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Overview

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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.

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Pre-Installation Checklist

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

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Installation and Configuration Checklist

The following items must be completed in the listed order to install and configure the packages within this release. The installation of the following packages must be completed as part of the Calytrix Release ‘23 release upgrade.

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Pre-Installation Items

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New Component Review

The Calytrix ’23 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 Calytrix 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. 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. When this occurs, 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.

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Configuration Items

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Updates to the View Withholding Rules tab and the page New

This update removes the legacy View Withholding Rules tab and page, and replaces it with a new updated version that is included in the package.

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Update to remove the legacy tab (Compulsory)

Configuration steps:
  1. Go to Setup > Tabs
  2. Scroll down to the section Visualforce Tabs
  3. Find ‘View Withholding Rules’ in the section Visualforce Tabs and click ‘Del’ to delete the tab.

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Take Advantage of the New and Improved Assignment Rate Automation New EOFY

The update which allows users to utilise the improvements to the MPR functionality is conditionally compulsory. If your organisation uses the MPR or Template Groups functionality, all of the below configuration steps must be completed. If the organisation does not currently use the MPR or Templates Group functionality the configuration is optional, and the below steps should only be completed if the functionality is required.
  1. Delete all the scheduled jobs for MPR Automation (Conditionally compulsory)
  2. Update profile / permission sets (Conditionally compulsory)
  3. Update page layouts for new/depreciated field(s), button(s) and action(s) (Conditionally compulsory)
  4. Deactivate existing unused picklist value(s) for field(s) (Conditionally compulsory)
  5. Update Data for Existing Records (Conditionally compulsory)
  6. Update the Time2Pay Batch Size Overrides custom setting (Conditionally compulsory)
  7. Set new schedule job(s)(Conditionally compulsory)

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Delete all the Scheduled Jobs for MPR Automation (Conditionally compulsory)

  1. Go to Setup > Environments > Jobs > Scheduled Jobs
  2. Using the Job Name column to identify what they are called, navigate to the first MPR scheduled job. This normally starts with ScheduleMPRAutomation followed by a number ie ‘ScheduleMPRAutomation 10’
  3. Click Delete (Del) link on the left hand side of the scheduled job name
  4. Click OK on the pop-up window that asks ‘Are you sure?’
  5. Repeat steps 2 to 4 for all MPR scheduled jobs

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Update Profile / Permission Sets (Conditionally 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.

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Update Page Layouts for New/depreciated Field(s), Button(s) and Action(s) (Conditionally compulsory)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  1. Go to Setup > Object Manager
  2. Click Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c) > Page Layouts
  3. Select any page layout that is used for the Minimum Pay Rate object
  4. Remove the following field(s) from the layout:
    • Has Pending Assignment to be processed (tc9_et__Has_Pending_Assignment_to_be_processed__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Minimum Pay Rate object
  7. Go to Setup > Object Manager
  8. Click Assignment Rate (tc9_pr__Assignment_Rate__c) > Page Layouts
  9. Select any page layout that is used for the Timesheet or Timesheet Template record type
  10. Add the following field(s) to the layout:
    • Created by AR Automation (tc9_et__Created_by_AR_Automation__c)
  11. Remove the following field(s) from the layout:
    • Has Pending Assignment to be processed (tc9_et__Has_Pending_Assignment_to_be_processed__c)
    • Expire Combination Filter (tc9_pr__Expire_Combination_Filter__c)
  12. Click Save
  13. Repeat steps 9 to 12 for all page layouts that are used for the Timesheet and Timesheet Template record type
  14. Select any page layout that is used for the Timesheet Template record type*
  15. Ensure that all below fields are marked as required (*) on the page layout
    • To be Invoiced (tc9_et__To_Be_Invoiced__c)
    • Invoice Rate (tc9_et__Invoice_Rate__c)
    • Invoice Alone (tc9_et__Invoice_Alone__c)
    • Invoice Taxable (tc9_et__Invoice_Taxable__c)
    • Invoice Tax ID (tc9_et__Invoice_Tax_ID__c)
    • Invoice Tax Rate (tc9_et__Invoice_Tax_Rate__c)
  16. Click Save
  17. Repeat steps 14 to 16 for all page layouts that are used for the Timesheet Template record type
  18. Go to Setup > Object Manager
  19. Click Assignment (tc9_pr__Assignment__c) > Page Layouts
  20. Select any page layout that is used for the Temp record type*
  21. Add the following Action (under the Mobile & Lightning Action options) to the layout
    • Create Assignment Rates (LWC) (tc9_et.Create_Assignment_Rates_LWC)
  22. Remove the following button(s) from the layout
    • Assignment Rates Automation (tc9_et.Assignment_Rate_Automation)
  23. Click Save
  24. Repeat steps 20 to 23 for all page layouts that are used for the Temp record type

