Bottlebrush Release Upgrade Guide

Overview

Release:	Bottlebrush ‘21/’22
Version:	v1.173.1
Release Date:	23/12/2021
Packages updated:	2cloudnine Payroll v1.173.1 (incorporates v1.161 to v1.173.1) 2cloudnine Payroll Time2Pay Extension v1.123 (incorporates v1.100 to v1.123) 2cloudnine Payroll Communities Extension v1.48 (incorporates v1.44 to v1.48) 2cloudnine Payroll Australia Extension v1.63 (incorporates v1.61 to v1.63) 2cloudnine Payroll Data Creation Extension v1.42 (incorporates v1.39 to v1.42)

Important Information

Only your authorised Salesforce System Administrator or Partner should be actioning any installation, configuration items and tasks. All packages within the release must be installed. There may be compulsory and optional configuration items and tasks that need to be completed pre 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 of 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. This guide should always be opened and used via your web browser. This will ensure you are viewing the most recent version of the document. Further, downloading the document and opening it with desktop programs, such as Adobe, has been found to cause errors when copying and using the scripts provided for data updates. These errors do not occur when viewed through a browser.

Pre-Installation Checklist

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

	Configuration Item / Task	Requirement?
New Component Review Update
	Remove / rename duplicate objects	Optional
	Remove / rename duplicate record types	Optional
	Remove / rename duplicate fields	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 New Update
	Install 2cloudnine Payroll v1.173.1	Compulsory
	Install 2cloudnine Payroll Time2Pay Extension v1.123	Compulsory
	Install 2cloudnine Payroll Communities / Experience Extension v1.48	Compulsory
	2cloudnine Payroll Australia Extension v1.63	Compulsory
	2cloudnine Payroll Data Creation Extension v1.42	Compulsory
Abide by the new 2022/2023 Pay As You Go Tax Tables EOFY New
	Complete the Setup Payroll Process	Compulsory
Updates to the 2022/2023 Lump Sum D and ETP Rates EOFY New
	Configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables	Compulsory
Adhere to the 2022/2023 Superannuation Changes EOFY New
	Configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables	Compulsory
2023 Public Holiday Available Via Bulk Data Creation EOFY New
	Configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables	Compulsory
Timesheet Interpretation and the Ability to Define Sleepovers New
	Update Profile / Permission Sets	Compulsory
	Create a new picklist value for field(s)	Compulsory
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Introduction of Interpretation Rules Frequency Pay Code Caps New
	Update new field(s) on existing records	Optional
The Ability to Define Interpretation Allowances For Payment During Leave
	Update Profile / Permission Sets	Compulsory
	Update new field(s) on existing records	Optional
Define Interpretation Allowances For Payment Using Timesheet Activities New
	Update Profile / Permission Sets	Compulsory
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Update to the Minimum Paid Hours When Variations Apply New
	Update new field(s) on existing records	Optional
Enhancement to When Minimum Rest is Applied New
	Update Profile / Permission Sets	Compulsory
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Enhancements to the Split / Broken Shifts Logic
	Update profile / permission sets	Compulsory
	Update page layouts for new field(s) and action(s)	Optional
	Update new field(s) on existing records	Compulsory
Control When Broken Shift Logic Will Apply New
	Update profile / permission sets	Compulsory
	Update page layouts for new field(s) and action(s)	Optional
	Update new field(s) on existing records	Optional
Save Time with the Update Rate Manager
	Update page layouts for new action(s)	Optional
	Update list views for new button(s)	Optional
	Update the Time2Pay Update Rates Settings custom setting	Optional
Provide Enhancements to Rate Calculator (Beta*)
	Update profile / permission sets	Optional
	Update page layouts for new field(s) and action(s)	Optional
	Update the Time2Pay Rate Calculator Configurator custom setting	Optional
Automation of Template Group Population on Assignments
	Update the Time2Pay Ext Main Settings custom setting	Optional
	Update existing records	Optional
Define Overtime Pay Codes for Minimum Rest and Break Loading
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Improved Timesheet Interpretation for Allowances
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Create a new picklist value for field(s)	Optional
	Update new field(s) on existing records	Optional
Define Penalty Time Bands in Hourly Rates Timesheet Interpretation
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Create a new picklist value for field(s)	Optional
	Update new field(s) on existing records	Optional
Improved Superannuation Deduction Capability
	Create a new picklist value for field(s)	Optional
Override Superannuation Minimum Age Requirements
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Customise What is Displayed on Pay Advice Documents
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
Validating Leave Availability When Creating Payee Leave
	Update profile / permission sets	Optional
	Update page layouts for new field(s)	Optional
	Update new field(s) on existing records	Optional
New Deduction Record Page Layouts
	Assign page layouts to relevant record types	Optional
	Update picklist value available based on record types	Optional
Automated Back Pay (Pilot Program*)
	Instructions for signing up to pilot program	Optional

Installation Links

The installation of the following packages must be completed as part of the Bottlebrush ‘21 release upgrade.

Package	Version	Install Link
2cloudnine Payroll	1.173.1 Update	Install package
2cloudnine Payroll Time2Pay Extension	1.123 Update	Install package
2cloudnine Payroll Communities / Experience Extension	1.48	Install package
2cloudnine Payroll Australia Extension	v1.63	Install package
2cloudnine Payroll Data Creation Extension	V1.42 New	Install package

Pre-Installation Items

New Component Review Update

The Bottlebrush ’21 release contains a number of new components including Objects, Fields and Buttons. A review of the list of components introduced should be conducted to check for Salesforce limits and duplicates of existing custom components. Please note for the Bottlebrush release, there have been new lookup fields introduced on multiple objects. Full details for the lookup fields included can be found in Appendix 1, however, the below table provides a per object summary.

Object	Number Of New Lookup Fields
Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	3
Rate Calculator (tc9_et__Rate_Calculator__c)	3

Upon review of the lookups that already exist on this object in your organisation, if you find that you are going to exceed Salesforce limits, we suggest logging a case with Salesforce to have your organisation’s limit increased. In some instances, where duplicates exist, the installation / upgrade of the package will not be permitted. In these instances, the duplicates must be removed prior to attempting to install it. 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. When deleting a component, Salesforce does not permanently delete them for 15 days so although they are deleted for the user, they do still exist within the organisation. To remove the component completely, from the Object > Fields & Relationships screen, click the Deleted Fields button. The fields that have been deleted but not permanently removed will be detailed. From there they can be permanently removed by clicking on the Erase link next to the relevant field name. A list of all the new components that should be reviewed are outlined in Appendix 1

Configuration Items

Abide by the new 2022/2023 Pay As You Go Tax Tables EOFY New

The update which allows users to pay PAYG employees based on the 2022/2023 tax rates is compulsory and all of the below configuration steps must be completed. Configuration steps:

Complete the Setup Payroll Process (Compulsory)

Complete the Setup Payroll Process (Compulsory)

This configuration also completes the configuration for the Updates to the 2022/2023 Lump Sum D and ETP Rates, Adhere to the 2022/2023 Superannuation Changes and 2023 Public Holiday Available Via Bulk Data Creation sections below.

Based on whether the Setup Payroll Process has been completed previously, it will walk you through what needs to be done.

if the Setup Payroll Process has already been run in the Org, you’ll be taken directly to the appropriate page for performing the update required.
If the Setup Payroll Process has not previously been run in the org, it will start the whole process and the new updates will be included along with the other records created.

