Lilly Pilly Release Upgrade Guide Version 2

Overview

Release:	Lilly Pilly ‘21
Version:	v1.144
Release Date:	29/03/2021
Packages updated:	2cloudnine Payroll v1.144 (incorporates v1.134 to v1.144) 2cloudnine Payroll Time2Pay Extension v1.89 (incorporates v1.82 to v1.89) 2cloudnine Payroll Communities Extension v1.36 (incorporates v1.32 to v1.36) 2cloudnine Payroll Base General Ledger Extension v1.48 (incorporates v1.47 to v1.48 ) 2cloudnine Payroll Australia Extension v1.47 (incorporates v1.46 to v1.47)

Important Information

This guide is intended for certified Salesforce System Administrators and/or suitably trained 2cloudnine Payroll Partners and System Administrators. Only these people should be actioning any installation, configuration items and tasks. Any configuration undertaken without 2cloudnine guidance that interferes with the performance of 2cloudnine Payroll will be addressed on a time and materials basis. Resources for these fixes cannot be guaranteed and will be allocated in the next available time slot. All packages within the release must be installed. There may be compulsory and optional configuration items and tasks that need to be completed prior to and post the installation of the packages. These will be highlighted in the below checklists with further details given within this document. The installer will be responsible for ensuring all these configuration items and tasks are completed within a reasonable timeframe of the packages being installed. Please ensure you have familiarised yourself with all the requirements PRIOR to installing the packages and ensure you have sufficient time and resources available. Failing to do so can negatively impact the user experience and stability of 2cloudnine Payroll.

Pre-Installation Checklist

The following items must be completed prior to commencing the installation and configuration of packages within this release.

	Configuration Item / Task	Requirement?
New Component Review
	Remove / rename duplicate objects	Optional
	Remove / rename duplicate tabs	Compulsory
	Remove / rename duplicate record types	Optional
	Remove / rename duplicate fields	Optional
Custom Automation Review (Workflows, Process Builders, Flows, Triggers etc)
	Deactivate / amend any required custom automation	Optional

Installation and Configuration Checklist

The following items must be completed in the listed order to install and configure the packages within this release.

	Configuration Item / Task	Requirement?
Package Installation
	Install 2cloudnine Payroll v1.144	Compulsory Update
	Install 2cloudnine Payroll Time2Pay Extension v1.89	Compulsory Update
	Install 2cloudnine Payroll Communities/Experience Extension v1.36	Compulsory Update
	Install 2cloudnine Payroll Base General Ledger Extension v1.48	Compulsory Update
	Install 2cloudnine Payroll Australia Extension v1.47	Conditionally Compulsory UpdateEmployers who extract data using SAFF Format when using 2cloudnine Payroll Australia SuperStream functionality must have the 2cloudnine Payroll Australia Extension package updated.
Pay Employee Leave in Advance
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Compulsory
	Update new fields on existing records	Compulsory
	Make the new field available in Communities/Experience	Optional
Indicate the Rate Leave Will Be Paid
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Compulsory
	Update new fields on existing records	Compulsory
	Make the new field available in Communities/Experience	Optional
Update Leave functionality in Communities/Experience
	Configure the Communities/Experience Leave tab	Optional
Configuration Item / Task	Col2	Requirement?
Define Dual Leave Loading Interpretation Rules
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Apply for Time off In Lieu Credit in Communities/Experience
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
	Make the new field available in Communities/Experience	Optional
Perform Streamlined Payee Exit Tasks
	Update page layouts	Optional
Automate Payee Allowance Records and Assignment Creation
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Define and Use of Minimum Pay Rates
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Create a new picklist value for fields	Optional
	Update new fields on existing records	Optional
Create and Allocate Work Schedules Efficiently
	Update profile/permission sets	Optional
Apply Work Schedule Information to Payroll
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Create a new picklist value for fields	Optional
Extend Minimum Rest or Break Loading Interpretation
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Compulsory
	Update new fields on existing records	Compulsory
	Populate different Pay Codes for Sundays and Public Holidays	Optional
Utilise Daily Interpretation Rules for Partial Days
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Pay Partial Allowances
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Provide Greater Detail on Pay Advice documents
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Optional
	Create a new picklist value for fields	Optional
	Update new fields on existing records	Optional
	Update the Pay Advice Detail Level on Pay Schedules	Optional
Set a Custom Pay Advice Footer
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Define a Default Pay Advice Message
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
Mark Pay Advice Templates as Active or Inactive
	Update profile/permission sets	Compulsory
	Update page layouts for new fields	Compulsory
	Update new fields on existing records	Compulsory
Consolidate Multiple Pay Advice Amounts in a Payment File
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Automatically Assign Defined Permission Sets to Community Users
	Populate the Time2pay Portal Permission Sets Configuration custom setting	Optional
Customised Invoice Grouping
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Create a new Picklist Value for fields	Optional
Include Expense Receipts/Evidences as Attachments with Invoice emails
	Update profile/permission sets	Optional
	Update page layouts for new fields	Optional
	Update new fields on existing records	Optional
Make Funding Requirement Mandatory
	Turn on functionality via custom setting	Optional
Adhere to SuperStream Requirements
	Check and update data on existing records	Compulsory
Customise Community/Experience Terminology
	Override/translate custom labels	Optional

Installation Links

The installation of the following packages must be completed as part of the Lilly Pilly ‘21 release upgrade

Package	Version	Install Link
2cloudnine Payroll	1.144 Update	https://login.salesforce.com/packaging/installPac kage.apexp?p0=04t6F000004HC8N
2cloudnine Payroll Time2Pay Extension	1.89 Update	https://login.salesforce.com/packaging/installPac kage.apexp?p0=04t0o000003bS68
2cloudnine Payroll Communities/Experience Extension	1.36 Update	https://login.salesforce.com/packaging/installPac kage.apexp?p0=04t2v0000079C8B
2cloudnine Payroll Base General Ledger Extension	1.48 Update	https://login.salesforce.com/packaging/installPac kage.apexp?p0=04t2v000007X8Ah&isdtp=p1
2cloudnine Payroll Australia Extension	V1.47 New	https://login.salesforce.com/packaging/installPac kage.apexp?p0=04t6F000000chLg

Pre-Installation Items

New Component Review

The Lilly Pilly ‘21 Release contains a number of new components including Objects, Fields and Tabs. A review of the list of components introduced should be conducted to check for duplicates to existing custom components. In some instances, where duplicates exist, the installation/upgrade of the package will not be permitted. The creation of duplicate tabs is an example of this. In these instances the duplicate must be removed prior to attempting to install. This could be completed through either deleting the custom component or, where possible, renaming the Name/API Name of the component. In other instances, the package installation/upgrade will be permitted however the duplicates could cause user confusion and/or custom automation clashes within the org. In these instances, although it is optional, it is highly recommended to delete/rename the component. A list of the new components that should be reviewed are outlined on Appendix 1

Custom Automation Review

This release includes new functionality and improvements which may perform duplicate tasks to those configured as custom automations (workflows, process builders, flows, triggers etc) in the organisation. A review of existing custom automation against the functionality outlined on the Release Notes should be completed. Where duplication is identified, it is highly suggested that the custom automation be deactivated or amended. This will assist in preventing processing lag and data corruption as well as prevent things such as notification emails being sent out a number of times.

Configuration Items

Pay Employee Leave In Advance

The functionality to allow leave to be paid in advance is optional, however there is required configuration that must be completed regardless of if the function is used. The below configuration steps should be completed:

Update profile/permission sets (Compulsory)
Update page layouts for new fields (Compulsory)
Update new fields on existing records (Compulsory)
Make the new field available in Communities/Experience (Optional)

Update Profile/Permission Sets (Compulsory)

The below fields have had read/edit access added to the following permission sets provided with the package. Where these are in use, the permissions required will be automatically provisioned:

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 2 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Compulsory)

This requirement needs to be completed regardless of if the option to use the functionality is taken.

The update of Community/Experience page layouts is outlined in the Make the New Field Available in Communities/Experienc e section below.

Go to Setup > Object Manager
Select Leave Rule (tc9_pr__Leave_Rule__c) > Page Layouts
Select a page layout that is used for Leave Rule record type
Add the following fields to the layout
- Allow Pay In Advance (tc9_pr__Allow_Pay_in_Advance__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Leave Rule object
Return to the Object Manager
Select Payee Leave Event (tc9_pr__Payee_Leave_Event__c) > Page Layouts
Select a page layout that is used for the Leave Take record type
Add the following fields to the layout
- Pay In Advance (tc9_pr__Pay_in_Advance__c)
- Advance Pay Start Calendar Period (tc9_pr__Advance_Pay_Start_Calendar_Period__c)
- Advance Pay End Calendar Period (tc9_pr__Advance_Pay_End_Calendar_Period__c)
- Advance Pay Payment Calendar Period (tc9_pr__Advance_Pay_Payment_Calendar_Period__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Leave Take record type

Update New Fields on Existing Records (Compulsory)

To prevent validation errors while processing leave requests and payroll, the new Allow Pay In Advance field (tc9_pr__Allow_Pay_in_Advance__c) must be populated on all current leave rules. To update the field the following steps should be followed:

Run Script 1 defined below through dev console to automatically populate the Allow Pay in Advance field on all Leave Rules with the value of ‘No’
Manually edit any Leave Rules that require different values than those set by the script```apex

//Payroll post-install script for Lilly Pilly 2021 Release - Leave Rules - Allow Pay In Advance
List<tc9_pr__Override_TC9P_Validation__c> overrides = [Select Id, tc9_pr__OV_Leave_Rule__c from
tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override1 : overrides){
override1.tc9_pr__OV_Leave_Rule__c = true;
}
update overrides;
List<tc9_pr__Leave_Rule__c> rules = [Select Id, tc9_pr__Allow_Pay_in_Advance__c from
tc9_pr__Leave_Rule__c];
for(tc9_pr__Leave_Rule__c rule : rules){
if(rule.tc9_pr__Allow_Pay_in_Advance__c == null){
rule.tc9_pr__Allow_Pay_in_Advance__c = 'No';}
}
update rules;
List<tc9_pr__Override_TC9P_Validation__c> overrides2 = [Select Id, tc9_pr__OV_Leave_Rule__c from
tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override2 : overrides2){
override2.tc9_pr__OV_Leave_Rule__c = false;
}
update overrides2;

Make the New Field Available in Communities/Experience (Optional)

This requirement only needs to be completed if the option to make the functionality available for employee/approver use within Communities/Experience is taken. If not, this item can be skipped. By default, this field is included on both the Employee Community Permission Set and the Approver User Permission Set. Provided these permission sets are applied to the employee Community/Experience users and the approver Community/Experience guest users respectively, the correct permissions to enable the fields use will be automatically provisioned. If the packaged permission sets are not used within the organisation, the access outlined in Appendix 3 must be made available for use either via profiles or custom permission sets.

Indicate the Rate that Leave Will Be Paid

The functionality to allow users to indicate the rate at which leave will be paid is optional, however there is required configuration that must be completed regardless of if the function is used. The below configuration steps should be completed:

Update profile/permission sets (Compulsory)
Update page layouts for new fields (Compulsory)
Update new fields on existing records (Compulsory)
Make the new field available in Communities/Experience (Optional)

Update Profile/Permission Sets (Compulsory)

The below detailed fields have had read/edit access added to the following permission sets provided with the package. Where these are in use, the permissions required will be automatically provisioned.

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 4 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Compulsory)

This requirement needs to be completed regardless of if the option to use the functionality is taken.

The update of Community/Experience page layouts is outlined in the Make the New Field Available in Communities/Experienc e section below.