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Deactivate Existing Unused Picklist Value(s) For Field(s) (Conditionally Compulsory)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  1. Go to Setup > Objects and Fields > Picklist Value Sets
  2. Select Archiving Status (tc9_pr.Archiving_Status)
  3. On the Value section, deactivate the following values:
    • Archiving
    • Archiving Failed

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Update Data for Existing Records (Conditionally compulsory)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  • All Assignment Rates from a Template Group that already has an expiry date and/or should not be part of the MPR update rates, must have the field ‘Archiving Status’ updated to ‘Archived’ manually.
  • All Assignment Rates related to an Assignment that already has an expiry date and/or should not be part of the MPR update rates, must have the field ‘Archiving Status’ updated to ‘Archived’ manually.

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Update the Time2Pay Batch Size Overrides Custom Setting (Conditionally compulsory)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  1. Go to Setup > Custom Setting
  2. Locate the Time2Pay Batch Size Overrides custom setting (tc9_et__TCS_Variable_Settings__c) and click on the Manage link alongside it
  3. Click the Edit button
  4. Populate the following fields with the new batch size of 5 or below:
    • Batch size for assignment rates (tc9_et__Batch_size_for_assignment_rates_expire__c)
    • Batch size for assignment rates creation (tc9_et__Batch_size_for_assignment_rates_creation__c)
    • Batch size for mpr assignments (tc9_et__Batch_size_for_mpr_assignments__c)
  5. Click Save.

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Set New Scheduled Job(s) (Conditionally compulsory)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped. Confirm that there are existing scheduled jobs to ScheduleMPRAutomation. If not, run Script 1 defined below through the Developer Console Execute Anonymous Window to set the required scheduled jobs.
Script 1

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Updates to the 2023/2024 PAYG Tables for STSL, Lump Sums A, B and D and ETP Rates New EOFY

The update which allows users to pay PAYG employees based on the 2023/2024 tax rates is compulsory and all of the below configuration steps must be completed. Configuration steps:
  1. Complete the Setup Payroll Process (Compulsory)

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Complete the Setup Payroll Process (Compulsory)

This configuration also completes the configuration for the Adhere to the 2023/2024 Superannuation Changes and 2024 Public Holiday Available Via Bulk Data Creation sections below.
  1. Go to App Launcher
  2. 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.
  1. Follow the online instructions to complete the Setup Payroll Process.
  2. Once this is done, the process is complete and provides you with a summary of the changes made. Make sure ‘Withholding Rules July 2023’ and ‘Public Holidays (2024)’ are both in the included list. If they are not included, run the Setup Payroll Process again.

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Adhere to the 2023/2024 Superannuation Changes New EOFY

The update which allows users to adhere to the 2023/2024 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 the Updates to the 2023/2024 PAYG Tables for STSL, Lump Sums A, B and D and ETP Rates. After you have completed the configuration outlined in the above section, this item is also complete.

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2024 Public Holiday Available Via Bulk Data Creation New EOFY

The update which allows users to install the 2024 Public Holidays is compulsory, however, the configuration steps that need to be completed are grouped together with the configuration steps for Updates to the 2023/2024 PAYG Tables for STSL, Lump Sums A, B and D and ETP Rates. After you have completed the configuration outlined in the above section, this item is also complete.
At the time of this release, the Victorian state public holiday for the ‘Friday before the AFL Grand Final had not been proclaimed yet for 2024 and, as such, it has not been included in the Bulk Data Creation for Public Holiday. If it is proclaimed for 2024, and it applies to one of your organisations Calendars, it will need a Calendar Period record created manually.