Select the Setup Payroll item. Based on whether the Setup Payroll Process has been completed previously, it will walk you through what needs to be done. ○ if the Setup Payroll Process has already been run in the Org, you’ll be taken directly to the appropriate page for performing the update required. ○ If the Setup Payroll Process has not previously been run in the org, it will start the whole process and the new updates will be included along with the other records created.
Follow the online instructions to complete the Setup Payroll Process.
Once this is done, the process is complete and provides you with a summary of the changes made.

Make sure ‘Withholding Rules July 2022’ and ‘Public Holidays (2023)’ are both in the included list. If they are not included, run the Setup Payroll Process again.

Updates to the 2022/2023 Lump Sum D and ETP Rates EOFY New

The update which allows users to access the 2022/2023 Lump Sum D and ETP rates is compulsory, however, the configuration steps that need to be completed are grouped together with the configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables. After you have completed the configuration outlined in the above section, this item is also complete.

Adhere to the 2022/2023 Superannuation Changes EOFY New

The update which allows users to adhere to the 2022/2023 Superannuation changes to the SGC rate and threshold amounts is compulsory however, the configuration steps that need to be completed are grouped together with the configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables. After you have completed the configuration outlined in the above section, this item is also complete.

2023 Public Holiday Available Via Bulk Data Creation EOFY New

The update which allows users to install the 2023 Public Holidays is compulsory, however, the configuration steps that need to be completed are grouped together with the configuration steps for Abide by the new 2022/2023 Pay As You Go Tax Tables. After you have completed the configuration outlined in the above section, this item is also complete.

Timesheet Interpretation and the Ability to Define Sleepovers New

The update which allows users to define Sleepover rules directly in the Interpretation Rule instead of using Variations is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

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

Update Profile / Permission Sets (Compulsory)

The fields associated with this item 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.

Create a New Picklist Value for Field(s) (Compulsory)

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 Interpretation Breakpoint Type (tc9_et.Interpretation_Breakpoint_Type)
Click the New button in the Values section
On the displayed page, add the new values
- Sleepover
- Allowance/Leave Junction *
- Allowance/Timesheet Activity Junction *
- Broken Shift Standard Hours *
Ensure the “Add new picklist value sets to all record types that use this global value set” checkbox is NOT checked
Click Save
Go to Setup > Object Manager
Select Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Record Types
Click on the Sleepover Record Type
In the Picklist Available for Editing section, locate the Breakpoint Type picklist and select edit
Move the Sleepover value onto the Selected Values list
Click Save
Return to the Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Record Types
Click on the Interpretation Breakpoint Junction Record Type
In the Picklist Available for Editing section, locate the Breakpoint Type picklist and select edit
Move the Allowance/Leave Junction and Allowance/Timesheet Activity Junction values onto the Selected Values list
Click Save
Return to the Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Record Types
Click on the Split/Broken Shift Record Type
In the Picklist Available for Editing section, locate the Breakpoint Type picklist and select edit
Move the Broken Shift Standard Hours value onto the Selected Values list
Click Save
Return to the Object Manager
Select Project Code (tc9_pr_Project_Code __c) > Record Types
Click on the Timesheet Activity - Assignment Level Record Type
In the Picklist Available for Editing section, locate the Interpretation Breakpoint Type picklist and select edit
Move the Sleepover value onto the Selected Values list
Click Save
Return to the Project Code (tc9_pr_Project_Code __c) > Record Types
Click on the Timesheet Activity - Client Level Record Type
In the Picklist Available for Editing section, locate the Interpretation Breakpoint Type picklist and select edit
Move the Sleepover value onto the Selected Values list
Click Save
Return to the Project Code (tc9_pr_Project_Code __c) > Record Types
Click on the Timesheet Activity - Template Level Record Type
In the Picklist Available for Editing section, locate the Interpretation Breakpoint Type picklist and select edit
Move the Sleepover value onto the Selected Values list
Click Save

To save configuration time, the Interpretation Breakpoint Type global picklist has been set for all items requiring a change.

The Allowance/Leave Junction value is the The Ability to Define Interpretation Allowances For Payment During Leave item. The Allowance/Timesheet Activity Junction value is the Define Interpretation Allowances For Payment Using Timesheet Activities item. The Broken Shift Standard Hours value is the Enhancements to the Split / Broken Shifts Logic item.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types*
Add the following field(s) to the layout
- Apply Sleepover Interpretation? (tc9_et__Apply_Sleepover_Interpretation__c)
- Sleepover Breakpoint Application (tc9_et__Sleepover_Breakpoint_Application__c)
- Sleepover Minimum Rest Hours (tc9_et__Sleepover_Minimum_Rest_Hours__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types

Page layouts used by external users, such as those used for Employee Experience (Communities) and Approver (Communities) do not need to be included in the above update. If a change to one of these layouts is required, it will be listed as a separate configuration item.

Update New Field(s) on Existing Records (Optional)

To utilise the update which allows users to define Sleepover rules directly in the Interpretation Rule instead of using Variations for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Sleepovers setting.

Introduction of Interpretation Rules Frequency Pay Code Caps New

The update for users to set Frequency Pay Code Caps through the 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. Configuration steps:

Update new field(s) on existing records (Optional)

Update New Field(s) on Existing Records (Optional)

To utilise the update for users to set Frequency Pay Code Caps through the existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Frequency Pay Code Caps information.

The Ability to Define Interpretation Allowances For Payment During Leave New

The update to allow users the ability to define Interpretation Allowances for payment during Leave is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

Update profile / permission sets (Compulsory)
Update new field(s) on existing records (Optional)

The configuration of the Interpretation Breakpoint Type global picklist, which is also required for this item, has been outlined on the Timesheet Interpretation and the Ability to Define Sleepovers item - Create a New Picklist Value for Field(s) task. This task must also be completed.

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 3 must be made available for use either via profiles or custom permission sets.

Update New Field(s) on Existing Records (Optional)

To utilise the update to allow users the ability to define Interpretation Allowances for payment during Leave for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Allowance Rules and the Leave Breakpoints (if they haven’t already been defined). Then use the Allowance Junction Rules Allowance/Leave Junction tab to form a connection between the Allowance and the Leave Breakpoint.

Define Interpretation Allowances For Payment Using Timesheet Activities New

The update which allows users to define Interpretation Allowances for payment using Timesheet Activities is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

Update profile / permission sets (Compulsory)
Update new field(s) on existing records (Optional)

The configuration of the Interpretation Breakpoint Type global picklist which is also required for this item, has been outlined on the Timesheet Interpretation and the Ability to Define Sleepovers item - Create a New Picklist Value for Field(s) task. This task must also be completed.

Update Profile / Permission Sets (Compulsory)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

If the packaged permission sets are not used within the organisation (ie. a different or custom profile or permission set is used), the access outlined in Appendix 4 must be made available for use either via profiles or custom permission sets.

Update New Field(s) on Existing Records (Optional)

To utilise the update which allows users to define Interpretation Allowances for payment using Timesheet Activities for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Allowance Rules (if they haven’t already been defined). Then use the Allowance Junction Rules Allowance/Timesheet Activity Junction tab to form a connection between the Allowance and the Timesheet Activity Types.