Go to Setup > Object Manager
Select Leave Rule (tc9_pr__Leave Rule__c) > Page Layouts
Select a page layout that is used for any Leave Rule record type
Add the following field to the layout
- Available Pay Rates (tc9_pr__Available_Pay_Rates__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Leave Rule object
Return to the Object Manager
Select Payee Leave Event (tc9_pr__Payee_Leave_Event__c) > Page Layouts
Select a page layout that is used for any Leave Take record type
Add the following field to the layout
- Selected Pay Rate (tc9_pr__Selected_Pay_Rate__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Leave Take record type
Return to the Object Manager
Select Pay Advice Line (tc9_pr__Pay_Advice_Line__c) > Page Layouts
Select a page layout that is used for any Pay Advice Line record type
Add the following fields to the layout
- Leave Rate Multiplier (tc9_pr__Leave_Rate_Multiplier__c)
Click Save
Repeat steps 15 to 17 for all page layouts that are used for the Leave Take record type
Return to the Object Manager
Select Pay Transaction (tc9_pr__Pay_Transaction__c) > Page Layouts
Select a page layout that is used for the Payment record type
Add the following fields to the layout
- Leave Rate Multiplier (tc9_pr__Leave_Rate_Multiplier__c)
- Quantity by Leave Multiplier (tc9_pr__Quantity_by_Leave_Multiplier__c)
Click Save
Repeat steps 21 to 23 for all page layouts that are used for the Leave Take record type

Update New Fields on Existing Records (Compulsory)

To prevent validation errors while processing leave requests and payroll, the new Available Pay Rates field (tc9_pr__Available_Pay_Rates__c ) must be populated on all the current Leave Rules. To update the fields the following steps should be followed:

Run Script 1 defined below through dev console to automatically populate the Available Pay Rates field on all Leave Rules with the value of “Standard Pay”
Manually edit any Leave Rules that require different values than those set by the script
Run Script 2 defined below through dev console to automatically populate the Selected Pay Rate field on all Leave Take Payee Leave Event records, that do not have the field populated, with the value of “Standard Pay”
Manually edit any Payee Leave Events that require different values than those set by the script

Script 1

//Payroll post-install script for Lilly Pilly 2021 Release - Leave Rules - Available Pay Rates
List<tc9_pr__Override_TC9P_Validation__c> overrides = [Select Id, tc9_pr__OV_Leave_Rule__c from
tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override1 : overrides){
override1.tc9_pr__OV_Leave_Rule__c = true;
}
update overrides;
List<tc9_pr__Leave_Rule__c> rules = [Select Id, tc9_pr__Available_Pay_Rates__c from
tc9_pr__Leave_Rule__c];
for(tc9_pr__Leave_Rule__c rule : rules){
if(rule.tc9_pr__Available_Pay_Rates__c == null){
rule.tc9_pr__Available_Pay_Rates__c = 'Standard Pay';}
}
update rules;
List<tc9_pr__Override_TC9P_Validation__c> overrides2 = [Select Id, tc9_pr__OV_Leave_Rule__c from
tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override2 : overrides2){
override2.tc9_pr__OV_Leave_Rule__c = false;
}
update overrides2;

Script 2

//Payroll post-install script for Lilly Pilly 2021 Release - Payee Leave Event - blank Selected Pay Rate
List<tc9_pr__Override_TC9P_Validation__c> overrides = [Select Id, tc9_pr__OV_Payee_Leave_Event__c
from tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override1 : overrides){
override1.tc9_pr__OV_Payee_Leave_Event__c = true;
}
update overrides;
List<tc9_pr__Payee_Leave_Event__c> events = [Select Id, tc9_pr__Selected_Pay_Rate__c,
tc9_pr__Processing_Status__c from tc9_pr__Payee_Leave_Event__c where
tc9_pr__Selected_Pay_Rate__c = null and RecordType.DeveloperName = 'Leave_Take'];
for(tc9_pr__Payee_Leave_Event__c event : events){
event.tc9_pr__Selected_Pay_Rate__c = 'Standard Pay';
}
update events;
List<tc9_pr__Override_TC9P_Validation__c> overrides2 = [Select Id, tc9_pr__OV_Payee_Leave_Event__c
from tc9_pr__Override_TC9P_Validation__c];
for(tc9_pr__Override_TC9P_Validation__c override2 : overrides2){
override2.tc9_pr__OV_Payee_Leave_Event__c = false;
}
update overrides2;

Make the New Field Available in Communities/Experience (Optional)

This requirement only needs to be completed if the option to make the functionality available for employee/approver use within Communities/Experience is taken. If not, this item can be skipped. By default, this field is included on both the Employee Community Permission Set and the Approver User Permission Set. Provided these permission sets are applied to the employee Community/Experience users and the approver Community/Experience guest users respectively, the correct permissions to enable the fields use will be automatically provisioned. If the packaged permission sets are not used within the organisation, the access outlined in Appendix 5 must be made available for use either via profiles or custom permission sets.

Update Leave Functionality In Communities/Experience

The functionality to turn Leave sub-tabs on and off within the Employee Community/Experience is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped. The below configuration steps should be completed if the functionality is required:

Configure the Communities/Experience Leave tab (Optional)

By default, if this item is skipped, all Leave sub-tabs are turned on.

Configure the Communities/Experience Leave Tab (Optional)

Go to Setup > Feature Settings > Digital Experiences > All Sites
Locate the Employee Community/Experience within the All Sites list shown and click on the Builder link alongside it
Use the Pages drop down to navigate to the page where the Community holds the Emp_Comm_Leave component
Click on the Emp_Comm_Leave component. The Emp Comm Leave configuration window will appear.
Use the yes/no picklists within the configuration window to turn the sub-tabs on and off as required
Close the configuration window
Click the Preview button to view the page to ensure it is correct and fix any issues required
Repeat steps 5-7 for all pages where the Emp_Comm_Leave component is used (if any others)
Click the Publish button to make the changes live

Define Dual Leave Loading Interpretation Rules

The functionality to define and use dual leave loading calculations during Timesheet Interpretation is optional, however there is required configuration that must be completed regardless of if the function is used. The below configuration steps should be completed:

Update profiles/permission sets (Compulsory)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Compulsory)

The below detailed fields have had read/edit access added to the following Permission Sets provided with the package. Where these are in use, the permissions required will be automatically provisioned.

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 6 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Interpretation Rule (tc9_et__Interpretation_Rule_c) > Page Layouts
Select a page layout that is used for the Shift End Time or Shift Start Time record types
Add the following field to the layout
- Apply Dual Leave Loading (tc9_et__Apply_Dual_Leave_Loading_Calculations__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Shift End Time and Shift Start Time record types
Return to the Object Manager
Select Leave Rule (tc9_pr__Leave_Rule__c) > Page Layouts
Select a page layout that is used for any Leave Rule object
Add the following field to the layout
- Apply Dual Leave Loading (tc9_pr__Apply_Dual_Leave_Loading_Calculations__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Leave Rule object

Update New Fields on Existing Records (Optional)

By default, when the Apply Dual Leave Loading field on the Leave Rule and Interpretation Rule records is not populated, they will be treated as if the value selected is “No”. This means that data on existing interpretation rules does not need to be updated to ensure they continue to perform timesheet interpretation with the same logic. If there are existing Leave Rules and Interpretation Rules where the functionality is required, these should be edited via the Interpretation Builder..

Apply For Time Off In Lieu Credit in Communities/Experience

The functionality to allow users to submit, approve or reject leave requests for time off in lieu credits through Communities/Experience is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)
Make the new functionality available in Communities/Experience (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access If the packaged permission sets are not used within the organisation, the access outlined in Appendix 7 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Leave Rule (tc9_pr__Leave_Rule__c) > Page Layouts
Select a page layout that is used for the Time off In Lieu record type
Add the following field to the layout
- Credit Available In Portal (tc9_pr__Credit_Available_in_Portal__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for Time off In Lieu record type.

Update New Fields on Existing Records (Optional)

By default, where the value of the Credit Available In Portal field is not populated, it will be treated as if the value is “No” and therefore access to the functionality will not be granted to employees and approvers via Communities/Experience. However, if there are existing leave rules where the functionality is required, these should be edited via the standard Salesforce page..

Make the New Functionality Available in Communities/Experience (Optional)

By default, this record type is included on both the Employee Community Permission Set and the Approver User Permission Set and, provided these permission sets are applied to the Employee Community Users and the Approver Community Guest Users respectively, the correct permissions to enable the fields use will be automatically provisioned. If the packaged permission sets are not used within the organisation, the access outlined in Appendix 8 must be made available for use either via profiles or custom permission sets.

Perform Streamlined Payee Exit Tasks

The new streamlined Payee Exit functionality does not require any configuration and will become available on installation of the package. That said, there have been significant changes to the previous versions of the standard page layouts provided within the package. Below are the details of the suggested changes that could be made to the page layouts used within your organisation.

Update Page Layouts(Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Select Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c) > Page Layouts
Select a page layout that is used for the Australia record type
Add the following fields to the layout
- AU Working Holiday Maker (tc9_pr__AU_Working_Holiday_Maker__c)
- AU Death Recipient Payee (tc9_pr__AU_Death_Recipient_Payee__c)
Arrange the sections/fields within the layout as required (See Figure 1 below for the suggested format)
Click Save
Repeat steps 3-5 for all page layouts used for the Australia record type
Select a page layout that is used for the Australia Item record type
Add the following fields to the layout
- User Comments (tc9_pr__User_Comments__c)
- AU Contributes to OTE (tc9_pr__AU_Contributes_to_OTE__c)
Arrange the sections/fields within the layout as required (See Figure 2 below for the suggested format)
Click Save
Repeat steps 8-10 for all page layouts used for the Australia Item record type
Select a page layout that is used for the Australia Mapping record type
Add the following fields to the layout
- Mapping Component Type (tc9_pr__Mapping_Component_Type__c)
- Mapping Status (tc9_pr__Mapping_Status__c)
Arrange the sections/fields within the layout as required (See Figure 3 below for the suggested format)
Click Save
Repeat steps 13-15 for all page layouts used for the Australia Mapping record type
Select a page layout that is used for the Australia Results record type
Arrange the sections/fields within the layout as required (See Figure 4 for the suggested format)
Click Save
Repeat steps 18-19 for all page layouts used for the Australia record type

Screenshot from 2cloudnine Payroll v1.144 Lilly Pilly Release Upgrade Guide Version 2

Automate Payee Allowance Records and Assignment Rate Creation

The functionality to automate the creation of Payee Allowance Records and Assignment Rates is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 10 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Assignment (tc9_pr__Assignment__c) > Page Layouts
Select a page layout that is used for any Assignment record type excluding the Perm and Temp to Perm record types
Add the following fields to the layout
- Assignment Rate Template Group (tc9 pr__Assignment_Rate_Template_Group__c)
- Assignment Rate Template Group Pay Rate (tc9_et__Assignment_Rate_Template_Group_Pay_Rate__c)
- Assignment Rate Template Group Invoice Rate (tc9_et__Assignment_Rate_Template_Group_Inv_Rate__c)
- Payee Timesheet Allowance Template Group (tc9_et__Payee_Timesheet_Allowance_Template_Group__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Assignment object excluding those used for the Perm and Temp to Perm record types
Return to the Object Manager
Select Pay Code (tc9_pr__Pay_Code__c) > Page Layouts
Select a page layout that is used for the Payment or Allowance record types
Add the following field to the layout
- Invoice Rate Multiplier (tc9_et__Invoice_Rate_Multiplier__c)
Click Save
Repeat steps 8 to 11 for all page layouts that are used for the Payment and Allowance record types

Update New Fields on Existing Records (Optional)

When the Assignment Rate Template Group that is related to an Assignment has the Invoice Rate field populated, the Invoice Rate Multiplier field (tc9_et__Invoice_Rate_Multiplier__c) on the Pay Code is used to calculate default values for the Assignment Rates/Payee Allowance Records created. Existing Payment and Allowance Pay Codes should be updated to populate the Invoice Rate Multiplier otherwise, when the new records are created, the calculated Invoice Rate will be set to be the same as the Pay Rate.

Define and Use of Minimum Pay Rates

The functionality to define and use minimum pay rates is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Create a new picklist value for fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 11 must be made available for use either via profiles or custom permission sets. Note: This functionality builds on the Automate Payee Allowance Records and Assignment Rate Creation item. To function correctly, the Update Profile/Permission Sets items within that section must also be completed.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

This functionality builds on the Automate Payee Allowance Records and Assignment Rate Creation item. To function correctly, the Update Page Layouts for New Fields items within that section must also be completed. Further, the new Minimum Pay Rate object has been packaged with a standard page layout containing all required fields, so no updates are necessary in relation to this page layout.

Select Assignment (tc9_pr__Assignment_c) > Page Layouts
Select a page layout that is used for any Assignment record type excluding the Perm and Temp to Perm record types
Add the following fields to the layout
- Award Classification (tc9_et__Award_Classifiation__c)
- Award Level (tc9_et__Award_Level__c)
Click Save
Repeat steps 2 to 4 for all page layouts that are used on the Assignment object excluding those used for the Perm and Temp to Perm record types

the functionality includes the creation of 1 new Award Classifications and Levels object (tc9_et__Award_Classification_and_Levels__c) which has been packaged with a standard page layout containing all required fields. No updates are necessary in relation to this page layout.

Create a New Picklist Value for Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Objects and Fields > Picklist Value Sets
Select Pay Rate Loading Based On Picklists
Click the New button in the Values section
On the displayed page, add the new value Addition of % of Base Pay Rate
Check the “Add new picklist value sets to all record types that use this global value set” checkbox (See Figure 1)
Click Save

Update New Fields on Existing Records (Optional)

This functionality builds on the Automate Payee Allowance Records and Assignment Rate Creation item. To function correctly, the Update New Fields on Existing Records items within that section must also be completed.

Alternatively, existing Assignments can be updated to have an Award Classification and Award Level applied, however this is not essential and can be completed if/when a user assigns an Assignment Rate Template that contains minimum rates.

Create and Allocate Work Schedules Efficiently

The functionality to create and allocate work schedules is optional and is a beta version. Further updates and improvements will be included in the next release. This requirement only needs to be completed if the option to use the beta functionality is taken. If not, these items can be skipped. An updated version of these configuration steps will be included in the next release for those who wish to wait for the non-beta version. The below configuration steps should be completed if opting to trial the beta version:

Update profile/permission sets (Optional)

The functionality includes the creation of objects and record types which have all been packaged with a standard page layout containing all required fields, so no updates are necessary in respect to these page layouts.

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 11 must be made available for use either via profiles or custom permission sets.

Apply Work Schedule Information to Payroll

The functionality to apply work schedule information to payroll is optional and is a beta version. Further updates and improvements will be included in the next release. This requirement only needs to be complete if the option to use the beta functionality is taken. If not, these items can be skipped. An updated version of these configuration steps will be included in the next release for those who wish to wait for the non-beta version. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Create a new picklist value for fields (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 12 must be made available for use either via profiles or custom permission sets.

