Desert Flame '24 (includes Rate Calculator) - Upgrade Guide

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Overview

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Important Information

• Invoice Calendars
• Timesheet Calendar
• Work Schedules
• Additional Pay Codes
• Leave Rules and Leave Templates
• Locations
• Notification Settings
• Pay Rate Loading
• Rate Calculator
• Invoice Entities
• Invoice Payment Terms
• Invoice Schedules
• Invoice Tax ID’s
• Award Interpretation Rules

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Pre-Installation Checklist

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Icons

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Installation and Configuration Checklist

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Package Installation

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Dependencies

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Configuration Items

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Integrated Import Tool Enhancements - Further updates Update

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Scheduled Job to populate the Payee External id (it) - Payee Allowance (Conditionally Compulsory)

• Payee and Name OR Null
• Payee Assignment and Name

1. Schedule the first Apex Job (Conditionally Compulsory)
2. Schedule the second Apex Job (Conditionally Compulsory)

Schedule the first Apex Job

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

for (Integer i = 0; i < 6; i++) {
  String minute = String.valueOf(i * 10);
  String cronExp = '0 ' + minute + ' * * * ?';
  System.schedule('ImportTool_PAExternalIdController ' + i, cronExp, new tc9_imp.ImportTool_PAExternalIdController());
}

Schedule the second Apex Job

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

for (Integer i = 0; i < 6; i++) {
  String minute = String.valueOf(i * 10);
  String cronExp = '0 ' + minute + ' * * * ?';
  System.schedule('ImportTool_PAExternalIdController ' + i, cronExp, new tc9_imp.ImportTool_PAExternalIdController(10));
}

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Updates to the Rate Calculator Functionality Update

1. Define the Custom Settings (Optional)

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Define the Custom Settings (Optional)

1. Enter a value in the following field as given below:
   • Batch Size to process rate calc = 1
2. Select the Save button.

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Page Layout Updates (Optional)

1. Rate Calculator Line (Optional)
2. Minimum Pay Rate (Optional)
3. Mark Up / Margin Rate Records (Optional)
4. Rate Calculator Rates (Optional)

Rate Calculator Line

1. Select one of the available Page Layouts.
2. Add the following fields to the Page Layout, underneath the section Mark Up / Margin Details:
   1. Margin 1 Amount Override
   2. Margin 2 Amount Override
   3. Markup 1 Amount Override
   4. Markup 2 Amount Override
   5. Total Margin Amount Override
   6. Total Markup Amount Override
   7. Total Cost + Mark Up/Margin Override
3. Click Save.
4. Repeat for all remaining Page Layouts for Rate Calculator Line.

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Minimum Pay Rate

1. Select Time2Pay Minimum Pay Rate Layout .
2. Add the following fields to the Page Layout, underneath the section Rate Calculator Only:
   1. Create Related Margin / Mark Up Records
   2. Calculation Method
   3. Margin Rate 1
   4. Markup Rate 1
   5. Rate Entered
   6. Custom Pay Rate 1
   7. Custom Pay Rate 2
   8. Rate Calculator Template
3. Click Save .

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Mark Up / Margin Rate Records

1. Select an available Page Layout.
2. Add the following fields to the Page Layout:
   1. Minimum Pay Rate (added under the section Information).
3. Click Save .
4. Repeat for the remaining Page Layouts for Mark Up / Margin Rates.

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Rate Calculator Rates

1. Select Time2Pay Rate Calculator Rate - Employee Specific .
2. Add the following fields to the Page Layout:
   1. Minimum Pay Rate (added under section Information).
3. Click Save .

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Rate Calculator

1. Select Time2Pay Rate Calculator - Employee Specific.
2. Add the following fields to the Page Layout:
   1. Minimum Pay Rate Template (added under the section Information.
3. Click Save.
4. Repeat for the remaining Page Layouts for Rate Calculator.

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Interpretation Rule Updates New

1. Update the Help text for Interpretation Rule fields (Optional)
2. Update Page Layouts for new Interpretation fields (Optional)
3. Create new Global Picklist Values and add to the Interpretation Breakpoint (Compulsory)
4. Scripts for cleanup of previously deleted Interpretation Variations (Optional)
5. Update Page Layouts for Pay Transaction (Optional)

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Update the Help text for Interpretation Rule fields (Optional)

1. Click on the field Weekday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on weekdays'.
   3. Click Save.
2. Click on the field Monday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Mondays'.
   3. Click Save.
3. Click on the field Tuesday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Tuesdays'.
   3. Click Save.
4. Click on the field Wednesday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Wednesdays'.
   3. Click Save.
5. Click on the field Thursday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Thursdays'.
   3. Click Save.
6. Click on the field Friday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Fridays'.
   3. Click Save.
7. Click on the field Saturday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Saturdays'.
   3. Click Save.
8. Click on the field Sunday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Sundays'.
   3. Click Save.
9. Click on the field Public Holiday Standard Hours.
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with 'Defines the daily or shift standard hours expected to be worked on Public Holidays'.
   3. Click Save.

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Update Page Layouts for new Interpretation fields (Optional)

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Interpretation Breakpoint

1. Select Time2Pay Interpretation Breakpoint .
2. Add the following fields to the Page Layout:
   1. Saturday Penalty Pay Code (added under the field Saturday Pay Code).
   2. Sunday Penalty Pay Code (added under the field Sunday Pay Code).
   3. Public Holiday Overtime Pay Code (added under the field Public Holiday Pay Code).
   4. Public Holiday Penalty Pay Code (added under the field Public Holiday Overtime Pay Code).
3. Click Save .

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Interpretation Rule

1. Select any Page Layout that is used for the Hourly Rates, Shift Start/End Time or Variation Rule Record Types.
2. Add the following fields to the Page Layout:
   1. Include Time BPs in OT - Daily Std Calcs (added underthe field Exclude Overtime from “Frequency” Hours in the section Frequency Settings).
   2. Calculate Span From Previous Shift (added under thefield Total Span Hours in the section Specific Interpretation Rules).
   3. Split/Broken Shift Reset Hours (added under the fieldCalculate Span From Previous Shift in the section Specific Interpretation Rules).
   4. Apply Minimum Rest To Same Day Entries (added underthe field Apply Minimum Rest on Overtime in the section Specific Interpretation Rules).
   5. Wake Up Minimum Hours (added under the field ApplyWake Up Interpretation in the section Specific Interpretation Rules).
   6. Sleepover Minimum Paid Hours (added under the fieldSleepover Minimum Rest Hours in the section Specific Interpretation Rules).
3. Click Save .
4. Repeat steps 2-3 above for each of the remaining Interpretation Rule page layouts except any used for Daily Rates Record Type.

