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PowerForce User Manual

1. Fields to Note License Required training for a position Typically the training must be reviewed or renewed at regular intervals Skills Required training that does not expire Role The type of work the employee can perform Code Location Preferred work area s Geographical locations within the company s customer base Complete the fields and click the button to continue completing the wizard 19 PowerForce User Manual Payroll Processing details Pap Cycle WEEKLY x Fap Advice Style f Detaled Summary Advice Deliver Fined C Emailed Payment Method f Cash f Cheque f Electronic BSB 00 000 Account Number i 23 456 Account Name JOHN PRACTICE Fields to Note Pay Cycle Employees pay period Payment Electronic will change BSB Account Method Number and Account Name to required fields Complete the fields and click the button to continue completing the wizard This Section Sets up Tax File Number Reporting Tax File Number 123 456 799 741 M Authority to give TFN to Superannuation Fund Tas Waiver 5 Date 00272003 02 2002 i Australian Resident for Tax Purposes Tax Table 02 ol A See A ti Student Financial Support Scheme Do vou have a HECS debt Tax Rebates Famil Tax Benefit Claimed Zone Dependent Spouse or Special Rebate Annuity or Superannuation Pension Rebates Rebates Fields to Note Tax Consult the Australian Tax
2. Personal Tab Use this tab to enter personal characteristics about the employee The Work Notes field is good for points that do not fit into a particular heading but are advantageous to record Other Notes maybe used to record notes of a more personal nature Work Notes Other Notes Presents well to customer but can If you have to critisise him make sure there be very annoying are other people in the room or he is likely to react violently Education Tab The Education tab is used to display skills or training that is not required to be monitored as a condition of employment we e Crowd Control 10 01 200 CRD Preference Tab The Preference tab is used to record each individual s preferences for work type and general location The optimised scheduler utilises these settings Preferences Roe Description Bi Region Description E GEN_SECURIT General Security Inner West i On Call Central Business Di i Close Shifts We Long Week i Long Day Fields to Note Biographical Fields to Note On Call The employee is on call to do additional work Close The employee will work until the close of business Shift as decided by the client Long The employee will work additional days if Weeks required Long Day The employee will work additional hours in the day Profile Tab This tab allows a user defined employee classification to be set for each employee This inf
3. PowerForce User Manual Copyright This publication and the software described in this document are copyrighted with all rights reserved Under copyright laws this document and the software may not be copied in whole or in part with out the written permission of Oryx Technology Pty Ltd Oryx Technology Pty Limited 1999 2000 2001 2002 All rights reserved ACN 003 543 048 For further information contact Oryx Technology Pty Limited PO Box 259 Parramatta NSW 2124 PowerForce Manual Version 1 0 December 1999 Initial manual Version 1 1 January 2000 Addition sections added Version 2 0 November 2000 Divided into User and Administrator manuals Version 2 1 December 2000 Equipment register added Version 2 2 February 2001 Task Manager amp GL added plus updates Version 2 3 September 2001 General updates amp topic reorganisation Version 2 4 April 2002 General updates Version 5 0 October 2004 Version 5 0 Update PowerForce Support 02 9635 8613 support powerforcesoftware com Contents COPY tinas rin il INTOdUCHON ASP RER RER 1 ON AO a a de 1 How TO USS TIS matado 2 Starting POWerl O1Ce ance elses i eee es ee 2 Seine the USE ES a E e 2 User Loc add vase a AT 2 Chaneme Te USE curp n R ii 3 Refreshing THEW SER daa 3 FRUN pI ON a 3 ACV WW IO Wy e NS 3 Navigator WIndOW arrana a 3 A 4 Window Lastarria 5 The Underlined Characidae 5 ISC DORE 5 DG ANC ITI e o e e 6 Calendari edo 6 STB aed A ne nt Un PRUE Oe a
4. File Only 72 Report Selection Client Rates Client Contacts Detail Client Contacts Summary Sort Order Client Code Buin Report Exit Client Name Scheduling Overview The Scheduling system is used to create and maintain the schedules rosters by combining the client information and the employee details Schedule Design Overview A schedule consists in basic term of a task to perform and people to do the task In PowerForce we define the task by creating a client the person who requires the task Then we can define the tasks required in the Services tab of the Client Contracts window These tasks are then available to be assigned in Maintain Standard Schedules Scheduling Workbench and Optimised Scheduling You will also need people to do these tasks Employees are selected based on the details in the Operational Details window from the Biographical menu Creating Schedules Schedules can be created in differently based on your needs and work processes Workbench Use the Scheduling Workbench to create schedules based on client details or to define client details from scratch PowerForce User Manual Maintain Standard Schedules This can be used to create a schedule template by assigning people to shifts set in the Client Work Schedules on page 48 The schedule can then be repeated over and over again by using the Genera
5. A1 which comes before AA Note If the Scheduling Sequence field is left blank the client will be processed before clients with a value in the field Repetitive Rates Tab The Repetitive Rates tab describes the charges for a Repetitive client type To edit a charge double click the row and the Client Charge window will be displayed For more information see Client Charge Window on page 59 Note A new client should be setup for additional contracts Contract No Reference Contract Start Contract End Public Holiday Billing Cycle T 04 2003 131 03 2004 W Continuing Contract A E A E O O EN ALMMOM lar Monitoring 2 PG Permanent Guards 3000 0000 Fields to Note Reference Enter any reference used with the contract such as a Purchase Order number Public Clicking the down arrow in this field will Holidays display the Repetitive Charge window allowing you to create a Public Holiday surcharge that will appended to an invoice when public holiday occur in the billing cycle Continuing Check this box to treat the Contract Start and Contract Contract End as the minimum time period and continue billing Casual Rates Tab The Casual Rates tab describes charges bases on hour by hour billing and must have the Client Type set to Casual on the Accounts tab of this window 58 Clientele To edit rows in the ta
6. Casual Invoice Totals 240 00 5916 00 591 60 2010 45 Date Code Order Hours Rate Amount Cost Di l 48 00 24 65 1183 20 E 763 64 Description Week Day Rate Print Log By default this window opens with Invoice No set to NEW ready to create a new invoice You may also display previous Miscellaneous Invoices by entering their invoice number Creating Invoices Invoices are created by completing the Account Client details and then click the dd Line button and complete the 113 PowerForce User Manual details at the bottom of the window When complete click the Save Line button Repeat as needed When either form of invoice is complete click the Update button to save commit and print the invoice Fields of Note The client code Forward The parent client that will be sent the Account invoice Account Tab Displays the client address and account details Displays each line of the invoice Details Tab Displays each shift billed Print Log Displays a log of when this invoice was printed Print a copy of the invoice Un commit Invoice Delete This window allows you to delete a committed invoice To delete the invoice select the invoice in the Invoice No field and click the Oox button Delete Invoice Invoice No PO 0003 Generation Debtor POW Wid Commited C UnCommited Date 0402 2002 The Delete Invoice process will remove all reference o
7. Client Schedules DER Client Code POW Wi Edit Client Mame POWERFORCE 4810 Clear Generic Mame Pwa Exit Select from the current list of schedules at the top of the Add i window or click the button to add a new schedule Times Tab The left hand side of this window is used to describe and set the times for the shifts Note The Short name for the shift will be used in the scheduler limit the Short name to 3 characters and make them easily distinguishable 48 Clientele Client Site Schedule POW WA lt POWERFORCE WA10 gt lt PWA gt Ea lx 00 00 08 00 00 NIGHTS 08 00 16 00 8 00 DAY S DAYS Security Guard 04027200 16 00 00 00 5 00 AFT AFTERNOONS security Guard 04 02 7200 Active Resources Required Hours Charge Hours Labour Cost_ Charge Main Margins 0 240 00 240 00 3253 65 5916 00 2662 35 45 00 Inactive O Times Costs Specs Wi armirig Mame Short Code Days Required Break NIGHTS g All NS Sun Pay Break f Regular Role Order No de e z F PHalidas E E Mor 00 30 lw Pay Break Type Le Valid To NU E E Tue 00 30 Pay Break Ely E Training 2 Wed 00 30 4 Pay Break Book Start Book End Hours 60 00 08 00 g M PayStdHrs 2 Thy 00 30 R Pay Break Post Start Post End Hours Close Shift 2 En Dave 00 00 08 00 8 00 W Scheduled E Sal EE Set Inactive W Tentative Pattern Code Delete Entry Description
8. First Name Middle Mame ETER Surname PRACTICE Prefered Name T a fe m o z gt TI 4 Tithe Former Hame BILL PRACTICE Previous Name BILL TRAINING Date of Birth 12701 1965 ate of Bir T Male Marital Status BINGLE C Female Fields to Note Preferred A name such as a nickname or an abbreviation Name that the employee prefers to use Former The name the employee used before their current Name name Previous The name the employee used before their former Name name 16 Biographical Complete the fields and click the button to continue completing the wizard This section accepts Address and Residency Details Address 1373 Mocking Bird Lane Suburb Par R bMm TTS State ET Postcode E Ab Country BLISTRALIA o Citizenship AUSTRALIAN Nationality NEW ZEALAND Resident Work Permit Complete the fields and click the button to continue completing the wizard Enter in any Relevant Contact Details 02 9786 5446 Brother Ss Double click E the Contact to display a list of available contacts types Complete the fields and click the button to continue completing the wizard 17 PowerForce User Manual This Section Accepts Employment Details Date of employment 1 02 2003 Employment review date 140582003 Type of Employment FULLTIME Classification of Employment fs Default cost centre 01 Subcontractor D hf On Call M Close Shift W Long W
9. Yes provides a list of employees to work through in the window 96 Payroll Maintain Reportable FBT lt QBF Browse 1 of 3 gt Seley ame Elle belie Enter in Reportable FBT amounts Employee Id Pu R 018 JOHN LITHGOW Tax Year EME y Options f Select Employees for Current Tas ear Reportable FET e View List of Selected Employees Next Cancel Exit If you answered Yes in the previous window use the ued button to save the data and move through the list or use the toolbar buttons displayed at the top of the window ama FI Ke A response of No allows employees to be selected individually and replaces the Next button with a Save button Pre Pay Run Manual Adjustments This window allows you to make a pay adjustment that will appear in the next pay run on or after the date specified Double click the code fields to select the adjustment Once nominated the actual dollar amount is decided by the user 97 PowerForce User Manual Manual Pay Adjustments Pre Payrun lt New Entry These MANUAL adjustments for an employee will be included in the next Payrun Where the WEEK ENDING date ts on or after the date entered here Employee Pu R 024 ALISON ADAMS Date 14 08 2003 ENTERPRISE GUARD L1 Code Description GwHs Rae Amore GST Amount Type GL EBA General Leave EBA 202 6000 Ho OJH Yiew all Unprocessed f Current Employee f All Empl
10. eee6 ee o From Date 01 02 2002 From Time Type ite Employee Hours Report by Subcontractor Group Employment Type RE Classification o Output Format Code Printer Break Page es f HTML y sise POF Shifts Done In the Time Range Report Exit Email s Tec A eo Sales Analysis Report sales Analysis See Company PWRTAN Pernod Start a 0222002 Format Area Ts Period End 30 06 2002 f HTML Sales PoE C Hours f Actual Oncost Include only active clients Hours Sales Standard Oncost Sort Order Source Type Style Output Printer Screen Email File Only Printer Setup Heading Setup Print Exit f Clent Contract Revenue Contracts f Summary C Descending Margin Overhead Cost Centres C Levels f Ascending Margin f Consolidated Cost Centres Spans 91 Overview Payroll Payroll The Payroll system is used to produce pay advices create EFT transfer group certificates and tax reports Note For the payroll to work correctly the accounting periods must be set up prior to a pay run See System Codes Menu General Ledger Accounting periods Using the Pay Run Wizard To start the Wizard double click Payroll and then Payroll Workbench Fa POWERFORCE Next double click the selected company to show the available pay runs i Hew Payrun Payrun 20 Payrun 12 Payrun 10 Payrun 8 Payrun 3 Hen F
11. settings ETP breakdown as based on the ATO Tax Guide Superannuation Processing Note This window contains the steps required to generate superannuation payments and must be run before Payroll Tax This purpose of this window is to create superannuation payments and the reports associated with the process 99 PowerForce User Manual Once the Company Dates and Output have been selected choose an item in Process Reports section and then click Run F i The items in the section should be processed in sequence Superannuation Processing Superannuation needs to be completed before you run pour Saa i Payroll Tax for the same period Date Range From Date 1 07 2003 To Date 1 07 2003 Processes Reports Output Format l F pi Print Pre Payment Report Printer e i e Screen Create Superannuation Payments a rel m Recreate Superannuation Payments a Print SGL Payment Report le UN EPS Remittances to Funds Monthly Report to Funds Aun Process Fields of Note Print SGL Select all of the desired funds from the Payment Super Funds window before pressing Record Run Process Group Certificates Use the window to produce group certificates and related documentation Select the desired values on the left the desired Process process on the right and click the button 100 Payroll Process Group Certificates Printing Options Company Print Certificate by
12. 4 el 7 al 3110101144 13 14 15 16 17 18 19 20121 22 23 24 25 26 27 28 29 30 Twelve Month Calendar Select the year from the list box in the top right hand corner then double click on the desired day Press the Escape key to close the calendar without selecting a date 1 2 3 4 5 6 7 8 12 13 14 15 16 17 18 1 3 10 11 12 13 14 15 1 9 10 171 12 13 14 159 13 14 15 16 17 18 19 1920 21 22 23 24261116 17 18 19 0 41 22 16 17 18 19 20 41 22 20 21 22 23 24 25 25 26 27 26 29 30 31 23 24 25 26 7 20 23 24 25 256 27 20 29h 27 28 29 30 17118119 20 21 22 23 24 25 26 27 28 29 30 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Warning Messages At various times warning messages will be displayed please read the message carefully and make an informed decision If you are in doubt discuss it with your supervisor and if you still cannot make an informed decision contact the PowerForce support team PowerForce User Manual A Hours Paid On Payrun 2 Hours Billed On Invoice PO WO003 Mo Changes to this entry are allowed Adding New Records Wizards With a clear window enter the code for the data in the first field All data added after the code will be linked to that code Press the tab key and you will be moved to the next field Complete as many fields as possible and then click the Save or Apply button and the information wil
13. Bon Code Mime Split Casual work PO ad Powerforce wali Post Analysis Printer Setup Run Cancel 89 PowerForce User Manual Job Coverage Job Coverage Job Coverage Report For Date Report Output f Printer m 5 Date 7 07 2003 e Email 0 File Only Report Options Format f Mo Page Break Between Sites C f Page Break Between Sites EJ f Detail For Each Site f Summary For Each Site Run Report General Scheduling Rostering Reports Scheduling Reports ala E Selections Avallable Reports C Dal weekly Site Roster PDF Company PwATRN Availability Only Pernod Stark p 082003 e Roster and Availability le Daly Sign On Sheets f Scheduling Cost Exceptions Period End 1708 2003 amp e Client POWWwA gt e TBE x Report Output Format D Timesheet Costings Unallocated 5 hift Employee Rosters e f Printer o f Screen f Email File Only Run Report Format 2 Cancel OO K Employee Sort by Format e e Sigh On Sheet ie Format 1 7 90 Scheduling Extended Scheduling Reports Extended Scheduling Reports Service Length Report Can be Produced By Employee Number OR Company OR Date Company PwRTRN Active Employees Employee PwR 006 Choose the Report Type Service Length Late And Early Report Shifts Required Total Hours Total Hours Per week Shifts By Site Client Contact Details Call Log Report