This functionality builds on the Create and Allocate Work Schedules Efficiently . To function correctly, the Update Profile/Permission Sets items within that section must also be completed.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Assignment Rate (tc9_pr__Assignment_Rate__c) > Page Layouts
Select a page layout that is used for the Remuneration record type
Add the following field to the layout
- Auto Pay Calculation Basis (tc9_pr__Auto_Pay_Calculation_Basis__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Remuneration record type
Return to the Object Manager
Select Pay Transaction (tc9_pr__Pay_Transaction__c) > Page Layouts
Select a page layout that is used for the Payment or Allowance record types
Add the following field to the layout
- Assignment Schedule (tc9_pr__Assignment_Schedule__c)
Click Save
Repeat steps 8 to 11 for all page layouts that are used for the Payment and Allowance record types
Return to the Object Manager
Select Timesheet Entry (tc9_et__Timesheet_Entry__c) > Page Layouts
Select a page layout that is used for Timesheet Entry record type
Add the following field to the layout
- Work Schedule Item (tc9_pr__Work_Schedule_Item__c)
Click Save
Repeat steps 14 to 17 for all page layouts that are used on the Timesheet Entry object

Create a New Picklist Value for Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Assignment Rate (tc9_pr__Assignment_Rate__c) > Fields & Relationships
Select the Pro Rata Method field (tc9_pr__Pro_Rata_Method__c)
In the values section, click the New button
On the displayed page add the new value ‘Work Schedule’ and apply it only for the Remuneration record type (See Figure 1)
Click Save

Extend Minimum Rest or Break Loading Interpretation

The functionality to define separate Pay Codes for Sunday and Public Holiday breakpoints while accessing Minimum Rest or Break Loading Interpretation is optional, however there is required configuration that must be completed regardless of if the function is used. The below configuration steps should be completed:

Update profile/permission set (Compulsory)
Update page layouts for new fields (Compulsory)
Update new fields on existing records (Compulsory)
Populate different Pay Codes for Sundays and Public Holidays (Optional)

Update Profile/Permission Sets (Compulsory)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 13 must be made available for use either via profiles or custom permission sets.

Update Page Layouts For New Fields (Compulsory)

This requirement needs to be completed regardless of if the option to use the functionality is taken.

Go to Setup > Object Manager
Select Interpretation Rule (tc9_et__Interpretation_Rule__c) > Page Layouts
Select a page layout that is used for any Interpretation Rule record type excluding the Daily Rates record type
Add the following fields to the page layout
- Days Minimum Rest Hours Apply (tc9_et__Days_Minimum_Rest_Hours_Apply2__c)
- Days Total Span Hours Apply (tc9_et__Days_Total_Span_Hours_Apply2__c)
Delete the following fields from the page layout
- DO NOT USE (tc9_et__Days_Minimum_Rest_Hours_Apply__c)
- DO NOT USE (tc9_et__Days_Total_Span_Hours_Apply__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Interpretation Rule object excluding those used for the Daily Rates record type

Update New Fields on Existing Records (Compulsory)

To prevent validation errors while performing Timesheet Interpretation, the new Days Minimum Rest Hours Apply and Days Total Span Hours Apply and fields (tc9_et__Days_Minimum_Rest_Hours_Apply2__c and tc9_et__Days_Total_Span_Hours_Apply2__c respectively) must be populated on all Interpretation Rules. To update the fields, the following steps should be followed:

Run a script through the dev console to automatically populate the Days Minimum Rest Hours Apply field (tc9_et__Days_Minimum_Rest_Hours_Apply2__c). See more details regarding options available below
Run a script through the dev console to automatically populate the Days Total Span Hours Apply field (tc9_et__Days_Total_Span_Hours_Apply2__c). See more details regarding options available below.
Manually edit, via the Interpretation Builder, any Interpretation Rules that require different values than those set by the script

There are 2 options for how the Days Minimum Rest Hours Apply field should be populated via the scripts.

Populate the new Days Minimum Rest Hours Apply field (tc9_et__Days_Minimum_Rest_Hours_Apply2__c) with the value of the old depreciated fields (tc9_et__Days_Minimum_Rest_Hours_Apply__c). To take this option use Script 1 below.
Populate the Days Minimum Rest Hours Apply field (tc9_et__Days_Minimum_Rest_Hours_Apply2__c) on all Interpretation Rules with the values of ‘Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday and Public Holiday’ (ignoring the values in the old fields). To take this option use Script 2 below.

Likewise, there are 2 options for how the Days Total Span Hours Apply field should be populated via the scripts.

Populate the new Days Total Span Hours Apply field (tc9_et__Days_Total_Span_Hours_Apply2__c) with the value of the old depreciated fields (tc9_et__Days_Total_Span_Hours_Apply2__c). To take this option use Script 3 below.
Populate the Days Total Span Hours Apply fields (tc9_et__Days_Total_Span_Hours_Apply2__c) on all Interpretation Rules with the values of ‘Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday and Public Holiday’ (ignoring the values in the old fields). To take this option use Script 4 below.

Script 1

//Payroll post-install script for Lilly Pilly 2021 Release - Interpretation Rules - Days Minimum Rest Applies
//from depreciated fields to new fields
List<tc9_et__Interpretation_Rule__c> interpretationrules = [Select Id,
tc9_et__Days_Minimum_Rest_Hours_Apply__c, tc9_et__Days_Minimum_Rest_Hours_Apply2__c from
tc9_et__Interpretation_Rule__c Where tc9_et__Days_Minimum_Rest_Hours_Apply__c != null];
for(tc9_et__Interpretation_Rule__c Interpretationrule : interpretationrules){
Interpretationrule.tc9_et__Days_Minimum_Rest_Hours_Apply2__c =
Interpretationrule.tc9_et__Days_Minimum_Rest_Hours_Apply__c;
}
update interpretationrules;

Script 2

//Payroll post-install script for Lilly Pilly 2021 Release - Interpretation Rules - Days Minimum Rest Applies
// to add all days including Public Holidays
List<tc9_et__Interpretation_Rule__c> interpretationrules = [Select Id,
tc9_et__Days_Minimum_Rest_Hours_Apply__c, tc9_et__Days_Minimum_Rest_Hours_Apply2__c from
tc9_et__Interpretation_Rule__c Where tc9_et__Days_Minimum_Rest_Hours_Apply__c != null];
for(tc9_et__Interpretation_Rule__c Interpretationrule : interpretationrules){
Interpretationrule.tc9_et__Days_Minimum_Rest_Hours_Apply2__c =
'Monday;Tuesday;Wednesday;Thursday;Friday;Saturday;Sunday;Public Holiday';
}
update interpretationrules;

Script 3

//Payroll post-install script for Lilly Pilly 2021 Release - Interpretation Rules - Days Total Span Apply from
//depreciated fields to new fields
List<tc9_et__Interpretation_Rule__c> interpretationrules = [Select Id,
tc9_et__Days_Total_Span_Hours_Apply__c, tc9_et__Days_Total_Span_Hours_Apply2__c from
tc9_et__Interpretation_Rule__c Where tc9_et__Days_Total_Span_Hours_Apply__c != null];
for(tc9_et__Interpretation_Rule__c Interpretationrule : interpretationrules){
Interpretationrule.tc9_et__Days_Total_Span_Hours_Apply2__c =
Interpretationrule.tc9_et__Days_Total_Span_Hours_Apply__c;
}
update interpretationrules;

Script 4

//Payroll post-install script for Lilly Pilly 2021 Release - Interpretation Rules - Days Total Span Applies to
//add all days including Public Holidays
List<tc9_et__Interpretation_Rule__c> interpretationrules = [Select Id,
tc9_et__Days_Total_Span_Hours_Apply__c, tc9_et__Days_Total_Span_Hours_Apply2__c from
tc9_et__Interpretation_Rule__c Where tc9_et__Days_Total_Span_Hours_Apply__c != null];
for(tc9_et__Interpretation_Rule__c Interpretationrule : interpretationrules){
Interpretationrule.tc9_et__Days_Total_Span_Hours_Apply2__c =
'Monday;Tuesday;Wednesday;Thursday;Friday;Saturday;Sunday;Public Holiday';
}
update interpretationrules;

Populate Different Pay Codes for Sundays and Public Holidays (Optional)

By default, the main pay code defined on each Interpretation Breakpoint will be used for all days/public holidays relating to that breakpoint. If you wish to utilise the new functionality and define a different Pay Code for Sundays and/or Public Holidays, you will need to update the breakpoints to set the optional pay codes.

Utilise Daily Interpretation Rules for Partial Days

The functionality to define partial day breakpoints in daily Interpretation Rules is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 14 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Interpretation Rule (tc9_et__Interpretation_Rule__c) > Page Layouts
Select a page layout that is used for the Daily Rates record type
Add the following field to the layout
- Apply Partial Daily Rates field (tc9_et__Apply_Partial_Daily_Rates__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Daily Rates record type
Return to the Object Manager
Select Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Page Layouts
Select a page layout that is used for the Daily Rate record type
Add the following field to the layout
- Daily Quantity (tc9_et__Daily_Quantity__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Daily Rate record type

Update New Fields on Existing Records (Optional)

By default, daily interpretation rules will continue to operate on the day, or part thereof basis. If you wish to utilise the new functionality to define partial breakpoints for any of your existing daily interpretation rules, you will need to update them via the Interpretation Builder.

Pay Partial Allowances

The functionality to define partial allowance breakpoints in Interpretation Rules is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 15 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Page Layouts
Select a page layout that is used for any Allowance record type
Add the following field to the layout
- Pay Partial Quantity (tc9_et__Pay_Partial_Quantity__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Allowance record type

Update New Fields on Existing Records (Optional)

By default, allowances will continue to be interpreted on a whole period (hours, days, frequency) basis only. If you wish to utilise the new functionality to pay allowances for partial periods, you will need to update them via the Interpretation Builder

Provide Greater Detail on Pay Advice Documents

The functionality that allows users to choose what level of detail is to be provided on Pay Advice documents is optional, however there is required configuration that must be completed regardless of if the function is used. The below configuration steps should be completed:

Update profile/permission set (Compulsory)
Update page layouts for new fields (Optional)
Create a new picklist value for fields (Optional)
Update new fields on existing records (Optional)
Update the Pay Advice Detail Level on Pay Schedules (Optional)

Update Profile/Permission Sets (Compulsory)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 16 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Pay Advice Line (tc9_pr__Pay_Advice_Line__c) > Page Layouts
Select a page layout that is used for any Pay Advice Line record type
Add the following fields to the layout
- Project Code (tc9_pr__Project_Code__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Pay Advice Line object
Return to the Object Manager
Select Project Code > Page Layouts
Select a page layout that is used for any Assignment Project Code record type
Add the following field to the layout
- Pay Advice Description (tc9_pr__Pay_Advice_Description__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used on the Assignment Project Code record type

Create a New Picklist Value for Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Objects Manager
Select Schedule (tc9_pr__Schedule__c) > Fields & Relationships
Select the Pay Advice Detail Level field (tc9_pr__Pay_Advice_Detail_Level__c)
In the values section, click the New button
On the displayed page, add the new value Project Code and apply it only for the Pay Schedule record type (See Figure 1)
Click Save

Update New Field on Existing Records (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped. When Pay Advice documents are created with the corresponding Detail Level set to be “Project Code”, the value held in the Project Code’s Pay Advice Description field is displayed on the Pay Advice. To ensure there is a value to be used on the Pay Advice documents the Pay Advice Description field should be populated. To update the fields the below steps should be followed:

Run Script 1 defined below through dev console to automatically populate the field on all current Project Codes with the Project Code Name
Manually edit any Project Codes that require different values than those set by the script

Script 1

//Payroll post-install script for Lilly Pilly 2021 Release - Project Code - Pay Advice Description
List<tc9_pr__Project_Code__c> projects = [Select Id, Name, tc9_pr__Pay_Advice_Description__c,
tc9_pr__Assignment__c from tc9_pr__Project_Code__c Where tc9_pr__Pay_Advice_Description__c = null
AND tc9_pr__Assignment__c != null];
for(tc9_pr__Project_Code__c project : projects){
project.tc9_pr__Pay_Advice_Description__c = project.Name;
}
update projects;

Update the Pay Advice Detail Level on Pay Schedules (Optional)

To enable Pay Advice documents to be created at the Project Code level, the Pay Advice Detail Level must be set to the Project Code option. Any Pay Schedules that require the new level of detail should be updated directly via the standard page. The functionality to set a custom Pay Advice Footer is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission Sets (Optional)
Update page layouts for new fields (Optional
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 17 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Pay Advice Template (tc9_pr__Pay_Advice_Template__c) > Page Layouts
Select a page layout that is used for any Pay Advice Template record type
Add the following fields to the layout
- Text Footer (tc9_pr__Text_Footer__c)
- Position - Footer (tc9_pr__Position_Footer__c)
- Colour Footer Text (tc9_pr__Colour_Footer_Text__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Pay Advice Template object

Update New Fields on Existing Records (Optional)

By default, Pay Advice documents will continue to generate without the custom footer. If you wish to utilise the new custom footer functionality, you will need to update the relevant fields on the associated Pay Advice Templates.

Define a Default Pay Advice Message

The functionality to set a default Pay Advice message is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 18 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Pay Advice Template (tc9_pr__Pay_Advice_Template__c) > Page Layouts
Select a page layout that is used for any Pay Advice Template record type
Add the following fields to the layout
- Text Pay Advice Message (tc9_pr__Text_Pay_Advice_Message__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Pay Advice Template object

Mark Pay Advice Templates as Active or Inactive

The functionality to mark Pay Advice Templates as Active or Inactive is compulsory and all the below configuration steps should be completed:

Update profile/permission set (Compulsory)
Update page layouts for new fields (Compulsory)
Update new fields on existing records (Compulsory)

Update Profile/Permission Sets (Compulsory)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 19 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Compulsory)

This requirement needs to be completed regardless of if the option to use the functionality is taken.