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Script to update existing records

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from below script box.
3. Click the Execute button.

/* Script for SC-35443 - update all Interpretation Rules with Apply Minimum Rest Interpretation = Yes to have Apply Minimum Rest To Same Day Entries as 'Yes' */
List<tc9_et__Interpretation_Rule__c> intRuleList = new List<tc9_et__Interpretation_Rule__c>();

for(tc9_et__Interpretation_Rule__c intRule : [SELECT Id, RecordType.DeveloperName, tc9_et__Apply_Minimum_Rest_Interpretation__c, tc9_et__Apply_Minimum_Rest_To_Same_Day_Entries__c FROM tc9_et__Interpretation_Rule__c WHERE tc9_et__Apply_Minimum_Rest_Interpretation__c = 'Yes']){
  intRule.tc9_et__Apply_Minimum_Rest_To_Same_Day_Entries__c = 'Yes';
  intRuleList.add(intRule);
}

if(!intRuleList.isEmpty()){
  update intRuleList;
}

// Confirm updated Int Rules
for(tc9_et__Interpretation_Rule__c intRule : [SELECT Id, Name, RecordType.DeveloperName, tc9_et__Apply_Minimum_Rest_Interpretation__c, tc9_et__Apply_Minimum_Rest_To_Same_Day_Entries__c FROM tc9_et__Interpretation_Rule__c WHERE tc9_et__Apply_Minimum_Rest_Interpretation__c = 'Yes']){
  System.debug('intRule Name: ' + intRule.Name + ' *** Apply Minimum Rest Interpretation? ' + intRule.tc9_et__Apply_Minimum_Rest_Interpretation__c + ' *** Apply Minimum Rest To Same Day Entries: ' + intRule.tc9_et__Apply_Minimum_Rest_To_Same_Day_Entries__c);
}

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Interpretation Rule (Shift Start/End)

1. Select any Page Layout that is used for the Shift Start/End Time Record Types.
2. Add the following fields to the Page Layout:
   1. Apply Shift Start Time BP (added under the field Broken Shift Timesheet Activity Required in the section Split/Broken Shift and Sleepover Rules).
3. Click Save.

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

/* Script for SC-35448 - update all Interpretation Rules with Apply Shift Start Time BP = Yes */
List<tc9_et__Interpretation_Rule__c> intRuleList = new List<tc9_et__Interpretation_Rule__c>();

for(tc9_et__Interpretation_Rule__c intRule : [SELECT Id, RecordType.DeveloperName, tc9_et__Apply_Shift_Start_Time_BP__c FROM tc9_et__Interpretation_Rule__c WHERE RecordType.DeveloperName = 'Shift_End_Time']){
  intRule.tc9_et__Apply_Shift_Start_Time_BP__c = 'Yes';
  intRuleList.add(intRule);
}

if(!intRuleList.isEmpty()){
  update intRuleList;
}

// To review/confirm updated Int Rules
for(tc9_et__Interpretation_Rule__c intRule : [SELECT Id, Name, RecordType.DeveloperName, tc9_et__Apply_Shift_Start_Time_BP__c FROM tc9_et__Interpretation_Rule__c WHERE RecordType.DeveloperName = 'Shift_End_Time']){
  System.debug('intRule Name: ' + intRule.Name + ' *** Apply Shift Start Time BP: ' + intRule.tc9_et__Apply_Shift_Start_Time_BP__c);
}

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Create new Global Picklist Values and add to the Interpretation Breakpoint (Compulsory)

1. Scroll down to the section “Values” and select the New button.
2. Enter the new value Shift Gap in the textbox.
3. Go to Object Manager > Interpretation Breakpoint > Record Types > Allowance Breakpoint.
4. Select Edit next to Start Threshold Type.
5. Select Shift Gap in Available Values, and select the Add > button to move it to the Selected Values section.
6. Click Save.

1. Scroll down to the section “Values” and select the New button.
2. Enter the new value Shift Allowance in the textbox.
3. Go to Object Manager > Interpretation Breakpoint > Record Types > Allowance Breakpoint.
4. Select Edit next to Breakpoint Type.
5. Select Shift Allowance in Available Values, and select the Add > button to move it to the Selected Values section.
6. Click Save.

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Scripts for cleanup of previously deleted Interpretation Variations (Optional)

Script to delete orphaned Interpretation Rule Breakpoints

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

/* Script 1 for SC-35078 - delete orphaned Main Rule Breakpoints */
List<tc9_et__Interpretation_Breakpoint__c> breakpointsWithoutARule = new List<tc9_et__Interpretation_Breakpoint__c>();

breakpointsWithoutARule = [SELECT Id, Name, tc9_et__Interpretation_Rule__c, tc9_et__Breakpoint_Type__c, tc9_et__Pay_Code__c, tc9_et__Pay_Code__r.Name, tc9_et__Interpretation_Rule__r.RecordType.DeveloperName, tc9_et__Interpretation_Variation_Rule__c, tc9_et__Interpretation_Variation_Rule__r.tc9_et__Variation_Record_Type__c FROM tc9_et__Interpretation_Breakpoint__c WHERE tc9_et__Interpretation_Rule__c = NULL LIMIT 10000];

System.debug('MAIN breakpointsWithoutARule SIZE: ' + breakpointsWithoutARule.size());

if(!breakpointsWithoutARule.isEmpty()){
  delete breakpointsWithoutARule;
}

/* Script 2 for SC-35078 - delete orphaned Variation Breakpoints */
List<tc9_et__Interpretation_Breakpoint__c> breakpointsWithoutARuleVar = new List<tc9_et__Interpretation_Breakpoint__c>();

breakpointsWithoutARuleVar = [SELECT Id, Name, tc9_et__Interpretation_Rule__c, tc9_et__Breakpoint_Type__c, tc9_et__Pay_Code__c, tc9_et__Pay_Code__r.Name, tc9_et__Interpretation_Rule__r.RecordType.DeveloperName, tc9_et__Interpretation_Variation_Rule__c, tc9_et__Interpretation_Variation_Rule__r.tc9_et__Variation_Record_Type__c FROM tc9_et__Interpretation_Breakpoint__c WHERE tc9_et__Interpretation_Variation_Rule__c = NULL AND tc9_et__Variation_Type__c != NULL LIMIT 10000];

System.debug('VARIATION ONLY breakpointsWithoutARule SIZE: ' + breakpointsWithoutARuleVar.size());

if(!breakpointsWithoutARuleVar.isEmpty()){
  delete breakpointsWithoutARuleVar;
}

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Update Page Layouts for Pay Transaction (Optional)

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Pay Transaction

1. Select the Page Layout called Time2Pay Pay Transaction- Withholding - PAYG, ETP PAYG, HELP, and SFSS .
2. Add the following field to the Page Layout:
   1. STSL
3. Click Save .