14. Link to Contract Might Shift Ent Scheduling Group Exit Fields to Note Valid To Leave blank to hove the system continuously roster this shift Book Start These are the time the employee will be paid for working Post Start These are the times you want the employee to be there For example you may want the employee on site 15 minutes before the shift starts Pattern Select the pattern code that will be used for this Code shift if desired Days Check All to indicate this is the case for every day of the year Regular is for all days except public holidays and P Holiday for public holidays Type Check Training 1f this is rostered training shift otherwise select Normal Close shift Check this box to indicate this shift continues until the clients decides the business will close 49 PowerForce User Manual 50 Fields to Note Scheduled Leaving this box unchecked allows you to do costing exercises without the site being included into the roster Once the box is checked the Scheduling optimiser will automatically roster employee onto the shifts Tentative Check this box indicate that a shift needs confirmation both that the shift has been issued to the employee and secondly that the hours have been worked Link to Check this box to link this roster to a contract that Contract you have with the client The client must be a repetitive client The contract number i
15. OMA IS ADS E ne E de ete CE 65 OC DAC RS ADR en a IE E a 66 Ar Gas PAD ss bic is 66 SEC onac DAbr es un cn nan ee 66 Exclusions DAD 66 PRS COT ADS a RU nd ed an 66 CITES Ta 67 Levels TaD ene eee eee oo 67 A eee N a enna ea eer pr 67 A ON 68 CUA is 69 Copy Charee Rates Lie a Ne de er 70 CHERS EReDOIL ES nn dre ntm due 70 Financ al REDON ada 71 Client Master Charge RED OT tia leida 71 A A E er ne mecs an 73 OVA 73 Schedule Design OVEIVIE Wa 73 Creatine SAA A O T 73 o ds nn 73 Maintain Standard Schedules uns manie 74 Optimised Scheduling ooooccccncncnccnnccnnninannnannnnnnanononononnnnos 74 Time Scheduling Workbench incas 74 Workbench Window Layout oooooooooncccnnnnnnnnnnncccnnnnninnnananananonos 75 Creating Schedules from Scratch 77 Allocating to an Existing Schedule 78 Employee aii 78 Deleting a Schedule Shift Button 79 Confirming Times Bt iii 79 Confirm Shifts Button iii 79 Time Scheduling Reports Button 79 Generating a Standard Schedule Button ccccccccnnnnnnnnnannns 80 Maintain Standard Schedule Button ooooooooococncnccccnnncnnns 80 BOOKING Wind OW ctor canted reise ndlr tes 80 LE 1 SO TC 01 eee ier cee e 80 MES oo e 80 Comments Tadeo oi 81 Pay TaD ener ene nee eter eT OnE Peer ar A E eer 81 Memo Was cata tata Re e ve 81 OO TS Re ch cf Aan A Dada 81 COS NE EE E A E A A E S 82 MEAS lt P ENA
16. Perm Enterprise Base Hours Override Apply to all Classes Gallery Position Tab This tab contains information about the employee s assigned position classification code Fields to Note Classification This code associated with the employee s Code job description Changes to the code will display a window that records a history of the person s classification codes Base Hours Enter a value to override the default base Override hours for this person the default is determined by the classification Apply to all Check the box to override the base hours Classes Position for this employee irrespective of the Codes classification used for the shift Rates Tab This tab shows the employee s default overtime rates based on the position code assigned Jaa Saves feats Aes Normal Hourly Rate 26800 Normal Hourly A ate Overtime 1 20 5500 Overtime 1 Overtime 2 20 8500 Overtime 2 Overtime 3 27 1 BU Overtime 3 Overtime 4 0000 Overtime 4 Pay cycle EEEL r Nml Hre Par 42 00 Cost Centre T in m LE HL 24 Biographical Fields to Note Overtime 1 This refers to the first period of overtime at the Etc end of a day Eg the 9th hour in a planned 8 hour day The time duration for each overtime period is set in the Award Interpreter For more information see Award Interpreter in the Administration manual Cost Select the General Ledger code to be used with Centre this
17. Specs Lab 37 Exclusions Ladies 37 A a O A 37 Personal Lab 38 Education ADR duo 38 PRC TC FEINC 6 AD end manon opens 38 PP a eine eee 39 Transiter E0IDIO YOE Ree ee eae ee eR ee ee ER Rte eee 39 Employee Master File Reports 40 LEicenses Reister Repon rca 40 Employee Skills Report avesina E A ni 41 lente noc 43 OVE IEW ins eas onda eee nei ede 43 Creatine CLONES i 43 Add CHent WI 43 Client Work Sence diarias 48 OS o E ee vie ar PEE T EE A E CETE AEE 48 Regured and BEC ARS AR de ee Men N 50 COS TiD a en ut 50 Specitications Specs Tab menant ns ss 52 Warmimo Taba das 52 Chen Contaci Sinira sees oe nn 53 Links PCO a IS 54 PSC COMMIS AD nn ne aie ee cts 54 VOIS VAD rita 55 Cup OPIO dd Rise US ns 55 O tre mR ns ar E A ONCE Or ne 55 DADOS ad 56 Response INVOICe Option A eas ip eed 57 INVOICE Statemenl DU ONS eissa aa 57 Contacts Tab de 57 A A 57 IRE PEt Vie RATES LAD cs nn 58 Casual Rates Fab curs ue 58 Responses ates TD ds 59 Client Charge Wind 59 Charge A A E EA Las 60 Rebates and DISCS o eels 60 RAS RVC Sao ates RS A E ae de ot nadie 60 General bedrer DECGUISs ee ne este es owen 61 Overmido Charre Debido 61 Repetitive Amortised Rate nia 61 Update EE RARES cer rn Ce AOE eee 61 Efe CUve Rates amd Datos 62 Time ERES ee en id 62 Spanic dede nt es A te ee 63 Service Summary Report Options ss 63 Chenot OPCratl Ons SR da 64 Notes BOIS menton done nes 64 Ins rance BURON 28h oie ee is 65
18. Taxable 280 00 Tax Amount 29 45 After Tax Allowances Deduchons Mett Pay 250 55 Creating a Pay Run The pay run wizard can be started by double clicking the New Pay Run button under the selected company or re run by clicking the L N wizard button The wizard will then ask all questions necessary to produce a pay run Re running a Pay Run If you need to re process the selected pay run click the Q re process button You will be given the option to change parameters or use the original values 108 Payroll Committing a Pay Run Once you are satisfied with a pay run you must commit the run to allow EFT Click the commit button Cancel a Pay Run You can also cancel a pay run by using the cancel pay run button Electronic Payments Button r Once a pay run has been committed click the Electronic Payments button to launch the Electronic Payments window For more information see Electronic Payment Systems on page 101 Note This button is only available once a pay run has been committed Pay Details Click the View Pay Run button to display the details of a pay run Pay Advice Click the Print Pay Advice button to produce the Pay Advice Slips Pay Run Reports Click the Pay run Reports button to display a selection of reports 109 PowerForce User Manual Payrun Reports Output CU Printer f Screen C Email C File Allowances Summa
19. The General Ledger code used for this client Cost Centre Account Check this box to prevent this client from being Inactive able to be used Fixed Rates This is informational only A checked box indicates rate is fixed until the date indicated Invoicing Tab This tab is used to setup invoicing defaults for the client Output Options Create Options Response Invoicing Options Format W Split Invoice on order no Split Lines by Time Bands eee ae ORMAT1 Consolidate Group Invoices Without Docket Date Addendum Detail Options M Oncharge Overtime e Automatically Create Activity E Customer Based Invoice Ho Include Customer Invoice Statement Options Invoicing Numbers Instructions into Bill ae ce beet C Print Invoices Charge from Response Time Address Details gt E Balances fe Email Invoices f Charge from Onsite Time W Show Rate Type Do not show balances f Use Company Default Output Options Output Options Output Options Format Format FORMAT FORMAT Addendum Addendum Activity Activity f Print Invoices f Print Invoices f Email Invoices f Email Invoices Fields to Note Format Choose the desired invoice format from the list Addendum Select None or the report that you wish to be emailed or printed with the invoices Create Options Create Options W Split invoice on order no W Consolidate Group Invoices W Oncharge Overtime Customer Based Invoice Ho Invoicing Numbe
20. To start the wizard double click PIS The first window of the wizard prompts you to enter the dates for the pay run 93 PowerForce User Manual Payroll Wizard This section collects information to create a new payrun Enter a description for Payroll period 10 08 2003 this payroll Enter the week ending date to close for this f 00872003 payroll Enter the week processing date of this payroll 12 08 2003 Enter the accounting period you wish to post 200402 this payroll to i Automatic Enter the type of payroll run you are eanas erformin bene oe P J Termination Cancel Complete the fields and click the button to continue completing the wizard Payroll Wizard This section collects the pay cycles and ranges that you wish to pay Check the paycucles that you want to pay in this payrun E Fortnightly ID Weekly Ea Monthly IF You require enter the Commencing pay period date ranges to limit payment for Ending Back Cancel Complete the fields and click the button to continue completing the wizard 94 Payroll Payroll Wizard This section collects the Employee pay types that you wish to pay Check the eamings type that vou wish f Time and Attendance to Include in this payrall e Wage Earners Do you want to choose the employees to par Do you want to override ary employees pay parameters Mote that this can also be done after the payrun iz initialised Back Canc
21. When the window is opened shift definitions are displayed these are not part of the template It is only when employees are assigned shifts that a template is constructed Fields to Note Schedule This refers to the type of day the schedule affects Type All Every day of the year Regular all days except public holidays Phols shifts for public holidays only 83 PowerForce User Manual 84 Fields to Note View Determine wether a shift is shown as Times Hours Shift Code or Role Rotation These fields allow shifts to be based on Single Rotation single week Multiple Rotations changing rotations over multiple weeks or Pattern Rotation multiples weeks based on a defined rotation pattern Single Rotation Multiple Rotation Patter Rotation When Multiple Rotation is checked the following additional options are displayed in the top right of the window Davs Rotation 7 H Last Rotated Cycle f H Rotations Cycle f H Selecting Pattern Rotation adds the Rotation Pattern list box This allows you to select from the rotation patterns you have designed Caus Rotation F H Last Rotated Cycle f H Rotations Cycle f H Rotation Pattern a Click this button to remove all employee information from the schedule thus removing the schedule template You can still open the window again and see the shift definitions as thes
22. are given to the employee at the beginning of a shift Client Instructions Internal Instructions Reference Wo B 4354 The lock on Level 4 has 7 Phone been replaced mis C Response Email Costs Use this window review costs associated with this shift Tasks Use this window to define specific task that will occur or did occur during the shift This information is used as a time management tool for the employee Maintain Standard Schedules 82 This window is used to create an employee schedule template structure that is used to generate employee schedules over and over rather than assigning employees to schedules every week Once a Standard Schedule template has been created use Generate Schedule on page 88 to create as many schedule cycles as needed Comment HT2 A lot of pic s in this section need updating Scheduling standard Schedule lt POWER SECURITY SER ICES Client Code POWSEC Schedule Type REGULAR r Views Last Rotation week 9590 2007 Single Rotation Ending Date El Multiple Rotation O Pattern Rotation Hours Required Resources Required 14 Summary Hours Allocated 41 Resources Allocated 5 Employes Max Alle Shift Hrs Jones Davey 42 0 Orr DWN General Security 2346 1200 2345 1200 224 5 E Ma General Security 1145 0000 1145 0000 2 24 5 4 AFT General Security 1545 0000 1545 0000 1545 0000 1545 0000 4 rl A Pann Note
23. 00 Fields of Note Tentative Checked indicates the shift has not been confirmed and no pay will be processed and an invoice will not be produced Un checked indicates the shift has been confirmed or it was not a tentative shift Pay and invoicing will be processed Checked indicates the shift will be queued on the Operations Monitor if the operations module has been included in your options This person will work until Closing Time as specified by the site manager Comments Tab You may add comments about the shift if desired These are general information Pay Tab The pay details from the Client Site Schedule These will be blank if you are creating the shift from scratch You may also overwrite these details on a shift by shift basis Person Fate io Credit Adjustment Normal ne D Classification ENTERPRISE GUARD L1 Pap Break C Overtime 2 Shift Length 8 00 Time of Break C Break Length C Overtime 3 C Overtime Fee Class pi Week Day Rate Override Charge Memo Tab This is used to record operational incidents that occurred during the shift Orders Use Client Instruction to record special instruction from the client such as a one off request 81 PowerForce User Manual Note This field is also used to contain the billing address in one off miscellaneous invoices For more information see Add Client Wizard on page 43 Internal Instructions
24. 12 00 8 00 8 00 Gross Allowances Deductions 176 00 0 OO 163 27 19 OO 101 44 0 OO Employee Details Tab Tax Nett Wages 11 50 OO OO This view allows payroll details for a specific employee to be displayed Payroll Workbench Payrun 20 Week Ending 13 07 2003 EJ CET E STEVENS JOHN A B C D E F G H l J E L Mi N 0 F E A 5 T L y Wi m Si Z Display Add Employee 8 BROWN ANTHONY Payrun Summary Employee Payroll Overrides Pay Weeks i 0000 Tax Weeks 17 0000 Edit Payroll Pay Summary 13 07 72003 Normal Hours 12 6800 8 00 101 44 a Tax 00 E i E Nett Pay Suspend To Hold Normal Adjustments made after payrun Pay Type Adjustments made before payrun Update EPS View EPS Print Wages Break down Before Tax 8 00 Hre 101 44 Allowances Deductions Taxable Earnings Taxable 101 44 Tax Amount 00 After Tax Allowances Deductions 101 44 ReCast GL Rebuild Totals Payroll Hotes Exit 105 PowerForce User Manual 106 Note The Employee Details tab can only be clicked after a pay run has already been selected Employee Selection Double click an employee to display their details For long lists of employees click the Franck button to allow the computer to search the list for you Lie JOHN BROWN ANTHONY Employee Payroll Overrides This section allows you to override payroll setting for the sele
25. 123 A II taeteccendnetentees 123 BC Me A dd un 123 BRS OOS ee 123 Forwarded ie e a E nr Nr Nr ais 123 Current AS RSS Sd olde eh Une ae hae te tenes 123 Create Miscellaneous Task oasis 123 MACK isare O A a 127 Introduction Introduction Overview This software is a powerful work force management tool designed to store and bill clients log employee details schedule employees pay employees and interface to your accounting system In addition to employee biographical details PowerForce records training skills required certificates expiry dates and on the job incidents This information is married with the specifications and requirements of the client producing a schedule ensuring the selected person is qualified and best suited to perform the task Based on the generated schedule the system handles the entire payroll billing and receipting details Developed initially for the Security Industry it has been under continual development for the past decade growing from a simple DOS based system incorporating payroll and invoicing into a state of the art Windows labour force management application Using its modular approach and with the ability to analyse schedules using an award interpreter PowerForce is the perfect utility to manage any labour force from those just starting to the largest corporate sites PowerForce User Manual How to use this manual Use this manual when learning about the PowerForce sys
26. 29 30 31 28 29 30 Save Exit Click o a date to display details for the selected day in the field at the bottom right of the window When in Edit mode click O Available Partially Available Not Available or Annual Leave then the desired date to change it s designation Depending upon your selection you may be asked for addition information Additional dates may be clicked and set to the same value Fields of Note Locked will be checked if the shift has been completed and paid You will not be able to edit this date Modified checked indicates the date has been modified during this session show Changes Click le to highlight all changes by changing the text to red Edit On This button indicates wether edit mode is On or Off Click E to change from one mode to the other Personal Rates This window is used to access details associated with an employee s pay and deductions 23 PowerForce User Manual Personal Rates Employee Ho PwR 023 Mame JOHN ADAMS Surname Firstname Middlename Preferred ADAMS JOHN QUINCY QUINCE Sex Marital Status Birthdate Age MALE MARRIED i 208 1978 Avr 11 Mths Position Rates Allow Dedne Payment Super Tax Notes Save Active Classification Code Date Hired 05 05 2003 ee 10 ENTERPRISE GUARD LI ds Cance Exit ee Whole el Eee ete Daily Base Hours 4200 Perweek 42 00 ENTERPRI
27. 6 Twelve Month Calendar assiste ds 7 Warning MESSAGES sin a 7 Addino New Record Ss 8 MY MATS A a ne Da ee 8 Repor Oni acest nn nee se te Bidon te notes 9 Report Eos traida 10 Contact Intro das 10 POWSTROTCS SU POT a 10 E O ente 10 PowerForce OVervieW cooocccoocccoocccnnnnnonancnnnncnonaronannrennnrenanrrrnanernnarenans 13 PULP OSG ios 13 E 14 Additonal Modules ads 14 Accounts Receivable rara 14 Egulpment Repiste ceii nn E iA 14 OPERATIONS ai A EN 14 Task Manara Gino 14 Incident Management 45 sash aciere en dde 14 Customer Relationship Management cccccceeeeeeeeeeeeees 14 BIOGFA DMCA PRE Rene 15 DCE VOW PE E EAE AE A 15 Add Employee Wizald nent 15 Employee Client Special RAS nan nn 22 Emplo yes Valle DIICY iO 22 Personal ROS iia 23 Posicion TD a 24 Rates sos 24 Deducioas Tarna iaa 25 Employee Standard Deductions oooncococoooooononoconononononccccnnoncnnnanannn ono nonno non n s elis Sa 26 A ed e O 21 Superannuation Super Tab ccccccccccnnnnnnnonnnonononnnnonononnnnnos 21 DR ne D 28 Personal Detalla Ra dan nu 28 Address Tab ns ca EO 29 Phone AA O II EN 29 Employment Lada 30 Specifications Specs Tab 30 Next OL It Taba ria 31 Dependents aaa 31 Person ii 31 EXA ias 32 E PP Re le Nid ut A 32 Group CELUI CAL Lasa 33 Superammuaton Super EAD EE dadas 34 Operational Clas aaa 34 Availability Button 35 Pieference DUO iaa 35 INGO Foi EAD tias 37 Specifications