Update to the Minimum Paid Hours When Variations Apply New

The update to Time Interpretation functionality so that when a Variation applies, it will always use the Minimum Paid Hours value on the Variation instead of the Interpretation Rule will apply on installation of the latest Bottlebrush packages. This requirement only needs to be completed if the option to use the functionality is taken. If not, these items can be skipped. Configuration steps:

Check existing records (Optional)

Check Existing Records (Optional)

It is recommended that any existing Variations are checked to make sure the Minimum Paid Hours defined is correct to prevent there being an issue when Timesheet Interpretation occurs.

Enhancement to When Minimum Rest is Applied New

The update to provide improvements to the Minimum Rest logic in the Time Interpretation functionality is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

Update profile / permission sets (Compulsory)
Update page layouts for new field(s) (Optional)
Update new field(s) on existing records (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 5 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types*
Add the following field(s) to the layout
- Apply Minimum Rest on Overtime (tc9_et__tc9_et__Apply_Minimum_Rest_on_Overtime__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types

Update New Field(s) on Existing Records (Optional)

To utilise the update to provide improvements to the Minimum Rest logic for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Apply Minimum Rest on Overtime setting.

Enhancements to the Split / Broken Shifts Logic New

The update to provide improved Timesheet Interpretation logic is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

Update profile / permission sets (Compulsory)
Update page layouts for new field(s) (Optional)
Update new field(s) 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 6 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types*
Add the following field(s) to the layout:
- Broken Shift Breakpoint Application (tc9_et__Broken_Shift_Breakpoint_Application__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types

Update New Field(s) on Existing Records (Compulsory)

It is essential to the continued use of existing Interpretation Rules that the Broken Shift Breakpoint Application field is populated. It is recommended that you run the below script to populate the picklist field with the Standard Interpretation value. This will ensure the current logic continues to apply when performing Time Interpretation. Once the script has completed running, any Interpretation Rules that require a different value of the Broken Shift Breakpoint Application field than the Standard Interpretation, will need to be updated via the Interpretation Builders. Alternatively, you can choose not to run the script and instead, update the field on an individual basis through the Interpretation Builder. To update the field, the following steps should be followed:

Run Script 1 defined below through the Developer Console Execute Anonymous Window to automatically update the Broken Shift Breakpoint Application field on the Interpretation Rule to be set the Standard Interpretation

Script 1

//Payroll post-install script for Bottlebrush Release - Interpretation Rule - Broken Shift Breakpoint Application

List<tc9_et__Interpretation_Rule__c> interpretationrules = [
    Select
        Id,
        tc9_et__Broken_Shift_Breakpoint_Application__c
    from tc9_et__Interpretation_Rule__c
    Where tc9_et__Broken_Shift_Breakpoint_Application__c = null
];

for (tc9_et__Interpretation_Rule__c Interpretationrule : interpretationrules) {
    String theValue = 'Standard Interpretation';

    Interpretationrule.tc9_et__Broken_Shift_Breakpoint_Application__c = theValue;
}

update interpretationrules;

Control When Broken Shift Logic Will Apply New

The update to provide user control when Split / Broken Shift logic will apply through Timesheet Activities is compulsory and all the below configuration steps marked as compulsory must be completed. The configuration steps marked as optional only need to be completed if the option to use the functionality is taken. Configuration steps:

Update profile / permission sets (Compulsory)
Update page layouts for new field(s) (Optional)
Update new field(s) on existing records (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 7 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types*
Add the following field(s) to the layout
- Broken Shift Timesheet Activity Required (tc9_et__Broken_Shift_Timesheet_Activity_Required__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Rule object excluding those used for the Daily Rates and Interpretation Variation Rules record types

Update New Field(s) on Existing Records (Optional)

To utilise the update to provide user control when Split / Broken Shift logic will apply through Timesheet Activities for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the Broken Shift Timesheet Activity Required setting.

Save Time with the Update Rate Manager

The below configuration steps should be completed if the functionality is required:

Update page layouts for new action(s) (Optional)
Update list views for new button(s) (Optional)
Update the Time2Pay Update Rates Settings custom setting (Optional)

Update Page Layouts for New Action(s) (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 Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c) > Page Layouts
Select any page layout that is used for the Minimum Pay Rate object*
Add the following Action (under the Mobile & Lightning Action options) to the layout
- Update Rates (tc9_et.Update_Rates)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Assignment Rate or Payee Timesheet Allowance record types
Return to the Object Manager
Select Template Group (tc9_pr__Template_Group__c) > Page Layouts
Select any page layout that is used for the Assignment Rate or Payee Timesheet Allowance record types*
Add the following Action (under the Mobile & Lightning Action options) to the layout
- Update Rates (tc9_et.Update_Rates)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Assignment Rate or Payee Timesheet Allowance record types *Page layouts used by external users, such as those used for Employee Experience (Communities) and Approver (Communities) do not need to be included in the above update. If a change to one of these layouts is required, it will be listed as a separate configuration item.

Update List Views for New Button(s) (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 Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c) > Search Layouts
Select the Edit option next to the Default Layout value
In the Custom Buttons section, move the Update Rates button to the Selected Buttons list
Click Save
Select Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c) > Search Layouts for Salesforce Classic
Select the Edit option next to the List View layout
In the Custom Buttons section, move the Update Rates button to the Selected Buttons list
Click Save
Return to the Object Manager
Select Template Group (tc9_pr__Template_Group__c) > Search Layouts
Select the Edit option next to the Default Layout value
In the Custom Buttons section, move the Update Rates button to the Selected Buttons list
Click Save
Select Template Group (tc9_pr__Template_Group__c) > Search Layouts for Salesforce Classic
Select the Edit option next to the List View layout
In the Custom Buttons section, move the Update Rates button to the Selected Buttons list
Click Save

Update the Time2Pay Update Rates Settings Custom Setting (Optional)

This requirement only needs to be completed if the option to lock and disable the Invoice Rates fields so users cannot edit them via the Update Rates functionality is taken. If not, this item can be skipped.

Go to Setup > Custom Setting
Locate the Time2Pay Update Rates Settings custom setting (tc9_et__Time2Pay_Update_Rates_Setting__c) and click on the Manage link alongside it
Click the Edit button
Check (tick) the Disable Invoice Rates (tc9_et__Disable_Invoice_Rates__c) checkbox
Click Save

Provide Enhancements to Rate Calculator (Beta*)

