If you've linked PeopleXD Workforce Management to PeopleXD Payroll, but the hours worked aren't transferring for an employee, there are several factors that could be causing this.
To resolve this, check each of the following in order.
Hours aren’t signed off
In order for the timesheets to successfully transfer to PeopleXD Payroll, you need to sign the hours off. We recommend you double-check that the hours are signed off.
Employee paid in advance
If you paid the employee in advance, for example, for a company shutdown, there will be no timesheets for the current period.
When you next generate timesheets, any outstanding hours, such as overtime, will transfer to PeopleXD Payroll.
Employee marked as Non Generate Timesheets
If the employee is marked as Non Generate Timesheets, follow the steps below.
From the dashboard menu, click WFM Admin Dashboard.
Next to the relevant employee, click the three-dot menu.
Click View then click Work Group Override.
Next to Non Generate Timesheets, click the three-dot menu.
Click Edit Override then turn on the Non Generate Timesheets toggle.
Click OK.
Pay code is configured as Group Non Payroll
If the pay code is set as a Group Non Payroll code, follow the steps below.
Click CoreTime, then click System Params.
Click Ref D-J, then select Group Non Payroll Codes.
Click Group Non Payroll Code Details, then click Next.
Remove the pay code in question, then click Save.
Employee’s work group not set to generate timesheets
To enable timesheet generation for the employee’s work group:
From the dashboard menu, click WFM Admin Dashboard.
Click WFM Configuration, then Work Groups.
Next to the relevant Work Group, click the three-dot menu.
Click View/Edit Work Group then turn on the Generate Timesheets toggle.
Click Save.
Work group wasn't included when generating timesheets in test mode
To ensure the timesheets transfer successfully, you need to ensure you include the employee's work group in both the To and From work group ranges when you generate timesheets in test mode.
The employee isn't set up in CorePay
The employee needs to exist in CorePay for the transfer to work. If they aren't already, set them up in CorePay, then re-run Generate Timesheets.
Hours processed for a different payroll period
You may have accidentally processed the hours against a different payroll period. If this is the case, to roll the period back, follow the steps below.
Click CoreTime, then select System Params.
Click Calendars, then System Calendars.
Search by Company Code, then click User Defined Periods.
Search by Calendar Code, then clear the check box for the affected period.
Click Save.
The employee doesn’t have a shift assigned
In order for the transfer to work, the timesheet needs to have an associated work pattern or shift, even if you've signed off the hours.
To resolve this, you need to remove the existing hours, assign a work pattern or shift, then re-enter and sign off the hours.