28. Cost Analysis Deductions Earnings 4bowe Below Normal E aming Summary Edited Pays Electronic Payments Exceptions Report Reprint Samai General Ledger o General Ledger Detailed Account General Ledger Detailed Employee Es Hours Worked Vs Paid Leave Accruals Hours Leave Accruals Value Manual Adjustments Pay Code Type Summary Pay Method Summary Roster Timecard Comparison Service Summary Run Report Employee Rates Use the button to open the Employee Rates window Print Batch Pay Advices This window produces Pay Advice Slips for the specified company and employee for the chosen date range Batch Pay Advice Print Company or Employee Selection PwRIeN gt Payroll Company Employee Group Printing Criteria Group by Next Location fy T 0822003 31 0822003 Grouping Check Stark Grouping Check End Grouping Eok Pay Advice Style f Print Summary Format Laser Printer f Print Detailed Format Laser Printer f Print Summary Format Dot Matrix Selection Period Payrun Start Date End Date Ok Exit This allows pays to be grouped together based on the location of the employee By specifying a future date range you can group the pays by where the employee will be when they are sent out 110 Payroll instead of where they were working when the pays were created Payroll Reports Select the desired report on the right and then complete a
29. Date 30 082003 Print Print Log Buttons Note These buttons appear at the top right of the billing workbench Re create a Billing Run to re run the billing wizard 116 Service Billing Re process Billing Click Q to re process a run for a single invoice or all invoices using the same parameters set in the wizard Cancel a Billing Run Click to cancel a billing run for an individual invoice or the all invoices Committing a Billing Run Click Al to commit all invoices in the run Billing Details Click button to view billing details for all invoices Print Invoice Click to display a list of invoices available to print Invoice Run Reports Click to display a selection of billing reports you may run Client Contract Details Use the button to open the client contract details window Print Selected Invoice Click Em to print the invoice currently displayed Print Log to display a log how and when this invoices has been printed Editing Invoices Double El a row in the details table to display the Miscell s Invoicing window allowing you to edit an invoice Comment HT3 Needs to mention this is on the extended tab PowerForce User Manual Reports This window defaults to the currently selected company and selects the start and finish dates based on the current month Select the desired report and click hula Ala Billing Reports Exceptions Report Reprin
30. If Electronic is chosen you must have a valid bank BSB and Account Number Payment Method Pay Advice f Cash f Detailed f Printed Cheque Summary Emailed f Electronic Print Bank Details on Pay Advice Electronic Payment Details Bankbsb Bank Brench catho Accountreme toi LL 1 J012 044 ANZ PARRAMATT 314687 WILLIAM ADAMS E EE Fields to Note Amount Leave this field blank to accept the balance of the pay into this account If the pay is to be split over several accounts fixed amounts may be used as long as the first account row does NOT have an amount Superannuation Super Tab Specify the details for the employee s superannuation payments Additional voluntary payments may also be defined in this window 27 PowerForce User Manual The Fund must be a fund registered with the system using System Code Payroll Superannuation Details entered in this window will be used by the payroll system to create payments to the specified funds Company Super Fund Fund Name Contribution Policy No BMP amp 5 00 321 6461 Voluntary Superannuation if Authority to Release TFN to Super Fund o Fma Fundname PolcyNo Tax Amount ae TO Tower Life 189 4589 Before T ax 15 00 EA Ea Fields to Note Authority to release TFN Check this box to supply the Tax to Super Fund File Number to the fund Tax This tab contains the tax settings and options for the
31. Nett Wages A Paru 10 176 00 O O 11 50 F y 163 27 19 27 00 oe Pern Enterprise 101 44 00 OO Payrun E Payrun 7 Payrun 6 gi gi wee ReCast GL Rebuild Totals Payroll Notes Exit The payroll workbench centralises all payroll processing Use this window to generate re generate pay runs pay advice slips and various payroll reports Pay Run Selection Double click E a company to show its associated pay runs then double click E the pay run to display 1ts details Double clicking D New Pay run will start the pay run wizard 5 POWERFORCE New Payrun Payrun 20 Payrun 19 Pay Run View To view the pay runs you can select to show Open not confirmed All or only EPS Electronic Payment System Open f Al EPS Rebuild Totals Click the PN button to force a re calculation of the totals 104 Payroll Payroll Notes Click _ Payroll Notes to display a notepad window Pay Run Summary Tab The default tab shows general information for the selected pay run Week 2 Ending Description Processed date Payrall period 13 07 2003 220722005 Payrun Number p77 72003 y Accounting Period pom xl 4 MW Time and Attendance Pay Cycles Start W wage Eamers EJ Fortnightly nr El W Salary Earners EJWeeklp End E Monthly e iw Use Selected Employee List Ce ie Employee Types Casual Contractor Perm Enterprise Number Hours Paid
32. Response TE 5 eue Ww These sections may intern le done clicked to show the Task Types If a Task Type has outstanding tasks the number of outstanding tasks is displayed to the right of the name Ds Quotations A Scheduling Service Billing a Subcontractors gt Wizards Biographical Dy Anniversaries 2 Birthdates 8 Licenses 5 New Employees 0 i E mployee review 20 Leave Requests 0 ay Clients E3 Ma l Farnu ardad T ael Click the Task Type to display the tasks in the right hand side of the Navigator window Task Manager Quotations PM A OS6 WILLIAM ADAMS Warning Standard Security License W Scheduling PwR 021 JOHN BACWN Warring Standard Security License Service Billing PwR 018 JOHN LITHGO w Wearing Standard Security License Subcontractors PR 024 ALISON ADAMS Warning Standard Security License A Wizards Pu fA 029 JOHN ADAMS Warning Standard Security License gt Task NAS Fa Biographical Anniversaries 2 Ear dates 8 E Licenses a New Employees 0 Employee review 20 Leave Requests 0 ay Clients Ae Farnusardad T soko Task Editor Tasks will remain in the list until they have been finalised To finalise a task double click the task and the Task Editor will be Finalized displayed From the Task Editor click JOHN BROWN PWR 071 Forward Task to warming Standard Security License Send 1 Send
33. SUMMA add 107 Wares Breakdown e N TEA 108 Creatine a PARUS Rent 108 Re tunamo a Pay RUN US nent 108 Committing a Pay RUM roces a i 109 Canela Pay RUN naa 109 Electronic Payments Button ooooccccccnncnnnnnoccnnnininnnnnnnanannnn nos 109 Pay ID CCAS RAR SE resus A A N 109 PAVIA A A Cr Den 109 Pay RUN R PONSE sc nrodmie encore recense ni 109 Employee RAIS is 110 Print Batek Par Adosado 110 O ahead ee lo ns 110 Payroll REDON A ei los sl 111 SEFVICES Bl noria io 113 CDV CT VIC oasa e ne ten Re asa eae nn 113 Miscellaneous Invoice and Charges coccccccccnncncnnnnnnnnonoonnnnonnnnnnnnnons 113 Creatine IY A die me 113 Un commit Invoice Delta daa 114 Client Billie Workbene Maserin 115 Workbench Features iii 115 BUON dal sti 116 Recreate BAS ROn sn a a a 116 Re process BINNS unuia A in 117 Cancela BINNE RUD oea A A RE 117 Committing a Billing RU SS EET SA AS 117 Bilino Details aa 117 A O te 117 MOCE Ru REPOSO N aE ENO 117 Cheat Contract Details die 117 Pror elec teo no moase en ci Le ee mia 117 A Agen ee de Eee POO MR ne 117 ECCI UNV OIC ES nes dt St sua 117 R PONSES se catala 118 Fask MANAGER iio 119 VENIO W gener e ete etn meee On A a eee nner 119 MSGi SEUD LS A 119 Navi AOR an 119 TAKEO Fe SR a en 121 DAME na ne De cat aude 121 Ra O os pee Re Re E E te ar E een et reece esa 121 Add Tex sen name ne ee eee 122 TASK SEC HORS ches stan nn an er ea Set ae dt eat ba 123 vi Biographical nent a
34. Types Effective Date hn APR 2003 Effective Rate 5000 0000 Purchase Order Text P D Purchaze Order B 6433 Update Delete Fields to Note Effective Repetitive Charge This is the amount that will Rate appear on the invoice Casual Charge This is the Per Hour Charge that will be used when invoicing If Span Rate for the Rate Type has been selected then this value is the same value as used for the first rate on the first span of the Spanned Rates section Response Charge This can be the amount that will appear on the invoice if the Rate Type is Flat Rate or if it is Timed Rate it will be the first rate value in the Timed Rates section of the window Effective Rates and Dates This table display the different rates that have been set for the client Effective Rates and Dates ll Dae Pate PONumber 1 01 APR 2003 3000 0000 6 6433 Timed Rates These are the rates to be used for a response call Clientele Timed Rates Minutes Fate J L_1 01500 35 0000 224 003000 450000 EE a zeae 00 45 00 55 0000 01 00 00 65 0000 Spanned Rates This section of the window allows you to set the time ranges for the various shifts and their rates In the following example for work done between 05 00 and 05 59 the client is charged at 25 per hour For the first 8 hours of work done between 06 00 and 17 59 the client is charged at 2
35. a negative answer to the question asked Used to acknowledge a message from the system Never click the OK button without reading the message Warning messages are there for a purpose Save the new or changed information to the database Use this button to set the currently selected item to an inactive state stopping it from being used by the system but still allowing it to be displayed Show the status of an item Use this button to unlink one object from another such as un assigning an employee from a schedule Test the integrity of data Use this button to look at extra information such as in a pay run you may view an employee s details Indicates a positive answer to the question asked Some windows use Tabs to display more information than would normally fit in a window space To change the selected tab click the desired tab or press the Alt key code For example click E the _ Phone Phone tab to display phone numbers The Underlined Character In the Windows environment you can jump quickly to a tab or activate a button by using the Alt key and the character that is underlined Gallery For example if the Gallery button is displayed on a window you may open the gallery by pressing both the Alt key and the G key simultaneously Many windows will contain list boxes Click the down button on the right to display a list of available values _ Power
36. as Cash Sales Checking the box will instructions into cause the data in the Customer Instructions bill address field of the Scheduling Booking Window details to be printed in the address field of the invoice This allows one off invoices to be created without creating new clients for each invoice If this option is used Split Invoices on Order No must be also checked Complete the fields and click the button to continue completing the wizard Add Client Client Contacts name Phone 02 9635 5922 To add Further contacts Go to clientele Select client contracts Site natal INA eee contacts bab Email Address 20 Charles Street Parramatta Complete the fields and click the button to continue completing the wizard 47 PowerForce User Manual Add Client Congratulations on finishing the add new client wizard You can view Your new chent details by selecting clentele from the navigator and opening the client contracts window You may now click the BACK button bo check you have entered the correct details Once the details are correct click the FINISH button to add the new client and complete the wizard Cancel Client Work Schedules The purpose of these windows is to setup the shift requirements for the client do costing set employee minimum requirements and define preferences for the optimised scheduler Select the client and then click the o button
37. employee Cost Centres Cost Centre Crowd Control Division Cost Centre Responze Patrol Division Cost Centre Training Division Cost Centre Security Guard Staff Cost_Centre Crowd Control Staff Cost Centre Response Patrol Staff Cost Centre Training Staff Cost Centre Workers Compensation Cost Centre Admin Balance Sheet Cancel Search Code If the costs are to be split over more than one Cost Centre use this field to enter the codes e Js ES O 50 00 i og Split This is the percentage to be attributed to the Cost Centre Eg 100 100 if there is only 1 or 50 50 for each row if there are 2 Deductions Tab Use this tab to add employee payroll deductions The display is not editable and can only be changed by clicking the Edit button This will display the Employee Standard Deductions window 25 PowerForce User Manual Position Rates Allow Dedns f Payment Super Tax Notes _ Description Amt Amt Pay Stat End Balance Edi m E 10 87 21 74 010222002 Employee Standard Deductions Click on the desired deduction in the table and the details will be displayed in lower half of the window To add a new deduction click the ene half of the window Click button and complete the lower Save when complete Note Deductions may also be created in the Payroll module Note If a deduction has been created incorrectly it must be set inactive in this
38. employee Tick the check boxes to claim the various rebates and benefits Tax file number 254 125 789 698 Ww Tae Free Threshold Superannuation amp nnuity Rebate Tax waiver date 14401 2002 HECS Debt E Family Tas Benefit W Resident for Taxation Purposes Tax table TE one Dependant Rebate Rebates 00 Personal Details This window allows the user to enter or change private non payroll related details about each employee By default the window is displayed with the Address tab active 28 Biographical Personal Details E m x Employee Ho PROS Mame WILLIAM ADAMS Surname First name Middle Name Preferred a WILLIAM HO HN En Sex Marital Status DOB MALE SINGLE 02 0341 grz Em Ath Address Phone Employment Specs Next of Kin Dependants Title MR Former Mame Frew Name Address 456 Victoria Road County JPUETRALIA I Resident Gallery Citizenship M Work Permit Dave suburb GLADESVILLE Nationality e Clear State 21 11 Postcode HS Exit Address Tab The address tab contains information about the employee s street address prior names and citizenship details Fields to Note Former Name The name the employee used before their current name Previous The name the employee used before their Name former name Phone Tab The phone tab is used to record phone numbers associated with the employee EEE 5036 14 0435 67
39. the booking details and the shift will be saved See Booking Window on page 80 Allocating to an Existing Schedule To assign employees to an existing schedule click the desired Shift and then click the E8 button in the Booking Details section of the window Or to search for a suitable employee click the pie section of the window button in the Employee Selector Click the site tab to refresh the data in resource allocation The shift will be moved from un allocated to the assigned employee In the following image the shift has moved from AFT SG 2 1 to Adams Quince AFT SG 2 1 1600 0000 1600 0000 AFT SG 2 2 16 00 00 00 1600 0000 16 00 00 00 NI SG 31 00 00 08 00 00 00 08 00 00 00 08 00 NI SG 3 2 00 00 08 00 000 0800 00 00 08 00 Adame Quince Any Any 16 00 00 00 Employee Tab Use the employee tab to view all sites and shifts allocated to an employee This allows a quick check of where else the employee maybe working during the schedule MAY 2003 wed 07 Pia 16 00 00 00 Note The name of the employee is replace with the name of the client utilising the employee Scheduling Deleting a Schedule Shift Button Click a shift in line with the desired employee to select the shift Then click the Delete Schedule button at the top left of the window You will first be asked to confirm deletion Then you will be shown a list of shifts in the sched
40. the 3 week in the rotation Preference This is a list of work types such as Hotels Category Control Room etc select the most applicable from the list box 36 Biographical Next of Kin Tab This is the default tab for the Operational Details window It contains contact details for people who should be notified in the event of an emergency Relationship a Gwen Adams ABI6 2587 Specifications Specs Tab The Specs tab displays required licenses and certificate training data Non required training may be entered in the Education Tab on page 38 License type Description f Number Expiy Image Standard Security License 250967 03 02 2003 Exclusions Tab Exclusions are used to indicate the location s where the employee is not allowed to work due to a previous negative performance or issues that makes the person a bad choice for that site Location Name FromDate ToDate Reason POW SA POWERFORCE SA 01 01 1998 01 06 1999 Abusive to staff member aaa a A History Tab The History tab displays a history of the locations the person has worked It will be updated by the system when the person works at a new location 37 PowerForce User Manual 38 Dates Hours Briefed _ Date Rates PONS POWERFORCE NSW 0B 2005 05 06 20 16 00 Yes 03 06 2003 No POW VIC POMERFORCE WIC Yes 01705 2003 No POW ACT POWERFORCE ACT AUB 4003 25207 20 160 00 Yes 07 07 2003 No