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Further improvements to the Integrated Import Tool New

1. Define the Custom Setting (Compulsory)
2. Add and assign a new Status (Compulsory)

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Define the Check for Manual Timesheet Update Custom Setting (Compulsory)

1. If there is already a Custom Setting created for the Org wide level, select the Edit button, otherwise select the New button (at the top, not theone below the line).
2. Make sure the following checkbox is set to True:
   1. Check for Manual Timesheet Update.
3. Select the Save button.

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Create a new Imported Record Status value (Compulsory)

1. Open the Status field.
2. Scroll down to the section “Values” and select the New button.
3. Enter the new Status Failed To Retrieve Credentials in the textbox.
4. Tick all Record Types and then click the Save button.

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Assign Leave Forecast Record Type to the Task object New

1. Open the Custom Permission Set 2cloudnine Standard Objects Permission Set.
2. Select Object Settings.
3. Select Tasks, and in the next screen select the Edit button.
4. In the Record Type Assignments section, tick the Assigned Record Types checkbox next to the Leave Forecast Record Type.
5. Enable the Read Access and Edit Access checkboxes in the Field Permission section, next to the following fields:
   1. Comments
   2. Due Date
   3. Name
   4. Related To
   5. Type
6. Click the Save button.

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Minimum Pay Rate Updates New

1. Step 1: Tasks to be completed before Data changes
2. Step 2: Create Reports to Identify Records to transform into Parent Minimum Pay Rate Records
3. Step 3: Expire existing Minimum Pay Rate Records andcreate new Parent Minimum Pay Rates records
4. Step 4: Create Reports to Identify Records to transform into Child Minimum Pay Rate Records
5. Step 5: Create Child Records to create AssignmentRates with Timesheet Activities and Project Codes
6. Step 6: Post Data Load
7. Step 7: Page Layout Update

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Step 1: Tasks to be completed before Data changes

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Delete Existing Scheduled Jobs

1. Using the Job Name column to identify what they are called, navigate to the first MPR scheduled job. This starts with ScheduleMPRAutomation followed by a number.
2. Click the ( Del ) link next to the scheduled job nameto delete the job.
3. Click OK on the pop-up window ‘Are you sure?’.
4. Repeat steps 2 to 4 for all MPR scheduled jobs.

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Archiving Old Data on Assignment Rate Template Groups

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

List<tc9_pr__Assignment_Rate__c> arsToBeArchivedList = new List<tc9_pr__Assignment_Rate__c>();
List<tc9_pr__Assignment_Rate__c> arUpdateList = new List<tc9_pr__Assignment_Rate__c>();
Set<String> artgIds = new Set<String>();

for(tc9_et__Minimum_Pay_Rate__c mpr : [SELECT Id, tc9_et__Assignment_Rate_Template_Group__c FROM tc9_et__Minimum_Pay_Rate__c WHERE tc9_et__Assignment_Rate_Template_Group__c != NULL LIMIT 10000]){
  artgIds.add(mpr.tc9_et__Assignment_Rate_Template_Group__c);
}

if(!artgIds.isEmpty()){
  for(tc9_pr__Template_Group__c artg : [SELECT Id, (SELECT Id, tc9_pr__Status__c FROM tc9_pr__Assignment_Rates__r WHERE tc9_pr__Archiving_Status__c != 'Archived' LIMIT 10000) FROM tc9_pr__Template_Group__c WHERE Id IN: artgIds]){
    if(artg.tc9_pr__Assignment_Rates__r.size() > 0){
      arsToBeArchivedList.addAll(artg.tc9_pr__Assignment_Rates__r);
    }
  }
  if(!arsToBeArchivedList.isEmpty()){
    for(tc9_pr__Assignment_Rate__c ar : arsToBeArchivedList){
      ar.tc9_pr__Archiving_Status__c = 'Archived';
      ar.tc9_pr__Expiry_Date__c = Date.today();
      arUpdateList.add(ar);
    }
  }
}

if(!arUpdateList.isEmpty()){
  update arUpdateList;
}

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Step 2: Create Reports to Identify Records to transform into Parent Minimum Pay Rate Records

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Create a new Custom Report Type for Minimum Pay Rates

1. Click on the New Custom Report Type button.
2. Populate the following fields:
   • Primary Object: Minimum Pay Rates
   • Report Type Label: Create Expire MPRS
   • Report Type Name: Create_Expire_MPRS
   • Description: This Report Type is used in the MPR upgrade.
   • Store in Category: Other Reports
   • Deployment Status: Deployed
   • Click the Next button and then click the Save button.
3. Click on the Edit Layout button.
4. Click on the link Add fields related via lookup >> . The Report will be based on Minimum Pay Rates, and you will need to include the following related lookup fields detailed within this Custom Report Type:
   • Interpretation Rule >> Interpretation Rule Name (x2 fields)
   • Interpretation Rule >> Interpretation Rule ID
   • Award Classification >> Award Classifications and Levels ID
   • Award Classification >> Award Classifications and Levels Name
   • Award Level >> Award Classifications and Levels Name
   • Award Level >> Award Classifications and Levels ID
   • Assignment Rate Template Group >> Template Group Name
   • Assignment Rate Template Group >> Template Group ID
   • Pay Code >> Pay Code Name
   • Pay Code >> Pay Code ID
5. Click the Save button.

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Create a Custom Report on Template Groups

1. Click on the New Report button.
2. Select All in the Category list on the left-hand side.
3. Enter ‘Template Groups’ in the Report Type Search field, and then select the Report Type as listed.
4. Select the Start Report button.
5. Select Filters and update/add the following filters:
   1. Show Me: All template groups
   2. Created Date: All Time
   3. Record Type: equals Assignment Rates
6. Select the Save & Run button.
7. Save the Report as Assignment Rate Templates Groups and save it in a suitable folder.