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Abide By the New Single Touch Payroll Reporting Framework New

The update for the new Single Touch Payroll - Phase 2 (STP2) is compulsory. Due to the complex nature of the STP2 upgrade, the upgrade has to be completed by a 2cloudnine payroll specialist. The specialist will:
  • Perform all of the updates within your PRODUCTION ORG that are needed to comply with STP2
  • Work with your organisation to ensure the correct current data is stored in your org to comply with STP2
  • Tests that all the necessary validations to comply with STP2 are working in your org to ensure future compliance with data
  • Test the STP2 reports in the STP Lodgement Manager
  • Perform a reconciliation of your existing data and work with your organisation to fixing any STP related data and lodgements that needs correcting.
Once all of this is done, the specialist will work with your organisation to switch over the 2cloudnine payroll from compliance with Single Touch Payroll - Phase 1 (STP1) to start using the STP2 functionality. Due to this, instructions on what tasks need to be completed to perform the STP2 upgrade will not be covered in this Upgrade Guide. Please launch a case with support if your organisation requires the upgrade to be performed more than once (ie. to a sandbox etc). Note that a cost may be associated with performing the upgrade more than once. Support will advise if this is the case.

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Reconcile Your Payroll With Ease New

The update for the new Reconciliation Manager is compulsory, however, once the 2cloudnine Payroll Reconciliation v1.20 package is installed there is no other configuration required. Note the 2cloudnine payroll specialist will have completed this task in your organisation production org while undergoing the STP2 update mentioned above.

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The Introduction of Part Day Public Holidays to Timesheet Interpretation Functionality New

The new functionality to cater for part day public holidays during Timesheet Interpretation is optional and the below configuration steps should only be completed if the functionality is required: . Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)
  3. Update new field(s) on existing records (Optional)

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Update Profile / Permission Sets (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Calendar Period (tc9_pr__Calendar_Period__c) > Page Layouts
  3. Select any page layout that is used for the Public Holiday record types*
  4. Add the following field(s) to the layout:
    • End Time (tc9_pr__End_Time__c)
    • Start Time (tc9_pr__Start_Time__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Public Holiday record types
  7. Return to the Object Manager
  8. Select Timesheet Entry (tc9_et__Timesheet_Entry__c) > Page Layouts
  9. Select any page layout that is used for the Timesheet Entry object*
  10. Add the following field(s) to the layout
    • Original Timesheet Entry (tc9_et__Original_Timesheet_Entry__c)
  11. Click Save
  12. Repeat steps 9 to 11 for all page layouts that are used for the Timesheet Entry object
  • 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.

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

The Start Time and End Time must be populated for all the part day public holidays that have been created for 2023 and earlier. This is done in the Public Holiday Calendar via the relevant Calendar Periods. Note that from the Calendar Date in 2024 onwards, the Data Loader Package will include the start times and end times for all part day public holidays if you create your organisations public holiday records by that functionality. If you create the records manually yourself, you will need to include the Start Time and End Time when entering the data.

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Setting a Default Pay Rate Pro Rata Method on the Pay Schedules New

The new Work Schedule option for the Default Pay Rate Pro Rata Method on Pay Schedule is optional and the below configuration steps should only be completed if the functionality is required.
  1. Create a new picklist value for field (Optional)

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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.
  1. Go to Setup > Object Manager
  2. Select Schedule (tc9_pr__Schedule__c) > Fields & Relationships
  3. Select the Default Pay Rate Pro Rata Method field (tc9_pr__Default_Pay_Rate_Pro_Rata_Method__c)
  4. In the values section, click the New button
  5. On the displayed page add the new value ‘Work Schedule’
  6. On the table that shows the record types available for the new picklist value to be assigned too, tick the checkbox alongside the Pay Schedule record type. Don’t select any of the other record types.
  7. Click Save

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Ability to Reduce the Batch Size When Generating Rate Calculator Lines New

The ability to reduce the batch size used for a Scheduled Job to generate Rate Calculator Lines is optional and the below configuration steps should only be completed if the functionality is required.
  1. Update the Time2Pay Batch Size Overrides custom setting (Optional)

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Update the Time2Pay Batch Size Overrides 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.
  1. Go to Setup > Custom Setting
  2. Locate the Time2Pay Batch Size Overrides custom setting (tc9_et__TCS_Variable_Settings__c) and click on the Manage link alongside it
  3. Click the Edit button
  4. Populate the Generate Rate Calc Line Batch Size field (c9_et__Generate_Rate_Calc_Line_Batch_Size__c) with the new batch size you want to set*
  5. Click Save
    • The number of the Generate Rate Calc Line Batch Size must be a whole number between 1 and 5 (inclusive)Rate Calculator Line. If the field is left blank, is not a whole number or has been set outside of the 1 to 5 (inclusive), the default of 5 will be used.