41. the employee to replaces all have the specified classification whenever classifications they work at the selected clients site If not check the classification field has no effect Override and Check this box to force the employee to replace all role have the specified role type whenever they type work at the selected clients site If not check the role type field has no effect Special Allowance This also allows additional allowances to be paid to the employee Employee Availability Select this item from the menu or click the Evalablty button to display a 12 month planner for the employee 22 Biographical By default the current Employee and Year will be displayed although other Employees or Years may be selected Availability Planner for ANTHONY JOHN ADAMS P P 002 2003 Y Ya Palette EN Planned Off 3 1 days 21 3 4 5 el 7 ell 2 3 415 9110 11 12 73 14 15 9110111 12 En Planned On 19 20 21 22 23 2412561116 17 18 19 20 21 22 16 17 18 19 DM Booked 2 7 10 days 26 27 28 29 30 31 23124 25 26 27 28 23 24 25 26 2 30 B No Show DM workers Comp PR Training Available 97 3 355 days MI Partial Availabilty 17118119 EE Not Available 31 ES Annual Leave December E RADO S MIT DM Sick EE 7 8 3 Show Changes 14 15 16 17 18 19 20 12 13 14 15 16 17 18 14 15 16 21122 23 24 25 26 27 19 20 21 22 23 24 25 21 22 23 Edit Off 28 29 30 26 2 28
42. window to prevent it occurring in the pay run Once created deductions cannot be deleted WE Employee Standard Deductions and Allowances for WILLIAM ADAMS Description Short Note FAID Addition Be First Aid Print on advice Cost Centre EPS Pavee Code Payee name Reference number f Apportion TOU Employee Method Opening Balance C Companys Notations AMOUNT Amount Amount Fay 10 87 21 74 Effective date Valid to Current Balance i 0222002 Le Fields to Note Select the code for the deduction or allowance A brief description to appear on pay reports 26 Biographical Fields to Note Print on Check this box to print this information on the advice pay advice EPS Payee Select the code from the list of Electronic Code Payment codes For more information see EPS Payee in the Administration manual Method Decide wether it is a fixed amount each pay or reducing the Opening Balance each pay The outstanding amount will be displayed in the Current Balance field This is the per week amount Amount Pay This is the per pay amount Eg if the person is paid every 2 weeks it will be twice the value in the Amount field Valid to Leave this field blank to continue the deduction indefinitely Cost Centre This designates the General Ledger Cost Centre group to be used with this deduction Payment Tab Select the method of payment for the employee
43. 0 per hour If there is more than 8 hours worked between 06 00 and 17 59 overtime then the client is charged at 30 per hour for the first 2 hours and then 40 per hour for the next 2 hours Spanned Rates Apply Award Levels Band His 1 0 Rate His1 5 Pate Hrsx2 0 Aate fHs 25 Rate fHs 20 Pate EE E 1 00 25 0000 6 00 0 0000 200 20 0000 200 40 0000 Fields to Note Apply Check this box to use the Award hours in Award place of the hours specified but still maintain the Levels same rates Note Checking Apply Award Levels should be used with caution as it may significantly change your charges and the reason why may not be obvious Service Summary Report Options This window allows you to modify the format of the Service Summary Report that is optionally printed with the invoices Chose to display Employee Name Generic Name for the client or a custom description 63 PowerForce User Manual Client Service Report Options See Client Code PO ae Client Name POWERFORCE walg Service Summar Options f Show Employee Mame C Show Genenc Mame Generic Service Description pO Dave Clear Exit Client Operations This window shows Exclusions History Reports and Profile It is used to set up the logistics associated with servicing the client Client Site Details Client Code Name Call Sign Pony yy Le POWERFOR CE 44810 Pur Location Reference Departmen
44. 2 Master Record m Output Format f Printer Ce Enter in a Date range if you fe Screen El wish to span Tax years or Ene reduce the current tax year St details for the report Aun Report Exit Reprint Pay Advices This buttons allows you to reprint the pay advices for a selected pay run First select Summary or Detailed Print Pay Advices 2 Print the Summary or Detail Pay Advice W i Detail A list of available Pay Runs will then be displayed Select the OF desired pay run and click Select Pay Advices to print Lancel Clear Select All T Search Group Certificate Tab This tab displays a visual representation of the employee Group Certificate for the current year A button 1s also provided to print the Group Certificate 33 PowerForce User Manual Tax Year 01 07 2001 to 30 06 2002 FBT Year 01 04 2001 to 30 03 2002 Lump Sums M Before Tax After Tax Gross Salary 507 20 al Allowances Amount Bra AO 20 A O lU All 00 E Deductions Amat nene Deductions 00 OU Thousands Hundreds Tens Units Cents Tax Faid Zero Zero Seven Nine E 79 35 mM 2 JT 1 Fields to Note Lump These refer to the termination pay codes used by Sums the ATO This tab also allows you to print the employee Group Certificate by clicking the Print Certificate button located at the bottom of the window Superannuation Super Tab Thi
45. 25 07 2003 Weeks to generate Add Standard Scheduling Sites Y I Re Generate __ _ _ _ _ _ ___ A 1 HE POWERFORCE 44 10 27707 2003 ESAS Generate Clear Exit Fields to Note Add Standard Use this list box to select the sites to be Scheduling Sites added to the table Re Generate Check this box to cause existing shifts to be regenerated If not checked only additional shifts will be generated De allocate Employee Shifts Use this window to remove employees from a schedule First select the employee and then the date range and parameters Click the De Allocate button to complete the process 88 Scheduling DeAllocate Employees Sele Employee Code PWR 036 WILLIAM ADAMS 456 Victoria Road GLADES ILLE NSW 2111 DeAllocation Dates De Allocation Dates From Date 28 07 4UU3 Mark Employee as Inactive To Date 3 08 2003 Remove Employee if no prior work is found DeAllocate Scheduling Module Reports These reports allow you to select criteria for reporting report type and output device Scheduling Reports Scheduling Report Parameters Week Ending Date 7 07 2003 Output Format Printer aan Area Screen m E Email Fille Only Shading Locations PO Report Options Master Schedule Location Location Timespan Lacation Sshift Employee Employee Timespan Sort By Comment Location Signon Location Scheduled Include Role Types
46. 5 PowerForce User Manual Scheduling Preferences for JOHN QUINCY ADAMS Team Shift Time Preferences Scheduling Group BRAVO m Day Pm Night M Ary PEREMP Standard Rotations Pattern Rotation End Date First Rotation fi GEN_SECURITY 570772003 Default Min Hours Overide 04 Default Max Hours Overide 12 Location Name Shit Rotating E r PO ie 08 00 16 00 Day s DAYS Ta EEN Preference Category Or Preference Site Prethered Shift POW Ava 08 00 16 00 Day s DAYS Set Inactive Aded Dave Delete Cancel Fields to Note y Comment HT1 This is a new screen Team Members of the same team will be rosteredto sis adjust hed work as a group on the same shift Scheduling In the example the person is an Enterprise Group Agreement employee So they will be scheduled to work at sites that are specified in the Clientele setup as rise Agreement sites Standard From the list box select the shift rotation Rotations parameters that best describe the shift These Pattern patterns are constructed in the Optimised Scheduler module Rotation This is the date of the last day of the rostered W Ending week that the employee will work as their first Date shift First Rotation This indicates where in the rotation the employee will start For example in a 4 week rotation with First Rotation set to 3 the employee will start by doing the shift defined as
47. 5 043 Fields to Note Type Use the Type column to describe the type of number e g Home Fax Mobile etc 29 PowerForce User Manual 30 Employment Tab The employment tab deals with the person s employment history with this company Employing company Employment date Termination date Service Pu RTAN 05 05 2003 Ms Termination Reason Inactive PF Re Hire Subcontractor Badge Humber Default cost centre Employment type Ts fr ENTERPRISE Fields to Note Termination Date amp For the person to receive Termination Termination Reason pay the Termination date field and the Termination Reason fields must be completed Inactive Checked indicates this employee 1s inactive and will not be processed in the roster or payroll modules To set the employee as inactive see Operational Details on page 34 Re Hire Select this check box to indicate an employee has been hired again after being terminated Subcontractor If a value is selected in this window the employee s pay will be made as a payment to the selected subcontracting company Bar Code Number The code number that appears on the employee s identification card Specifications Specs Tab The Specs tab displays license and certificate training details in the system Additional not required training may be entered under the Education Tab on page 38 Additional details may
48. 5 54 Add 80 00 1077 65 1972 00 094 35 45 35 Employment ne Position Pay Rate Charge Code Charge Rate a FULLTIME fi e f2237 wciw gt 5000 Calculate lem Rate op Cost Da Rate Charge we Normal Hours 10 0000 16 0000 160 00 Monday 24 65 394 40 per hour allowar 3 0000 16 0000 45 00 Save Exit Select a shift in the top window and the values for that shift will be shown in the table immediately below the Costs tab Day Required Hours Chargeable Hours NES Monday 269 03 394 40 0 00 1077 65 1972 00 0394 35 Ifa row contains some zeros 1t will need to be calculated Select the row with the mouse and then complete the fields immediately below and then click TANAR Day Employment Type Pogition Pay Fate Charge Code Charge Rate Monday FULLTIME fi 12 2237 EWLTW 15 0000 Calculate Fields to Note Employment Select from the list of employment types that Types have been entered into the system Position This is a list of the position codes entered into the system 51 PowerForce User Manual Fields to Note Pay Rate This is supplied by the system once you press Tab to move out of the Position field Charge Code This list box will show the Charge Codes you created in the Client Contracts For more information see Casual Rates Tab on page 58 Charge Rate Once the other fields are complete click the Calculate button to work out t
49. A A E E AE 82 Maintain Standard Schedule ini dci 82 Si A ST eae 84 Employee SECOURS ate ns ds male 84 DAYS cages ceed erecta ih adh ater at RS M trous 85 General TO Pia OM de ayes ti sia sida 86 PNG Cato Tarta aii in erties 86 ASS a Md id 87 UnA dd 87 Grat miras e CCUG A E ORO o ea eaees acetate 88 D allocate Employee SHINS iio 88 Scheduling Module RE Ra 89 Scacdulino RE DOTS iaa 89 JOB Coveri essee O E O en er AS ne 90 General Scheduling Rostering Reports 90 Extended Scheduling Reports ardid dd 91 Sales Analysis Report ooooonocooooococcnncnnonononococononanananananonononnnnnnnoos 91 Payrol iei aioa 93 D AE D A RS N N E 93 Using the Pay R n Wizard st ln din 93 Reportable Fringe Benefits ina 96 Pre Pay Run Manual Adjustment ooooooooooooocccnnnnnnnnnccnnnnnnnnnnanananann non nooo 97 Termina One AA N N 98 Superannuation Processing ooooccccncnncnnnnncnnnnnnnnnnnnnnnananono nono nonnnnnnnnnnnos 99 Es AP O che mnel 100 Electronico Payment y MS aladas 101 Electronic Payment Window Layout oooooooooooocccnnnnnnnnnncccnnnnnns 101 Creatine a Diskete aci 103 Protina RE DONS a E din tetsesse 103 Grou Payroll A a 103 Pay TOU Work Don 104 Pay R n Sletio ersen ian e nn men ne 104 Pay RUN VI 104 Rebuild Toa eene a die 104 Payrol NOE S ar etc rio 105 Pay Run Summary Tab 105 Employee Details TaB ada 105 EMPLOI SU ao ns 106 Employes Parodia 106 Edit PAI dm tt eats 106 View Adjustment Details ais 107 Pay
50. Cancel Exit Fields of Note Override Check this box to allow tax values to be tax manually overridden Reset Pay Click this button to reset values if you have saved changes but have not exited the window View Adjustment Details Click the View Adjustments Detail button to view adjustments made prior to the pay run Pre Pay Run Manual Adjustments on page 97 Adjustments made before payrun Pay Summary This table shows a list of hours allowances and deductions Pay Summary Update EPS View EPS Print 13 07 2003 Normal Hours 13 0000 16 00 208 00 a Time 1 2 15 0000 4 00 2 00 E D A 107 PowerForce User Manual The first column indicates the last week in this pay run Next is a description then the dollar value per unit number of units in this pay run and then the total dollar value for this pay run Fields of Note This button forces the system to update the EPS account information from the employee s details into the pay run This is normally used if an employee informs you of changed account details after the pay run but before it is confirmed View Click this button to show EPS payment and account EPS details for this employee in this pay run Print Click this button to print a pay advice for this employee Wages Breakdown This section displays pay details for the employee Wages Breakdown Before Tax 0 00 Hrs 280 00 Allowances PON Deduchons Taxable Earnings
51. Employee Id Print Certificate by Surname Tax Year Reconciliation Report TD Reconciliation TO cf Paps Reconciliation Differences Only Termination Pays in Tax Year Missing Mandatory Data Report Create file for Tax Department Selection Options Employee Types Reprint Options Process Range Start Cancel Range End Exit Electronic Payment Systems This window is primarily for the creation of the bank deposit file to enable electronic payment of the payroll Electronic Payment Processing A mfx Deposit Details Payments to Include Company Bank Account Deposit Date Payrun Number C Curent payrun PwRTAN OM 11 02 2002 f Outstanding payments POWERFORCE TRAINING 127 345 137629 Add Super Payments Ref No i CSTEMPSTRANFILE TXT Add Payroll Tax Payments Deposit Summary Process to Aun Source Type Reference Entries Amount Include Recreate Deposit a PAY 11 113 36 Yes a 1966 88 Yes Void Payments 400 00 es View ALL Outstanding 368 85 Yes View Current Payrun Only 360 05 Yes Rejected Deposits 90 00 Yes Confirm Transmission 160 00 es 360 85 Yes 202 40 Yes Create Disk Print Reports Complete Deposit T otal 4509 45 Clear Exit Electronic Payment Window Layout Deposit Details This section of the window displays the account and data details for the selected company 101 PowerForce User Manual Select the company and the pay run number to complete the fields in t
52. Finalized Update Exit Updating Generally a task is a reminder to look at something or perform an action Once you have reacted to the task you may have to update data in the system Click Update input window that is relevant to the task to display the For example if it was a security license warning you would check the persons new license and enter the new expiry date in the Biographical Personal Details window Clicking sal will open this window for you Forwarding Some tasks you may decide should be handled by someone else to do this select the person in the Forward Task To field and 121 PowerForce User Manual click o sm The task will now appear in the assigned persons Forwarded Tasks Note The task will not disappear from the Task Type as it is still an outstanding task It is just that information about the task will be sent on to another user Subcontractors Wizards 3 L Task Managemen Ca Biographical 7 Anniversaries 21 Birthdates 8 Licenses 5 New Employees 0 Employee review 20 Leave Requests 0 Ca Clients CA Forwarded Tasks Create Miscellaneo sks Current Tasks 0 Ces in Adding Text If you are forwarding a task to another user you can also add additional information by clicking in the text display and typing Whatever you type in this field will be sent with the task JOHN BROWN PWR 071 Forward T ask to Warning Standard Security Lic
53. Force User Manual Position Codes Grade 1 FeTime ENTERPRISE GUARD L1 ENTERPRISE GUARD La ENTERPRISE GUARD L3 ENTERPRISE GUARD L4 Grade 2 F Time Part TimeD ay Wi ages Part Time Clerical Grade 3 F T ime L Cancel Search Di es From the list double click your selection and the value will be placed in the list box Note If the list box is used to find a record such as an employee you will have to press the Tab key or click in another field to display the data Searching Some list boxes allow you to search for specific values In the following window selecting Name Search will allow you to enter a search phrase Site Location Selection Options Name Search Show All Sites Cancel Show All Active Sites Show All In Active Sites Show Active Master Sites Show ln ctive Master Sites Show Active Sub Sites Show Inactive Sub Sites When prompted type in part of the name and a list of matching values will be returned Double click the correct item to open the record Calendars Single Calendar This calendar will normally open in the current month Change the month by clicking the list box at the top left and the year by clicking the list box to the right Select the day by double clicking the number in the main window of the calendar Press the Escape key to close the window without selecting a date Introduction July 2003 ll o Mi T wy ES 11 2 3 3