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Create a Custom Report on Minimum Pay Rates

1. Click on the New Report button.
2. Select All in the Category list on the left-hand side.
3. Enter ‘Create Expire MPRS’ in the Report Type Search field, and then select the Report Type as listed.
4. Select the Start Report button.
5. Select Filters and update/add the following filters:
   1. Show Me: All minimum pay rates
   2. Created Date: All Time
   3. Expiry Dates: equals ""
   4. Assignment Rate Template Group: Template Group Name: equals [this needs to be the results of the above report. Add the various Assignment Rate Template Groups as detailed in the earlier report called Create a Custom Report on Template Groups]
6. Add the following fields to the report:
   1. Minimum Pay Rate Name
   2. Minimum Pay Rate ID
   3. Expiry Date
   4. Pay Rate
   5. Award Classification: Award Classifications and Levels ID
   6. Award Classification: Award Classifications and Levels Name
   7. Award Level: Award Classifications and Levels Name
   8. Award Level: Award Classifications and Levels ID
   9. Interpretation Rule: Interpretation Rule Name
   10. Interpretation Rule: Interpretation Rule ID
   11. Assignment Rate Template Group: Template Group Name
   12. Assignment Rate Template Group: Template Group ID
   13. Pay Code: Pay Code Name
   14. Pay Code: Pay Code ID
7. Select the Save & Run button.
8. Save the Report as Expire MPRS Report and save itin a suitable folder.

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Step 3: Expire existing Minimum Pay Rate Records and create new Parent Minimum Pay Rates records

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Expire existing Minimum Pay Rate Records

1. Export the Expire MPRS Report saved in the previousstep and open it in Microsoft Excel.
2. Save a copy of this report as this will be used to create new Parent MPRs.
3. Copy the MPR IDs Column and the Expiry Date onto a new sheet.
4. Populate the Expiry Date to be a day before the new MPR Effective Date.
5. Use the MPR IDs & Effective Date on the report to expire the existing MPR Records via Data Loader.

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Create/Insert new Parent Minimum Pay Rate Records

1. Remove the Minimum Pay Rate ID Column.
2. Update the Pay Rate field with the new rate applicable.
3. Add a new column titled Effective Date which shouldbe the date following the previous Expiry Date used (format DD/MM/YYYY).
4. Remove the following fields also from the report:
   • Award Classification: Award Classifications and Levels Name
   • Award Level: Award Classifications and Levels Name
   • Interpretation Rule: Interpretation Rule Name
   • Assignment Rate Template Group: Template Group Name
   • Pay Code: Pay Code Name
   • Pay Code: Pay Code ID
5. Do not make any changes to the naming convention or any of the other ID fields.
6. Save as Parent MPR Insert File .
7. Login via Dataloader into the Org:
   • Select > Insert .
   • Object > Minimum Pay Rates .
   • File > Parent MPR Insert File
   • Complete the steps to insert the new Parent MPR records.

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Review newly created Parent MPR records

1. Within Salesforce, open the Expire MPRS Report createdearlier
2. Add the filter:
   • Status: equals Active.
3. Remove the filter:
   • Expiry Date: equals "".
4. Select the Save As button and save it as ‘Parent MPRRecords’ and Export this report to Excel. (This will be needed to create Child MPR records in the next steps).

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Step 4: Create Reports to Identify Records to transform into Child Minimum Pay Rate Records

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Create Child Records - Timesheet Activities and Project Codes

1. Click on the New Report button.
2. Select All in the Category list on the left-hand side.
3. Enter ‘Assignment Rates’ in the Report Type Search field, and then select the Report Type as listed.
4. Select the Start Report button.
5. Use the filters below to include all Assignment Rates on Template Groups:
   1. Show Me: All Assignment Rates
   2. Effective Date: All Time
   3. Assignment Rate: Record Type: equals Timesheet Template
   4. Archiving Status: equals Archived
6. Add the following fields to the report:
   1. Assignment Rate ID
   2. Template Group
   3. Timesheet Activity
   4. Project Code
   5. Pay Rate
   6. Pay Code
7. Select the Save & Run button.
8. Save the Report as TAs and Project Codes and saveit in a suitable folder.
9. Export this report and open it in Microsoft Excel.
10. In Microsoft Excel, use the Concatenation function to combine the Timesheet Activity and Project

11. Use the syntax below to populate the formula:

12. Once populated, the formula should look something like this:

13. Copy this formula down to all the rows in the Excel file before creating a Pivot Table.

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Create a Pivot Table Report to Identify Timesheet Activities & Project Codes

1. Select all the populated cells in the table.
2. From the top Menu, go to Insert > Pivot Table .
3. Select Table/Range > New worksheet > Select the OK button.

• Rows = Template Group
• Columns = Unique Combo
• Values = Pay Code (Double Click and select Summariseby = ‘Count Numbers’)
• Select Ok .

• To set this up, we will need to create Child records on all the MPR records where this Template Group is used.
• Populate the Timesheet Activity field with the Project Code ID.

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Step 5: Create Child Records to create Assignment Rates with Timesheet Activities and Project Codes

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To Insert New Child MPR Records

1. Open the previously saved Salesforce report ParentMPR Records to identify all the newly created Parent Minimum Pay Rates.
2. Add as a Filter to this report those identified in the Project Codes and Timesheet Activities identified in the previous Pivot Table, and only report on those Minimum Pay Rates that need a Project Code or Timesheet Activity.
3. Select the Save & Run button.
4. Save the Report as Child MPR Records and save it ina suitable folder.
5. Export this report to Microsoft Excel.
6. Create 2 new Columns on the spreadsheet, labelled ‘Timesheet Activity’ and ‘Project Code’.
7. Populate the Timesheet Activity IDs or Project Code IDs on their respective Columns in the CSV File. Please note that you will need to Lookup the IDs of the required records from the data exported earlier in the Assignment Rate Template GroupsReport (see Step 2 Report #2).
8. Rename the MPR ID column to Parent MPR.
9. Do not make any changes to the Effective Date. (Child MPR Effective Date should be the same or newer than the related Parent MPR Record).
10. Update the Minimum Pay Rate column to add ‘CH’ as a suffix to all the listed MPRs. This will allow us to Identify the Child MPR Records.
11. The CSV file should contain the following 6 columns;
    1. Minimum Pay Rate Name
    2. IDs Parent MPR
    3. Timesheet Activity
    4. Project Code
    5. Status; and
    6. Effective Date
12. Save as a CSV file with the name ‘Child MPR Insert File’ and use this to create the new Child MPR records via Dataloader.
13. Login via Dataloader into the ORG:
    1. Select > Insert.
    2. Object > Minimum Pay Rates.
    3. File > Child MPR Insert File.
14. Complete the steps required within Dataloader to insert the new Child MPR records.