The Rate Calculator functionality is optional and is a beta version. Further updates and improvements will be included in future releases. These configuration requirements only need 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)
Update page layouts for new field(s) and action(s) (Optional)
Update the Time2Pay Rate Calculator Configurator custom setting (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 8 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Field(s) and Action(s) (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 Rate Calculator (tc9_et__Rate_Calculator__c) > Page Layouts
Select any page layout that is used for the Employee Specific or No Employee record types*
Add the following field(s) to the layout
- Account (tc9_et__Account__c)
- Assignments Require Industry? (tc9_et__Assignments_Require_Industry__c)
- Assignments Require Location? (tc9_et__Assignments_Require_Location__c)
- Assignments Require Risk Classification? (tc9_et__Assignments_Require_Risk_Classification__c)
- Award Classification (tc9_et__Award_Classification__c)
- Award Level (tc9_et__Award_Level__c)
- Previous Assignment Award Classification (tc9_et__Previous_Assignment_Award_Classification__c)
- Previous Assignment Award Level (tc9_et__Previous_Assignment_Award_Level__c)
- Previous Assignment Industry (tc9_et__Previous_Assignment_Industry__c)
- Previous Assignment Location (tc9_et__Previous_Assignment_Location__c)
- Previous Assignment Rate Calculator ID (tc9_et__Previous_Assignment_RC_Id__c)
- Previous Assignment Risk Classification (tc9_et__Previous_Assignment_Risk_Classification__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Employee Specific or No Employee record types.
Go to Setup > Object Manager
Select Rate Calculator Rate (tc9_et__Rate_Calculator_Rate__c) > Page Layouts
Select any page layout that is used for the Employee Specific or No Employee record types*
Add the following field(s) to the layout
- Minimum Pay Rate ID (tc9_et__Minimum_Pay_Rate_ID__c)
- Primary Rate Calculator Rate (tc9_et__Primary_Rate_Calculator_Rate__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Employee Specific or No Employee record types
Return to the Object Manager
Select Mark Up / Margin Rate Record (tc9_et__Mark_Up_Margin_Rate_Record__c) > Page Layouts
Select any page layout that is used for the Employee Specific or No Employee record types*
Add the following field(s) to the layout
- Primary Margin/Markup Rate (tc9_et__Primary_Margin_Markup_Rate__c)
Click Save
Repeat steps 15 to 17 for all page layouts that are used for the Employee Specific or No Employee record types
Return to the Object Manager
Select Assignment (tc9_pr__Assignment__c) > Page Layouts
Select any page layout that is used for the Temp record type*
Add the following Action (under the Mobile & Lightning Action options) to the layout
- Apply New Rate Calculator (tc9_et.Apply_New_Rate_Calculator)
Click Save
Repeat steps 21 to 23 for all page layouts that are used for the Temp record type
Return to the Object Manager
Select Account (Account) > Page Layouts
Select any page layout that is used for the Client record type*
Add the following field(s) to the layout
- Exclude Global Rate Calc Templates? (tc9_et__Exclude_Global_Rate_Calc_Templates__c)
Click Save
Repeat steps 27 to 29 for all page layouts that are used for the Client record type

*Page layouts used by external users, such as those used for Employee Experience (Communities) and Approver (Communities) do not need to be included in the above update. If a change to one of these layouts is required, it will be listed as a separate configuration item.

Update the Time2Pay Rate Calculator Configurator Custom Setting (Optional)

This requirement only needs to be completed if the option to incorporate Award Classification and Award Level information into the Rate Calculator is taken. If not, this item can be skipped.

Go to Setup > Custom Setting
Locate the Time2Pay Rate Calculator Configurator custom setting (tc9_et__Rate_Calculator_Configurator__c) and click on the Manage link alongside it
Click the Edit button
Check (tick) the Enable Award Classification and Levels (tc9_et__Enable_Award_Classification_and_Levels__c) checkbox
Click Save

Automation of Template Group Population on Assignments

The functionality to automatically assess and, where appropriate, populate the Assignment Rate and/or Payee Timesheet Allowance Template Group fields on the Assignment 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 the Time2Pay Ext Main Settings custom setting (Optional)
Update existing records (Optional)

Update the Time2Pay Ext Main Settings 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 Setting
Locate the Time2Pay Ext Main Settings custom setting (tc9_et__T2Pext_mainSettings__c) and click on the Manage link alongside it
Click the Edit button
Check (tick) the Default Template Groups MPR (tc9_et__Default_Template_Groups_MPR__c) checkbox
Click Save

Update Existing Records (Optional)

When in use, this functionality will determine the Assignment Rate and/or Payee Timesheet Allowance Template Group records that need to be populated onto the Assignment based on them having exactly the same name as the Interpretation Rule that is also allocated to the Assignment. For example, if the Interpretation Rule allocated to the Assignment is ‘Rule ABC’, the system will determine if there are any Assignment Rate or Payee Timesheet Allowance Template Group which also have the name ‘Rule ABC’. If there are, these records will be populated into the relevant lookup fields on the Assignment. To ensure this functionality will be able to match records, the names of existing Interpretation Rules, Assignment Rate and Payee Timesheet Allowance Template Group will need to be updated so their names align.

Define Overtime Pay Codes for Minimum Rest and Break Loading

The functionality to allow improved interpretation logic for minimum rest and break loading overtime 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 field(s) (Optional)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, if the packaged permission sets are not used within the organisation, the access outlined in Appendix 9 must be made available for use either via profiles or custom permission sets.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Breakpoint object excluding those used for the Allowance Breakpoint and Pay Code Cap record types*
Add the following field(s) to the layout
- Overtime Pay Code (tc9_et__Overtime_Pay_Code__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Breakpoint object excluding those used for the Allowance Breakpoint and Pay Code Cap record types

Update New Field(s) on Existing Records (Optional)

To utilise the improved timesheet interpretation functionality for minimum rest and break loading overtime, any existing Interpretation Rules that the new improvements will apply to will need to be updated, via the Interpretation Builder, to provide the necessary overtime breakpoint information.

Improved Timesheet Interpretation for Allowances

The functionality to allow improved interpretation logic for Interpretation Rule defined Allowances 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 field(s) (Optional)
Create a new picklist value for field(s) (Optional)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, 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 Field(s) (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 Timesheet Entry (tc9_et__Timesheet_Entry) > Page Layouts
Select any page layout that is used for the Timesheet Entry object*
Add the following field(s) to the layout
- Weekly Number (tc9_et__Weekly_Number__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Timesheet Entry object

Create a New Picklist Value for Field(s) (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 Interpretation Breakpoint Type (tc9_et.Interpretation_Breakpoint_Type)
Click the New button in the Values section
On the displayed page, add the new value ‘Weekly Allowance’
Ensure the “Add new picklist value sets to all record types that use this global value set” checkbox is NOT checked
Click Save
Go to Setup > Object Manager
Select Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c) > Record Types
Click on the Allowance Breakpoint Record Type
In the Picklist Available for Editing section, locate the Breakpoint Type picklist and select edit
Move the Weekly Allowance value onto the Selected Values list
Click Save

Update New Field(s) on Existing Records (Optional)

To utilise the new weekly allowance functionality for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the required weekly allowance breakpoint information.

Define Penalty Time Bands in Hourly Rates Timesheet Interpretation

The functionality to define penalty time bands in hourly rate timesheet interpretation 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 field(s) (Optional)
Create a new picklist value for field(s) (Compulsory)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, 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.

Update Page Layouts for New Field(s) (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 any page layout that is used for the Interpretation Breakpoint object excluding those used for the Allowance Breakpoint and Pay Code Cap record types*
Add the following field(s) to the layout
- Overtime Breakpoint (tc9_et__Overtime_Breakpoint__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Interpretation Breakpoint object excluding those used for the Allowance Breakpoint and Pay Code Cap record types

Create a New Picklist Value for Field(s) (Compulsory)

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 Interpretation Type Picklists (tc9_et.Interpretation_Type_Picklists)
Click the New button in the Values section
On the displayed page, add the new value ‘Standard Time with Time of Day Breakpoints’
Ensure the “Add new picklist value sets to all record types that use this global value set” checkbox is NOT checked
Click Save
Go to Setup > Object Manager
Select Interpretation Rule (tc9_et__Interpretation_Rule__c) > Record Types
Click on the Hourly Rate (tc9_et.Hourly_Rates) Record Type
In the Picklist Available for Editing section, locate the Friday Interpretation Type picklist and select edit
Move the Standard Time with Time of Day Breakpoints value onto the Selected Values list
Click Save
Repeat steps 11 - 12 for the following picklists
- Monday Interpretation Type
- Public Holiday Interpretation Type
- Saturday Interpretation Type
- Sunday Interpretation Type
- Thursday Interpretation Type
- Tuesday Interpretation Type
- Wednesday Interpretation Type
- Weekday Interpretation Type

Update Field(s) on Existing Records (Optional)

To utilise the functionality to define penalty time bands for existing Interpretation Rules, they will need to be updated, via the Interpretation Builder, to provide the required time band information.

