Classic Vista Payroll Delivery Enhancement Project (PDEP)

Transcription

1 Classic Vista Payroll Delivery Enhancement Project (PDEP) Table of Contents Overview... 2 Prerequisites... 2 Setting Up VPO Payroll Login... 3 Viewing and Printing Payroll Package Reports... 4 Creating a PDF of Payroll Package Reports... 6 Viewing and Printing Payroll Edits... 7 Printing Payroll Checks Location Check Print (if applicable)... 8 Reprinting Payroll Checks Obtaining a Passcode to Reprint Checks Reprinting Checks Check Copies Downloading a Payroll Data Package (Invoices) Printing a Payroll Package for Invoices Created Prior to the New Payroll Delivery Enhancement Project Updated July 2014

2 Payroll Delivery Enhancement Project (PDEP) Page 2 of 20 Classic Vista Payroll Delivery Enhancement Project (PDEP) Overview The new Payroll Delivery Enhancement Project (PDEP) will allow you to view and print the payroll reports or print LCP checks prior to downloading the payroll package into Vista. The new payroll process is broken up into separate procedures that are independent of each other and can be performed in any order preferred. Viewing and Printing Payroll Package Reports Viewing and Print Payroll Edits Printing Payroll Checks Location Check Print Reprinting Payroll Checks LCP Passcode Requirements Check Copies Downloading a Payroll Data Package (Invoices) Printing a Payroll Package for Invoices Created Prior to the New Payroll Delivery Enhancement Project Prerequisites You will need a VPO username and password. If you do not have one, please contact your Data Custodian or the Entertainment Partners Client Services Department. You will need payroll access in VPO for the Vista show for which you are trying to access payroll. Your VPO Login information will first need to be accurately setup under Vista > Setup > VPO Interface in order to be able to process payroll.

3 Payroll Delivery Enhancement Project (PDEP) Page 3 of 20 Setting up VPO Payroll Login If you do not have a VPO username and password, please contact your Data Custodian or the Entertainment Partners Client Services Department. You will also need to have payroll access in VPO for the Vista show for which you are trying to access payroll. 1. From the Vista Menu, go to Setup > VPO Interface. 2. The VPO Interface screen will appear. Add your VPO User Name and Password. Press Enter on your keyboard to save the entry. 3. The following screen will appear. Click OK.

4 Payroll Delivery Enhancement Project (PDEP) Page 4 of 20 Viewing and Printing Payroll Package Reports 1. From the Vista Menu, go to P/R > Payroll Reporting > Payroll Package Print. The Invoice Report Print module shown below will open. 2. In the Show Report As Of field, select a week-ending date. You will need to select either the exact week-ending date or a week-ending date previous to the release date of the payroll invoice(s) you re looking for. If the week-ending date chosen takes place after the release of the invoice(s), the invoice(s) will not be listed. 3. Select your Client Number and press Find Reports.

5 Payroll Delivery Enhancement Project (PDEP) Page 5 of Under the Reports To Print section at the bottom of the screen, you will notice that all reports are selected. You can click on Print to send the job to the printer or you can click on Download Selected PDF(s) to create PDF reports. If you do not wish to print a specific report, you may deselect it before printing.

6 Payroll Delivery Enhancement Project (PDEP) Page 6 of 20 Creating a PDF of the Reports 1. Press the Download Selected PDF(s) button at the bottom of the screen. You will receive a message that the Reports have been saved to the following directory: \EXPORT. 2. To move the report to your computer, go to Start > Tools > Get From VE. After following the prompts, your reports will be found in C:Reports folder.

7 Payroll Delivery Enhancement Project (PDEP) Page 7 of 20 Viewing and Printing Payroll Edits 1. From the Vista Menu, go to P/R > Payroll Reporting > Payroll Package Print. 2. If the payroll client number is set up for Electronic Edits, selecting the Edits tab will allow the user to print the edit for the invoice. 3. In the Show Report As Of field, select a week-ending date. You will need to select either the exact week-ending date or a week-ending date previous to the release date of the payroll invoice(s) you re looking for. If the week-ending date chosen is after the invoice(s) was released, the invoice will not be listed.

8 Payroll Delivery Enhancement Project (PDEP) Page 8 of 20 Printing Payroll Checks Location Check Print (if applicable) 1. From the Vista Menu, go to P/R > Payroll Reporting > Location Check Print. 2. You will need to enter your Location Check Print PIN Number. If a PIN number has not been created, you will be prompted to create one the first time you access this module. The PIN must contain five numbers. Going forward, the system will prompt you to enter the PIN Number in order to access the Location Check Print module. 3. After creating a PIN number, the Location Check Print Screen will appear. To print checks, click on Print. All available payroll invoices will automatically display. 4. Under Invoices, select the invoice(s) you wish to print. The employee(s) check information will appear. We recommend that you print all checks at the same time. If you choose to print only certain checks from the list, printing the remaining checks later will require a passcode from EP Product Support.