Go to Setup > Object Manager
Select Pay Advice Template (tc9_pr__Pay_Advice_Template__c) > Page Layouts
Select a page layout that is used for any Pay Advice Template record type
Add the following field to the layout
- Available for Use (tc9_pr__Available_for_Use__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Pay Advice Template object

Update New Fields on Existing Records (Compulsory)

When the Pay Advice documents are created, the Available for Use field will determine if the Pay Advice Templates can be used. To ensure Pay Advice documents can continue to generate without error, the existing Pay Advice Templates should be updated to populate the new field. To update the fields the following steps should be followed:

Run Script 1 defined below through dev console to automatically set the Available For Use field to be “Yes”
Manually edit any Pay Advice Templates that need to be made inactive.

Script 1

//Payroll post-install script for Lilly Pilly 2021 Release - Pay Advice Templates - Available for Use
List<tc9_pr__Pay_Advice_Template__c> templates = [Select Id, tc9_pr__Available_For_Use__c from
tc9_pr__Pay_Advice_Template__c];
for(tc9_pr__Pay_Advice_Template__c template : templates){
if(template.tc9_pr__Available_for_Use__c == null){
template.tc9_pr__Available_For_Use__c = 'Yes';}
}
update templates;

Consolidate Multiple Pay Advice Amounts in a Payment File

The functionality to consolidate multiple Pay Advice amounts in a Payment File is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission set (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 20 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Payee (tc9_pr__Payee__c) > Page Layouts
Select a page layout that is used for any Payee record type
Add the following fields to the layout
- Payment Consolidation (tc9_pr__payment_consolidation__c) *
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Payee object
Return to the Object Manager
Select Payment File Line (tc9_pr__Payment_File_Line__c) > Page Layouts
Select a page layout that is used for any Payment File Line record type
Add the following fields to the layout
- Payment Consolidation (tc9_pr__payment_consolidation__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used on the Payment File Line object

The Payment Consolidation field (Payment_Consolidation__c) on Payee is an existing field that was previously unused so it may not have been added to page layouts. It is detailed here to ensure the correct permission is given for the functionality.

Update New Field on Existing Records (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped. By default, the Payment Consolidation will be processed as “Separated”, which is set as default option at the package level. This means that in most instances, the field will be populated and, on the occasions it is not, the Payment File functionality will continue to operate without error. That said, if the option to use the functionality is undertaken, you may choose to ensure the field on the Payee is populated so the setting is clearer to the user. To update the field the following steps should be followed:

Run Script 1 defined below through dev console to automatically set the Payment Consolidation field on any Payees where it is not populated to be “Separated”
Manually edit any Payee records that need to be made “Consolidated”

Script 1

//Payroll post-install script for Lilly Pilly 2021 Release - Payee - Payment Consolidation
List<tc9_pr__Payee__c> payees = [Select Id, tc9_pr__Payment_Consolidation__c from tc9_pr__Payee__c
where tc9_pr__Payment_Consolidation__c = null];
for(tc9_pr__Payee__c payee : payees){
payee.tc9_pr__Payment_Consolidation__c = 'Separated';
}
update payees;

Automatically Assign Defined Permission Sets to Community Users

The functionality to automatically assign defined permission sets to community users is optional, however if the optional functionality to auto create community users introduced in v1.84 is in use, the auto assignment to permission sets must also be set up. The below configuration steps should be completed if the functionality is required:

Populate the Time2pay Portal Permission Sets Configuration custom setting (Optional)

Populate the Time2pay Portal Permission Sets Configuration Custom Setting (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Custom Code > Custom Setting
Locate the Time2pay Portal Permission Set custom setting and click on the Manage link alongside it
Click the New button
Populate the following fields
- Name Give the record a useful name that will help identify which Profile Name/Permission Set Combination is set up. This name must be unique.
- Portal Profile Name Defines the Profile Name that will be used to identify which permission sets will be automatically assigned during community user creation and update. The value in this field must match an existing User Profile’s Name.
- Permission Set API Name Defines the Permission set that will be automatically assigned during community user creation and update. The value in this field must match the API Name of the Permission.
Click Save
Repeat steps 3 to 5 for all Profile/Permission Set combinations required.

There can be multiple records created per Profile. Where there are multiple records created for a profile, it will result in multiple permission sets being assigned to Users.

Customised Invoice Grouping

The functionality to use Custom Invoice Group By IDs is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update profile/permission sets (Optional)
Update page layouts for new fields (Optional)
Create a new picklist value for fields (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 21 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Assignment (tc9_pr__Assignment__c) > Page Layouts
Select a page layout that is used for any Assignment record type excluding the Employee record type
Add the following fields to the layout
- Custom Invoice Group by ID (tc9_et__Custom_Invoice_group_by_id__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Assignment object excluding those used for the Employee record type

Create a New Picklist Value for Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Objects and Fields > Picklist Value Sets
Select Invoice Group By Picklists
Click the New button in the Values section
On the displayed page, add the new value Custom Group By Id
Check the “Add new picklist value sets to all record types that use this global value set” checkbox (See Figure 1)
Click Save

Include Expense Receipts/Evidences as Attachments with Invoice Emails

The functionality to include expense receipts/evidence as attachments with invoice emails is optional. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Update Profile/Permission Sets (Optional)
Update page layouts for new fields (Optional)
Update new fields on existing records (Optional)

Update Profile/Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation, the access outlined in Appendix 22 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Fields (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Object Manager
Select Invoice Setting (tc9_et__Invoice_Setting__c) > Page Layouts
Select a page layout that is used for the Payroll Items record type
Add the following field to the layout
- Exp Claim Attachments with Invoice (tc9_et__Exp_Claim_Attachments_with_Invoice__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used on the Payroll Items record type

Update New Field on Existing Records (Optional)

To send Expense receipts/evidence with Invoice emails, the Exp Claim Attachments with Invoice field must be set to the “Yes” option in the Invoice Setting. Any Invoice Settings that require this should be updated directly via the standard page.

Make ‘Funding Requirement’ Mandatory

The functionality to make the Funding Requirement a mandatory field on the Create Pay Batch page is optional. The below configuration steps should be completed if the functionality is required:

Turn on functionality via custom setting (Optional)

Turn On Functionality via Custom Setting (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Go to Setup > Custom Code > Custom Setting
Locate the Payroll Configuration custom setting and click on the Manage link alongside it
Click the Edit button
Set the Pay Batch Manager Funding Required checkbox field to be checked as “True” (See Figure 1)
Click Save

Adhere to SuperStream Requirements

The introduction of the Super Fund validation is a compulsory validation that will come into effect on installation of the package. To prevent validation errors occurring during the payroll processing, the below configuration steps should be completed:

Check and Update data on existing records (Compulsory)

Check and Update Data On Existing Records (Compulsory)

A check of current, existing Payee Withholding records should be completed to ensure that the Superannuation Fund is populated and, where not, corrective action should be taken. To make this process easier, a new list view on the Payee Withholding object, No Super Fund, has been created. This will list any AU Super records that have not expired and do not have the superannuation fund populated. From this list view the following corrective action should be taken:

Where the Pay Batch Event Processing Status is ‘New’ (see column in list view), the record can be edited directly.
Where the Pay Batch Event Processing Status is not ‘New’, the Payee Withholding record has already been applied to a payroll therefore can not be updated. You will need to expire the existing record and create a new one with the Superannuation Fund populated.

Customise Communities/Experience Terminology

The functionality to customise terminology used within Communities/Experience is optional. If required, system administrators can add Translations/Overrides against individual Custom Labels and the changes will be reflected within both the Employee and Approver Communities/Experience. The below configuration steps should be completed if the functionality is required:

Override/translate custom labels (Optional)

Override/Translate Custom Labels (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.

Use the table provided in Appendix 23 to search for the out of the box terminology used within Communities/Experience and establish the custom label that needs to be updated to change it
Go to Setup > User Interface > Custom Labels
Locate the custom label you wish to override/translate and click the Name link (not the Edit link alongside it)
On the displayed page, scroll down to the Local Translations/Overrides section and click the New Local Transactions/Overrides button
Populate the required fields
Click Save
Repeat steps 1 to 6 until all overrides / translations required are completed

UPDATE: The table provided in Appendix 23 has been updated to incorporate new Custom Label information.

Appendix 1

Below is a list of component included within the Lilly Pilly ‘21 Release

Object

Label	Name
Assignment Schedule	tc9_pr__Assignment_Schedule__c
Minimum Pay Rate	tc9_et__Minimum_Pay_Rate__c
Pay Rate Loading *	tc9_et__Pay_Rate_Loading__c
Schedule Item	tc9_pr__Schedule_Item__c

Object Fields

Object	Label	Name
Assignment (tc9_pr__Assignment__c)	Assignment Rate Template Group Inv Rate	Assignment_Rate_Template_Group_Inv_Rate__c
Assignment (tc9_pr__Assignment__c)	Assignment Rate Template Group Pay Rate	Assignment_Rate_Template_Group_Pay_Rate__c
Assignment (tc9_pr__Assignment__c)	Custom Invoice Group By Id	Custom_Invoice_Group_By_Id__c
Assignment Rate (tc9_pr__Assignment_Rate__c)	Auto Pay Calculation Basis	Auto_Pay_Calculation_Basis__c
Assignment Rate (tc9_pr__Assignment_Rate__c)	Exclude From Back Pay *	Exclude_From_Back_Pay__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Assignment	Assignment__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Effective Date	Effective_Date__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Employee	Employee__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Exclude From Auto Update	Exclude_From_Auto_Update__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Expiry Date	Expiry_Date__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	External Id	External_Id__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Payee	Payee__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Public Holiday Calendar	Public_Holiday_Calendar__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Status	Status__c
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Work Schedule	Work_Schedule__c
Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Daily Quantity	Daily_Quantity__c
Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Pay Partial Quantity	Pay_Partial_Quantity__c
Interpretation Rule (tc9_et__Interpretation_Rule__c)	Apply Dual Leave Loading Calculations	Apply_Dual_Leave_Loading_Calculations__c
Interpretation Rule (tc9_et__Interpretation_Rule__c)	Apply Partial Daily Rates	Apply_Partial_Daily_Rates__c
Interpretation Rule (tc9_et__Interpretation_Rule__c)	Days Minimum Rest Hours Apply	Days_Minimum_Rest_Hours_Apply2__c
Interpretation Rule (tc9_et__Interpretation_Rule__c)	Days Total Span Hours Apply	Days_Total_Span_Hours_Apply2__c
Invoice Setting (tc9_et__Invoice_Setting__c)	Exp Claim Attachments with Invoice	Exp_Claim_Attachments_with_Invoice__c
Leave Rule (tc9_pr__Leave_Rule__c)	Allow Pay in Advance	Allow_Pay_in_Advance__c
Leave Rule (tc9_pr__Leave_Rule__c)	Apply Dual Leave Loading Calculations	Apply_Dual_Leave_Loading_Calculations__c
Leave Rule (tc9_pr__Leave_Rule__c)	Available Pay Rates	Available_Pay_Rates__c
Leave Rule (tc9_pr__Leave_Rule__c)	Credit Available in Portal?	Credit_Available_in_Portal__c
Leave Rule (tc9_pr__Leave_Rule__c)	Time Off in Lieu Expiry Days *	Time_Off_in_Lieu_Expiry_Days__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Allowance Pay Code	Allowance_Pay_Code__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Annual Rate Change	Annual_Rate_Change__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Assignment Rate Template Group	Assignment_Rate_Template_Group__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Award Classification	Award_Classification__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Award Level	Award_Level__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Casual Loading Record	Casual_Loading_Record__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Effective Date	Effective_Date__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Expiry Date	Expiry_Date__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Interpretation Rule	Interpretation_Rule__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Pay Rate	Pay_Rate__c
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Status	Status__c
Pay Advice Line (tc9_pr__Pay_Advice_Line__c)	Leave Rate Multiplier	Leave_Rate_Multiplier__c
Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	Available for Use	Available_for_Use__c
Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	Colour - Footer Text	Colour_Footer_Text__c
Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	Position - Footer	Position_Footer__c
Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	Text - Footer	Text_Footer__c
Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	Text - Pay Advice Message	Text_Pay_Advice_Message__c
Pay Code (tc9_pr__Pay_Code__c)	Invoice Rate Multiplier	Invoice_Rate_Multiplier__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Assignment Handling *	Assignment_Handling__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Effective Date *	Effective_Date__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Expiry Date *	Expiry_Date__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Interpretation Rule *	Interpretation_Rule__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Loading Based On *	Loading_Based_On__c
Pay Rate Loading (tc9_et__PayRate_Loading__c)	Loading Rate *	Loading_Rate__c
Pay Transaction (tc9_pr__Pay_Transaction__c)	Assignment Schedule	Assignment_Schedule__c
Pay Transaction (tc9_pr__Pay_Transaction__c)	Auto Generated Back Pay *	Auto_Generated_Back_Pay__c
Pay Transaction (tc9_pr__Pay_Transaction__c)	Leave Rate Multiplier	Leave_Rate_Multiplier__c
Pay Transaction (tc9_pr__Pay_Transaction__c)	Quantity by Leave Multiplier	Quantity_by_Leave_Multiplier__c
Pay Transaction (tc9_pr__Pay_Transaction__c)	System Temp Value	System_Temp_Value__c
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Advance Pay End Calendar Period	Advance_Pay_End_Calendar_Period__c
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Advance Pay Payment Calendar Period	Advance_Pay_Payment_Calendar_Period__c
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Advance Pay Start Calendar Period	Advance_Pay_Start_Calendar_Period__c
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Pay in Advance	Pay_in_Advance__c
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Selected Pay Rate	Selected_Pay_Rate__c
Payee Pay Batch (tc9_pr__Pay_Batch_Item__c)	Flag Back Pay Processed *	Flag_Back_Pay_Processed__c
Payment File Line (tc9_pr__Payment_File_Line__c)	Payment Consolidation	Payment_Consolidation__c
Rate Calculator Junction (tc9_et__Rate_Calculator_Junction__c)	Pay Rate Loading *	Pay_Rate_Loading__c
Rate Calculator Line (tc9_et__Rate_Calculator_Line__c)	Casual Rate Loading *	Casual_Rate_Loading__c
Rate Calculator Line (tc9_et__Rate_Calculator_Line__c)	Shift Rate Loading Record *	Shift_Rate_Loading_Record__c
Schedule (tc9_pr__Schedule__c)	Auto Create Shift Allocations	Auto_Create_Shift_Allocations__c
Schedule (tc9_pr__Schedule__c)	Auto Pay Public Holiday Pay Code	Auto_Pay_Public_Holiday_Pay_Code__c
Schedule (tc9_pr__Schedule__c)	Break Time Format	Break_Time_Format__c
Schedule (tc9_pr__Schedule__c)	Default Auto Pay Calculation Basis	Default_Auto_Pay_Calculation_Basis__c
Schedule (tc9_pr__Schedule__c)	Shift Time Format	Shift_Time_Format__c
Schedule (tc9_pr__Schedule__c)	Work Schedule First Day	Work_Schedule_First_Day__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Generation Status	Work_Schedule_Generation_Status__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Hours	Work_Schedule_Hours__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Minutes	Work_Schedule_Minutes__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Number of Weeks	Work_Schedule_Number_of_Weeks__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Paid Breaks	Work_Schedule_Paid_Breaks__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Published From	Work_Schedule_Published_From__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Published To	Work_Schedule_Published_To__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Start Date	Work_Schedule_Start_Date__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Total Breaks	Work_Schedule_Total_Breaks__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Total Time	Work_Schedule_Total_Time__c
Schedule (tc9_pr__Schedule__c)	Work Schedule Unpaid Breaks	Work_Schedule_Unpaid_Breaks__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 1 End Time	Break_1_End_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 1 Paid?	Break_1_Paid__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 1 Start Time	Break_1_Start_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 1 Total Time	Break_1_Total_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 2 End Time	Break_2_End_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 2 Paid?	Break_2_Paid__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 2 Start Time	Break_2_Start_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break 2 Total Time	Break_2_Total_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Break Time Format	Break_Time_Format__c
Schedule Item (tc9_pr__Schedule_Item__c)	Day Number	Day_Number__c
Schedule Item (tc9_pr__Schedule_Item__c)	Day of the Week	Day_of_the_Week__c
Schedule Item (tc9_pr__Schedule_Item__c)	Day Off	Day_Off__c
Schedule Item (tc9_pr__Schedule_Item__c)	Entry Date	Entry_Date__c
Schedule Item (tc9_pr__Schedule_Item__c)	External Id	External_Id__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Allocation Record	Shift_Allocation_Record__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift End Time	Shift_End_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Number	Shift_Number__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Paid Breaks	Shift_Paid_Breaks__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Record	Shift_Record__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Start Time	Shift_Start_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Time Format	Shift_Time_Format__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Total Breaks	Shift_Total_Breaks__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Total Hours	Shift_Total_Hours__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Total Minutes	Shift_Total_Minutes__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Total Time	Shift_Total_Time__c
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Unpaid Breaks	Shift_Unpaid_Breaks__c
Schedule Item (tc9_pr__Schedule_Item__c)	Sort Order	Sort_Order__c
Schedule Item (tc9_pr__Schedule_Item__c)	Week Number	Week_Number__c
Schedule Item (tc9_pr__Schedule_Item__c)	Work Schedule	Work_Schedule__c
Superannuation Fund (tc9_pr__Superannuation_Fund__c)	External ID *	External_ID__c
Timesheet Entry (tc9_et__Timesheet_Entry__c)	Work Schedule Item	Work_Schedule_Item__c