Improved Superannuation Deduction Capability

The functionality to allow employees the option to direct their deduction to a different fund other than where their employer contributions are made 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:

Create a new picklist value for field(s) (Optional)

Create a New Picklist Value for Field(s) (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 Superannuation Types (tc9_eau.Superannuation_Types)
Click the New button in the Values section
On the displayed page, add the new value ‘Alternative Fund’
Ensure the “Add new picklist value sets to all record types that use this global value set” checkbox is checked
Click Save

Override Superannuation Minimum Age Requirements

The functionality to allow users to override the minimum age requirements for when calculating Superannuation 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 field(s) (Optional)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, 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.

Update Page Layouts for New Field(s) (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 Withholding (tc9_pr__Payee_Withholding__c) > Page Layouts
Select any page layout that is used for the AU SUPER record type*
Add the following field(s) to the layout
- Override Minimum Age Requirement (tc9_pr__Override_Minimum_Age_Requirement__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the AU SUPER record type

Update New Field(s) on Existing Records (Optional)

If there are any Payees that need to be included in the superannuation calculation that are under 18 years of age, their AU Super Payee Withholding record should be updated to have the Override Minimum Age Requirement field set to Yes. The minimum monthly earnings requirement of $450 (unless this is also overridden) will still apply.

Customise What is Displayed on Pay Advice Documents

The functionality to hide blank sections and selected pay codes on a Pay Advice document 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 field(s) (Optional)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, 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 Field(s) (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 any page layout that is used for the Pay Advice Template object*
Add the following field(s) to the layout
- Hide Blank Detail Sections (tc9_pr__Hide_Blank_Detail_Sections__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Pay Advice Template object
Return to the Object Manager
Select Pay Code (tc9_pr__Pay_Code__c) > Page Layouts
Select any page layout that is used for the Pay Code object*
Add the following field(s) to the layout
- Exclude From Pay Advice (tc9_pr__Exclude_From_Pay_Advice__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Pay Code object
Return to the Object Manager
Select Pay Advice Line (tc9_pr__Pay_Advice_Line__c) > Page Layouts
Select any page layout that is used for the Pay Advice Line object*
Add the following field(s) to the layout
- Display Pay Code (tc9_pr__Display_Pay_Code__c)
Click Save
Repeat steps 15 to 17 for all page layouts that are used for the Pay Advice Line object

Update New Field(s) on Existing Records (Optional)

If the option to hide blank sections is required for an existing Pay Advice Template, the relevant Pay Advice Template should be updated to have the Hide Blank Detail Sections field set as Yes. Likewise, if there are any existing Pay Codes that should be hidden on Pay Advice documents, the relevant Pay Code record should be updated to have the Exclude From Pay Advice field set as Yes. Note that historic Pay Advice records and their associate documents will not be updated. Changes will only apply to newly created Pay Advice records/documents.

Validating Leave Availability When Creating Payee Leave

The functionality to validate the leave balance of employees 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 field(s) (Optional)
Update new field(s) on existing records (Optional)

Update Profile / Permission Sets (Optional)

2cloudnine Payroll Admin
2cloudnine Time2Pay All Access

To use this optional functionality, 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 Field(s) (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 any page layout that is used for the Leave Rule object*
Add the following field(s) to the layout
- Validate Balance on Leave Takes (tc9_pr__Validate_Balance_on_Leave_Takes__c)
Click Save
Repeat steps 3 to 5 for all page layouts that are used for the Leave Rule object
Return to the Object Manager
Select Payee Leave Event (tc9_pr__Payee_Leave_Event__c) > Page Layouts
Select any page layout that is used for the Leave Take record type*
Add the following field(s) to the layout
- Override Leave Balance Validation (tc9_pr__Override_Leave_Balance_Validation__c)
Click Save
Repeat steps 9 to 11 for all page layouts that are used for the Leave Take record type

Update New Field(s) on Existing Records (Optional)

If the option to validate leave balances on leave take creation/update is required for an existing Leave Rule, the relevant Leave Rule should be updated to have the Validate Balance on Leave Takes field set as Yes. Likewise, if the validation is turned on for a Leave Rule and any of the existing related Payee Leave Events (Leave Take) need to be excluded from the validation, the relevant Payee Leave Event record should be updated to have the Override Leave Balance Validation field set to Yes.

Where no configuration is applied, the product will continue to operate as it currently does and the leave balance of the applicable Payee Leave Rule will not be validated when a related Payee Leave Event is created.

New Deduction Record Page Layouts

The use of the new record type based page layouts for Payee Deduction records is optional. This requirement only needs to be completed if the option to use the layouts is taken. If not, these items can be skipped. The below configuration steps should be completed if the functionality is required:

Assign page layouts to relevant record types (Optional)
Update picklist value available based on record types (Optional)

Assign Page Layouts To Relevant Record Types (Optional)

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

Go to Setup > Object Manager
Select Payee Deduction Record (tc9_pr__Payee_Deduction_Record__c) > Record Types
Click on the Page Layout Assignment button
Click the Edit Assignment button
Assign the layouts as follows*
- Layout: TC9PR General Deduction Record Layout Record Type:
  - Master
  - General Deductions Page Layout
- Layout: TC9PR Purchased Leave Deduction Record Layout Record Type:
  - Purchased Leave Deductions
- Layout: TC9PR Withholding Deduction Record Layout Record Type:
  - PAYG Deductions
  - Superannuation Deductions
Click Save

*These layouts are not intended for external users and care should be taken to ensure they are not assigned to external user profiles. Likewise, care should be taken to ensure that the layouts are assigned inline with your organisation’s field level security requirements. These assignments are only suggested based on the assumption all internal users will use the same layouts. In the event that the packaged versions of the page layouts are not used, but custom versions of the page layouts need to be updated instead, the below figures show samples of the packaged versions of the layouts so they can be replicated.

Figure 1 - TC9PR General Deduction Record Layout
Figure 2 - TC9PR Purchased Leave Deduction Record Layout
Figure 3 - TC9PR Withholding Deduction Record Layout

Screenshot from 2cloudnine Payroll v1.164.1 Bottlebrush Release Upgrade Guide

Update Picklist Value Available Based On Record Types (Optional)

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

Go to Setup > Object Manager
Select Payee Deduction Record (tc9_pr__Payee_Deduction_Record__c) > Record Types
Click on the General Deductions (tc9_et.General_Deductions) Record Type
In the Picklist Available for Editing section, locate the Pay To Type picklist and select Edit
Ensure that only the Account value is listed in the Selected Values list
Ensure that there are no Default values assigned
Click Save
Return to the Record Types page
Click on the Purchased Leave Deductions (tc9_et.Purchased_Leave_Deductions) Record Type
In the Picklist Available for Editing section, locate the Pay To Type picklist and select Edit
Ensure that only the Account value is listed in the Selected Values list
Ensure that there are no Default values assigned
Click Save
Return to the Record Types page
Click on the PAYG Deductions (tc9_et.PAYG_Deductions) Record Type
In the Picklist Available for Editing section, locate the Pay To Type picklist and select Edit
Ensure that only the Payee Withholding value is listed in the Selected Values list
Ensure that the Payee Withholding value is set as the Default
Click Save
Return to the Record Types page
Click on the Superannuation Deductions (tc9_et.Superannuation_Deductions) Record Type
In the Picklist Available for Editing section, locate the Pay To Type picklist and select Edit
Ensure that only the Payee Withholding value is listed in the Selected Values list
Ensure that the Payee Withholding value is set as the Default
Click Save

Automated Back Pay (Pilot Program*)

Configuration instructions for the Automated Back Pay functionality will be released upon an organisations agreement to participate in the pilot program. If you would like your organisation to take part in the pilot program, and have resources available that can be dedicated to testing and providing feedback, please contact your Project Manager.