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Power to Set the Batch Sizes When Using the Timesheet Import Tool New

The ability to reduce the batch size used when utilising the Timesheet Import Tool is optional and the below configuration steps should only be completed if the functionality is required.
  1. Update the Import Batch Size custom setting (Optional)

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Update the Import Batch Size 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.
  1. Go to Setup > Custom Setting
  2. Locate the Import Batch Size custom setting (tc9_imp__Timesheet_import_batch_size__c) and click on the Manage link alongside it
  3. Click the Edit button
  4. Populate the following fields with the new batch size you want to set:
    • Assignment Import Batch Size (tc9_imp__Assignment_Import_Batch_Size__c)*
    • Timesheet Import Batch Size Batch Size (tc9_imp__Timesheet_import_batch_size__c)**
    • Pay Transaction Import Batch Size (tc9_imp__Pay_Transaction_Import_Batch_Size__c)***
  5. Click Save
    • The number of the Assignment Import Batch Size must be a whole number between 1 and 100 (inclusive) Assignment. If the field is left blank, is not a whole number or has been set outside of the 1 to 100 (inclusive), the default value of 100 will be used.
** The number of the Timesheet Import Batch Size must be a whole number between 1 and 40 (inclusive) Timesheet Entries. If the field is left blank, is not a whole number or has been set outside of the 1 to 40 (inclusive), the default value of 40 will be used. *** The number of the Pay Transaction Import Batch Size must be a whole number between 1 and 50 (inclusive) Pay Transactions. If the field is left blank, is not a whole number or has been set outside of the 1 to 50 (inclusive), the default of 50 will be used.

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Ability To Filter By Employee On The Approval Experience New

The functionality to Filter By Employee On The Approval Experience will be automatically set up as soon as the 2cloudnine Payroll Communities Extension is installed. The default label for the functionality will be set as ‘Filter by Employee’. Customisation of the ‘Filter be Employee’ label is optional and the below configuration steps should only be completed if customisation is required.
  1. Override/translate custom labels (Optional)

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Override/Translate Custom Labels (Optional)

This requirement only needs to be completed if the customisation for the default label is required. If not, this item can be skipped.
  1. Go to Setup > User Interface > Custom Labels
  2. Locate the commEmployeeNameFilter custom label and click the Name link (not the Edit link alongside it)
  3. On the displayed page, scroll down to the Local Translations/Overrides section and click the New Local Transactions/Overrides button
  4. Populate the required fields
  5. Click Save

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Be Compliant With New Family and Domestic Violence Leave Regulations

The update which allows users to establish then enter F&DV Leave and track it is compulsory and all of the below configuration steps must be completed. Configuration steps:
  1. Deactivate any Packaged version of the Payee Lightning Page (Compulsory)
  2. Configure and Activate the Payee Lightning Page (Compulsory)

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Deactivate any Packaged version of the Payee Lightning Page

If your organisation has been using the packaged version of the Payee Lightning Page, it must first be deactivated before a new version can be activated. If you are not using the packaged version, and instead use a custom version of the Payee Lightning Page, you are not required to deactivate the version before activating. Deactivating the packaged Payee Lightning Page is compulsory and needs to be completed
  1. Go to Setup > User Interface > Lightning App Builder
  2. Select packaged version Payee Lightning Page
  3. Wait for the page to finish loading
  4. Click Activation
  5. Scroll down on the page that loads and click Remove as Org Default
  6. Click Close

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Configure and Activate the Payee Lightning Page (Compulsory)