Object Record Types

Object	Label	Name
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Substitution	tc9_pr.Substitution
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	Work Schedule	tc9_pr.Work_Schedule
Pay Rate Loading (tc9_et__Pay_Rate_Loading__c)	Casual Loading *	tc9_et.Casual_Loading
Pay Rate Loading (tc9_et__Pay_Rate_Loading__c)	Shift Loading *	tc9_et.Shift_Loading
Pay Transaction (tc9_pr__Pay_Transaction__c)	Fee *	tc9_pr.FEE
Payee Allowance Record (tc9_pr__Payee_Allowance_Record__c)	Payroll Allowance Template Group	tc9_et.Payroll_Allowance_Template_Group
Project Code (tc9_et__Project_Code__c)	Template Level	tc9_et.Template_Level
Project Code (tc9_et__Project_Code__c)	Timesheet Activity - Template Level	tc9_et.Timesheet_Activity_Template_Level
Project Code (tc9_et__Project_Code__c)	External ID	tc9_et.External_ID
Schedule (tc9_pr__Schedule__c)	Work Schedule	tc9_pr.Work_Schedule
Schedule Item (tc9_pr__Schedule_Item__c)	Shift	tc9_pr.Shift
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Allocation	tc9_pr.Shift_Allocation
Schedule Item (tc9_pr__Schedule_Item__c)	Work Schedule Entry	tc9_pr.Work_Schedule_Entry
Invoice Tax Id (tc9_et__Invoice_tax_id)	External ID	tc9_et.External_ID
Timesheet (tc9_et__Timesheet)	External ID	tc9_et.External_ID
Invoice Setting (tc9_et__Invoice_Setting)	External ID	tc9_et.External_ID
Invoiceable Fee (tc9_et__Invoiceable_Fee) External ID

Custom Setting

Label	Name
Time2pay Portal Permission Sets	tc9_et__PortalPermissionSets__c

Custom Setting Fields

tc9_et.External_ID

Custom Setting	Label	Name
Automatic Status Update (tc9_pr__Automatic_Status_Update__c)	Assignment Schedule	Assignment_Schedule__c__c
Payroll Configuration (tc9_pr__Payroll_Configuration__c)	Pay Batch Manager Funding Required	Pay_Batch_Manager_Funding_Required__c
Time2Pay Batch Size Overrides (tc9_et__TCS_Variable_Settings__c)	Batch size for assignment rates creation	Batch_size_for_assignment_rates_creation__c
Time2Pay Batch Size Overrides (tc9_et__TCS_Variable_Settings__c)	Batch size for mpr assignments	Batch_size_for_mpr_assignments__c
Time2Pay Batch Size Overrides (tc9_et__TCS_Variable_Settings__c)	Batch size for payee allowance creation	Batch_size_for_payee_allowance_creation__c
Time2pay Portal Permission Sets (tc9_et__PortalPermissionSets__c)	Permission Set Api Name	tc9_et__Permission_Set_Api_Name__c
Time2pay Portal Permission Sets (tc9_et__PortalPermissionSets__c)	Portal Profile Name	tc9_et__Portal_Profile_Name__c

Platform Events

Label	Name
Pay Rate Change Event	tc9_et__Pay_Rate_Change_Event__e
Schedule Event	Schedule_Event__e

Platform Event Fields

Platform Event	Label	Name
Pay Rate Change Event (tc9_et__Pay_Rate_Change_Event__e)	Assignment Id	Assignment_Id__c
Pay Rate Change Event (tc9_et__Pay_Rate_Change_Event__e)	Assignment Rate ID	Assignment_Rate_ID__c
Pay Rate Change Event (tc9_et__Pay_Rate_Change_Event__e)	Pay Rate Change Action	Pay_Rate_Change_Action__c
Pay Rate Change Event (tc9_et__Pay_Rate_Change_Event__e)	Pay Rate Change Id	Pay_Rate_Change_Id__c
Schedule Event (tc9_pr_Schedule_Event__e)	Schedule Action	Schedule_Action__c
Schedule Event (tc9_pr_Schedule_Event__e)	Schedule Id	Schedule_Id__c

Page Layout

Object	Name
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	TC9PR Assignment Schedule Layout
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Minimum Pay Rate Layout
Pay Rate Loading (tc9_et__Pay_Rate_Loading__c)	Pay Rate Loading Layout *
Payee Allowance Record (tc9_pr__Payee_Allowance_Record__c)	Time2Pay Payee Allowance Template Layout
Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c)	TC9PR Australia Exit Calculation Layout
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	TC9PR Assignment Schedule Layout
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Minimum Pay Rate Layout
Pay Rate Loading (tc9_et__Pay_Rate_Loading__c)	Pay Rate Loading Layout *
Payee Allowance Record (tc9_pr__Payee_Allowance_Record__c)	Time2Pay Payee Allowance Template Layout
Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c)	TC9PR Australia Exit Calculation Layout
Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c)	TC9PR Australia Exit Item Layout
Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c)	TC9PR Australia Exit Mapping Layout
Payee Exit Calculation (tc9_pr__Payee_Exit_Calculation__c)	TC9PR Australia Exit Result Layout
Project Code (tc9_pr__Project_Code__c)	Template Project Code Layout
Project Code (tc9_pr__Project_Code__c)	Template Timesheet Activity Project Code Layout
Schedule (tc9_pr__Schedule__c)	TC9PR Work Schedule Layout
Schedule Item (tc9_pr__Schedule_Item__c)	TC9PR Schedule Item Allocation Layout
Schedule Item (tc9_pr__Schedule_Item__c)	TC9PR Schedule Item Shift Layout
Schedule Item (tc9_pr__Schedule_Item__c)	TC9PR Schedule Item Work Schedule Entry Layout
Superannuation Fund (tc9_pr__Superannuation_Fund__c)	TC9EC Self Managed Superannuation Fund Layout

Compact Layouts

Object	Name
Payee Leave Rule (tc9_pr__Payee_Leave_Rule__c)	TC9PR_Payee_Leave_Rule_Compact_Layout

Lightning Pages

Type	Label	Name
App Page	Timesheet Notification Manager	tc9_et.Timesheet_Notification_Manager
Record Page	Assignment Schedule Record Page	Assignment_Schedule_Record_Page
Record Page	Schedule Item Record Page	Schedule_Item_Record_Page

Global Value Sets

Label	Name
Auto Pay Calculation Basis	tc9_pr.Auto_Pay_Calculation_Basis
Leave Pay Rates	tc9_pr.Leave_Pay_Rates
Payment Consolidation	tc9_pr.Payment_Consolidation
Shift Time Formats	tc9_pr.Shift_Time_Formats
Text Position	tc9_pr.Text_Position
Work Schedule Generation Status	tc9_pr.Work_Schedule_Generation_Status

Tabs

Type	Label	Name
Custom Object Tabs	Assignment Schedule	N/A
Custom Object Tabs	Employment Cost *	N/A
Custom Object Tabs	Employment Cost Exception *	N/A
Custom Object Tabs	Employment Cost Item *	N/A
Custom Object Tabs	Minimum Pay Rate	N/A
Custom Object Tabs	Pay Code Junction *	N/A
Custom Object Tabs	Pay Rate Loading *	N/A
Custom Object Tabs	Rate Calculator Junction *	N/A
Custom Object Tabs	Schedule Item	N/A
Lightning Page Tabs	Timesheet Notification Manager	Timesheet_Notification_Manager

Buttons and Links

Object	Label	Name
Schedule (tc9_pr__Schedule__c)	Publish	tc9_pr.Publish
Schedule (tc9_pr__Schedule__c)	Validate	tc9_pr.Validate

List Views

Object	Label	Name
Assignment Schedule (tc9_pr__Assignment_Schedule__c)	All	tc9_pr.All
Payee Withholding (tc9_pr__Payee_Withholding__c)	No Super Fund	tc9_pr.No_Super_Fund
Schedule Item (tc9_pr__Schedule_Item__c)	All	tc9_pr.All
Schedule Item (tc9_pr__Schedule_Item__c)	Shift Allocations	tc9_pr.Shift_Allocations
Schedule Item (tc9_pr__Schedule_Item__c)	Shifts	tc9_pr.Shifts
Schedule Item (tc9_pr__Schedule_Item__c)	Work Schedule Entries	tc9_pr.Work_Schedule_Entries

These components have been included in the Lilly Pilly Release, however the related functionality will be introduced in future releases.

Appendix 2

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to allow leave to be paid in advance.

Users Key

User 1 - Users who will create/update Leave Rules
User 2 - Users who will create/update Payee Leave Events
User 3 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R/C/E	R	R
Field	Allow Pay In Advance (tc9_pr__Allow_Pay_in_Advance__c)	R/E	R	R
Object	Payee Leave Event (tc9_pr__Payee_Leave_Event__c)		R/C/E	R
Field	Advance Pay End Calendar Period (tc9_pr__Advance_Pay_End_Calendar_Period__c)		R/E	R
Field	Advance Pay Payment Calendar Period (tc9_pr__Advance_Pay_Payment_Calendar_Period__c)		R/E	R
Field	Advance Pay Start Calendar Period (tc9_pr__Advance_Pay_Start_Calendar_Period__c)		R/E	R
Field	Pay In Advance (tc9_pr__Pay_in_Advance__c)		R/E	R

Appendix 3

The below table defines the access that must be granted to Experience/ Communities Users for new components introduced for the functionality to allow leave to be paid in advance.