54. Grouplert POWERFORCE Postion OF Grade 1 F Time Eee a CN Employment Type Fulltime Sick Leave fi 5 07 fi 50 71 Base Hourly Rate f 0 0000 Annual os 31 65 316 48 Base Hours PA 2080 00 s Long Service i 9 71 i 9713 20800 00 Employed By Leave Accruals Hours Value Base Salary PWRTRN r Display Number and Name w of Active Only Inactive Only All Employees Availability Clear Exit To display information from a previous year select the year in the Tax Year field Tax Year 2004 The summary tab displays employment and salary details Earnings Tab Displays a colour coded breakdown of earnings Description ty Value Sa Normal Hours 2 Tower Life E Salan yy ages P Allowances B Lump Sum Payments E Deductions Workers Comp Pay Tab Details about each pay run Date Pam Goss Alw De ns Tax Net 1 10 02 2002 2 0 35 00 72 35 392 05 This tab also displays 2 additional buttons 32 Biographical Summary Reports Reprint Pay Advices Summary Reports This button opens the Employee Summary Reports window Select the desired report from the check boxes on the right and then select the output type and click Hen eper Employee Summary Reports Date Range Available Reports Start Date 1 07 2001 Service Summary Superannuation Summary End Date 07067 00 2 ag Letter of Service TO Reconciliation Tax Year 200
55. NTIN MES oiicciciss 79 OO eee ee em 3 Contact details o ooncncnninccccnnnninccnnnn 37 Contract End ss 58 Contract AA eee ns 58 Create a diskette o onnnnccnnnccncnnnin 103 Index _p Deposit details 103 deposit summary coooooocnnnnnnnnnnnncnnnnnnnnnin ns 102 Dota 4 Education ccccccssccssccccccceecccceeeceeeeeeees 38 EFT transfer 93 Employee DEI CIO 26 deductionS cccccnocccnnnnnccnnnnicicnnonoso 23 25 SCM Si cds 31 method of payment ZA A O 23 PAY SUMMATY ss 31 Superannuation oooccccccnnnnnncncnnninininenos 27 Employment TMS ONY ae ne A 30 EXC OS 37 66 Pati o 4 An 29 G E a E ones 5 Group certificates oooommmmmmmm 93 100 H SO AAA 37 nsurance vaciar 65 Invoice PSP O TES ateecntaieseocsenaceaaadentoossesessoeeeestacds 117 Invoice UNS pm 115 EE e E ST pee senseaees T 30 CESR PPP 50 careers 37 PowerForce User Manual list DOXES A 5 a nu 2 M MODE cessera eus 29 Multiple companies 2 _N A 3 a o 1e RE E 2 Pay Adjustment 97 A CUSUME HIS rat 106 Advice slips 104 DR a 108 IAS trotar 104 Pay AON ICS aitor 93 Pay Advice wsdsnsicacassanccnonanocdoncaesstxeeredoenses 27 Par aone aia 81 Pay run CL S T 109 Commit rra 109 Detalls esncinntanicr risa 109 Pay run wizard coooco
56. RPRISE GLl Ez To set allowances specific for site click EI site Allowances This will display the Client Site Allowances window Select the tab for the desired shift Double click ala the Role Class and Allowance fields to select the required values Press the Tab key to auto complete the Description and Unit fields Then enter in the Amount and if required Limit values Click Y 2 to finish Client Site Allowances Client POWs POWERFORCE 44470025 PERTH ROSDOPERTH 48 6000 Std Allowances Arn Allowances Day Allowances Pr Allowances Night Allowances Standard Site Allowances OO A Alowance Desorption Ur Ament fit D SITE per hour allowance at sil Unita Save Cancel Exit 68 Clientele Client History This window is designed to show the financial relevance of the selected client for the current company This information is invaluable for strategic planning and time should be taken to review the data that will build up over a period of time Select the desired client and press the Tab key to generate the data Note It may take a period of time for the system to analyse all of the data Note The year must be the current financial year If this is not the case manual change the year and press the Tab key Additionally check the year values in Administration Company Controls Tax Tab This may have to be done by someone wi
57. Warn if shift Provide a warning if not all positions on a shift is not filled have been filled Warn if Shift Provide a warning if a shift has been overfilled is overfilled with employees Client Contracts Client Contract Details Client Contracts contains the contact details accounting information services rates and responses for the client Seles Client Code POWs Vendor No Ps Created 04 2032002 Client Mame POWERFORCE 144 10 Generic Mame PwA Customer Details Biling Details Address 25 PERTH RODAL Address 25 PERTH AOAD Suburb PERTH Suburb FERTH Links Wotes Il State fus Posteode sono State wa T Postcode 6000 ABN 63 258 123 456 Acc Contact Email linfo powerforcesoftware com Accounts Invoicing Contacts Services Repetitive Rates Casual Rates Response Rates Charge To Code 7 Company Debtor PWRTAN Charge Type REVENUE Service Commenced 0470272002 Default Client Area Salesman Hohn Pilling F Building Debtor Clerk Client Type CASUAL e Cost ny Cedit 30 entre Terms Service Cancelled Account Inactive Fix Rates Print Save Clear Exit 53 PowerForce User Manual Links Button Click the Links button to lists all of this clients related child clients Clients Linked to POW PAR POWERFORCE WIC POWERFORCE ACT POWERFORCE NS Setting the Charge To Code to a common
58. ager Note Not all versions of PowerForce include the Incident Manager Levels Tab The Levels tab describes the service provided to this client Provide 4prm to Barm coverage of the building internal and external including car park Profile This tab specifies required attributes of the employee that will be used at this site The Code and its Description are the attribute Qual is the qualifier and then the criteria is the desired value and Priority indicates the minimum percentage This is used by the Optimised Scheduler ode ME CON EC o D Language Et English 67 PowerForce User Manual Rates This tab allows the classification of the employee working this site to be overridden by the classification specified The value in the Grade field is used to link the employees current classification to the new In the following example a Level 2 guard at grade 2 would be upgraded to a Level 1 guard Note This does involve distinguishing grades when setting up Classification Codes See the Administration Manual for more information Any On costs charges may be entered into the respective On cost fields Site Sllowances DEEE AutoClassitication Oncozt Casual SutoClassitication Oneost 12 0 Class Description Grade Class Description Grade Grade 1 F Time Grade 1 F Time ENTERPRISE GU ENTERPRISE GLl a ENTERPRISE GLl E ENTE
59. any PuRTRN gt T Exception Report By Skill Code SkilllEducation Code AD Output Format Printer Screen Employee PwR 029 v i Email File Only 41 Clientele Clientele Overview Clientele maintains and describes your customers to the system including information such as names address contact details rates of charge service levels and requirements Creating Clients To create a client select Wizards in the lower part of the left navigator view From the choices available on the right click Add Client Add Client Wizard The Client Wizard will prompt you for all the required details necessary to construct an employee record Add Client Welcome to the add client wizard This wizard will take you through the steps of adding a new client Chent Name POWER SECURITY SERY ICES Generic Name POWER SECURITY Enter the codes to be used For this client Client Code POWSEC Short Codes Vendor No Fo Required fields are marked with an asterisk ns Fields to Note Generic The name commonly used when referring to the Name client This may be a special internal name such as a call sign 43 PowerForce User Manual Fields to Note Client The code you will use to reference this client in the Code system Short A quick lookup code for the client Commonly the Code first 3 characters of the Client Code Complete the fields and click the button to continue co
60. be added by double clicking in the next row Select the code and then tab to the Number field and enter the license number and the expiry date Biographical Standard Security License 571682 23012003 Next of Kin Tab The tab displays contact details for people who should be contacted in an emergency To edit data or add a record click in the field and enter the new data Relationship Tom Adams 1258 1254 Father Dependents Tab This tab displays details about an employee s dependents This is informational only and not used for tax purposes Dependants details Relationship Birthdate 13703 2002 Personnel Summary Details Provides an overview of each employee s salary leave accruals earning types pay details and year to date earnings Select an employee by double clicking in the list to the left 31 PowerForce User Manual Personnel Summary ADAMS Anthony 8 ADAMS Anthony ADAMS Alison ADAMS John ADAMS Debbie ADAMS Wiliam CE BROWN John BROWN willian BROWN Anthony I E BROWN Alison BROWN Debbie Lo LG ON John Oo LITHGOW william LITHGOW Alison 18 LITHGOW Anthony 8 LITHGOW Debbie PRACTICE John PRACTICE John MEKELCANTDO TOEETRE TO NIMmOOmE LT Baa Employee A 018 JOHN LITHGO w 56 Brighton Street Sex MALE Date of Employment 08072001 Lenath of Ea Oh ths Service Tas Year P004 Summary Personal
61. ble double click the row For more information see Client Charge Window on page 59 Fee Schedule Billing Cycle Minimum Hours Contract Ret Standard Description Profesional Services Rendered Code Description Rate Phage To Z J 1 EA Award Level 1 Weekday 15 0000 Fields to Note Fee Select the Fee Schedule that will correspond to Schedule the way you wish to use the rates in the table For more information see Operations Manual System Codes Services Fee Interpreter Responses Rates Tab The Responses Rates tab describes the response service and charges used in the Operations Response module for this client Double click the row to edit the charge For more information see Client Charge Window on page 59 Response Time Calculated From Received Time t Despatch Time Use Company Default Coe Description Rae Charge ALM Alarm Response SOO 0000 Client Charge Window This window is used to setup Repetitive Casual and Response charges 59 PowerForce User Manual 60 Response Charge Rates for POW WA POWERFORCE WA10 Charge Code Rebates and Discounts Rate Type General Ledger Details LM v Alarm Response Rebate e Flat Rate GL Account 5300 l C Span Rate M No GST M Use the above Description On Invoices Discount C TimedRate Cost Centre 03 y Override Charge Debtor Repetitive Amortised Rate Update E dit Rate
62. cking the Display Type tab is a handy way to refresh the screen Legend Different shifts will appear in different colours in the resource allocation display These colours will change based on the settings in the shift display Use the legend to identify colour coding as different information is displayed Legend Morning Fl Afternoon MK Nocharge B Day Night MA Multiple Times Note Legend colours change as the view is changed Costing Details This part of the window displays summary information about the schedules Booked Time 00 Standard Hours 240 00 Casual Hours 00 Chargeable Time 00 Booked Std Hours 00 Paid Normal 00 Non Chargeable Time 00 Over Standard Paid O time Creating Schedules from Scratch Casual schedules may be created using this window These entries are then used to pay an employee through the payroll system PowerForce User Manual 78 First click the Site tab to set your display type Then select your client At this point if there are any shifts defined for the client they will appear Click the _ Add button from the booking details section of the window and select an employee The name of the employee will appear at the bottom of the list in the resource allocation MAR 2002 Once you have a name you can create and assign shifts to that employee In line with the name double click under the desired day The Booking window will be displayed Complete
63. client who will be the parent client creates a parent child relationship This field is located on the Accounts tab Accounts Tab The account tab is the default tab on the Client Contracts window Charge To Code IPOWIND Area TOILETS Salesman John Pilling Company Debtor PWRTRN Building IC Debtor Clerk Charge Type REVENUE Client Type CASUAL Default Cost m Credit 30 Centre Terns Service Service Commenced 10440242002 Cancelled M Account Inactive Fix Rates Fields to Note Charge To This is the code for the client that will be sent the Code bill If there is no parent client leave this field blank Company The company that will be processing this client Debtor Charge Revenue for paying clients or Overhead for Type clients that are setup for administrative purposes such as rostering holidays or administrative staff Area This relates to the geographical areas defined by the company and is used in reporting For example you may break a city up into north side south side Building This is a number or a name assigned by the company to a building This is used for reporting Client Type Select Casual for clients charged by the hour or Repetitive for clients on a fixed charge Debtors This is the name of the person who will be Clerk handling the collection of funds from this client 54 Clientele Fields to Note Default
64. cted employee Employee Payroll Overrides Pay Weeks 1 0000 Suspend To Hold Tax Weeks 17 0000 Pay Type Normal Fields of Note Suspend Check Hold and enter a date in this field to have To an employee s pay processing suspended until the date specified Click Update to update the payroll Check this box to suspend the processing of an employee s pay until the next pay run Click Update to update the payroll Edit Payroll Use this item to make adjustments to an employee s pay It is only available if the pay has not been committed Note This window is blank until an adjustment has been made Adjustments made after payrun Eamings Normal Hours 13 0000 16 00 08 00 Time 172 18 0000 4 00 PANI Less Tax General Exempl 29 45 Click the Edit Payroll button to display the Edit Payroll window This window allows you to examine each item in the employees pay and edit if required Payroll MN Edit Pay Payrun 20 for Week Ending 13 07 2003 Employee PWR 026 ANTHONY BROWN Payrun Mo 20 Grade 1 Casual Pay Overndes Pay Weeks i 0000 Tax Weeks i 0000 Overide Tax Earmings Allowances Deductions Tax Comments Code Description Hours Rate Amount Type Normal Hours 16 000 73 0000 208 0000 EN Time 1 2 4 0000 18 0000 72 0000 ET Earnings Allowances Gross Deductions Tax Nett 280 00 00 280 00 00 29 45 250 55 Reset Pay Save Delete
65. d has zero allocated hours Choose the shifts by single clicking on each desired shift for the employee In the following 1545 0000 for Mon through Fri has been selected Jones Davey MOR General Security a25 ON General Security 49 0 HN General Security 49 0 AFT General Security 825 1545 0000 1545 0000 1545 0000 1545 0000 Next click the employees name and then the button The shifts will disappear from the shift description s and appear in line with the employee Ut Ort Ort Or Ot 2345 0800 2545 0800 2545 0600 2545 0800 2545 0600 Employee Max Alle Jones Davey MOR General Security T 3 DWN General Security 49 0 4 NWN General Security 49 0 LE JAFT General Security 41 3 Un assign a Shift Single click the desired shifi s and then click the button The shifts will disappear from the employee and reappear with the shift description 87 PowerForce User Manual In the following example the Mon and Tue shifts have been un assigned o Empoee Max Alle EG ones Davey ati 48 Ort Off 2 MOR General Security 825 2345 0800 23545 0800 2345 0800 2345 0800 2345 0800 3 OWN General Security 49 0 4 NWN General Security 49 0 ER FT General Security AY 1545 0000 Generate Schedule This window 1s used to generate weeks of a Standard Schedule created in the Maintain Standard Schedules window Schedule Generation Company PWRATRN Start Date
66. e are not the template but data read straight from the client files Summary Tab This display 1s divided into 3 related sections Employee Section This shows the employees used in this template and the shifts still to be allocated Scheduling Employee Max Alc Jones Davey o4 0 41 5 2 MOR General Security 41 3 D wtl General Security 49 0 4 NWN General Security 49 0 BF AFT General Security a 6 Fields to Note The maximum hours available for this employee over all the rotations defined This is the number of hours allocated to the employee or the shift Double This allows the user to Click 6 Add an Employee an employee is added to the display allowing shifts to be allocated to that person Select all shifts all shifts of the highlighted shift type will be selected preparing them to be allocated to an employee Split Shiftline the highlighted employee will be duplicated allowing multiple shifts or split shifts to be assigned on the same day Days This display correlates the day of the shift to the Shift Type or the Employee Ort Ort 1745 0000 1145 0000 85 PowerForce User Manual General Information This display correlates details to an employee or shift Use the scroll bar at the bottom to display the various information types Shift Hrs e Fields to Note Shift Hrs The number of shifts total hours allocated
67. eek MW Long Day Fields to Note Photo ID This field is used to select the graphics file containing the employee s photo It is advantages to have a photo file numbering system that will make it easy to find the correct photo file Default cost This is the General Ledger cost centre to be Centre used with this employee Subcontractor Ifa value is selected in this window the employee s pay will be made as a payment to the selected subcontracting company and will not appear in the pay run On Call The employee is available to be called up to do additional work Long Week The employee is prepared to work additional days in a week Close Shift The employee will work until the client decides that the business 1s closed for the day Long Day The employee is prepared to work additional hours in a day Complete the fields and click the button to continue completing the wizard 18 Biographical Enter in any Yalid Licences held by the Employee ll License Number Exp ER SECL 123456 2112 2005 a PAE aa sl EE Enter in any Skills held by the employee Y sk Attained Comment LA CROWD 12 01 2000 E AA E E Enter in any Specific Roles the employee is qualified for ll Folecode Description M SG E a E RE Enter in any Specific reas the employee can work Location Description A CITY ee Double click E to display a list box for License Skills Role Code and Locations