This requirement is compulsory and needs to be completed.
To use this functionality, you will be modifying the existing Payee Lightning Page. If you use the packaged 2cloudnine Payee Lightning Page, Salesforce will create a ‘clone’ of the existing page that you can modify. You cannot edit Lightning Pages included in the package directly. If your organisation is using custom Lightning Pages, you can edit it without ‘cloning’ the page.
  1. Go to Setup > User Interface > Lightning App Builder
  2. Select the Payee Lightning Page your organisation uses (be it a 2cloudnine Packaged one or a custom one). If it is the Packaged Lightning Pages, you will be asked to enter a new ‘Label’ and ‘Developer name’ for the new cloned pages
  3. Wait for the page to finish loading
  4. Browse to the Leave Tab and maximise into the sub-tabs
  5. After the View Balances sub-tab, insert a new Sub-tab called ‘F&DV Leave’
  6. Drag the FMDV_Leave flow to the new sub-tab for F&DV Leave
  7. A Page > Flow section would open up to the right of the screen. On it, you will be asked to enter the Flow Variables. Select {!Record.Id}
  8. Select the ‘pass record ID into this variable’ checkbox
  9. Click Save
  10. Click Activate
  11. Work through the activation steps until you have activated the Payee Lightning Page. At minimum, 2cloudnine suggests updating with Org Default settings for all Lightning Apps and all your Payee Record Types. The profiles which should be chosen are the System Administrator profile, and any other profiles which apply to your Payroll Users.

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Provide Further Enhancements to Rate Calculator

The new functionality to provide further enhancements to the Rate Calculator is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)
  3. Update new field(s) on the Time2Pay Rate Calculator Configurator custom setting (Optional)
  4. Update new field(s) on existing records (Optional)

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Update Profile / Permission Sets (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Account (Account) > Page Layouts
  3. Select any page layout that is used for the Client record types*
  4. Add the following field(s) to the layout
  5. Rate Calc Template Parent (tc9_et__Rate_Calc_Template_Parent__c)
  6. Click Save
  7. Repeat steps 3 to 6 for all page layouts that are used for the Client record types
  8. Return to the Object Manager
  9. Select Rate Calculator (tc9_et__Rate_Calculator __c) > Page Layouts
  10. Select any page layout that is used for the Rate Calculator object*
  11. Add the following field(s) to the layout:
    • Update with MPR (tc9_et__Update_with_MPR__c)
    • Has pending MPR to be processed (tc9_et__Has_pending_MPR_to_be_processed__c)
    • Rate Calculator Flag (tc9_et__Rate_Calculator_Flag__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_Rate_Calculator_ID__c)
    • Previous Assignment Risk Classification (tc9_et__Previous_Assignment_Risk_Classification__c
  12. Click Save
  13. Repeat steps 10 to 12 for all page layouts that are used for the Rate Calculator object
  14. Return to the Object Manager
  15. Select Rate Calculator Rate (tc9_et__Rate_Calculator_Rate __c) > Page Layouts
  16. Select any page layout that is used for the Rate Calculator Rate object*
  17. Add the following field(s) to the layout:
    • Minimum Pay Rate Details (tc9_et__Minimum_Pay_Rate_Details__c)
    • Custom Pay Rate 1 (tc9_et__Custom_Pay_Rate_1__c)
    • Custom Pay Rate 2 (tc9_et__Custom_Pay_Rate_2__c)
  18. Click Save
  19. Repeat steps 16 to 18 for all page layouts that are used for the Rate Calculator Rate object
  20. Return to the Object Manager
  21. Select Minimum Pay Rate (tc9_et__Minimum_Pay_Rate__c) > Page Layouts
  22. Select any page layout that is used for the Minimum Pay Rate object*
  23. Add the following field(s) to the layout:
    • Project Code (tc9_et__Project_Code__c)
    • Primary Minimum Pay Rate (tc9_et__Primary_Minimum_Pay_Rate__c)
    • Timesheet Activity (tc9_et__Timesheet_Activity__c)
  24. Click Save
  25. Repeat steps 23 to 24 for all page layouts that are used for the Minimum Pay Rate object
  • 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.