Users Key

User 1 - Employee Community Users
User 2 - Approver Community Guest User

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R	R
Field	Allow Pay In Advance (tc9_pr__Allow_Pay_in_Advance__c)	R	R
Object	Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	R/C/E	R
Field	Pay In Advance (tc9_pr__Pay_in_Advance__c)	R/E	R

Appendix 4

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to allow users to indicate the rate at which leave will be paid.

Users Key

User 1 - Users who will create/update Leave Rules
User 2 - Users who will create/update Payee Leave Events
User 3 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R/C/E	R	R
Field	Available Pay Rates (tc9_pr__Available_Pay_Rates__c)	R/E	R	R
Object	Payee Leave Event (tc9_pr__Payee_Leave_Event__c)		R/C/E	R
Field	Selected Pay Rate (tc9_pr__Selected_Pay_Rate__c)		R/E	R
Object	Pay Advice Line (tc9_pr__Pay_Advice_Line__c)			R/C/E
Field	Leave Rate Multiplier (tc9_pr__Leave_Rate_Multiplier__c)			R/E
Object	Pay Transaction (tc9_pr__Pay_Transaction__c)			R/C/E
Field	Leave Rate Multiplier (Leave_Rate_Multiplier__c)			R/E
Field	Quantity by Leave Multiplier (tc9_pr__Quantity_by_Leave_Multiplier__c)			R/E

Appendix 5

The below table defines the access that must be granted to Experience/Communities Users for new components introduced for the functionality to allow users to indicate the rate at which leave will be paid.

Users Key

User 1 - Employee Community Users
User 2 - Approver Community Guest User

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R	R
Field	Available Pay Rates (tc9_pr__Available_Pay_Rates__c)	R	R
Object	Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	R/C/E	R
Field	Selected Pay Rate (tc9_pr__Selected_Pay_Rate__c)	R/E	R

Appendix 6

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define and use dual leave loading calculations during Timesheet Interpretation.

Users Key

User 1 - Users who will create/update Leave Rules
User 2 - Users who will create/update Interpretation Rules
User 3 - Users who will be processing Timesheets through Interpretation Rules

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R/C/E		R
Field	Apply Dual Leave Loading Calculations (tc9_pr__Apply_Dual_Leave_Loading_Calculations__c)	R/E		R
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)		R/C/E	R
Field	Apply Dual Leave Loading Calculations (tc9_et__Apply_Dual_Leave_Loading_Calculations__c)		R/E	R
Object	Pay Transaction (tc9_pr__Pay_Transaction__c)			R/C/E
Field	System Temp Value (tc9_et__System_Temp_Value__c)			R/E

Appendix 7

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to allow users to submit, approve, reject leave requests credit for time off in lieu through Communities/Experience.

Type	Name	User 1	User 2	User 3	User 4
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R/C/E
Field	Credit Available In Portal (tc9_pr__Credit_Available_in_Portal__c)	R/E

Users Key

User 1 - Users who will create/update Leave Rules

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Appendix 8

The below table defines the access that must be granted to Experience/Communities Users for new components introduced for the functionality to allow users to submit, approve, reject leave requests credit for time off in lieu through Communities/Experience.

Users Key

User 1 - Employee Community Users
User 2 - Approver Community Guest User

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Leave Rule (tc9_pr__Leave_Rule__c)	R	R
Field	Credit Available In Portal (tc9_pr__Credit_Available_in_Portal__c)	R	R

Appendix 9

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to automate the creation of Payee Allowance Records and Assignment Rates.

Type	Name	User 1	User 2	User 4
Object	Template Group (tc9_pr__Template_Group__c)	R/C/E		R
Record Type	Payee Timesheet Allowance (tc9_et.Payee_Timesheet_Allowance)	A		A
Object	Assignment Rate (tc9_pr__Assignment_Rate__c)	R/C/E		R/C/E
Record Type	Remuneration Template (tc9_pr.Remuneration_Template)	A		A
Record Type	Timesheet Template (tc9_et.Timesheet_Template)	A		A
Field	Template Group (tc9_pr__Template_Group__c)	R/E		R
Object	Payee Allowance Record (tc9_pr__Payee_Allowance_Record__c)		R/C/E	R/C/E
Record Type	Payroll Allowance Template Group (tc9_et.Payroll_Allowance_Template_Group)		A	A
Record Type	Timesheet Allowance Template Group (tc9_et.Timesheet_Allowance_Template_Group)		A	A
Field	Template Group (tc9_et__Template_Group__c)		R/E	R

Users Key

User 1 - Users who will create/update Assignment Rate Templates
User 2 - Users who will create/update Payee Allowance Templates
User 3 - Users who will create/update Pay Codes
User 4 - Users who will create/update Assignments

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 3	User 4
Object	Pay Code (tc9_pr__Pay_Code__c)	R/C/E	R
Field	Invoice Rate Multiplier (tc9_et__Invoice_Rate_Multiplier__c)	R/E	R
Object	Assignment (tc9_pr__Assignment_c)		R/C/E
Field	Assignment Rate Template Group (tc9_pr__Assignment_Rate_Template_Group__c)		R/E
Field	Assignment Rate Template Group Inv Rate (tc9_et__Assignment_Rate_Template_Group__c)		R/E
Field	Assignment Rate Template Group Pay Rate (tc9_et__Assignment_Rate_Template_Group_Pay_Rate__c)		R/E
Field	Payee Timesheet Allowance Template Group (tc9_et__Payee_Timesheet_Allowance_Template_Group__c)		R/E

Appendix 10

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define and use minimum pay rates.

Users Key

User 1 - Users who will create/update Award Classifications and Levels
User 2 - Users who will create/update Minimum Pay Rates
User 3 - Users who will create/update Assignments

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3
Object	Award Classifications and Levels (tc9_et__Award_Classifications_and_Levels__c)	R/C/E	R	R
Record Type	Award Classification (tc9_et.Award_Classification)	A	R	R
Record Type	Award Level (tc9_et.Award_Level)	A	R	R
Field	Status (tc9_et__Status__c)	R/E	R	R
Object	Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)		R/C/E	R
Field	Allowance Pay Code (tc9_et__Allowance_Pay_Code__c)		R/E	R
Field	Annual Rate Change (tc9_et__Annual_Rate_Change__c)		R/E	R
Field	Assignment Rate Template Group (tc9_et__Assignment_Rate_Template_Group__c)		R/E	R
Field	Award Classification (tc9_et__Award_Classification__c)		R/E	R
Field	Award Level (tc9_et__Award_Level__c)		R/E	R
Field	Casual Loading Record (tc9_et__Casual_Loading_Record__c)		R/E	R
Field	Effective Date (tc9_et__Effective_Date__c)		R/E	R
Field	Expiry Date (tc9_et__Expiry_Date__c)		R/E	R
Field	Interpretation Rule (tc9_et__Interpretation_Rule__c)		R/E	R
Field	Pay Rate (tc9_et__Pay_Rate__c)		R/E	R
Field	Status (tc9_et__Status__c)		R/E	R
Object	Assignment (tc9_pr__Assignment_c)			R/C/E
Field	Award Classification (tc9_et__Award_Classification__c)			R/E
Field	Award Level (tc9_et__Award_Level__c)			R/E

Appendix 11

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to create and allocate work schedules.

Users Key

User 1 - Users who will create/edit Work Schedules
User 2 - Users who will allocate work schedules to assignments

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Schedule (tc9_pr__Schedule__c)	R/C/E	R
Record Type	Work Schedule (tc9_pr.Work_Schedule)	A	A
Field	Auto Create Shift Allocations (tc9_pr__Auto_Create_Shift_Allocations__c)	R/E	R
Field	Break Time Format (tc9_pr__Break_Time_Format__c)	R/E	R
Field	Shift Time Format (tc9_pr__Shift_Time_Format__c)	R/E	R
Field	Work Schedule First Day (tc9_pr__Work_Schedule_First_Day__c)	R/E	R
Field	Work Schedule First Day (tc9_pr__Work_Schedule_First_Day__c)	R/E	R
Field	Work Schedule Generation Status (tc9_pr__Work_Schedule_Generation_Status__c)	R/E	R
Field	Work Schedule Hours (tc9_pr__Work_Schedule_Hours__c)	R/E	R
Field	Work Schedule Minutes (tc9_pr__Work_Schedule_Minutes__c)	R/E	R
Field	Work Schedule Number of Weeks (tc9_pr__Work_Schedule_Number_of_Weeks__c)	R/E	R
Field	Work Schedule Paid Breaks (tc9_pr__Work_Schedule_Paid_Breaks__c)	R/E	R
Field	Work Schedule Published From (tc9_pr__Work_Schedule_Published_From__c)	R/E	R
Field	Work Schedule Published To (tc9_pr__Work_Schedule_Published_To__c)	R/E	R
Field	Work Schedule Start Date (tc9_pr__Work_Schedule_Start_Date__c)	R/E	R
Field	Work Schedule Start Day (tc9_pr__Work_Schedule_Start_Day__c)	R/E	R
Field	Work Schedule Total Breaks (tc9_pr__Work_Schedule_Total_Breaks__c)	R/E	R
Field	Work Schedule Total Time (tc9_pr__Work_Schedule_Total_Time__c)	R/E	R
Field	Work Schedule Unpaid Breaks (tc9_pr__Work_Schedule_Unpaid_Breaks__c)	R/E	R
Object	Schedule Item (tc9_pr__Schedule_Item__c)	R/C/E	R
Record Type	Shift (tc9_pr.Shift)	A	A
Record Type	Shift Allocation (tc9_pr.Shift_Allocation)	A	A
Record Type	Work Schedule Entry (tc9_pr.Work_Schedule_Entry)	A	A
Field	Break 1 End Time (tc9_pr__Break_1_End_Time__c)	R/E	R
Field	Break 1 Paid (tc9_pr__Break_1_Paid__c)	R/E	R
Field	Break 1 Start Time (tc9_pr__Break_1_Start_Time__c)	R/E	R
Field	Break 1 Total Time (tc9_pr__Break_1_Total_Time__c)	R/E	R
Field	Break 2 End Time (tc9_pr__Break_2_End_Time__c)	R/E	R
Field	Break 2 Paid (tc9_pr__Break_2_Paid__c)	R/E	R
Field	Break 2 Start Time (tc9_pr__Break_2_Start_Time__c)	R/E	R
Field	Break 2 Total Time (tc9_pr__Break_2_Total_Time__c)	R/E	R
Field	Break Time Format (tc9_pr__Break_Time_Format__c)	R/E	R
Field	Day Number (tc9_pr__Day_Number__c)	R/E	R
Field	Day of the Week (tc9_pr__Day_of_the_Week__c)	R/E	R
Field	Day Off (tc9_pr__Day_Off__c)	R/E	R
Field	Entry Date (tc9_pr__Entry_Date__c)	R/E	R
Field	External Id (tc9_pr__External_Id__c)	R/E	R
Field	Shift Allocation Record (tc9_pr__Shift_Allocation_Record__c)	R/E	R
Field	Shift End Time (tc9_pr__Shift_End_Time__c)	R/E	R
Field	Shift Number (tc9_pr__Shift_Number__c)	R/E	R
Field	Shift Paid Breaks (tc9_pr__Shift_Paid_Breaks__c)	R/E	R
Field	Shift Record (tc9_pr__Shift_Record__c)	R/E	R
Field	Shift Start Time (tc9_pr__Shift_Start_Time__c)	R/E	R
Field	Shift Time Format (tc9_pr__Shift_Time_Format__c)	R/E	R
Field	Shift Total Breaks (tc9_pr__Shift_Total_Breaks__c)	R/E	R
Field	Shift Total Hours (tc9_pr__Shift_Total_Hours__c)	R/E	R
Field	Shift Total Minutes (tc9_pr__Shift_Total_Minutes__c)	R/E	R
Field	Shift Total Time (tc9_pr__Shift_Total_Time__c)	R/E	R
Field	Shift Unpaid Breaks (tc9_pr__Shift_Unpaid_Breaks__c)	R/E	R
Field	Sort Order (tc9_pr__Sort_Order__c)	R/E	R
Field	Week Number (tc9_pr__Week_Number__c)	R/E	R
Field	Work Schedule (tc9_pr__Work_Schedule__c)	R/E	R
Object	Assignment Schedule (tc9_pr__Assignment_Schedule__c)		R/C/E
Record Type	Work Schedule (tc9_pr.Work_Schedule)		A
Record Type	Substitution (tc9_pr.Substitution)		A
Field	Assignment (tc9_pr__Assignment__c)		R/E
Field	Effective Date (tc9_pr__Effective_Date__c)		R/E
Field	Employee (tc9_pr__Employee__c)		R/E
Field	Exclude From Auto Update (tc9_pr__Exclude_From_Auto_Update__c)		R/E
Field	Expiry Date (tc9_pr__Expiry_Date__c)		R/E
Field	External Id (tc9_pr__External_Id__c)	R/E
Field	Payee (tc9_pr__Payee__c)	R/E
Field	Public Holiday Calendar (tc9_pr__Public_Holiday_Calendar__c)	R/E
Field	Status (tc9_pr__Status__c)	R/E
Field	Work Schedule (tc9_pr__Work_Schedule__c)	R/E

Appendix 12

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to apply work schedule information to payroll.