Appendix 1

Below is a list of new components included within the Bottlebrush ‘21 Release Object Record Types

Object	Label	Name
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Interpretation Breakpoint Junction	tc9_et.Interpreation_Breakpoint_Junction
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Sleepover	tc9_et.Sleepover

Object Fields

Object	Label	Name	Type
Account (Account)	Exclude Global Rate Calc Templates?	tc9_et__Exclude_Global_Rate_Calc_Templa tes__c	Picklist
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Additional Interpretation BP Details	tc9_et__Additional_Interpretation_BP_Det ails__c	Picklist
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Allowance Type	tc9_et__Allowance_Type__c	Picklist
Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Overtime Breakpoint	tc9_et__Overtime_Breakpoint__c	Picklist
Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Overtime Pay Code	tc9_et__Overtime_Pay_Code__c	Lookup
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Primary Interpretation Breakpoint	tc9_et__Primary_Interpretation_Breakpoi nt__c	Lookup
New Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	Secondary Interpretation Breakpoint	tc9_et__Secondary_Interpretation_Break point__c	Lookup
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Apply Minimum Rest Interpretation?	tc9_et__Apply_Minimum_Rest_Interpreta tion__c	Picklist
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Apply Minimum Rest on Overtime	tc9_et__Apply_Minimum_Rest_on_Overti me__c	Picklist
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Broken Shift Breakpoint Application	tc9_et__Broken_Shift_Breakpoint_Applica tion__c	Picklist
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Broken Shift Timesheet Activity Required	tc9_et__Broken_Shift_Timesheet_Activity_ Required__c	Picklist
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Sleepover Breakpoint Application	tc9_et__Sleepover_Breakpoint_Application __c	Picklist
New Interpretation Rule (tc9_et__Interpretation_Rule__c)	Sleepover Minimum Rest Hours	tc9_et__Sleepover_Minimum_Rest_Hours_ _c	Number
Leave Rule (tc9_pr__Leave_Rule__c)	Validate Balance on Leave Takes	tc9_pr__Validate_Balance_on_Leave_Takes __c	Picklist
Minimum Pay Rate (tc9_ti__Minimum_Pay_Rate__c	Minimum Pay Rate ID	tc9_et__Minimum_Pay_Rate_ID__c	Text
Mark Up / Margin Rate Record (tc9_et__Mark_Up_Margin_Rate_Record_ _c)	Primary Margin/Markup Rate	tc9_et__Primary_Margin_Markup_Rate__c	Text
Pay Advice Line (tc9_pr__Pay_Advice_Line__c)	Display Pay Code	tc9_pr__Display_Pay_Code__c	Picklist
Pay Code (tc9_pr__Pay_Code__c)	Exclude From Pay Advice	tc9_pr__Exclude_From_Pay_Advice__c	Checkbox
Payee Leave Event (tc9_pr__Payee_Leave_Event__c)	Override Leave Balance Validation	tc9_pr__Override_Leave_Balance_Validatio n__c	Picklist
Payee Withholding (tc9_pr__Payee_Withholding__c)	Override Minimum Age Requirement	tc9_pr__Override_Minimum_Age_Require ment__c	Picklist
New Project Code (tc9_pr__Project_Code__c)	Allowance Type	tc9_et__Allowance_Type__c	Picklist
Rate Calculator (tc9_et__Rate_Calculator__c)	Account	tc9_et__Account__c	Lookup
Rate Calculator (tc9_et__Rate_Calculator__c)	Assignments Require Industry?	tc9_et__Assignments_Require_Industry__c	Picklist
Rate Calculator (tc9_et__Rate_Calculator__c)	Assignments Require Location?	tc9_et__Assignments_Require_Location__ c	Picklist
Rate Calculator (tc9_et__Rate_Calculator__c)	Assignments Require Risk Classification?	tc9_et__Assignments_Require_Risk_Classification__c	Picklist
Rate Calculator (tc9_et__Rate_Calculator__c)	Award Classification	tc9_et__Award_Classification__c	Lookup
Rate Calculator (tc9_et__Rate_Calculator__c)	Award Level	tc9_et__Award_Level__c	Lookup
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Award Classification	tc9_et__Previous_Assignment_Award_Classification__c	Text
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Award Level	tc9_et__Previous_Assignment_Award_Lev el__c	Text
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Industry	tc9_et__Previous_Assignment_Industry__c	Picklist
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Location	tc9_et__Previous_Assignment_Location__c	Text
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Rate Calculator ID	tc9_et__Previous_Assignment_Rate_Calcul ator_ID__c	Text
Rate Calculator (tc9_et__Rate_Calculator__c)	Previous Assignment Risk Classification	tc9_et__Previous_Assignment_Risk_Classif ication__c	Picklist
Rate Calculator Rate (tc9_et__Rate_Calculator_Rate__c)	Primary Rate Calculator Rate	tc9_et__Primary_Rate_Calculator_Rate__c	Text
Timesheet Entry (tc9_et__Timesheet_Entry__c)	Weekly Number	tc9_et__Weekly_Number__c	Formula

Custom Setting

Label	Name
Time2Pay Update Rates Settings	tc9_et__Time2Pay_Update_Rates_Setting__c

Custom Setting Fields

Custom Setting	Label	Name
Time2Pay Ext Main Settings (tc9_et__T2Pext_mainSettings__c)	Default Template Groups MPR	tc9_et__Default_Template_Groups_MPR__c
Time2Pay Rate Calculator Configurator (tc9_et__Rate_Calculator_Configurator__c)	Enable Award Classification and Levels	tc9_et__Enable_Award_Classification_and_Levels__c
Time2Pay Update Rates Settings (tc9_et__Time2Pay_Update_Rates_Setting__c)	Disable Invoice Rates	tc9_et__Disable_Invoice_Rates__c
Page Layout

Object	Name
Payee Deduction Record (tc9_pr__Payee_Deduction_Record__c)	TC9PR General Deduction Record Layout
Payee Deduction Record (tc9_pr__Payee_Deduction_Record__c)	TC9PR Purchased Leave Deduction Record Layout
Payee Deduction Record (tc9_pr__Payee_Deduction_Record__c)	TC9PR Withholding Deduction Record Layout

Action

Object	Label	Name
Assignment (tc9_pr__Assignment__c)	Apply New Rate Calculator	tc9_et.Apply_New_Rate_Calculator
Template Group (tc9_pr__Template_Group__c)	Update Rates	tc9_et.Update_Rates
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Update Rates	tc9_et.Update_Rates