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Update new field(s) on the Time2Pay Rate Calculator Configurator 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.
  1. Go to Setup > Custom Setting
  2. Locate the Time2Pay Rate Calculator Configurator custom setting (tc9_et__Rate_Calculator_Configurator__c) and click on the Manage link alongside it
  3. Click the Edit button
  4. Populate the following fields with the new batch size you want to set:
    • Enable Custom Pay Rate 1 (tc9_et__Enable_Custom_Pay_Rate_1__c)
    • Enable Custom Pay Rate 2 (tc9_et__Enable_Custom_Pay_Rate_2__c)
  5. Click Save

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

If there are any Accounts that you wish to apply the Parent on Account functionality to, you will have to manually add to the Rate Calc Template Parent field on the relevant Account record. Also, if there are any Rate Calculator records that you wish to apply the Update with MPR functionality to, you will have to manually set the Update with MPR field on the relevant Rate Calculator record. Furthermore, if you wish to use the functionality with Project Codes you will need to manually update the relevant fields on the related Rate Calculator Rates and Minimum Pay Rate objects.

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Save Time in Configuring the Rate Calculator

The new functionality which saves time in configuring the Rate Calculator is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)
  3. Update new field(s) on existing records (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Calculation Method (tc9_et__Calculation_Method__c) > Page Layouts
  3. Select any page layout that is used for the Calculation Method object*
  4. Add the following field(s) to the layout
    • Calculation Based On (tc9_et__Calculation_Based_On__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Calculation Method object
    • 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.

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

If there are any Calculation Methods that you wish to apply the functionality too, you will have to manually add to the Calculation Based On field on the relevant Calculation Method.

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Tailor Your Custom Processes to Include the Rate Calculator

Tailoring your custom processes to use Rate Calculator functionality is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Invoke the Rate Calculator in custom processes

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Invoke the Rate Calculator in Custom Processes

For any custom processes you wish to embed the right calculator functionality into, you will have to invoke it in the process/card. The invoke functionality, which will work with your processing, is as follows:

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Save Time Deleting Invoices (Beta*)

The Delete Invoice functionality is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update page layouts for new action(s) (Optional)
  2. Update Search Layouts for New Action(s) (Optional)

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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.
  1. Go to Setup > Object Manager
  2. Select Invoice (tc9_et__Invoice__c) > Page Layouts
  3. Select any page layout that is used for the Invoice object*
  4. Add the following Action (under the Mobile & Lightning Action options) to the layout
    • Delete Invoice and Invoice Items (tc9_et.Delete_Invoice_and_Invoice_Items)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Invoice and Credit Note 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.

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Update Search 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.
  1. Go to Setup > Object Manager
  2. Select Invoice (tc9_et__Invoice__c) > Search Layouts
  3. Location the Default Layout and click on the corresponding action dropdown button on the right side of the page
  4. Select Edit
  5. Navigate to the custom button section
  6. Move the Delete Invoice (tc9_et.Delete_Invoice) from the Available Buttons list to the Selected Buttons list
  7. Click Save

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Ability To Send Invoice Emails With Attachments Over 3MB

The functionality to send Email Attachments over 3MB is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update Email Attachments setting (Optional)

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Update Email Attachment Settings (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  1. Go to Setup > Email > Email Attachment
  2. Select the “Include as attachment up to Salesforce email size limit or as links if more” field
  3. Ensure it is checked / set to True
  4. If changes are required, click Save

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Update for 2cloudnine’s Invoice PDF Templates

The update for 2cloudnine’s Invoice PDF templates is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)
  3. Update new field(s) on existing records (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Invoice Item (tc9_et__Invoice_Item__c) > Page Layouts
  3. Select any page layout that is used for the Invoice Item object*
  4. Add the following field(s) to the layout
    • Timesheet Item (tc9_et__Timesheet_Item__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Invoice Item object
    • 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.

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

A link between an Invoice Item and the Timesheet Activity must be manually created for existing records to provide them with the information needed. To do this, Users must go to the Invoicing and Invoice Item(s) and use the Timesheet Item lookup field to select the Timesheet Activity that applies before saving the change.

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Redesign Of The Compose Invoice Email Functionality

The redesign of the Compose Invoice Email functionality is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update page layouts for new action(s) amd remove previous Button(s) (Optional)
  2. Set LWC permission/access to apex class (Optional)

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Update page layouts for new action(s) and remove previous 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.
  1. Go to Setup > Object Manager
  2. Select Invoice (tc9_et__Invoice__c) > Page Layouts
  3. Select any page layout that is used for the Invoice object*
  4. Delete the following Button from the layout
    • Compose Invoice Email (tc9_et.Compose_Invoice_Email)
  5. Add the following Action (under the Mobile & Lightning Action options) to the layout
    • Compose Invoice Email (tc9_et.Compose_Invoice_Email)
  6. Click Save
  7. Repeat steps 3 to 5 for all page layouts that are used for the Invoice and Credit Note 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.