Users Key

User 1 - Users that create/update Assignment Rates
User 2 - Users who generate Timesheets
User 3 - Users who will be processing Timesheets through Interpretation Rules
User 4 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Assignment Rate (tc9_pr__Assignment_Rate__c)	R/C/E	R	R	R
Field	Auto Pay Calculation Basis (tc9_pr__Auto_Pay_Calculation_Basis__c)	R/E			R
Object	Schedule (tc9_pr__Schedule__c)		R		R
Record Type	Work Schedule (tc9_pr.Work_Schedule)		A		A
Field	Auto Create Shift Allocations (tc9_pr__Auto_Create_Shift_Allocations__c)		R		R
Field	Auto Pay Public Holiday Pay Code (tc9_pr__Auto_Pay_Public_Holiday_Pay_Code__c)		R		R
Field	Break Time Format (tc9_pr__Break_Time_Format__c)		R		R
Field	Default Auto Pay Calculation Basis (tc9_pr__Default_Auto_Pay_Calculation_Basis__c)		R		R
Field	Shift Time Format (tc9_pr__Shift_Time_Format__c)		R		R
Field	Work Schedule First Day (tc9_pr__Work_Schedule_First_Day__c)		R		R
Field	Work Schedule Generation Status (tc9_pr__Work_Schedule_Generation_Status__c)		R		R
Field	Work Schedule Hours (tc9_pr__Work_Schedule_Hours__c)		R		R
Field	Work Schedule Minutes (tc9_pr__Work_Schedule_Minutes__c)		R		R
Field	Work Schedule Number of Weeks (tc9_pr__Work_Schedule_Number_of_Weeks__c)		R		R
Field	Work Schedule Paid Breaks (tc9_pr__Work_Schedule_Paid_Breaks__c)		R		R
Field	Work Schedule Published From (tc9_pr__Work_Schedule_Published_From__c)		R		R
Field	Work Schedule Published To (tc9_pr__Work_Schedule_Published_To__c)		R		R
Field	Work Schedule Start Date (tc9_pr__Work_Schedule_Start_Date__c)		R		R
Field	Work Schedule Start Day (tc9_pr__Work_Schedule_Start_Day__c)		R		R
Field	Work Schedule Total Breaks (tc9_pr__Work_Schedule_Total_Breaks__c)		R		R
Field	Work Schedule Total Time (tc9_pr__Work_Schedule_Total_Time__c)		R		R
Field	Work Schedule Unpaid Breaks (tc9_pr__Work_Schedule_Unpaid_Breaks__c)		R		R
Object	Schedule Item (tc9_pr__Schedule_Item__c)		R	R	R
Record Type	Shift (tc9_pr.Shift)		A		A
Record Type	Shift Allocation (tc9_pr.Shift_Allocation)		A		A
Record Type	Work Schedule Entry (tc9_pr.Work_Schedule_Entry)		A		A
Field	Break 1 End Time (tc9_pr__Break_1_End_Time__c)		R		R
Field	Break 1 Paid (tc9_pr__Break_1_Paid__c)		R		R
Field	Break 1 Start Time (tc9_pr__Break_1_Start_Time__c)		R		R
Field	Break 1 Total Time (tc9_pr__Break_1_Total_Time__c)		R		R
Field	Break 2 End Time (tc9_pr__Break_2_End_Time__c)		R		R
Field	Break 2 Paid (tc9_pr__Break_2_Paid__c)		R		R
Field	Break 2 Start Time (tc9_pr__Break_2_Start_Time__c)		R		R
Field	Break 2 Total Time (tc9_pr__Break_2_Total_Time__c)		R		R
Field	Break Time Format (tc9_pr__Break_Time_Format__c)		R		R
Field	Day Number (tc9_pr__Day_Number__c)		R		R
Field	Day of the Week (tc9_pr__Day_of_the_Week__c)		R		R
Field	Day Off (tc9_pr__Day_Off__c)		R		R
Field	Entry Date (tc9_pr__Entry_Date__c)		R		R
Field	External Id (tc9_pr__External_Id__c)		R		R
Field	Shift Allocation Record (tc9_pr__Shift_Allocation_Record__c)		R		R
Field	Shift End Time (tc9_pr__Shift_End_Time__c)		R		R
Field	Shift Number (tc9_pr__Shift_Number__c)		R		R
Field	Shift Paid Breaks (tc9_pr__Shift_Paid_Breaks__c)		R		R
Field	Shift Record (tc9_pr__Shift_Record__c)		R		R
Field	Shift Start Time (tc9_pr__Shift_Start_Time__c)		R		R
Field	Shift Time Format (tc9_pr__Shift_Time_Format__c)		R		R
Field	Shift Total Breaks (tc9_pr__Shift_Total_Breaks__c)		R		R
Field	Shift Total Hours (tc9_pr__Shift_Total_Hours__c)		R		R
Field	Shift Total Minutes (tc9_pr__Shift_Total_Minutes__c)		R		R
Field	Shift Total Time (tc9_pr__Shift_Total_Time__c)		R		R
Field	Shift Unpaid Breaks (tc9_pr__Shift_Unpaid_Breaks__c)		R		R
Field	Sort Order (tc9_pr__Sort_Order__c)		R		R
Field	Week Number (tc9_pr__Week_Number__c)		R		R
Field	Work Schedule (tc9_pr__Work_Schedule__c)		R		R
Object	Assignment Schedule (tc9_pr__Assignment_Schedule__c)		R	R	R
Record Type	Work Schedule (tc9_pr.Work_Schedule)		A	A	A
Record Type	Substitution (tc9_pr.Substitution)		A	A	A
Field	Assignment (tc9_pr__Assignment__c)		R	R	R
Field	Effective Date (tc9_pr__Effective_Date__c)		R	R	R
Field	Employee (tc9_pr__Employee__c)		R	R	R
Field	Exclude From Auto Update (tc9_pr__Exclude_From_Auto_Update__c)		R	R	R
Field	Expiry Date (tc9_pr__Expiry_Date__c)		R	R	R
Field	External Id (tc9_pr__External_Id__c)		R	R	R
Field	Payee (tc9_pr__Payee__c)		R	R	R
Field	Public Holiday Calendar (tc9_pr__Public_Holiday_Calendar__c)		R	R	R
Field	Status (tc9_pr__Status__c)		R	R	R
Field	Work Schedule (tc9_pr__Work_Schedule__c)		R	R	R
Object	Timesheet Entry (tc9_et__Timesheet_Entry__c)		R/C/E	R	R
Field	Work Schedule Item (tc9_pr__Work_Schedule_Item__c)		R/E	R	R
Object	Pay Transaction (tc9_pr__Pay_Transaction__c)			R	R
Field	Assignment Schedule (tc9_pr__Assignment_Schedule__c)			R	R

Appendix 13

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define separate Pay Codes for Sunday and Public Holiday breakpoints, while accessing Minimum Rest or Break Loading Interpretation

Users Key

User 1 - Users who will create/update Interpretation Rules
User 2 - Users who will be processing Timesheets through Interpretation Rules

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Days Total Span Hours Apply (tc9_et__Days_Total_Span_Hours_Apply2__c)	R/E	R
Field	Days Minimum Rest Hours Apply (tc9_et__Days_Minimum_Rest_Hours_Apply2__c)	R/E	R

Appendix 14

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define partial day breakpoints in daily Interpretation Rules.

Users Key

User 1 - Users who will create/update Interpretation Rules
User 2 - Users who will be processing Timesheets through Interpretation Rules

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Apply Partial Daily Rates (tc9_et__Apply_Partial_Daily_Rates__c)	R/E	R
Object	Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	R/C/E	R
Field	Daily Quantity (tc9_et__Daily_Quantity__c)	R/E	R

Appendix 15

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define partial allowance breakpoints in Interpretation Rules.

Users Key

User 1 - Users who will create/update Interpretation Rules
User 2 - Users who will be processing Timesheets through Interpretation Rules

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	R/C/E	R
Field	Pay Partial Quantity (tc9_et__Pay_Partial_Quantity__c)	R/E	R

Appendix 16

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to define partial allowance breakpoints in Interpretation Rules.

Users Key

User 1 - Users who will create/update Assignment Project Codes
User 2 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Project Code (tc9_pr__Project_Code__c)	R/C/E	R
Field	Pay Advice Description (tc9_pr__Pay_Advice_Description__c)	R/E	R
Object	Pay Advice Line (tc9_pr__Pay_Advice_Line__c)		R/C/E
Field	Project Code (tc9_pr__Project_Code__c)		R/E

Appendix 17

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to set a custom pay advice footer.

Users Key

User 1 - Users who will create/update Pay Advice Templates
User 2 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	R/C/E	R
Field	Text Footer (tc9_pr__Text_Footer__C)	R/E	R
	Position Footer (tc9_pr__Position_Footer__c)	R/E	R
	Colour Footer Text (tc9_pr__Colour_Footer_Text__c)	R/E	R

Appendix 18

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to set a default Pay Advice message.

Users Key

User 1 - Users who will create/update Pay Advice Templates
User 2 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Pay Advice Template(tc9_pr__Pay_Advice_Template__c)	R/C/E	R
Field	Text Pay Advice Message (tc9_pr__Text_Pay_Advice_Message__c)	R/E	R

Appendix 19

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to mark Pay Advice Templates as Active or Inactive.

Users Key

User 1 - Users who will create/update Pay Advice Templates
User 2 - Users who will process payroll

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	R/C/E	R
Field	Available for Use (tc9_pr__Available_for_Use__c)	R/E	R

Appendix 20

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to consolidate multiple Pay Advice amounts in a Payment File.

Users Key

User 1 - Users who will create/update Payee records
User 2 - Users who will process payroll (and create the Payment File)

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2
Object	Payee (tc9_pr__Payee__c)	R/C/E	R
Field	Payment Consolidation (tc9_pr__Payment_Consolidation__c) *	R/E	R
Object	Payment File Line (tc9_pr__Payment_File_Line__c)		R/C/E
Field	Payment Consolidation (tc9_pr__Payment_Consolidation__c)		R/E

The Payment Consolidation field (Payment_Consolidation__c) on Payee is an existing field that was previously unused so may not have been added to profiles/permission sets. It is detailed here to ensure the correct permission is given for the functionality.

Appendix 21

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to use Custom Invoice Group By IDs.

Users Key

User 1 - Users who will create/update Assignments
User 2 - Users who will create/update Pay Transactions (via Timesheet Interpretation, Payroll Processing or Invoiceable Fees)
User 3 - Users who will create invoices

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Assignment (tc9_pr__Assignment_c)	R/C/E	R	R
Field	Custom Invoice Group by ID (tc9_et__Custom_Invoice_group_by_id__c)	R/E	R	R

Appendix 22

The below table defines the access that must be granted to Internal Users for new components introduced for the functionality to include expense receipts/evidence as attachments with invoice emails.

Users Key

User 1 - Users who will create/update Invoice Settings
User 2 - Users who will create/update Invoices
User 3 - Users who will send invoice emails

Minimum Access Key

R - Read
C - Create
E - Edit
A - Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Invoice Setting (tc9_et__Invoice_Setting__c)	R/C/E	R	R
Field	Exp Claim Attachments with Invoice (tc9_et__Exp_Claim_Attachments_with_Invoice__c)	R/E	R	R

Appendix 23

The Custom Labels available for translation /override are as follows:

Out of the Box Terminology	Associated Custom Label
-select-	commSelect
ABN	commABN
Actual Hours	commActualHours
Add Allowance	commAddAllowance
Add Documents / Expire	commAddDocsOrExpireRecord
Add Entry	commAddEntry
Add Expense	commAddExpense
Add Leave	commAddLeave
Alternative Address Details	commAlterAddress
Approval Status	commApprovalStatus
Approve	commApprove
Approve Selected Records	commApproveSelectedRecords
Approved	commApproved
Approved Expense Claims	commApprovedExpClaims
Approved Leave	commApprovedLeave
Approved Timesheets	commApprovedTimesheets
Approving…	commApproving
Are you sure you wish to resubmit your expense claim? If you select “Proceed”, this expense claim will be recalled for you to make changes and will NOT be available to be approved and processed for payment until you submit it again	commExpClaimResubmitInfo
Are you sure you wish to resubmit your timesheet? If you select “Proceed”, this timesheet will be recalled for you to make changes and will NOT be available to be approved and processed for payment until you submit it again	commTimesheetResubmitInfo
Are you sure you would like to clear the data in the entry?	commConfirmClear
Are you sure you would like to delete the entry?	commConfirmDelete
Assignment	commAssignment
Average Hours	commAverageHours
Average Period	commAveragePeriod
Balance unavailable for this Leave Type	commBalanceUnavail
Balances	commBalances
Break 2 End commBreak2End