Buttons and Links

Object	Label	Name
Template Group (tc9_pr__Template_Group__c)	Update Rates	tc9_et.Update_Rates_List
Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c)	Update Rates	tc9_et.Update_Rates_List

Appendix 2

The below table defines the access that must be granted to Internal Users for new components introduced for the update which allows users to define Sleepover rules directly in the Interpretation Rule instead of using Variations Users Key

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

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2
Object	Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	R/C/E	R
Record Type	Sleepovers (tc9_et.Sleepovers)	A	A
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Apply Sleepover Interpretation? (tc9_et__Apply_Sleepover_Interpretation__c)	R/E	R/E
Field	Sleepover Breakpoint Application (tc9_et__Sleepover_Breakpoint_Application__c)	R/E	R/E
Field	Sleepover Minimum Rest Hours (tc9_et__Sleepover_Minimum_Rest_Hours__c)	R/E	R/E

Appendix 3

The below table defines the access that must be granted to Internal Users for new components introduced for the update to allow the users the ability to define Timesheet Allowances for payment during Leave. Users Key

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

Minimum Access Key

Access	Meaning
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
Record Type	Interpretation Breakpoint Junction (tc9_et.Interpretation_Breakpoint_Junction)	A	A

Appendix 4

The below table defines the access that must be granted to internal users for the new components introduced that allows them to define Interpretation Allowances for payment using Timesheet Activities: Users Key

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

Minimum Access Key

Access	Meaning
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	Allowance Type (tc9_et__Allowance_Type__c )	R/E	R/E
Object	Project Code (tc9_pr__Project_Code__c)	R/C/E	R
Field	Allowance Type (tc9_et__Allowance_Type__c )	R/E	R/E

Appendix 5

The below table defines the access that must be granted to Internal Users for new components introduced for the update to provide improvements to the Minimum Rest logic in the Time Interpretation functionality Users Key

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

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Apply Minimum Rest on Overtime (tc9_et__tc9_et__Apply_Minimum_Rest_on_Overtime__c)	R/E	R/E

Appendix 6

The below table defines the access that must be granted to Internal Users for new components introduced for the update to provide improved Timesheet Interpretation logic. Users Key

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

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Broken Shift Breakpoint Application (tc9_et__Broken_Shift_Breakpoint_Application__c)	R/E	R/E

Appendix 7

The below table defines the access that must be granted to Internal Users for new components introduced for the update to provide user control when Split / Broken Shift logic will apply through Timesheet Activities. Users Key

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

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2
Object	Interpretation Breakpoint (tc9_et__Interpretation_Breakpoint__c)	R/C/E	R
Field	Additional Interpretation BP Details (tc9_et__Additional_Interpretation_BP_Details)	R/E	R/E
Field	Primary Interpretation Breakpoint (tc9_et__Primary_Interpretation_Breakpoint__c)	R/E	R/E
Field	Secondary Interpretation Breakpoint (tc9_et__Secondary_Interpretation_Breakpoint__c)	R/E	R/E
Object	Interpretation Rule (tc9_et__Interpretation_Rule__c)	R/C/E	R
Field	Broken Shift Timesheet Activity Required (tc9_et__Broken_Shift_Timesheet_Activity_Required__c)	R/E	R/E

Appendix 8

The below table defines the access that must be granted to Internal Users for new components introduced for the beta Rate Calculator functionality. Users Key

User	Description
User 1	Users who will create / edit Rate Calculator Templates
User 2	Users who will create / edit Rate Calculators

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2
Object	Rate Calculator (tc9_et__Rate_Calculator__c)	R/C/E	R/C/E
Field	Account (tc9_et__Account__c)	R/E	R/E
Field	Assignments Require Industry? (tc9_et__Assignments_Require_Industry__c)	R/E	R/E
Field	Assignments Require Location? (tc9_et__Assignments_Require_Location__c)	R/E	R/E
Field	Assignments Require Risk Classification? (tc9_et__Assignments_Require_Risk_Classification__c)	R/E	R/E
Field	Award Classification (tc9_et__Award_Classification__c)	R/E	R/E
Field	Award Level (tc9_et__Award_Level__c)	R/E	R/E
Field	Previous Assignment Award Classification (tc9_et__Previous_Assignment_Award_Classification__c)	R/E	R/E
Field	Previous Assignment Award Level (tc9_et__Previous_Assignment_Award_Level__c)	R/E	R/E
Field	Previous Assignment Industry (tc9_et__Previous_Assignment_Industry__c)	R/E	R/E
Field	Previous Assignment Location (tc9_et__Previous_Assignment_Location__c)	R/E	R/E
Field	Previous Assignment Rate Calculator ID (tc9_et__Previous_Assignment_RC_Id__c)	R/E	R/E
Object	Rate Calculator (tc9_et__Rate_Calculator__c)	R/C/E	R/C/E
Field	Previous Assignment Risk Classification (tc9_et__Previous_Assignment_Risk_Classification__c)	R/E	R/E
Object	Rate Calculator Rate (tc9_et__Rate_Calculator_Rate__c)	R/C/E	R/C/E
Field	Minimum Pay Rate ID (tc9_et__Minimum_Pay_Rate_ID__c)	R/E	R/E
Field	Primary Rate Calculator Rate (tc9_et__Primary_Rate_Calculator_Rate__c)	R/E	R/E
Object	Account (Account)	R/C/E	R/C/E
Field	Exclude Global Rate Calc Templates? (tc9_et__Exclude_Global_Rate_Calc_Templates__c)	R/E	R/E
Object	Mark Up / Margin Rate Record (tc9_et__Mark_Up_Margin_Rate_Record__c)	R/C/E	R/C/E
Field	Primary Margin/Markup Rate (tc9_et__Primary_Margin_Markup_Rate__c)	R/E	R/E

Appendix 9

The below table defines the access that must be granted to Internal Users for new components introduced to improve the minimum rest and break loading overtime interpretation processing capabilities. Users Key

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

Minimum Access Key

Access	Meaning
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	Overtime Pay Code (tc9_et__Overtime_Pay_Code__c)	R/E	R

Appendix 10

The below table defines the access that must be granted to Internal Users for new components introduced to improve the allowance interpretation processing capabilities. Users Key

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

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Timesheet Entry (tc9_et__Timesheet_Entry)	R/E	R
Field	Weekly Number (tc9_et__Weekly_Number__c)	R/E	R

Appendix 11

The below table defines the access that must be granted to internal users for new components introduced to allow the definition of penalty time bands to be used during interpretation processing capabilities. Users Key

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

Minimum Access Key

Access	Meaning
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	Overtime Breakpoint (tc9_et__Overtime_Breakpoint__c)	R/E	R

Appendix 12

The below table defines the access that must be granted to internal users for new components introduced to allow the minimum age requirements for when calculating Superannuation to be overridden. Users Key

User	Description
User 1	Users who will create / update Payee Withholding records for Superannuation
User 2	Users who process payroll

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2	User 3	User 4
Object	Payee Withholding (tc9_pr__Payee_Withholding__c)	R/C/E	R
Field	Override Minimum Age Requirement (tc9_pr__Override_Minimum_Age_Requirement__c)	R/E	R

Appendix 13

The below table defines the access that must be granted to internal users for new components introduced to allow users to hide blank sections and selected pay codes on Pay Advice documents. Users Key