• Do not use Bulk Api while using Dataloader, set batch size 1, and tick DD/MM/YYYY checkbox in Dataloader Settings. Example, In the Pivot Table:
• Project Code - Level 3 Band 1 is used only on TemplateGroup =** SCHADS PART TIME SACS**

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FORTNIGHTLY

• Apply this Template Group as a filter to bring all Parent MPRs using this Template Group and export them.

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To Create Child Records for Assignment Rates unavailable on the Interpretation Rule

1. Report 1 - ARs set up on ARTG: Use the Filters providedbelow to bring in all the Assignment Rates on the Template Group:
   • Show Me: All assignment rates
   • Created Date: All Time
   • Record Type: equals Timesheet Template
   • Pay Code: Record Type: equals Payment
2. Report 2 - IR Breakpoints: Use the Filters providedbelow to bring in all Pay Codes on the Interpretation Rules:
   • Show Me: All interpretation rules
   • Created Date: All Time
   • Interpretation Breakpoint Name: contains Daily PayCode Cap
   • Export both reports to Excel.
   • Copy the IR Breakpoints report and paste it as a newsheet on the ARs Set up on ARTG Excel Workbook.

• Interpretation Rule Breakpoints report
  • Add a column and insert the below formula & populate it to follow the below syntax.

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=concat(IR Rule Name, Pay Code)

• Populate this down to all the rows in the file
• ARs Set up on ARTG report
  • Add a column and insert the below formula & populate it to follow the below syntax.

​

=concat(Template Group Name, Pay Code)

• Populate this down to all the rows in the file

• Create a filter on the Vlookup Column to only display rows with value #N/A.
  • Identify the Template Group Name and the Pay Code that appear in the report
  • Get the Pay Code ID for the related Pay Code as this will be needed to create the Child MPR Records.

​

To Insert New Child MPR Records for Missing Pay Codes

1. Open the Salesforce report Parent MPR Records to identify all newly created MPRs.
2. Add a Filter of Template Groups identified in the above report to only report on those MPRs that need the missing Pay Code to be set up.
3. Export this report to Excel.
4. Create a new Column on the CSV File for Pay Code ID.
5. Populate the Pay Code IDs on their respective Columns in the CSV File.
6. Rename the MPR ID columnto Parent MPR.
7. Do not make any changes to the Effective Date. (Child MPR Effective Date should be equal or newer than the Parent MPR Record).
8. Update the Minimum Pay Rate and add ‘CH’ as a suffix to all the existing MPRs.
   1. This will allow us to Identify the Child MPR Records
9. The CSV file should contain the following columns:
   1. Minimum Pay Rate Name
   2. IDs Parent MPR
   3. Pay Code (To be mapped to Allowance Pay Code in Dataload)
   4. Status; and
   5. Effective Date
10. Save as ’ Child MPR Insert File ’ to create the newchild records via Dataloader.
11. Login via Dataloader into the ORG:
    1. Select > Insertbutton.
    2. Object > Minimum Pay Rates.
    3. File > Child MPR Insert File.
    4. Complete the required steps within Dataloader to insert the new Child MPR records

​

Step 6: Post Data Load

​

Rescheduling of MPR jobs

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

System.schedule('ScheduleMPRAutomation 00', '0 00 * * * ?', new tc9_et.ScheduleMPRAutomation());
System.schedule('ScheduleMPRAutomation 10', '0 10 * * * ?', new tc9_et.ScheduleMPRAutomation());
System.schedule('ScheduleMPRAutomation 20', '0 20 * * * ?', new tc9_et.ScheduleMPRAutomation());
System.schedule('ScheduleMPRAutomation 30', '0 30 * * * ?', new tc9_et.ScheduleMPRAutomation());
System.schedule('ScheduleMPRAutomation 40', '0 40 * * * ?', new tc9_et.ScheduleMPRAutomation());
System.schedule('ScheduleMPRAutomation 50', '0 50 * * * ?', new tc9_et.ScheduleMPRAutomation());

• Deactivate any flows that you may have on the Assignment Rate object which update the Default Pay Rate.

​

Set ‘Has Pending MPR’ = True on all Active Assignments

1. Click on the New Report button.
2. In Category, Select All .
3. In Select a Report Type , enter Assignments.
4. Select the Start Report button.
5. Go to the Filters , and make sure you have the followingfilters set up:
   1. Show me All assignments
   2. All Time
   3. Assignment Rate Template Group: equals values as peryour previous Pivot Table.
   4. Status = Active.
6. Go to the Outline , and ensure the following 2 Columnsare displayed:
   1. Record ID
   2. Has Pending Minimum Pay Rate
7. You can add extra fields if needed, but they must be deleted before the dataload occurs.
8. Export the report as CSV - Details Only
9. Open the report in Excel and change the values in the column Has Pending Minimum Pay Rate from false to true (1).
10. Use Dataloader to update these Assignments with the below mapping:
    1. Select the Update button.
    2. In the Object field select Assignment
    3. In the field Record ID use Assignment ID
    4. In the mapping select Has Pending MPR > Has PendingMPR
11. After these records are dataloaded, the MPR Schedule Job will identify these updated

​

Step 7: Page Layout Update

​

Update the Assignment Rate Page Layout

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the Timesheet Record Type (i.e. Time2Pay Assignment Rate - Timesheet ).
3. Add the following fields to the page layout:
   • Minimum Pay Rate
4. Click on Save .