68. el Complete the fields and click the button to continue completing the wizard If you choose Yes to select employees you will be allowed to select employees from the following window Suburb PARRAMATTA PARRAMATTA First name ANTHONY ANTHONY Surname BURWOOD erm Enterprise H 5896 25874 M 0433 T GLADESWILLE farm Enterprise HJ5896 1478 h BROWN JOHN THE ROCKS H 5874 2658 M 0411 No BROWN WILLIAM HUNTERS HILL Casual 412689 2589 MJ0455 No PWATANN PRR 026 BROWN ANTHONY CHERRY BROOK Casual A 2539 1478 MJ0455 No PWRTAN EROM ALISON WESTMEAD EE SES Hold E a ADAMS JOHN e Suspend To ganas WILLIAM E BROWN JOHN Define rown ALISON cdi Pay Weeks Update Changes Back Cancel 95 PowerForce User Manual Payroll Wizard All the required information has been collected for a payroll to be extended Click the Finish button to generate your payroll Choose back to change any details or Cancel to Abort Click the L Reportable Fringe Benefits This window allows a Fringe Benefit Tax value to be created for specific employees for specific tax years This value will be printed on the employee s group certificate When opened a window asking if you wish to select all employees for the current tax year will be displayed Employee FBT Would you like to select ALL employees for the Current Tas Year 2
69. en first name Under the Employee you can select the shifts you wish to view by setting the W End week ending date Me Lithgow wilin l End 17 02 2002 Book 240 00 Resource Allocation Shift allocations are displayed in this window Use the legend to identify the meaning of the colour assigned to the shift The current shift is always in purple Note Un allocated shifts will only be displayed if the preference has been set to show un allocated shifts Click the oo Preferences Preference button in the toolbar to display the settings Scheduling ae eS Se SSS DAYS SG 1 1 08001600 08001600 0001600 08001600 0800 1600 DAYS SG 1 2 0800600 0001600 08001600 08 00 16 00 08 00 16 00 AFT SG 2 1 16 00 00 00 16 00 00 00 16 00 00 00 16 00 00 00 16 00 00 00 AFT 5G 2 2 16 00 00 00 16 00 00 00 16 00 00 00 16 00 00 00 16 00 00 00 HIS5G 3 00 00 08 00 00 00 08 00 00 00 08 00 O0 00 08 00 00 00 08 00 u UE a Dt LIL LULU LE LUI LEE LIL MIA LEE LIL LULU LEE LIL ResoucesMouss D Display Type These tabs located below the resource allocation fields change the resource allocation display between employee and site based information Click the tab to change from one view to another or to refresh the information displayed Employee Site Once a tab has been selected the active value will reflected in the title bar for the window Scheduling Workbench lt Site Location Note Cli
70. ense David Can you handle this as will be Interstate next week Thanks Leighton Send Finalized Update Exit 122 Task Sections Task Manager Biographical New Employees Employee Review Birth Dates Anniversaries Licenses Leave Requests Clients New Clients Reviews Cancellations Contract Expiry Fixed rate Expiry New Incidents Scheduling e Scheduling Exceptions e Scheduling Requests e Scheduling Generation e Master Shift Expiry Response e New Response Sites Forwarded Tasks Current Tasks These are the tasks that have been forwarded to you Create Miscellaneous Tasks Click this item to display the Task Editor This will allow you to create a task and forward it to another user 123 Task Manager 125 ACC OLIN das ne 54 active WINGOW A 3 A A E 4 AIC PA 5 ee EE 4 POOLS RP ria din 4 _ RB Billing DOS eee eee 117 A E ET 116 booking window ccccccccccccnnnncnnnnnnnnannnnnos 80 _C A tristesa 6 A 4 Cancel a billing run oo cece 117 Change the US viii 2 Changing the User 3 Classification cccconocccnnnnnocncnuniacinnnnanincnss 68 Foes 4 Client Casual Rates sen 58 A 54 COMICS ideas Operations ooccccccnnnnnnononooonononnnnnnnnnnnnnonoos 64 Repetitive rates ococccccccnnnnnnnnnnnnnnnss 58 POS 00 1 a 59 BIC SN 57 Site Schedule ae nn 80 SA profile ig esse 67 Client DINE a inanan 115 Client contracts 54 CO
71. et SENS terne DEN re FEE EE FEA FEU JEANS Pe PERTH 44 6000 Resources Hours 6 48 00 6748 00 646 00 648 00 6 48 00 Legend Booked Time 240 00 Standard Hours 240 00 Casual Hours oo i Aft Noch A A a IRCRERE Chargeable Time 4000 Booked Std Hours 240 00 paid Nomat 240 00 E Day F Night M Multiple Times Non Chargeable Time 00 Over Standard a Paid O time CS Action Buttons These buttons allow you perform task with the schedules Move the mouse over the button and stop to display its function Date Range Selection Use the drop down list box to select the range of days to be available to view Period 7 Days F Shift Display Use this list box to select a different emphasis in the colour coding of shifts View Shift Spans Client Details This part of the window contains the client details Clicking the _ Open button to display the Client Site Details window or e _Notes button to display client notes 75 PowerForce User Manual 76 Powerforce wal POW AA PWA 25 PERTH ROAD PERTH 448 6000 Open Notes Booking Details This part of the window displays details about the shift you have assigned to an employee and provides access to the booking details Rotation Start ff End ff Comment Book 0 00 EE valable Cancel Book Edit Replace Add Employee Selector These fields show a picture of the employee if available and the employee name last name th
72. f a committed invoice from the system the Rosters will be available Service Amount for amendment if not paid to the employee and the invoice can then be re issued Invoice Amount 6507 60 OF Cancel Exit Fields of Note Generation The Client Billing Workbench generation number associated with this invoice 114 Service Billing Client Billing Workbench The Client Billing workbench centralises all Billing processing Use this window to generate re generate billing runs Invoices and various billing reports Billing Workbench AE Sy POWERFORCE Summary Extended Generation Mo me yl i S Q A la e F in Ca New Generation ee Sh Le Description Billing Compary Week Ending i 340742003 A Generation 26 z RETIRE Automatic Response Invoices Biling period 13 0772 PWRTRN ies peaz 70772003 Generation 24 Process Billing Cycles t o Hoel E Fepi fe Monitor Processed date 16 07 2003 aG naa 14 Dave weeklyStd Schedule mies C Bi nnual Weekly Arrears Invoicing Accounting Period 200401 Generation 18 Annual P lt 30 Days Start Date Generation 13 O Quarterly Weekly Forward Invoice Days Generation 12 End Date y Generation 11 Billing Categories Clients Invoices Gty Revenue Cost Margint Margin Generation 10 Miscellaneous 00 20 00 100 00 Generation 9 ew Generation 8 Generation 7 a Generation 6 Generations 3 00 20 00 100 00 Generation 4 Recast GL Rebu
73. f the screen The User Login window will then be displayed Refreshing the User If the setup for a user has been changed click the Login New int Switch User User button process again to go through the User Login Field Navigation There are two options for moving from field to field Point and Click Point to the field with the mouse and then click Usually one click is adequate but a second click may be required if the window was not active Tabbing To advance to the next field press the Tab key To move to the previous field press the Shift and the Tab simultaneously Note The Tab key will have no effect if the window is not active Active Window Microsoft Windows allows you to have several windows open at a time however only one window 1s active The title bar of the active window will be brighter and stand out more than the dull grey of the inactive windows Navigator Window To run the various components of PowerForce use the Navigator This is the window that appears once login has completed First click the desired system on the left and then select from the available tasks on the right Note The Task Management module requires you to select sub modules PowerForce User Manual PowerForce Navigator fey owerForce i Mi Ca Clientele Equipment Register Puan General Ledger OHES Operations EE Payroll Quotatio
74. for the employee or the shift type in currently displayed rotation Rotation As for Shift Hrs except for all rotations of the schedule cycle As for Shift Hrs except averaged over the cycle Note If the Rotation Selection buttons haifa are used the General Information display resets to Shift Hrs Allocation Tab This view shows all the shifts allocated to the person highlighted in the Summary Tab and allows multiple shifts to be assigned based on a Roster Pattern Note Allocated shifts are shown as time ranges eg 1545 0000 unallocated shifts are shown as descriptions Assign Shifts UrAssign Shifts Base Work fi H Shift Pattern Aotation 86 Scheduling Fields to Note Select a Shift from the list box and then double click the desired day and that shift will be applied or if already applied it will be cleared Click to assign a shift pattern selected in Shift field and starting on the rotation week selected in the Base Work Pattern Rotation field This is the week within the rotation Assigning a shift Select the Summary Tab and double click the Employee field to add an employee o Empoyee Max Alc Jones Davey 84 0 2 MOR General Security De 2 3 DWN General Security 49 0 4 NWN General Security 49 0 5 FT General Security 92 5 Note The employee appears above the shift descriptions an
75. he Charge Rate The bottom of the window is a breakdown of the shift charges Day item Pae ay Cost Da Pate Chage Monday Normal Hours 10 0000 16 0000 160 00 Monday 4 65 394 40 a per hour allowar 3 0000 16 0000 46 00 y Specifications Specs Tab This window is used to define the minimum requirements of the employee to be used on this shift Double click the column to display a list box of choices License Description Required Education Description Required 1 SECL Standard Security Licen 1 CAD Crowd Control Fields to Note Required to perform task Not required to perform task but may be desirable Warning Tab This tab allows you to set switches which 1f not met display a warning when rostering people to the shift 52 Clientele Match Role Type Match Classification Code Site Brefed Load to Monitor Queue Warm if shift is not filled Warn if shift is overtilled Fields to Note Match Role The Role Type of the employee must match Type the Role Type specified for the shift when rostering this shift Match The Position Code of the employee must Position Code match the Position Code specified for the shift when rostering this shift Site Briefed The employee must be briefed for this site Load Monitor Check this box to make this shift appear on the Queue Operations Response monitor queue requiring a call in by the employee
76. his section The Ref No field will be completed by the system once a run has been processed Note This section must be completed to perform any electronic payment process Deposit Details Company Bank Account Deposit Date Payrun Number PwRTRN COM f 170272002 POWERFORCE TRAINING 127 345 137629 Ref No ESTEMP TRANFILE TXT Payments to Include This section allows you to choose between the current pay run or select outstanding payments In addition you may add super and pay roll tax payments Note Superannuation Processing and Group Payroll Tax must be calculated if they are to be included as payments in the EFT system Payments to Include f Outstanding payments Add Super Payments Add Payroll Tax Payments Deposit Summary This is a summary of the type of payment that will be included in this bank deposit Deposit Summary A os te G PAY 113 36 Yes 1866 88 Yes 400 00 Yes 368 05 Yes 366 85 Yes 20 00 res 160 00 res 366 85 res 202 40 res Complete Deposit Total 4599 45 Process to Run 102 Payroll Use this section to select the processes to run by selecting different radio buttons Process to Fun f Recreate Deposit f Generate Deposit Wald Payments f View ALL Outstanding P View Current Payrun Only f Rejected Deposits f Contin Transmission Creating a Diskette After running a process such as Generate Deposit click the heate D
77. ild Totals Print Group Clear Exit f Open Runs C All Runs Workbench Features Run Selection Once you have selected the summary tab default view double click di on the desired company button Double click di the desired run button to show summary details for that run Double clicking E the New Generation button will start the billing run wizard PO WERFORCE E New Generation Generation 26 Generation 25 Generation 24 Generation 23 Generation 18 Generation 13 Run View To make it easier to view the runs you can select to show Open not confirmed or All billing runs f Open Aunz All Runes 115 PowerForce User Manual Tabs By selecting the tabs at the top of the window you can select summary information for a billing run or display and edit details about a clients invoice Note The Extended tab can only be selected once a billing run has been selected Summary Extended Client Selection Double click a client to display their details Powerforce Act Client Extended This section allows you to view individual clients in more detail Invoice Number Client Debtor Invoice Date Fowo POW PAR i EF 2003 service Total 20 00 Billing Address POWERFORCE PARRAMATTA Discount 00 91 GEORGE STREET Muelles se Rebate 00 Monitoring PARRAMATTA HSW 2150 D Tax 2 00 f Repetitive Invoice Total 22 00 Contract Number Reference Number Credit Termes Due
78. isk button to create a diskette containing the deposit details for the bank Printing Reports Click the _ Print Reports button to produce a listing of all deposits in this run Group Payroll Tax Use this window to produce payroll tax reports and then to calculate the payroll tax to be paid for the previous month The payroll tax must be calculated prior to calculating a payroll tax deposit Note Superannuation payments must be processed before payroll tax Payroll Tax Processing Format Have You Processed Your Company PwRTRN Superannuation y Date Range Processes Reports Output From Date i MOF 2003 E Summary Weeks Only Printer f Detail by Parrund eek a oa To Date 3170772003 F Calculation Worksheet Sui f File Only Aun Process Selecting Calculation Worksheet will start a Wizard to do the payroll tax calculations 103 PowerForce User Manual Payroll Workbench Payroll Workbench Payrun 20 Week Ending 13 07 2003 Ca POWERFORCE mn Manon EES Ia lt Q Mis Paurun 2l Payrun Number Week 2 Ending Payrun 19 sop Description Frocessed date Accounting Period Payrun 18 P I d 13 07 2003 7 07 2003 joom ae ae MW Time and Attendance Payrun 17 Payrun 16 Pay Cycles Start W Wage Earners Paprun 15 i M Salary Eamers Parmie W Use Selected Employee List Payrun 13 Payrun 12 Pant Employee Types Number Hours Paid Gross Allowances Deductions Tax
79. l be saved If a required field has not been completed you will be notified by the system Wizards are a series of windows that prompt you to enter all the data that is required for a record They are located under their own heading Subcontractors Cal System Administration Time amp Attendances ay Wizards Ca Task J Ca Biographical Treat each field as a question and work through the window answering each question At the completion of each window click the Next button Keep doing this until the last window is completed Introduction Add Employee Wizard a Add Employee Wizard Specify the company or entity that will employ this person Indicate how you want to assign a number to this person f Manually Assign Number Auto Assign Number Do vou want to setup Payroll Information at this time Ove ela Do ou wish to set up Superannuation Information at this tine f No All Prompts which are bold and have an asterisk are REQUIRED Fields ES ance Report Output Reports can be sent to various devices depending upon your needs When a report is run you will have the option to select the Output Output C Printer f Screen f Email File Printer sends the report directly to the printer while Screen allows you to view the report and then send it to the printer Selecting Email will enable the Report Format selection and prompt you for a location t
80. m au f Manual C None 65 PowerForce User Manual Options Tab Displays locations and incident types referenced by the Incident Management module Insurance Controls POWERFORCE WA10 Insurance Company Reference Contacts Options Building Locations Incident Types Email Starwell Fighting Foyer Accident Lifts Property damages Kitcher Personal Injury Loading Dack Admin Tab This is the contact information for the people who handle the account This may actually be another location or somebody at the Parent client site Site Contact Tab This is the contact information for the people at the client site Exclusions Tab This window lists employee s not to be used with this client Code Person From Te Fieason UNOO001 TOR HEGARTY 25022001 01072001 Insulted the owner UNOODO GREGG EVANS 01 022001 Did not perform all required checks History Tab The history tab logs all the employees who have worked for this client 66 Clientele dt ALISON STEVENS 40 00 DEBBIE ADAMS 04 02 2002 29 03 2002 WILLIAM 404 m5 04 02 2002 24 03 2002 ANTHONY LITHGOW 04 02 2002 29 03 2002 WILLIAM LITHGOW 0402 2002 29 05 2002 WILLIAM LITHGOW 2170772003 2520722005 DEBBIE STEVENS 2170772003 2520722005 JOHN BROWN 02 06 2003 24 06 2003 Incidents Tab The Report tab shows a summary of the Incident Reports for this client Click the _E to open the Incident Man
