time Entry Prof Workshop screen click on the X on the top right hand corner of the screen Time Entry screen Exit Lawson Click on the X on the top right hand corner of the screen or Select Exit from the File Drop Down menu PACS User s Manual June 2001 2 11 132 2 11 Posting Professional Workshops View and Release a Professional Workshop After the attendees have been added to the workshop session and the amounts have been verified to be correct the workshop is released to payroll This will notify the Division of Payroll that you have completed the posting and the attendance is ready to be processed at the end of the pay period Each workshop session is released separately The Professional Workshop List screen will display the status of each workshop to show which workshops have been released and which are still in Posting status Each location needs to develop a process for releasing the attendance The timekeeper may release the attendance The manager if he she wishes to do so can work out a procedure with the timekeeper to review the posted data before the da
16. kip to Step 5 Action ial Click on the Special Actions icon and select Clear Screen Note You may press Alt A L instead if you prefer Step 5 Define the workshop In order to create a workshop session in PACS the timekeeper must key in the workshop code workshop dates and account number that is related to this workshop WKS Code If you know the four digit number of the workshop code type in the code enter all four numbers otherwise click on the drop down menu and choose the workshop from the Course list Note If the workshop code does not exist in the list it will need to be added Place the cursor on the WKS Code input field and press F6 Refer to Step 2 and 3 of MA70 1 Add a New Workshop Code later in this chapter WKS Dates Enter the from and through dates of the workshop They do not have to match or be within the pay period Note For the pay period that crosses fiscal years for example 6 26 04 07 09 04 it very important to accurately reflect when the workshops took place and for which year the workshop is to be expensed to If the workshop is to be charged to the old fiscal year be sure that the workshop date ends prior to 7 1 If the workshop is to be charged to the new fiscal year the workshop end date must be 7 1 or greater Acct No Enter the four fields that make up the account information If the account information on the source document is in the
17. kshop Title Date Date Cnt Amt 8883 SUHHER EARLY LITERAC 818188 898188 3 69 88 Released 0084 SUHHER INTERVEN TRAI 818181 811881 2 354 88 Posting r r r r E Account and Poster ID corresponds to the L ellow or white highlighted workshop r Acct Info Comp ae Account Sub Message Box 188 12 1688888888888 133881 71 Poster ID kendalls Inquiry Complete Important icons to know Special To transfer the selected workshop to the Professional Workshop Time Actions Entry screen MM65 1 Inquire Use this icon to display the workshops for the location Form Transfer Used to transfer to another screen within the Lawson system For example to go to the Payroll Attendance selection screen enter the form ID MM60 1 in the form ID field PACS User s Manual June 2001 2 11 119 2 11 Posting Professional Workshops 3 The Course screen MA70 1 is the workshop code maintenance screen This screen is part of a Lawson module that tracks courses registrations instructors etc PACS uses one of the screens to record workshop code and the title for that code Components of the Course screen Add Change Previous Inquire Next Select Form Transfer Form Function Box 5 LAV SON INSIGHT Jptions Fiqid Abtions Subforms Window Help aaeeea lal I Course EEE a ENVIRON SCIENCE WKSP Effective Dat a Course MA70 1 CEU Awarded CEU Given By Approval Needed J No
18. l June 2001 2 11 124 2 11 Posting Professional Workshops The system checks the data for errors Refer to Workshop Posting Edits following Step 9 for types of errors that may be discovered Step 8 Check the message for errors Note The system will display the first error that it finds and display an error message in the message box Error messages Correct the error Refer to Steps 5 through 7 When there are no errors the following type of redisplay will be shown 3 LAWSON INSIGHT Professional Workshop Time Entry MM65 1 ioj x File Edit Options Field Actions Window Help Ed ba Fac Sd C SS b Fa SD Fa FED CC Company 188 Montgomery Cnty Public Schools Status Posting Lecation 32232 Dept Curriculum amp Instruction Pay Period 894886 48 26 88 09 08 00 WKS Code fGRRy AP Environ Science Wks WKS Dates 88100 68108 P Acct No 128 ooo00000000000 99999 Position to Instr Employee name displays Emp ID Employee Name Amount Ind Poster ID a 5 TEACHER ANDREA E 25 00 kendal Is F I i E E y i E te eee I i E The poster s userid displays I ia CC showing the person that T ia posted the detail line I E I Change Complete message is i E I i The workshop is now added to PACS and is considered an existing workshop Step 9 Perform one of the following To continue posting Go to the Step 5 of Pos