​

Integrated Import Tool Enhancements

​

Define the Custom Settings

1. If there is already a Custom Setting created for the Org wide level, select the Edit button, otherwise select the New button (at the top, not theone below the line)
2. Make sure the follow setting is set to true:
   1. Check for Duplicate Import Files.
3. Populate the field External ID Payee with either ofthe 2 possible options:
   1. From Contact External ID; OR
   2. From Payee Name.
4. Populate the field External ID Assignment with eitherof the 2 possible options:
   1. From Contact External ID; OR
   2. From Assignment Name.
5. These validations are turned on by default. To disable the validation rule, check the relevant custom setting field:
   1. Disable Assignment ExtId Validation
   2. Disable Contact ExtId Validation
   3. Disable Payee ExtId Validation
   4. Disable PayeeLeaveRule ExtId Validation
   5. Disable ProjectCode ExtId Validation
   6. Disable PayeeAllowance ExtId Validation
6. Select the Save button.

​

Custom Setting for Duplicate file Import (Conditionally Compulsory)

1. Update the Imported Record Page Layout (Conditionally Compulsory)

​

Update the Imported Record Page Layout

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the Imported Record Type (i.e. TC9IMP Import Record Layout ).
3. Add the following checkboxes to the page layout:
   • Duplicate File Detected
   • Allow Duplicate File Import
4. Click on Save .

​

Run Scheduled Classes only when records are available (Conditionally Compulsory)

• ImportTool_TSExternalIdGenerator
• ImportTool_TSEExternalIdGenerator

1. Schedule Timesheet Apex Class every 10 mins (Conditionally Compulsory)
2. Schedule Timesheet Entry Apex Class every 10 mins (Conditionally Compulsory)

​

Schedule Timesheet Apex Class every 10 mins

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from below script box.
3. Click the Execute button.

​

Reconciliation Item List View Update New

1. Update List View (Compulsory)

​

FBT Transactions File Upload

1. Scroll down to the Custom Buttons section.
2. Highlight the FBT File Upload underneath the AvailableButtons.
3. Select the Add > button, so it appears in the SelectedButtons list.
4. Click Save .

​

Lodgement Item AU and Calendar Page Layout Updates

​

Update Page Layouts for new field(s) (Compulsory)

​

Lodgement Item AU

1. Select TC9EAU STP Transition Lodgement Item AU Layout .
2. Add the following field to the Summary Data section:
   1. ATO Derived Aggregated Gross
3. Add the following field to the Event Details section:
   1. Payee Lump Sum Payment W
4. Click Save .

​

Calendar

1. Select Time2Pay Calendar - Invoice .
2. Remove the following buttons:
   1. Create Invoice Calendar Period
3. Add the following Lightning Action Link/Button (under Mobile & Lightning Actions) to the page layout:
   1. Create Invoice Calendar Periods
4. Click Save .

​

Updates to the 2024/2025 PAYG Tables for STSL, Lump Sums A, B, D, and ETP Rates

1. Complete the Setup Payroll Process (Compulsory)

​

Complete the Setup Payroll Process (Compulsory)

1. Go to App Launcher
2. Select the Setup Payroll item.

• 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.

3. Follow the online instructions to complete the Setup Payroll Process.
4. Once this is done, the process is complete and provides you with a summary of the changes made. Make sure ‘Withholding Rules July 2024’ and ‘Public Holidays (2025)’ are both in the included list. If they are not included, run the Setup Payroll Process again.

​

Adhere to the 2024/2025 Superannuation Changes

​

2025 Public Holiday Available Via Bulk Data Creation

​

Community access to Email Templates

1. Query Email Template access (Optional).

​

Run Query within the Developer Console

1. Delete any existing query already in the window.
2. Paste in the copied query from the below Query box.
3. Click the Execute button.

​

Updates required to Import Tool Legacy App

• Timesheet Import Tool
• Pay Transaction Import Tool
• Assignment Import Tool
• Assignments (tab only)

1. Removal of Existing Tabs (Compulsory)
2. Remove ‘Timesheet’ from the name of the App (Compulsory)

​

Removal of Existing Tabs (Compulsory)

1. Click on the App Launcher icon.
2. Select the 2c9 Import Tool app.
3. On the right-hand side, you will see a pencil icon in the far right-hand side in the same row as the tabs appear. Click on the pencil icon .
4. Click the ‘x’ for the following four items:
   • Timesheet Import Tool
   • Pay Transaction Import Tool
   • Assignment Import Tool
   • Assignments
5. Click Save .

​

Remove ‘Timesheet’ from the name of the App (Compulsory)

1. Find the app titled ‘2C9 Timesheet Import Tool’.
2. Click the down arrow on the far right of the app and click Edit .
3. Under ‘App Name’ delete the word ‘Timesheet’ so the app is now renamed ‘2C9 Import Tool’.
4. Click Save .

​

Enhanced security requiring new Permission Sets New

​

Standard Objects Permission Set New

1. Create the Standard Objects Permission Set (Compulsory)
2. Update Profile/Permission Sets (Compulsory)
3. Assign Permission Set to Users (Compulsory)

​

Create the Standard Objects Permission Set (Compulsory) Go To Setup > Permission Sets

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine Standard Objects Permission Set , and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. It is recommended to skip the step of assigning a Licence so this Permission Set can be assigned to all 2cloudnine Users regardless of the Licence they are on. If the Permission Set is associated with a specific Licence, it can only include the permission and settings entitled by that Licence.
6. Click on the Save button.

​

Update Permission Set (Compulsory)

1. Open the new Permission Set 2cloudnine Standard ObjectsPermission Set .
2. Select Object Settings .
3. Select Accounts , and in the next screen select the Edit button.
4. Enable the Read and Edit checkboxes in the ObjectsPermissions section.
5. Enable the Read Access checkbox in the Field Permissionsection, next to the following fields, and select the Save button:
   1. Billing Address
   2. Fax
   3. Phone
6. Enable the Read Access and Edit Access checkbox inthe Field Permission section, next to the following fields, and select the Save button:
   1. Payment Details Complete
   2. Payment Details Incomplete Reason
7. Return to the Object Settings, select Contacts , andin the next screen select the Edit button.
8. Enable the Read, Create, and Edit checkboxes in theObjects Permissions section.
9. Enable the Read Access checkbox in the Field Permissionsection, next to the following fields, and select the Save button:
   1. Mailing Address
   2. Primary Payee Record
10. Return to the Object Setting, select Documents , andin the next screen select the Edit button.
11. Enable the Read checkboxes in the Object Permissionssection.
12. Click the Save button.