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Set LWC permission/access to apex class (Optional)

This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
  1. Go to Setup > Users > Profiles
  2. Select the System Administrator profile by clicking on the Profile Name
  3. Navigate to the Apex Class Access link and click on it
  4. Click the Edit button
  5. In the Available Apex Classes table, locate the InvoiceEmailWithAttachmentController and select it
  6. Use the add button to move it over to the Enabled Apex Classes
  7. Click Save
you will need to set the Apex Class setting to all the profiles that Users will need to access the Compose Invoice Email functionality

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Monthly Timesheet Creation and Interpretation Has Been Expanded

The update to allow Monthly Timesheets to start mid month is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Calendar (tc9_pr__Calendar__c) > Page Layouts
  3. Select any page layout that is used for the Timesheet Calendar record types*
  4. Add the following field(s) to the layout
    • Monthly Start Dates (tc9_et__Monthly_Start_Date__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Timesheet Calendar 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.

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Define Whether An Expense Claim Receipt / Attachment Is Required Before Submission

The functionality to define whether an Expense Claim must include a receipt / attachment before submission for Approval is optional and the below configuration steps should only be completed if the functionality is required: Configuration steps:
  1. Update profile / permission sets (Optional)
  2. Update page layouts for new field(s) (Optional)
  3. Update page layouts for external users with new field(s) (Optional)
  4. Update new field(s) on existing records (Optional)

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

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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.
  1. Go to Setup > Object Manager
  2. Select Assignment (tc9_pr__Assignment__c) > Page Layouts
  3. Select any page layout that is used for the Assignment record type that allows its users to submit Expense Claims on*
  4. Add the following field(s) to the layout
    • Expense Claim Receipts Mandatory (tc9_pr__Expense_Claim_Receipts_Mandatory__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Assignment record type that allows its users to submit Expense Claims on
  • 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.

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Update page layouts for external users with 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.
  1. Go to Setup > Object Manager
  2. Select Assignment (tc9_pr__Assignment__c) > Page Layouts
  3. Select any page layout that is used for the Assignment record type that allows its users to submit Expense Claims on and used by external users, such as those used for Employee Experience (Communities) and Approver (Communities)
  4. Add the following field(s) to the layout
    • Expense Claim Receipts Mandatory (tc9_pr__Expense_Claim_Receipts_Mandatory__c)
  5. Click Save
  6. Repeat steps 3 to 5 for all page layouts that are used for the Assignment record type that allows its users to submit Expense Claims on and used by external users, such as those used for Employee Experience (Communities) and Approver (Communities)

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

If there are any Assignments that you wish to apply the functionality to define whether an Expense Claim must include a receipt / attachment before submission for Approval on, you will have to manually go to the Expense Claim Receipts Mandatory field on the relevant Assignment.

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Appendix 2

The below table defines the access that must be granted to Internal Users for new components introduced to provide improved Minimum Pay Rates functionality. Users Key Minimum Access Key

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Appendix 3

The below table defines the access that must be granted to Internal Users for new components introduced for update of Part Day Public Holidays and Timesheet Interpretation Functionality. Users Key Minimum Access Key

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Appendix 4

The below table defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to Rate Calculator. Users Key Minimum Access Key

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Appendix 5

The below table defines the access that must be granted to Internal Users for new components introduced to save time in configuring the Rate Calculator. Users Key Minimum Access Key

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Appendix 6

The below table defines the access that must be granted to Internal Users for new components introduced to update 2cloudnine’s Invoice PDF Templates. Users Key Minimum Access Key

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Appendix 7

The below table defines the access that must be granted to Internal Users for new components introduced to monthly timesheet creation and interpretation being expanded. Users Key Minimum Access Key

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Appendix 8

The below table defines the access that must be granted to Internal Users for new components introduced to define whether an Expense Claim receipt / attachment is required before submission. Users Key Minimum Access Key