19. llows Location Enter the location number or select from the drop down menu Action Click on the Inquire icon ah Step 3 Transfer to the Workshops List screen Press F8 enter MM65 2 in the Form ID field and press enter MM65 2 Professional Workshop List screen Action If the list of workshops is not being displayed click on the Inquire icon Step 4 Select the workshop from the list of displayed workshops Enter X next to the workshop to be deleted Action Click on the Special Actions Icon and select Transfer to transfer to the al Professional Workshop Time Entry Screen LAWSON INSIGHT Professional Workshop List MM65 2 iof x File Edit Options Field Actions FormTabs Window Help Glele ia Transfer lt aepany 188 Montgomery Cnty Public Schools LocatNo 31614 Dept Staff Devel opment Pay Period 898888 88 26 08 a9 a8 aly Position to WKS Code Start End Rec Gross Status Date Date Cnt Amt a FC Code Workshop Title 1 Enter X by the K BaB AP Calculus 3 Clicicon Special 24 88 Posting Taka fe 8028 Algebra Project Actions and Select ue NONI Transfer WKS PACS User s Manual June 2001 2 11 130 2 11 Posting Professional Workshops Alternative Method to Steps 3 and 4 a e If you have a small number of workshops posted you may find this method is faster for you 1 Enter X next to Professional Workshops and click on
20. n Delete a workshop Payroll Attendance Selection screen gt Professional Workshop List screen gt Professional Workshop Time Entry screen Add a workshop code Payroll Attendance Selection screen gt Professioanal Workshop Time Entry gt Course screen gt Professional Workshop Time Entry View and Release a workshop Payroll Attendance Selection screen gt Professional Workshop List gt Professional Workshop Time Entry As you become familiar with the application you will choose the order that works best for you When you find what works best add your own notes here to assist your back up timekeeper Detailed step by step instructions follow The instructions are detailed by the functions listed in the above table PACS User s Manual June 2001 2 11 121 2 11 Posting Professional Workshops Create and Post a New Workshop MM60 1 Payroll Attendance Selection screen Step 1 Display the selection menu Note Ifthe menu pay period dates and location are already displayed appropriately skip to Step 3 Action If the form function box shows FillDefaults press enter Otherwise select FillDefaults in the form function box and press enter The screen will display the location that you are assigned to the active pay period and the list of attendance types If you are responsible for posting attendance to more than one location or to a different location it will be ne
21. ntinue will be displayed in the message box Step 8 Repeat steps 5 through 7 until you are finished posting changes and additions Step 9 If you are ready to release the workshop skip to Step 5 of Release a Professional Workshop Otherwise to exit this screen perform one of the following Return to Press F7 and select Payroll Attendance Selection Selection Menu Transfer Press F7 and select Workshop List return to the Workshop List Screen Exit Lawson Click on the X on the top right hand corner of the screen or Select Exit from the File Drop Down menu PACS User s Manual June 2001 2 11 129 2 11 Posting Professional Workshops Delete a Workshop MM60 1 Payroll Attendance Selection screen Step 1 Display the selection menu Note Ifthe menu pay period dates and location are already displayed appropriately skip to Step 3 Action If the form function box shows FillDefaults press enter Otherwise select FillDefaults in the form function box and press enter The screen will display the location that you are assigned to the active pay period and the list of attendance types If you are responsible for posting attendance to more than one location or to a different location it will be necessary to change the location as follows otherwise skip to Step 3 Step 2 To specify a location change the screen as fo
22. r Contact Person a Work Telephone M MmT Internal E mail Address o Internet E mail Address Message Box Prerequisi tes Attri butes Costs Instructors Sessi ons Inquiry Complete Important icons to know system will retrieve the record for processing Add To add a new workshop code and description to the HRIS workshop table Change To save a changed workshop description Previous To access the previous workshop code in code order Inquire Use this when you have entered a course code and effective date The Next To access the next workshop code in code order form ID field Form Transfer Used to transfer to another screen within the system For example to go to the Payroll Attendance selection screen enter the form ID MM60 1 in the PACS User s Manual June 2001 2 11 120 2 11 Posting Professional Workshops Screen Flow The flow of the screens varies depending on your preference and what functions need to be performed Typically and for purposes of the instructions the flow will be defined as follows Function Screen flow Create and post a new workshop Payroll Attendance Selection screen gt Professional Workshop Time Entry screen Post to an existing Workshop employee additions deletions and corrections Payroll Attendance Selection screen gt Professional Workshop List screen gt Professional Workshop Time Entry scree