​

Assign Permission Set to Users (Compulsory)

1. Open the new Permission Set 2cloudnine Standard ObjectsPermission Set .
2. Select the Manage Assignments button and click the Add Assignment button.
3. Select the checkboxes of the various Users who require this Permission Set to be assigned to them, and select the Next button.
4. Select the radio button for No Expiry Date and selectthe Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected. IMPORTANT: This Permission Set MUST NOT be assigned to Guest Site Users, due to the Edit access provided to Contacts. If Guest Site Users require the other access configured within this Permission Set, System Administrators are encouraged to Clone this Permission Set and remove the Edit access from the Contacts Object. Then this new Cloned Permission Set can be assigned to Guest Users.

​

Pay Transactions Permission Set New

1. Create the Pay Transactions Permission Set (Compulsory)
2. Update Profile/Permission Sets (Compulsory)
3. Assign Permission Set to Users (Compulsory)

​

Create the Pay Transactions Permission Set (Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine Pay Transactions Permission Set , and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. It is recommended to skip the step of assigning a Licence so this Permission Set can be assigned to all 2cloudnine Users regardless of the Licence they are on. If the Permission Set is associated with a specific Licence, it can only include the permission and settings entitled by that Licence.
6. Click on the Save button.

1. Open the new Permission Set 2cloudnine Pay TransactionsPermission Set .
2. Select Object Settings .
3. Select Pay Transactions , and in the next screen selectthe Edit button.
4. Enable the Read checkbox in the Objects Permissionssection.
5. Enable the Read Access checkbox in the Field Permissionsection, next to all the fields.
6. Click the Save button.

1. Open the new Permission Set 2cloudnine Standard ObjectsPermission Set .
2. Select the Manage Assignments button and click the Add Assignment button.
3. Select the checkboxes of the various Users who require this Permission Set to be assigned to them, and select the Next button.
4. Select the radio button for No Expiry Date and selectthe Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected.

​

Rate Calculator Permission Set New

1. Clone the Permission Set (Conditionally Compulsory)
2. Update Profile/Permission Sets (Conditionally Compulsory)
3. Assign Permission Set to Users (Conditionally Compulsory)

​

Clone the Permission Set (Conditionally Compulsory)

1. Open the Permission Set called 2Cloudnine Rate Calculator .
2. Click on the Clone button.
3. Update the name in the Label field to include “Clone”or “V2” at the end.
4. Click on the Save button.

​

Update Permission Set (Conditionally Compulsory)

1. Open the cloned Permission Set created above (i.e. 2Cloudnine Rate Calculator Clone) .
2. Select Object Settings .
3. Select Account to Rate Calculator Junction , and inthe next screen select the Edit button.
4. Enable the Modify All checkbox in the Objects Permissionssection.
5. Enable the Modify All checkbox in the Field Permissionsection, next to all the fields.
6. Click the Save button.

​

Assign Permission Set to Users (Conditionally Compulsory)

1. Open the cloned Permission Set 2Cloudnine Rate CalculatorClone .
2. Select the Manage Assignments button and click the Add Assignment button.
3. Select the checkboxes of the various Users who require this Permission Set to be assigned to them, and select the Next button.
4. Select the radio button for No Expiry Date and selectthe Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected.

​

New Bulk Data Creation Permission Sets New

1. Assign Permission Sets to Users (Optional)

​

Assign Permission Sets to Users (Optional)

1. Open the required Permission Set i.e. 2cloudnine Bulk Data Creation Field Access Only, or 2cloudnine Bulk Data Creation Admin.
2. Select the Manage Assignments button and click the Add Assignment button.
3. Select the checkboxes of the various Users who require this Permission Set to be assigned to them, and select the Next button.
4. Select the radio button for No Expiry Date and selectthe Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected.

​

Permission Set Updates for Approver and Employee Community Users

1. Access to Standard Salesforce Objects (Conditionally Compulsory)
   1. Rename the existing cloned Permission Sets

1. Remove the assignment of the existing cloned Employee Community Permission Set and create the new 2cloudnine Standard Objects Permission Set
2. Update Profile/Permission Sets (Conditionally Compulsory)

​

Access to Standard Salesforce Objects (Conditionally Compulsory)

​

Option 1 - Rename the existing Cloned Permission Sets

1. Open the existing Cloned/V2 Custom Permission Set with access to Account, Contact, and Documents and click on the Edit Properties button.
2. Update the name in the Label field to include “2cloudnine”at the start.
3. Click on the Save button.

​

Option 2 - Remove the assignment of the existing cloned Permission Sets and assign the new Standard Objects Permission Set

1. Open the existing Cloned/V2 Custom Permission Set with access to Account, Contact, and Documents.
2. Select the Manage Assignments button.
3. Select the checkboxes of the various Users who require assignment of this Permission Set removed.
4. Click the Remove Assignments button displayed witha trash can icon.
5. Select the Remove button from the pop-up message toconfirm its removal.
6. Once the existing cloned Permission Set assignments are removed, now refer to the “Enhanced security requiring new Permission Sets” section given earlier in this document to assign the new 2cloudnine Standard Objects Permission Set.

​

Update Profile/Permission Sets (Conditionally Compulsory)

​

Customer Community Plus Permission Set New

1. Assign the two Permission Sets to Users (Conditionally Compulsory)
2. Create Public Groups and Sharing Settings (Conditionally Compulsory)

​

Assign the two Permission Sets to Users (Conditionally Compulsory)

1. Open the Community Plus Permission Set.
2. Select the Manage Assignments button and click the Add Assignment button.
3. Select the checkboxes of the various Users who require this Permission Set to be assigned to them, and select the Next button.
4. Select the radio button for No Expiry Date and selectthe Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected.
6. Now refer to the “Enhanced security requiring new Permission Sets” section given earlier in this document to assign the new 2cloudnine Standard Objects Permission Set.

​

Create Public Groups and Sharing Settings (Conditionally Compulsory)

1. Update Page Layouts for new field(s) (Compulsory)

​

Assignment - Temp

1. Select Time2Pay Assignment - Temp .
2. Drag and drop “Section” from the list of available Fields in the top box to the Page Layout on the bottom.
3. Enter the Section Name as ‘Rate Calculator / On-Costs’.
4. Add the following fields to this new section:
   1. Industry
   2. Risk Classification
   3. Employment Cost Template Group
5. Move the fields Location and Rate Calculator intothis new section.
6. Click Save .