81. mpleting the wizard Add Client Customer Details Address 20 CHARLES STREET Suburb PARRAMATTA State NSW iM Do you wish to enable rostering Postcode 2150 coca Fields to Note Do you wish to Check this box to make this client active for enable rostering If not checked the client will not rostering appear in searches in the rostering window Complete the fields and click the button to continue completing the wizard 44 Clientele Add Client Billing Details Enter pour client s biling details Address 20 CHARLES STREET Suburb PARRAMATTA State HS ABN 567 098 872 321 Postcode 21 5D om Complete the fields and click the button to continue completing the wizard Accounts Charge account to PORNO rl Company Debtor Charge Type REVENUE PWRTAN De CASUAL El Salesman Service PS CS e eme 0601 2003 y Bill Karembelas D ate Choose an existing client to copy their rates Alternatively enter new rates within the client ACME contracts window Fields to Note Charge This is used to setup a parent child client account to relationship Select the central billing client parent They will be billed for activity with the new client child you are now setting up Charge Select Revenue for paying clients or Type Overhead for clients that are
82. ns Scheduling Service Billing Subcontractors at Task Management Fy Forwarded Tasks p Create Miscellaneous Tasks a Prurrant T aek e M Buttons Button Add Assign Available Cancel Clear Edit Exit Personnel Summary Biographical Reports Navigator can be re launched by clicking the Navigator button Navigator located at the top right of the screen or by using the Navigator menu Icons on the right indicate the type of process indicates data to be entered data to be viewed or maintained a report a process and indicates all other categories Many windows will have buttons that you can click to perform various functions such as saving data Following is a list of buttons used in the system and the function they perform Description Add a new blank row to a table on the window Use this button to link one object to another such as assigning an employee to a schedule Displays a window indicating the availability of an employee to work shifts Exit this window without saving the changes Use this button to clear the data in the currently selected item This button is used to open an edit window where the currently displayed data may be edited Close and exit the window Button Gallery No OK Save Set Inactive Status Un Assign Validate View Yes Window Tabs List Boxes Introduction Description Open the Photo gallery to view and assign images Indicates
83. ny required information on the left Click the desired report Payroll Reports pm Company Date Range From Date 1170772003 ka E 0722003 To Date YTO Reports Tae ear 004 Output f Printer f Screen f Email File Only Aun Report _Bun Repon to produce Available Reports Leave Accurals Hours Leave Accurals Value Leave Accurals Employees TTD Values by Employee Tentative OLD Unpaid Rosters Confirmed Unpaid Rosters Workers Compensation Accurals Accrued vs Actual Super and Ptax Payroll Codes Electoric Payments Earnings Report by Pay Type Earnings Report By Employment Paid Workers Compensation TTD Run Report Exit 111 Service Billing Service Billing Overview Once a payroll has been run use Service Billing to generate invoices for the clients Miscellaneous Invoice and Charges This window is used to create single invoices for scheduled and non scheduled events or transactions Miscellaneous Invoices Invoice Mo POw0003 Invoice Date 04 02 2002 vw ea Recast GL Account POW wi Charge to Account Pow wa Account Hame POWERFORCE Wha 4 T O Balance Cash Revd Disc Rbt B Fuad This Invoice C Balance 00 o 00 00 6507 60 6507 60 Account Services Details MESA EA EE ETS ETS TO E CC EE Week Day Rate 1183 20 a 05 02 2002 iy Week Day Rate 48 00 SA EB 1193 40 118 32 06 02 2002 DO Week Day Rate 49 00 24 65 1183 20 118 32
84. o send non urgent questions via e mail to support oryx com au General Steps If you have a PowerForce question call on the number during normal office hours The help desk will be your first point of contact for all support calls They will ask you to provide a brief description of your problem and if possible will answer your question immediately However some more involved questions maybe referred to a technical engineer Your problem will be logged into our Customer Tracking Module within PowerForce If your call is passed onto an engineer we will track the progress and ensure your questions are answered as quickly as possible Introduction Follow up calls will also take place to make sure you are happy with the outcome 11 PowerForce Overview PowerForce Overview Purpose PowerForce initially provided a computer based method of building and controlling rosters From that point it was logical to provide the roster data directly to the payroll and billing systems By continuing this integrated approach with the other modules PowerForce saves the user time and provides consistent data 13 PowerForce User Manual Structure PowerForce is built around the core rostering module Directly connected to this is the scheduling optimiser which works hand in hand with the rostering module allowing the system to generate and optimise the rosters as desired The next layer contains the 4 key modules Employees Clien
85. o store the file The data will then be automatically attached to an email allowing you to select a recipient Note The file created will not be deleted once the email is sent File Only will enable the Report Format selection and prompt you for a location to store the file Note Files will be overwritten if the same filename and location is used lo PowerForce User Manual Report Format Report files can be generated in two formats The desired format can be selected as are about to create the report Format tf HTML C POF HTML is the format used on the Internet and is most likely to be available on other computers Many programs such as Microsoft Word and Excel can also open HTML files PDF files are much smaller faster to transmit and will look more like the original format However they do required a PDF file reader program such as Adobe Acrobat Reader to display or print the report This program can be downloaded free from www adobe com Contact Information The current contact information is always available on our web page www powerforcesoftware com Email info powerforcesoftware com Phone 61 2 9635 5922 Fax 61 2 9635 5933 PowerForce Support 10 Oryx Technology s commitment to our customers is to provide you with the highest level of service Because of this we have a dedicated Help Desk phone line The number is 02 9635 8613 You are also welcome t
86. office for definitions Rebates and applicability of the various fields 20 Biographical This is a dollar value taken as a rebate every pay cycle Complete the fields and click the button to continue completing the wizard This Section Sets up Superannuation Details Company Contribution Superannuation Fund EM F r Policy Number i 23 709 Voluntary row Superannuation Fund Policy Humber 70 456 Contribution Vill be Before Tax f After Tax Contribution Per Pay 15 00 Complete the fields and click the button to continue completing the wizard Add Employee Wizard All the required details have been entered to create a new employee Choose FINISH to create the employee or BACK to change details Cancel button to create the employee Click the L 21 PowerForce User Manual T Nem Entry PWRA 039 Created Employee Client Special Rates This window allows you to override Classification Role Type and Allowances for an employee when they work at the indicated client site Employee Client Rates Sele Employee Pr A 002 ANTHONY JOHN ADAMS Client PO A POWERFORCE 4410 Classification 1 Grade 1 F Time Overides and replaces all classifications Bole Type 50 El Overides and replaces all role types Special Allowance Description O EAL Meal Allowance 7 5000 aaa E Fields to Note Overrides and Check this box to force
87. oooooooocnnnnnnnnnnnnnnnnnncnos 104 Payments outstanding santana 102 DAY COU ARS 102 superannuation cccccccnnnnnnnnnnnnnnnnann nono 102 Payroll POP ON US ten de on dates 104 R DORS des erietosica 109 SET en a ne 106 o S TEE 99 tax SOS eme 103 WAX Te DOS escenico 103 tax t0 De DA 103 Pay run Re DOS a 108 LA 022 10 PRET ET 108 A 38 Phone numbers 29 o A 38 PO en S 39 Rp Refresh the UN naaa 2 128 Refreshing the User 3 S a 5 Schedule allocate to 78 IS AUIS rta 77 Ole ee 79 employee template 82 BEDOT a cnet sdenete 74 remove employees 88 PP en ee dc 79 Scheduling Group 36 o RS AA 6 search phrase A 6 a 2 Set Inactive ccccscscccesccneseccessccessceserees 5 Shift allocations 76 Site coverage level 67 staff classification 68 nicas 38 e LOS Se 5 Street address 29 A 10 N A o IE AEEA er ee 5 SCD 93 LM EAEE EEE 36 Tentative shifts cscccssscsesecceveseesses 79 Termination Pay cccccccccccccccccecceeceeees 98 Training rennes 30 37 38 II A 5 E Y A 5 A 5 W warning MESSAL S arsino aa 7 VIS id 8 129
88. ork preferences or restrictions Add Employee Wizard To create an employee select Wizards in the lower part of the left navigator view From the choices available on the right click Add Employee Add Employee Wizard Add Employee Wizard Specify the company or entity that will employ this person Indicate how you want to assign number to this person f Manually Assign Number Auto Assign Number Do vou want to setup Payroll Information at this time Gives ella Do ou wish to set up Superannuation Information at this tine f No Ment Cancel an asterisk are REQUIRED Fields Back nom Fields to Note 15 PowerForce User Manual Fields to Note Company or Select the name of the organisation that will Entity be used to pay the employee your Company The value will default to the current company Manually Assign Check this option to enter your own Number employee number If not checked the system will assign an employee number automatically Setup Payroll At the end of the wizard an additional 2 windows will be displayed prompting you for information about Pay Cycles Account codes and Tax file information for the employee Setup At the end of the wizard an additional Superannuation window will allow you to setup company and employee superannuation payment details Complete the fields and click the button to continue completing the wizard Enter in The persons Details
89. ormation can then be set as a requirement or restriction when using the Optimised Schedule Double click in the code field to display available codes then tab to Criteria to enter the value Code Description ST Criteria SC Height 168 Language English Transfer Employee This window allows you to generate new employee records for a new company based on the records of an existing company Note This process will generate new employee numbers so new rosters using the new number will have to be created Transfer Employee Transter From Company ORY Transfer To Company PWRTAN M Include Terminated Employees M Include Inactive Employees W Set New Employment Date New Employment Date n 2072003 i Terminate Employees in Source Company Termination Date a 0122003 i Cary Over Leave Accruals Accrual Date hr 0142003 Restore Process Cancel Exit 39 PowerForce User Manual Fields to Note Include Terminated Check this box to move employees that Employees have been terminated as well as current employees to the new company Include Inactive Check this box to move employees that Employees have been flagged Inactive as well as current employees to the new company Set New Check this box to reset the employment Employment Date date to the date specified Terminate Check this box to change immediately Employees in from one company to the other If you Source Company will be
90. ost Centre Override Charge Debtor This field allows you to select a parent debtor to be charged for a specific Charge Rate For example a parent client might pay for alarm monitoring for all it s child clients but leave other guarding task to be paid by each individual client In this example the alarm monitoring charge would have an Override Charge Code Override Charge Debtor O Repetitive Amortised Rate This is a value calculated by hand to be your Per Hour rate based on the contract you have with the client This rate is used in the rostering and is not the value that appears on your invoice Note The Effective Rate from the Updates Edit Rates section of the window is the value that will appear on the invoice Repetitive Amortised Rate 25 00 Update Edit Rates This section of the window must be completed for Repetitive Casual and Response charges Click the 2 button to create a new row in the Effective Rates and Dates table and then complete this section of the 61 PowerForce User Manual 62 window Complete the section then click the _ Update button to transfer the data to the Effective Rates and Dates table To remove a row from the table select the row and then click the MEE on Once all the rates have been set click the Apply button in the lower right of the window Update Edit Rates Date and Rate are Required for ALL
91. oyees Delete Save Clear Exit Termination Pay Enter an employee and the Termination Pay wizard will start automatically Once you have answer all the questions you will be returned to the Termination Pay window If an employee has already been terminated the window will display details of the termination pay Note Prior to a termination pay you must set the employee to terminated see Employment Tab on page 30 Additionally you must calculate entitlements this is an administration task and is described in the Administration Manual 98 Payroll Termination Pay E E Employee PR 002 ANTHONY ADAMS Employment Date 07 JAN 2002 Payrun Termination Date E JUL 003 RESIGNED Earnings ETF Eamings Deductions ENE Code Description Hours Rate Amount Tax Type Tag GL EB4 General Leave EBA 31 76 12 68 24 H Mormal Hours 40 00 12 68 a07 20 31 50 L Termination Unse 2896978 12 6800 Grozz T Deductions ax Earnings 3445 92 11 59 77 00 Save Delete Met Delete ETP 418 44 112 55 3286 1 z Clear Exit Fields of Note Earnings Normal earnings calculated by the system every Tab pay run These rows may be deleted if not paid as part of termination ETP Eligible Termination Payments any special Earnings payments associated with termination that are not earning Deductions Deductions based on current Payroll and Equipment Register
92. pt 1t 1s broken down by period Copy Charge Rates This window allows you to copy Charge Rates from one client to one or more other clients Select Source Client copy from then click E _ Select Rates to select the Rates to copy and click ale _Select Clients to pick the clients Copy Charge Rates From lt POWERFORCE WA10 gt 2 O Source Client POW a Select Rates Date Rate Effective 1104 2003 Select Clients Rate Code Effective Date RateType Pate PGRD 07 02 2003 Client List Report Lists a client s contact details 70 Clientele Client Contact Details Company ATAN Client POCA Cliente created since f Detail 0C Name C Summary f Code Include Inactive Report Exit Financial Report This window creates a financial analysis or earnings report for the selected company for the selected period Report Build Financial Details Si E Company ATAN Period P 0307 Summary Report Output Format Report CO Printer Ob Senses Ce f Analysis si ES f Earnings f File Only Sales fe Met f Gross Inc Tax Print Exit Client Master Charge Report This window creates client Rates or Contact Details report 71 PowerForce User Manual Client Master Reports Selection Options PWRTRN Client POW CR Include Inactive Clients Company Report Output Format Printer f HTML PDF
93. rd Schedule window Booking Window This window is called from the Scheduling Workbench and is primarily used to assign hours to a shift and attach other relevant details Editing Booking for WILLIAM ADAMS At POWERFORCE WA10 times Comments Pa Memo Order Costs Allowances Tasks Normal Day x Book Stat 05 03 2002 08 00 C Charge on booktime Fionna f Charge on Post Time eo Da Bock End 05 03 2002 16 00 W Tentative Split Shift d f Afternoon Post Stat 95 03 2002 08 00 Queue O T Authorised p Night Post End 05 03 2002 16 00 Close Shift ExtendBase Rotating 108 00 16 00 DAY S DAYS SG Ok Cancel Standard Shits Role Types Link to Client Note This is the bottom of the window and does not change as different Tabs are selected The list boxes allows the shift to be linked to the Client Site Schedule The drop down boxes will display shift details from the un allocated shifts in the resource allocation When saved the shift will appear for the employee and be removed from the un allocated shifts p8 00 16 00 Day s DAY S EG Times Tab The time tab allows hours to be Booked and Posted for the shift Booked hours are for scheduling the employee onto a shift Posted are the hours the employee worked 80 Scheduling Book Start 5 03 2002 Y pe00 o Book End 5703 2002 ECS Past Start 5703 2002 y 8 00 PostEnd 0503200 16
94. rs f Charge from Response Time f Charge trom Onsite Time f Use Company Default 55 PowerForce User Manual Fields to Note Split invoice on Check this box to generate separate invoice order No for each order No Reference No Consolidate Check this box to have the parent client Group Invoices billed and not this client Oncharge Check this box to bill the client for overtime overtime For this option to bill the client you must also have Automatic Invoicing checked Invoice M Click the _ Invoice No button to display the invoice sequence control for the client Client Batch Sequence Controls ig JE Selection Range Ek Start Range End Range POW AA 3999 Category Prefix Nest Issue INVOICE fui E LU Relssues Zero Fil 3 Detail Options Detail Options Split Lines by Time Bands f Detailed C Summary i Include Customer Instructions into Bill Address Details W Show Rate Type Fields to Note Split Lines by Check this box to show an invoice line for Time Bands each shift in a day Detailed Select the appropriate option to receive Summary details or a summary printed on the invoice 56 Clientele Fields to Note Include This option is used when a client has been customer setup as Cash Sales Checking the box will instructions into cause the data in the Customer Instructions bill address field of the Scheduling Booking Window de