23. ry Screen MM65 1 is the main screen where the workshop is posted and released to payroll The workshop sessions will be created the employee attendance will be posted and the workshop will be released from this screen Components of the Professional Workshops Time Entry screen Form Function Box n g pz Qo lt is oO o a n Previous Form Transfer lingui Z Company 100 Montgomery Cnty Public Schools Status Posting Location 32232 Dept Curriculum amp Instruction Dates of the Pay Period 9898848 08 26 00 09 08 00 Workshop Workshop Code Code WKS Code E WKS Dates Acct No Position to Company Accounting Unit Unit Account Sub Account Account eae nstr eS ID Employee peoe fsa a Ind Poster ID eet OOOO a Important icons to know Change To save the posted workshop to the PACS database Delete To delete an entire workshop Refer to Delete a Workshop Special To Release or Unrelease the selected Workshop Discussed in Release a Actions Professional Workshop later in this chapter Previous To access the previous in workshop code date and account number order posted workshops for this pay period and location Inquire Use this when you have selected a workshop using the input fields It will retrieve the record for processing Next To access the next in workshop code date and account number order posted workshops for this pay perio
24. s enter Note If you are on the Professional Workshop Time Entry screen MM65 1 you may transfer to MA70 as follows Place the cursor on the Workshop code and press F6 Step 2 Add the workshop by entering the following WKS Code Click on the drop down menu and find the last number entered Enter the new workshop code as number higher than the highest number that you found Be sure to enter 4 digits example 0345 Short Enter the name of the workshop into the field next to the WKS code field Description Effective Date Enter today s date Action Click on the Add icon The system checks the data for errors If there is an error an error message will be displayed and it will be necessary to correct it before you can continue If there is no error This message will appear once you have successfully added the code LAWSON INSIGHT Course MA70 1 ie Ea File Edit Options Field Actions Subforms Window Help ale je 5 e 4a 4 3 ea iaca z Course E Nem workshop CS Effective Date 21281 r Course Information Description Long description of the nem Workshop End Date Type Category Frequency Length Units CEU Amarded CEU Given By Approval Needed KW No r Contact Person O ll ew le E Work Telephone P P f Internal E mail Address el SS Internet E mail Address Prerequ
25. t to an Existing Workshop below and continue with the instructions from there Release the If you are ready to review and release the attendance go to Step 5 of Attendance View and Release a Professional Workshop later in this chapter and continue with the instructions from there Transfer to the Press F7 and select Workshop List Workshop List Screen Exit Lawson Click on the X in the top right hand corner of the screen or Select Exit from the File Drop Down menu PACS User s Manual June 2001 2 11 125 2 11 Posting Professional Workshops Attendance Posting Edits Listed below are types of edits that the system will apply while a workshop is being posted Workshop Definition e The workshop code must exist in the system e Accounting unit must exist in the system FC function code edits e A is allowed only when adding an employee to the workshop e C is used only when it is necessary to change the posted amount or instructor indicator after it has been previously saved e D is used when you want to remove a posted employee from the existing workshop Detail line edits e The employee must have an active position e Anemployee cannot be entered twice in the same workshop session e An amount must be entered for an employee PACS User s Manual June 2001 2 11 126 2 11 Posting Professional Workshops Post to an Existing Workshop employee additions deletions and corre
26. ta is released to the payroll process or the manager can release the attendance The releasing of attendance is not an approval of the attendance The official approval document is the detail report that is printed after the payroll process is completed The approval report will be a comprehensive list of all workshops that have been processed and paid for the location for a pay period At that time the manager must review the report and indicate approval via his her signature This approved document will serve as the official record of attendance for the location and must be retained at the location MM60 1 Payroll Attendance Selection screen Note If you are already on the Professional Workshop Time Entry screen MM65 1 and are on the workshop that you want to release skip to Step 5 Step 1 Display the selection menu Note If the menu pay period dates and location are already displayed appropriately skip to Step 3 Action If the form function box shows FillDefaults press enter Otherwise select FillDefaults in the form function box and press enter The screen will display the location that you are assigned to the active pay period and the list of attendance types If you are responsible for posting attendance to more than one location or to a different location it will be necessary to change the location as follows otherwise skip to Step 3 Step 2 To specify a location change the s
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