User	Description
User 1	Users who will create / update Pay Advice Templates
User 2	Users who will create / update Pay Codes
User 3	Users who process payroll

Minimum Access Key

Access	Meaning
R	Read
C	Create
E	Edit
A	Assigned

Type	Name	User 1	User 2	User 3
Object	Pay Advice Template (tc9_pr__Pay_Advice_Template__c)	R/C/E		R
Field	Hide Blank Detail Sections (tc9_pr__Hide_Blank_Detail_Sections__c)	R/E		R
Object	Pay Code (tc9_pr__Pay_Code__c)		R/C/E	R
Field	Exclude From Pay Advice (tc9_pr__Exclude_From_Pay_Advice__c)		R/E	R
Object	Pay Advice Line (tc9_pr__Pay_Advice_Line__c)			R/C/E
Field	Display Pay Code (tc9_pr__Display_Pay_Code__c)			R/E

Appendix 14

The below table defines the access that must be granted to internal users for new components introduced to validate Employee leave. Users Key

User	Description
User 1	Users who will create / update Leave Rules
User 2	Users who will create / update leave Events
User 3	Users who process payroll

Minimum Access Key

Access	Meaning
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	Validate Balance on Leave Takes (tc9_pr__Validate_Balance_on_Leave_Takes__c)	R/E	R	R
Object	Payee Leave Event (tc9_pr__Payee_Leave_Event__c)		R/C/E	R
Field	Override Leave Balance Validation (tc9_pr__Override_Leave_Balance_Validation__c)		R/E	R

Banksia Release Upgrade Guide

Bottlebrush Release Upgrade Guide

​Overview

​Important Information

​Pre-Installation Checklist

​Installation and Configuration Checklist

​Installation Links

​Pre-Installation Items

​New Component Review Update

​Configuration Items

​Abide by the new 2022/2023 Pay As You Go Tax Tables EOFY New

​Complete the Setup Payroll Process (Compulsory)

​Updates to the 2022/2023 Lump Sum D and ETP Rates EOFY New

​Adhere to the 2022/2023 Superannuation Changes EOFY New

​2023 Public Holiday Available Via Bulk Data Creation EOFY New

​Timesheet Interpretation and the Ability to Define Sleepovers New

​Update Profile / Permission Sets (Compulsory)

​Create a New Picklist Value for Field(s) (Compulsory)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Introduction of Interpretation Rules Frequency Pay Code Caps New

​Update New Field(s) on Existing Records (Optional)

​The Ability to Define Interpretation Allowances For Payment During Leave New

​Update Profile / Permission Sets (Compulsory)

​Update New Field(s) on Existing Records (Optional)

​Define Interpretation Allowances For Payment Using Timesheet Activities New

​Update Profile / Permission Sets (Compulsory)

​Update New Field(s) on Existing Records (Optional)

​Update to the Minimum Paid Hours When Variations Apply New

​Check Existing Records (Optional)

​Enhancement to When Minimum Rest is Applied New

​Update Profile / Permission Sets (Compulsory)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Enhancements to the Split / Broken Shifts Logic New

​Update Profile / Permission Sets (Compulsory)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Compulsory)

​Control When Broken Shift Logic Will Apply New

​Update Profile / Permission Sets (Compulsory)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Save Time with the Update Rate Manager

​Update Page Layouts for New Action(s) (Optional)

​Update List Views for New Button(s) (Optional)

​Update the Time2Pay Update Rates Settings Custom Setting (Optional)

​Provide Enhancements to Rate Calculator (Beta*)

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) and Action(s) (Optional)

​Update the Time2Pay Rate Calculator Configurator Custom Setting (Optional)

​Automation of Template Group Population on Assignments

​Update the Time2Pay Ext Main Settings Custom Setting (Optional)

​Update Existing Records (Optional)

​Define Overtime Pay Codes for Minimum Rest and Break Loading

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Improved Timesheet Interpretation for Allowances

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Create a New Picklist Value for Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Define Penalty Time Bands in Hourly Rates Timesheet Interpretation

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Create a New Picklist Value for Field(s) (Compulsory)

​Update Field(s) on Existing Records (Optional)

​Improved Superannuation Deduction Capability

​Create a New Picklist Value for Field(s) (Optional)

​Override Superannuation Minimum Age Requirements

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Customise What is Displayed on Pay Advice Documents

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​Validating Leave Availability When Creating Payee Leave

​Update Profile / Permission Sets (Optional)

​Update Page Layouts for New Field(s) (Optional)

​Update New Field(s) on Existing Records (Optional)

​New Deduction Record Page Layouts

Overview

Important Information

Pre-Installation Checklist

Installation and Configuration Checklist

Installation Links

Pre-Installation Items

New Component Review Update

Configuration Items

Abide by the new 2022/2023 Pay As You Go Tax Tables EOFY New

Complete the Setup Payroll Process (Compulsory)

Updates to the 2022/2023 Lump Sum D and ETP Rates EOFY New

Adhere to the 2022/2023 Superannuation Changes EOFY New

2023 Public Holiday Available Via Bulk Data Creation EOFY New

Timesheet Interpretation and the Ability to Define Sleepovers New

Update Profile / Permission Sets (Compulsory)

Create a New Picklist Value for Field(s) (Compulsory)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Introduction of Interpretation Rules Frequency Pay Code Caps New

Update New Field(s) on Existing Records (Optional)

The Ability to Define Interpretation Allowances For Payment During Leave New

Update Profile / Permission Sets (Compulsory)

Update New Field(s) on Existing Records (Optional)

Define Interpretation Allowances For Payment Using Timesheet Activities New

Update Profile / Permission Sets (Compulsory)

Update New Field(s) on Existing Records (Optional)

Update to the Minimum Paid Hours When Variations Apply New

Check Existing Records (Optional)

Enhancement to When Minimum Rest is Applied New

Update Profile / Permission Sets (Compulsory)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Enhancements to the Split / Broken Shifts Logic New

Update Profile / Permission Sets (Compulsory)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Compulsory)

Control When Broken Shift Logic Will Apply New

Update Profile / Permission Sets (Compulsory)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Save Time with the Update Rate Manager

Update Page Layouts for New Action(s) (Optional)

Update List Views for New Button(s) (Optional)

Update the Time2Pay Update Rates Settings Custom Setting (Optional)

Provide Enhancements to Rate Calculator (Beta*)

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) and Action(s) (Optional)

Update the Time2Pay Rate Calculator Configurator Custom Setting (Optional)

Automation of Template Group Population on Assignments

Update the Time2Pay Ext Main Settings Custom Setting (Optional)

Update Existing Records (Optional)

Define Overtime Pay Codes for Minimum Rest and Break Loading

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Improved Timesheet Interpretation for Allowances

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Create a New Picklist Value for Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Define Penalty Time Bands in Hourly Rates Timesheet Interpretation

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Create a New Picklist Value for Field(s) (Compulsory)

Update Field(s) on Existing Records (Optional)

Improved Superannuation Deduction Capability

Create a New Picklist Value for Field(s) (Optional)

Override Superannuation Minimum Age Requirements

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Customise What is Displayed on Pay Advice Documents

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

Validating Leave Availability When Creating Payee Leave

Update Profile / Permission Sets (Optional)

Update Page Layouts for New Field(s) (Optional)

Update New Field(s) on Existing Records (Optional)

New Deduction Record Page Layouts