95. s y a Po Date and Rate are Required for 4LL Types Effective Date 01 APR 2003 y Effective Rates and Dates imed Rate 01 APR 2003 5000 0000 6 6958 Effective Rate 5000 0000 Fate PONumber Purchase Order Text P D Purchase Order B 6958 Add Update Delete Band His x1 0 Rate Hrsx1 5 Rate Hsx20 Rate Hss25 Rate Hisx3 0 Rate z Charge Codes r Charge Code Alarm Response No GST Use the above Description On Invoices Use the above By default the description associated with Description On the code will be printed on the invoice Invoices Check this box to use the description shown in the field Users may edit the description Rebates and Discounts Currently disabled Rebates and Discounts 7 Rate Types The section of the window allows you to select the type of charge rate Rate Type Flat Rate C Span Rate Timed Rate Fields to Note Clientele Fields to Note Flat If checked you must complete the Update Edit Rate Rates section Span If checked you must complete the Update Edit Rate Rates section and the Spanned Rates section Time If checked you must complete the Update Edit Rate Rates section and the Time Rates section General Ledger Details This section of the window allows you to select values to be used with the General Ledger General Ledger Details GL Account C
96. s then entered in the field to the right Scheduling Select the code for the type of guard to be used on Group this shift For example it make be more cost effective to use Enterprise Agreement employees on a shift by selecting the code for Enterprise Agreement employees in the Scheduling Group field only Enterprise Agreement employees will be rostered by the Optimised Scheduler Required and Breaks This section of the Times tab is used to indicate the number of employees required per day per shift type the length of the break if allowed and whether it is a paid break Required Break US Sun NN Pay Break g Mon 00 30 Pay Break ze 4 Tue 00 30 7 Pay Break 2 lt Wed 00 30 W Pay Break Thu 00 20 fr Pay Break e ri 00 30 M Pay Bret E Sal Po Pay Break Costs Tab This tab is used to calculate the costs of providing a service to a client In the top window there is a list of all the shifts for this client Immediately below this are totals for shifts employees hours costs etc Clientele Client Site Schedule POW WA lt POWERFORCE WA10 gt lt PWA gt Seles Start End Hous ShortCode Mame f Poe Effective vaid I El 08 00 8 00 HI NIGHTS security Guard 04 02 7200 1600 800 D rs JAYS Security Guard 04 02 200 00 00 a00 AFT AFTERNOONS i 240 00 240 00 3253 65 5916 00 2662 35 45 00 Times Costs Specs Wi arnirig 215 55 215 53 215 53 21
97. s window displays the employee s superannuation payments Period Date Paid Gross Salam Super Salam Super Paid EE Employee Contributi 2002 38 00 TO Total 25 00 Operational Details This window is used to access the employee s day to day working details assign a photo check employee s availability to work and also set an employee to be active or inactive 34 Biographical Employee Operations lt Active Seles Employee First name Middle name Surname PrYR 029 JOHN QUINCY ADAMS Preferred name Position Cost Centre Payroll Company QUINCE ENTERPRISE GUARD POWERFORCE Address 23 America Drive Employment Date Termination date Jos MAY 2003 JP y Birth date Review date Suburb BURWOOD E APF 2002 Gallery Post State NSW un 2134 Next of Kin Specs Exclusions History Personal Education Preference Profile Phone L Relatives name Contat Relationship Save Gwen Adams AB96 2587 Exit Set Inactive Ay atlability Preference Availability Button Click this button to display a 12 month planner for the employee For more information see Employee Availability on page 22 Preference Button Set the employee s preferences to be used by the Optimised Scheduler Add new category lines by clicking the Add button and then completing the fields below the table Once complete save the entry and it will appear in the table 3
98. setting up the new company while still running the old company do not check this box Employee Master File Reports This window provides reports based on an employee s details Select the Company Year Employee if required Report and Print the employee type Click af u to run the report Employee Reports Seles Report Selection Employee Selection Company Masterfile Single f Letter of Service Active f Standard Deductions f Inactive 0 Terminated Year Employee Output Format f Pinter of Screen C Emal File Only fe aaa Licenses Register Report This window allows you to report on licenses and license expiry Select a company and then complete the other fields to restrict the data in the report Check the box to include terminated and inactive employees and or sub contractors 40 Biographical License Expiry Reporting Item AE License Report Company PwRTRN License No From Date My 2072003 Employee Ho To Date E 02003 W Include Terminated Inactive Employees License Type M Include Sub Contractors Output Format Printer pe TiL f Screen PUF C Email File Only Employee Skills Report Select the company to be used for the report If Skill Education Code or Employee are selected the report will be restricted to the selected values Employee Skills Reports E EE Choose By Employee OF Skill OR Both Exception Report Comp
99. setup for administrative purposes such as rostering holidays or paying administrative staff Client Select Casual for clients charged by the hour or Type Repetitive for clients on fixed charge 45 PowerForce User Manual Fields to Note Company Select which of your companies service this Debtor client Complete the fields and click the button to continue completing the wizard Add Client Invoicing Casual invoicing ye Select pour credit terms 0 Automatic invoicing le Consolidate Invoices lo Fix Rates 31 21222005 Oncharge overtime Include customer Instructions into bill address details y W Show rate types wr Detailed Summary SEEN Fields to Note Consolidate Check this box to have the parent client Invoices billed and not this client child Fix Rates This is informational only Check this box to indicate this fixed rate is only applicable until the date indicated Split invoice on Check this box to generate separate invoice order No for each order number reference number Automatic Check this box to automatically invoice any Invoicing hours above standard hours for a repetitive client Oncharge Check this box to bill the client for overtime overtime For this option to bill the client you must also have Automatic Invoicing checked 46 Clientele Fields to Note Include This option is used when a client has been customer setup
100. t Category CBD Central Business Distric Address Review Date El 2122003 No Breaks Brief Required 1 Admin Site Contact Exclusions History Incidents Levels Profile Rates Name Phone Ex ress Save Martin Drenovac 0E 9635 5922 HA 5 Perth Road Set Inactive Insurance Clear dui Exit Notes Button Click ala the _ Mates button to display a client notes entry window 64 Clientele Client Diary lt POW WA gt POWERFORCE WA10 Sele Set fective Date Valid Date CreatedBy Change of Keps Subject Notes Change of Keys 01 0572003 15 05 2003 PC A a Effective 05 2003 Date The fire star keys will be temp be changed for two weeks while new locks Valid To 1 5052005 ui are set up These notes will be automatically displayed as a warning in the Scheduling Workbench if the client is referenced during date range specified Insurance Button Click oo the Insurance button to display the client s insurance contact information and details Contacts Tab Contact details for the client s insurer Insurance Controls POWERFORCE WA10 Insurance Company Reference POWER INSURANCE POWIN S Contacts Options Address Contact 20 Charles Street Alan Shore Parramatta Novi 2124 Phone 02 9635 1245 E Email Options Email Address alans poWwernnsurance com au P fe Automatic oe reconds 2powennnsurance co
101. t Report Output General Ledger f Printer Invoice Summary f Screen Services Summary by Date SL Services Summary by Role Costings F File On Services Summary by Role Type DEA Sort By Style Format fe Invoice Order le Service f Customer Order f Activity 118 Task Manager Task Manager Overview The Task Manager is an automated reminder system of regular business management events It allows tasks to be assigned to specific users and for the forwarding of tasks from one user to another User Setup The Task tab on the User window contains a list of tasks that the user will be reminded of as they login to the system Once opened these tasks can be forwarded on to other users Receive Tasks Select All Tasks EJ New Employees EJ New Incidents EJ Employee review E Scheduling Exceptions EJ Birthdates E Scheduling Requests Cl Anniversaries E Scheduling Generation E Licenses E Master Shift Expiry E Leave Requests EJ New Response Sites E New Clients Ex Current Tasks E Reviews E Create Miscellaneous Tasks Ex Cancellations Ex Contract Expiry EJ Fixed Rate Expiry Navigator If Task Manager is double clicked the display will expand to show tasks sections within Task Manager 119 PowerForce User Manual 120 Ca OH S Ca Operations a Ca Para Quotations Scheduling Service Billing ale ubcontractors vin ne k Managemen sk Biographical Cal Clients Cal Forwarded Tasks
102. tails to be printed in the address field of the invoice This allows one off invoices to be created without creating new clients for each invoice If this option is used Split Invoices on Order No must be also checked Response Invoice Option This part of the invoice tab refers to invoices generated out of the Response Operations module Response Invoicing Options fe With Docket Date f Without Docket Date Automatically Create Invoice Statement Options Invoice Statement Options f Use System Defaults C Show Invoice Balances f Do not show balances Contacts Tab The contacts tab lists all the points of contact for a client Services Tab This window lists the services to be rostered for this client To add services see Client Work Schedules on page 48 W Enable Responses fv Enable Rostering Scheduling Sequence 9 00 AFTERNOONS 04 02 2002 9 00 D s 04 02 2002 9 00 NIGHTS 04 02 2002 Note To enable responses or rostering their corresponding check boxes must be checked Fields to Note 57 PowerForce User Manual Fields to Note Scheduling This field is used to sequence the order in which Sequence the Optimised Scheduler processes clients The field is processed in alphabetical sequence For example AA would come before AB As numbers may also be used the sequence order is 0 1 2 3 4 5 6 7 8 9 A B C D etc This means that A comes before
103. te Schedule window on page 88 This feature is ideal for maintaining low maintenance repeating schedules Optimised Scheduling Not available in PowerForce Lite This module is used once you have defined your client s service requirements and your employee s specifications The system can then generate a schedule for the specified time period based on your priorities to fill the requirements Note This is a more advanced tool and all requirements must be completely defined to use Optimised Scheduling effectively Time Scheduling Workbench The scheduling workbench is used to create schedules from scratch by adding employees and assigning times or by building from supplied schedule information This data comes from the Client Work Schedules window on page 48 The workbench may also be used to edit schedules that have already been created This is the only method of confirming shifts or making changes such as sick leave for an employee Single Shift Rotation 74 Scheduling Workbench Window Layout scheduling Workbench Site Location p OA Nak aL Period 7bays efi view El uz Powerforce Wall Rotation Start M End ff p Comment oe a Lithgow wiliam POW wi PWA Book fogon 2359 Available O wend 770272002 y 25 PERTH ROAD Pot IM pa o F i E Book pao PWR 019 LITHGOW WILL Po 4 3 Ow Std Ti Open Notes ES Cancel Book Edit Replace Add E i EERE HEISE Un
104. tem and later as a reference tool As you are shown the various sections of the system you will also be able to reference the corresponding screens in this manual As you learn you can write additional information in the space provided at the back of the manual or make notes in the left hand margin Starting PowerForce Double click the PowerForce icon Or Click the windows Start button select Programs and click PowerForce Setting the User The term User refers to the people who will operate the PowerForce system The user may also be an employee and if so would have to be entered in the system as both an employee and a user User Login Once the application has loaded enter your personal Login Name and Password then click elo the Ok button to continue User Login Login Mare PETER Password Ok Cancel This login sets up the menu structure and parameters that will be used during this session Based upon your login a menu will now be displayed with sufficient options to perform your required tasks If the system uses multiple companies you will be asked to choose a company as the default for this session To change the company you must either change the user or refresh the user Introduction Changing the User Once logged in you can change to another user by clicking the Switch User Login New User button _7 located in the toolbar at the top right o
105. th administrator access Client History Client Code Pow 2002 YearTo Date Sales Market aa Repetitive POWERFORCE 1 0 Repetitive Revenue PA Casual 5916 00 41 60 25 PERTH ROAD Responses OO PERTH f 6000 Total 5916 00 41 60 Consolidation Transactions Scheduling Responses Statistics Catagoy Invoices Gross Tax Met Cost Magin Margin Repetitive 00 100 00 Casual 6 507 60 5391 50 5 316 00 3 818 47 2097 53 35 46 Response 00 100 00 6 507 60 591 60 5916 00 3 818 47 2 097 53 35 46 Service Length 04 02 2002 07 08 2003 Trr 6t the Fields of Note Repetitive This is the expected revenue for the year Revenue PA based on the rows displayed in the table on the Repetitive Rates tab of the Client Contracts window Consolidation This displays consolidates your income and Tab margins for the 3 types of invoicing 69 PowerForce User Manual Fields of Note Transactions This shows a period by period overview of Tab the client s invoices Double click A to drill down through the data Scheduling Tab This shows a period by period overview of the client s hours charges and margins Double click E to drill down through the data Response Tab This shows a period by period overview of the client s jobs charges and margins Double click E to drill down through the data Statistics This tab displays similar data to the Consolidation tab exce
106. ts Payroll and Billing Additional Modules 14 With the 4 key modules in place other secondary modules can leverage of the data collected to provide additional strength to the PowerForce system Accounts Receivable This allows receipting of the billing payments to be entered Equipment Register This provides a register of any equipment issued sold or hired to an employee Additionally any pay deductions are recorded in the employee module and included in a pay run Operations This is a separate module that allows for alarm or manual response situations to be recorded Invoices can then be generated through the billing system Additional staff if required are automatically rostered Task Management This module scans the system for expired licences and other designated events If found these events create a reminder task for the designated user Tasks can also be generated manually and assigned to specific users to follow up Incident Management This module records details about an accident incident Once the data is recorded it can be cross referenced to produce a variety of reports Customer Relationship Management This module is used to record interactions between your staff and your clients ensuring issues are followed up and that your clients are looked after Biographical Biographical Overview This module allows you to enter employee details training and education In addition you may set w
107. ule select the ones to delete and click the Save button M Delete Shifts Bal 0705 2003 16 00 00 00 POYWERFORCE Wal Confirming Times Button In the booking window shifts can be defined as Tentative if so each of these shifts must be confirmed in the booking window Confirm Times confirms that the employee has been notified of the shift Click E the Confirm times button to display all allocated shifts select each desired shift then click save to confirm The same button can be used to remove confirmation MM Confirm Start Times 04 03 2002 00 00 08 00 POWERFORCE 44710 E 04 03 2002 08 00 16 00 POWERFORCE 44710 E 04 03 2002 00 00 08 00 POWERFORCE 44710 0403 2002 16 00 00 00 POWERFORCE 44710 Confirm shifts Button This button works in a similar fashion to the Confirm Times except that you are confirming that the employee worked the shift If shifts are flagged as Tentative an employee will only be paid for shifts that are confirmed Confirmed shifts are changed to Bold Italic Note Remember to refresh the resource allocation display by clicking the Site tab Time Scheduling Reports Button Click this button to display the Scheduling Reports window 79 PowerForce User Manual Generating a Standard Schedule Button This button will load the Generate Standard Schedule window Maintain Standard Schedule Button This button opens the Maintain Standa

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