Out of the Box Terminology	Associated Custom Label
Break 2 Paid?	commBreak2Paid
Break 2 Start	commBreak2Start
Break End	commBreakEnd
Break Min	commBreakMin
Break Paid?	commBreakPaid
Break Start	commBreakStart
Calculate	commCalculate
Calculated Successfully	commCalculatedSuccessfully
Cancel	commCancel
Change Assignment	commChangeAssignment
Claim Amount	commClaimAmount
Claim Date	commClaimDate
Clear	commClear
Clear data for Entry -	commClearEntryData
cleared successfully	commClearSuccessful
Client	commClient
Closing Balance	commClosingBalance
Company Details	commCompanyDetails
Company Name	commCompanyName
Confirm	commConfirm
Contact Details	commContactDetails
Create Leave Credit	commCreateLeaveCredit
Create Leave Event	commCreateLeaveEvent
Create New Company Details	commCreateNewCompany
Create New Emergency Contact	commCreateEmerContact
Create New Expense Claim	commCreateNewExpClaim
Create New Payment Details	commCreatePayDetails
Create New Super Details	commNewSuperDetails
Create New TFN Details	commCreateNewTFNDetails
Current	commCurrent
Current Emergency Contacts	commCurrentEmerContacts
Current Expense Claims	commCurrentExpClaims
Current Leave	commCurrentLeave
Date Incurred	commDateIncurred
Date Paid	commDatePaid
Date Period	commDatePeriod
Delete Entry -	commDeleteEntry
Delete Expense Claim	commDeleteExpClaim
Delete File	commDeleteFile
Delete Leave Event	commDeleteLeaveEvent
deleted successfully	commDeleteSuccessful
Description	commDescription
Double Pay	commLeaveDoublePay
Edit	commEdit
Edit Payment Distribution	commEditPayDist
Effective Date	commEffectiveDate
Email	commEmail
Emergency Contacts	commEmergencyContacts
Employee	commEmployee
Employee Comments	commEmployeeComments
End Date	commEndDate
End Time	commEndTime
Entry Date	commEntryDate
Error during process	commErrorDuringProcess
Expense Claim	commExpClaim
Expense Claim does not exist please go back and select or create another Expense Claim	commExpClaimNotExist
Expense Claim has been deleted and no longer exists please go back and select or create another Expense Claim	commExpClaimDeleteInfo
Expenses	commExpenses
Expiry Date	commExpiryDate
Expire Record	commCloseRecord
File deleted	commFileDeleted
File not found.	commFileNotFound
Filter Records by Date Range	commFilterByDateRange
Forecast Balance	commForecastBalance
Forecast Based On	commForecastBasedOn
Forecast Leave commForecastLeave

Out of the Box Terminology	Associated Custom Label
Forecast To	commForecastTo
From Date	commFromDate
Go Back	commGoBack
Gross Earnings	commGrossEarnings
Half Pay	commLeaveHalfPay
Historical Leave	commHistoricalLeave
History	commHistory
Hours	commHours
If you can’t fnd your required super fund, please type in a key character and search for a fund.	commSuperFundSearchInfo
Invoices	commInvoices
Leave	commLeave
Leave Balances	commLeaveBalances
Leave Event	commLeaveEvent
Leave Forecast	commLeaveForecast
Leave Type	commLeaveType
Manage any Overtime as Time Off in Lieu has been updated	commManageOTasTOILUpdated
Manage any Overtime as Time Off in Lieu?	commManageOTasTOIL
Membership Number	commMemberNumber
Mins	commMins
Mobile	commMobile
Name	commName
Net Earnings	commNetEarnings
New	commNew
New APRA Approved Super Fund Details	commNewApraDetails
New Company	commNewCompany
New Emergency Contact	commNewEmerContact
New Payment Details	commNewPayDetails
New SMSF Details	commNewSMSFDetails
New TFN Details	commNewTfnDetails
No	commNo
No Assignments available, please contact your Manager.	commNoAssignmentAvailable
No Details Provided. Please provide Company or	commCompanyOrTfnDetails

TFN details.

No Pay Advices available for viewing.	commNoPayAdvice

Out of the Box Terminology	Associated Custom Label
No Payment Details Provided, please create at least one Payment Detail Record to ensure payment.	commNoPaymentDetails
No Super Details Provided, please create a new super record.	commNoSuperFund
No TFN Details Provided. Please provide TFN or Company details.	commNoTFN
Not accessible via mobile browser.	commNoAccessViaMobile
Notes for this Entry	commNotesForEntry
Online creation of Expense Claims is disabled.	commCreateExpClaimDisabled
Only numeric values allowed for phone numbers.	commPhoneWarning
Or drop fles	commOrDropFiles
Overview	commOverview
Pay Advice	commPayAdvice
Pay Advice Message	commPayAdviceMsg
Pay Code	commPayCode
Pay Code missing. Please enter a value for Pay Code.	commPayCodeMissing
Pay in Advance?	commLeavePayInAdvance
Payment Detail	commPaymentDetail
Payment Details	commPaymentDetails
Payment Detail Type (select)	commPaymentDetailType
Payment Distribution	commPaymentDist
Payment Method	commPaymentMethod
Period End Date	commPeriodEndDate
Period Start Date	commPeriodStartDate
Personal Details	commPersonalDetails
Personal Information	commPersonalInfo
Phone	commPhone
Please enter a forecast date to proceed.	commForecastDateWarning
Please enter the details for your self managed super fund	commProvideSMSFDetails
Please note that new records will be activated at midnight.	commActivatedAtMidnight
Please provide a reason before rejecting a record…	commRejectionCommentPlaceholder
Please Review	commPleaseReview
Primary Address Details	commPrimaryAddress
Proceed	commProceed
Processed	commProcessed

Out of the Box Terminology	Associated Custom Label
Processing Status	commProcessingStatus
Project Code	commProjectCode
Public Holiday	commPublicHoliday
Quantity	commQuantity
Reason	commReason
Record Approved	commRecordApproved
Record Closed	commRecordClosed
Record Locked	commRecordLocked
Record Rejected	commRecordRejected
Record reverted back to New	commRevertedToNew
Record Saved	commRecordSaved
Record Type	commRecordType
Records Approved	commRecordsApproved
Reject	commReject
Rejected	commRejected
Rejected Expense Claims	commRejectedExpClaims
Rejected Leave	commRejectedLeave
Rejected Timesheets	commRejectedTimesheets
Rejection Comment	commRejectionComment
Rejection Comment Required	commRejectionCommentReq
Relationship	commRelationship
Resolve Error	commResolveError
Resubmit	commResubmit
Review/Approve	commReviewApprove
Save	commSave
Save All Changes	commSaveAllChanges
Select Assignment	commSelectAssignment
Select Leave Type	commSelectLeaveType
Selected Pay Rate	commLeaveSelectedPayRate
Selected Records:	commSelectedRecords
SMSF Created and new Super Details saved.	commSMSFCreateSuccess
Sort Order	commSortOrder
Standard Pay	commLeaveStandardPay
Start Date	commStartDate
Start Time	commStartTime

Out of the Box Terminology	Associated Custom Label
Status	commStatus
Status will not update on save, update the expiry date to change the record to inactive.	commStatusSaveAsInactiveWarning
Submit	commSubmit
Submitted	commSubmitted
Submitted Expense Claims	commSubmittedExpClaims
Submitted Leave	commSubmittedLeave
Submitted Timesheets	commSubmittedTimesheets
Super Details	commSuperDetails
Super Distribution Type	commSuperDistType
Super Fund	commSuperFund
Super Fund Type	commSuperFundType
Supporting documents can be uploaded however the record can not be updated. If you need to make changes to your super, please expire this record and create a new super record.	commSuperEditWarning
Tax	commTax
Tax File Number	commTaxFileNumber
Taxable	commTaxable
TFN Details	commTFNDetails
This record can not be updated, please expire this record and then create a new company record if you wish to make changes to your Company.	commCompanyCannotBeUpdated
This record can only be edited to change the sort order, expiry date and status. Please make these changes in the Payment Distribution tab.	commPaymentDetailEditRestriction
This record is inactive please refer to or create a new company record if you wish to view or make changes to your Company.	commCompanyIsInactive
This record is inactive please refer to or create a new super record if you wish to view or make changes to your Super.	commSuperInactiveWarning
Timesheet	commTimesheet
Timesheet Activity	commTimesheetActivity
Timesheet Allowance	commTimesheetAllowance
Timesheet Allowances	commTimesheetAllowances
Timesheet Leave	commTimesheetLeave
Timesheets	commTimesheets
To Date	commToDate

Out of the Box Terminology	Associated Custom Label
To view, update or create, please access via a desktop browser.	commAccessViaDesktop
Total Ex Tax	commTotalExTax
Total Inc Tax	commTotalIncTax
Trading Name	commTradingName
Undo All Changes	commUndoAllChanges
Unsaved changes have been cancelled and undone.	commChangesCancelled
Update Company	commUpdateCompany
Update Expense Claim	commUpdateExpClaim
Update has occurred. Please save to prevent loss of data. Save must occur before using the copy down feature or updating previously locked data.	commUpdateWarning
Update TFN	commUpdateTFN
Update to employee notes has occurred. Please save to prevent loss of data.	commEmployeeNotesUpdated
Upload Files	commUploadFiles
Upload Supporting Documents	commUploadingDocs
Upload Supporting Documents	commUploadingDocs
View	commView
View File	commViewFile
Warning	commWarning
Yes	commYes
You cannot forecast leave to a date earlier than today.	commEnterForecastDate
You have at least one rejected Expense Claim. Please review ASAP to ensure no delays in payment.	commHaveRejectedExpClaim
You have at least one rejected Timesheet. Please review ASAP to ensure no delays in payment.	commHaveRejectedTimesheet

Banksia Release Upgrade Guide

​Overview

​Important Information

​Pre-Installation Checklist

​Installation and Configuration Checklist

​Installation Links

​Pre-Installation Items

​New Component Review

​Custom Automation Review

​Configuration Items

​Pay Employee Leave In Advance

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts for New Fields (Compulsory)

​Update New Fields on Existing Records (Compulsory)

​Make the New Field Available in Communities/Experience (Optional)

​Indicate the Rate that Leave Will Be Paid

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts for New Fields (Compulsory)

​Update New Fields on Existing Records (Compulsory)

​Make the New Field Available in Communities/Experience (Optional)

​Update Leave Functionality In Communities/Experience

​Configure the Communities/Experience Leave Tab (Optional)

​Define Dual Leave Loading Interpretation Rules

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Apply For Time Off In Lieu Credit in Communities/Experience

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Make the New Functionality Available in Communities/Experience (Optional)

​Perform Streamlined Payee Exit Tasks

​Update Page Layouts(Optional)

​Automate Payee Allowance Records and Assignment Rate Creation

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Define and Use of Minimum Pay Rates

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Create a New Picklist Value for Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Create and Allocate Work Schedules Efficiently

​Update Profile/Permission Sets (Optional)

​Apply Work Schedule Information to Payroll

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Create a New Picklist Value for Fields (Optional)

​Extend Minimum Rest or Break Loading Interpretation

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts For New Fields (Compulsory)

​Update New Fields on Existing Records (Compulsory)

​Populate Different Pay Codes for Sundays and Public Holidays (Optional)

​Utilise Daily Interpretation Rules for Partial Days

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Pay Partial Allowances

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Provide Greater Detail on Pay Advice Documents

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts for New Fields (Optional)

​Create a New Picklist Value for Fields (Optional)

​Update New Field on Existing Records (Optional)

​Update the Pay Advice Detail Level on Pay Schedules (Optional)

​Set a Custom Pay Advice Footer

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Update New Fields on Existing Records (Optional)

​Define a Default Pay Advice Message

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

​Mark Pay Advice Templates as Active or Inactive

​Update Profile/Permission Sets (Compulsory)

​Update Page Layouts for New Fields (Compulsory)

​Update New Fields on Existing Records (Compulsory)

​Consolidate Multiple Pay Advice Amounts in a Payment File

​Update Profile/Permission Sets (Optional)

​Update Page Layouts for New Fields (Optional)

Overview

Important Information

Pre-Installation Checklist

Installation and Configuration Checklist

Installation Links

Pre-Installation Items

New Component Review

Custom Automation Review

Configuration Items

Pay Employee Leave In Advance

Update Profile/Permission Sets (Compulsory)

Update Page Layouts for New Fields (Compulsory)

Update New Fields on Existing Records (Compulsory)

Make the New Field Available in Communities/Experience (Optional)

Indicate the Rate that Leave Will Be Paid

Update Profile/Permission Sets (Compulsory)

Update Page Layouts for New Fields (Compulsory)

Update New Fields on Existing Records (Compulsory)

Make the New Field Available in Communities/Experience (Optional)

Update Leave Functionality In Communities/Experience

Configure the Communities/Experience Leave Tab (Optional)

Define Dual Leave Loading Interpretation Rules

Update Profile/Permission Sets (Compulsory)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Apply For Time Off In Lieu Credit in Communities/Experience

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Make the New Functionality Available in Communities/Experience (Optional)

Perform Streamlined Payee Exit Tasks

Update Page Layouts(Optional)

Automate Payee Allowance Records and Assignment Rate Creation

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Define and Use of Minimum Pay Rates

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Create a New Picklist Value for Fields (Optional)

Update New Fields on Existing Records (Optional)

Create and Allocate Work Schedules Efficiently

Update Profile/Permission Sets (Optional)

Apply Work Schedule Information to Payroll

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Create a New Picklist Value for Fields (Optional)

Extend Minimum Rest or Break Loading Interpretation

Update Profile/Permission Sets (Compulsory)

Update Page Layouts For New Fields (Compulsory)

Update New Fields on Existing Records (Compulsory)

Populate Different Pay Codes for Sundays and Public Holidays (Optional)

Utilise Daily Interpretation Rules for Partial Days

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Pay Partial Allowances

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Provide Greater Detail on Pay Advice Documents

Update Profile/Permission Sets (Compulsory)

Update Page Layouts for New Fields (Optional)

Create a New Picklist Value for Fields (Optional)

Update New Field on Existing Records (Optional)

Update the Pay Advice Detail Level on Pay Schedules (Optional)

Set a Custom Pay Advice Footer

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Update New Fields on Existing Records (Optional)

Define a Default Pay Advice Message

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)

Mark Pay Advice Templates as Active or Inactive

Update Profile/Permission Sets (Compulsory)

Update Page Layouts for New Fields (Compulsory)

Update New Fields on Existing Records (Compulsory)

Consolidate Multiple Pay Advice Amounts in a Payment File

Update Profile/Permission Sets (Optional)

Update Page Layouts for New Fields (Optional)