9 Payroll Delivery Enhancement Project (PDEP) Page 9 of Click on the Printer drop-down option and choose the printer you would like to use. The Print Flush Page is automatically selected. You may uncheck this option if you do not wish to print flush page. Once all the information is entered, click on Print.

10 Payroll Delivery Enhancement Project (PDEP) Page 10 of 20 Reprinting Payroll Checks Obtaining a Passcode to Reprint Checks 1. For security purposes, the system requires a passcode to reprint payroll checks. EP requires that all LCP Passcode Requests must be submitted in writing from the client. 2. To obtain a passcode, please send an to support@ep.com and include the following information: Your name and phone number Reason checks need to be reprinted Invoice Number(s) Show Title Show License Number Check numbers to be reprinted (if printing all checks on the invoice, check numbers are not needed) 3. An EP Support Representative will call you back to provide you with a passcode. There is a time-sensitive security key in your system that you will be asked to read to the EP Support Representative. This security key is required in order to generate a valid passcode that can reprint your checks. 4. To expedite your request, please call after you have submitted your , and a Support Representative will assist you.

11 Payroll Delivery Enhancement Project (PDEP) Page 11 of 20 Reprinting Checks 1. From the Vista Menu, go to P/R > Payroll Reporting > Location Check Print. 2. Enter your PIN number to access the Location Check Print module. 3. Click on Reprint under Action.

12 Payroll Delivery Enhancement Project (PDEP) Page 12 of Select the invoice you wish to reprint checks for and press Print. 5. You will receive a prompt letting you know that a passcode is required to reprint checks. 6. Press Yes to display the Passcode module. 7. Click on Display Security Key.

13 Payroll Delivery Enhancement Project (PDEP) Page 13 of Call EP Product Support at to obtain the passcode. The EP Representative will ask you to read the security key and will provide you with a passcode. Enter the passcode provided by EP in the Passcode field. 9. Press OK to send the print job to your printer.

14 Payroll Delivery Enhancement Project (PDEP) Page 14 of 20 Check Copies NOTE: You will only be able to print check copies for invoices that were released as LCP. If checks were printed at EP, you will not be able to print check copies from this module. We recommend that you make copies of all checks printed at Entertainment Partners prior to mailing those checks to employees. 1. From the Vista Menu, go to P/R > Payroll Reporting > Location Check Print. 2. Enter your PIN number to access the Location Check Print module. 3. Click on Copies. 4. Click on the invoice(s) that you would like to print copies of. 5. Select the checks you would like to print copies of. By default, all available checks are selected. Deselect if necessary. 6. Click on the Printer drop-down option and choose the printer you would like to use.

15 Payroll Delivery Enhancement Project (PDEP) Page 15 of Click Print.

16 Payroll Delivery Enhancement Project (PDEP) Page 16 of 20 Downloading a Payroll Data Package (Invoices) 1. To download the payroll invoices in Vista, go to P/R > Invoice Processing > Payroll Receive. 2. Press the Get Payroll tab for a list of available invoice(s).

17 Payroll Delivery Enhancement Project (PDEP) Page 17 of Choose the invoice(s) you wish to download by clicking the box to the left of the invoice and pressing the Download button on the bottom right of the screen. 4. The following screen will appear to confirm the record has been saved. Click OK.

18 Payroll Delivery Enhancement Project (PDEP) Page 18 of Return to the Vista menu, then go to P/R > Invoice Processing > Payroll Receive. 6. In the Invoice File Location field, confirm the path is u:\download\ in lowercase. Press Enter to populate the Payroll Download File Select window. 7. Highlight the invoice(s) you wish to download. Then, click on OK to continue the process.

19 Payroll Delivery Enhancement Project (PDEP) Page 19 of The following screen will appear letting you know the record has been saved and will ask if you wish to download additional payroll invoices. To complete the download process, click on NO. If you decide to download more payroll invoices, click on Yes.

20 Payroll Delivery Enhancement Project (PDEP) Page 20 of 20 Printing a Payroll Package for Invoices Created Prior to the New Payroll Delivery Enhancement Project To process invoices created prior to the new payroll delivery project, use the Legacy menu item. 1. From the Vista menu, go to P/R > Payroll Reporting > Legacy > Payroll Package Print. 2. In the Invoice field section, enter the Payroll Invoice you would like to print and click on the Hist and Curr option. 3. You have the option to either print the entire payroll package or choose individual reports. The system will default to print all reports. Once the information has been entered, click on ENTER and the reports will be generated.