​

Timesheet Activity

1. Select Timesheet Activity Project Code Layout .
2. Remove Client as a required field.
3. Click Save .

​

Assignment Rate

1. Select the Page Layout Assignment button.
2. Assign the Page Layouts to ALL the Profiles for:
   • Assignment Rates = Time2Pay Template Group - Timesheet Assignment Rates Templates
3. Click Save .

​

Employment Cost

1. Select the Page Layout Assignment button.
2. Assign the Page Layouts to ALL the Profiles for:
   • Employment Cost = TC9PR Template Group Layout - Remuneration Templates
3. Click Save .

​

Interpretation Rules

1. Select the Page Layout Assignment button.
2. Assign the Page Layouts to ALL the Profiles for:
   • Interpretation Rules = Time2Pay Template Group - Interpretation Rules
3. Click Save .

​

Payee Timesheet Allowance

1. Select the Page Layout Assignment button.
2. Assign the Page Layouts to ALL the Profiles for:
   • Payee Timesheet Allowance = Time2Pay Template Group - Payee Timesheet Allowance Templates
3. Click Save .

​

Updates to the General Ledger functionality New

1. Deactivate the General Ledger Process Builders (Optional)
2. Activate the General Ledger Flows (Optional)

​

Deactivate the General Ledger Process Builders (Optional)

1. Click on the right arrow next to the Process Builder called GL - Create Cost of Payroll Journal to show the various versions of the Process Builder.
2. Click Deactivate in the far right against the currentversion.
3. Click on the right arrow next to the Process Builder called GL - Create Leave Accrual Journal to show the various versions of the Process Builder.
4. Click Deactivate in the far right against the currentversion.

​

Activate the General Ledger Flows (Optional)

1. Open the Flow called GL - Create Cost of Payroll andLeave Accrual Journal .
2. Click the Activate button.

1. Update Page Layouts for New/Depreciated Field(s), Button(s) and Action(s) (Compulsory)

​

Update Page Layouts for New/Depreciated Field(s), Button(s) and Action(s) (Compulsory)

​

Update Assignment Page Layouts for Create Timesheets and Create Invoiceable Fees

1. Select Assignment (tc9_pr__Assignment__c).
2. Click on Page Layouts .
3. Click the Page Layout Assignments button.
4. Select the page layout assigned to the Temp Record Type (i.e. Time2Pay Assignment - Temp ).
5. Remove the following button(s) from the page layout:
   • Create Timesheets
   • Create Invoiceable Client Paid Expense Button
   • Create Invoiceable Payroll Services Fee Button
   • Create Invoiceable Perm Fee Button
   • Create Invoiceable Project Services Fee Button
   • Create Invoiceable Retainer Fee Button
   • Create Invoiceable Temp to Perm Fee Button
6. Add the following Lightning Action Link/Button (under Mobile & Lightning Actions) to the page layout:
   • Create Timesheets
   • Create Invoiceable Fee
7. Click Save .
8. Repeat steps 1-7 above again for the page layout assigned to Perm Record Types of Assignments.

​

Update Client Page Layouts for Create Invoiceable Fee

1. Select Account .
2. Click on Page Layouts .
3. Click the Page Layout Assignments button.
4. Select the page layout assigned to the Client Record Type (i.e. Time2Pay Client ).
5. Remove the following button(s) from the page layout:
   • Create Invoiceable Client Paid Expense Button
   • Create Invoiceable Payroll Services Fee Button
   • Create Invoiceable Perm Fee Button
   • Create Invoiceable Project Services Fee Button
   • Create Invoiceable Retainer Fee Button
6. Add the following Lightning Action Link/Button (under Mobile & Lightning Actions) to the page layout:
   • Create Invoiceable Fee
7. Click Save .

​

Update Invoice Page Layout for Send Invoice Email

1. Select Invoice (tc9_et__Invoice__c).
2. Click on Page Layouts .
3. Click the Page Layout Assignments button.
4. Select the page layout assigned to the Invoiceable Fees or the Payroll Items Record Type (i.e. Time2Pay Invoice - Invoice ).
5. Remove the following Visualforce Detail button from the page layout:
   • Send Invoice Email
6. Add the following Lightning Action Link/Button (under Mobile & Lightning Actions) to the page layout:
   • Send Invoice Email
   • Create Invoice PDF
7. Click Save .
8. Please repeat the steps above to the page layout assigned to the Credit Note Record Type (i.e. Time2Pay Invoice - Credit Note ).

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from below script box.
3. Click the Execute button.

List<tc9_et__Invoice__c> invUpdateList = new List<tc9_et__Invoice__c>();
List<tc9_et__Invoice__c> invoicesToBeUpdated = new List<tc9_et__Invoice__c>([SELECT Id, tc9_et__Online_URL__c, tc9_et__Invoice_Link_Token__c, tc9_et__View_Invoice_PDF__c FROM tc9_et__Invoice__c WHERE tc9_et__Invoice_Link_Token__c != NULL AND tc9_et__View_Invoice_PDF__c = NULL LIMIT 10000]);
System.debug('invoicesToBeUpdated size'+ invoicesToBeUpdated.size());
if(!invoicesToBeUpdated.isEmpty()){
  String baseURL = Url.getOrgDomainUrl().toExternalForm();
  for(tc9_et__Invoice__c inv : invoicesToBeUpdated){
    String invOnlineURL = inv.tc9_et__Online_URL__c;
    System.debug('invOnlineURL'+ invOnlineURL);
    if(invOnlineURL != null){
      String intURL = invOnlineURL.substringAfter('Invoice');
      System.debug('intURL'+ intURL);
      String newIntURL = baseURL+'/apex/tc9_et__Invoice'+intURL;
      System.debug('newIntURL'+ newIntURL);
      inv.tc9_et__View_Invoice_PDF__c = newIntURL;
      invUpdateList.add(inv);
    }
  }
}
if(!invUpdateList.isEmpty()){
  update invUpdateList;
}

​

Remove New Rate Calculator Button on the Assignment page layout

1. Select Assignment (tc9_pr__Assignment__c).
2. Click on Page Layouts .
3. Click the Page Layout Assignments button.
4. Select the page layout assigned to the Temp Record Type (i.e. Time2Pay Assignment - Temp ).
5. Remove the following button(s) from the page layout:
   • New Rate Calculator
6. Click Save .

1. Delete the existing Time Interpretation schedule jobs (Conditionally Compulsory)
2. Reschedule all the required Time Interpretation schedule jobs (Conditionally Compulsory)

​

Delete existing Scheduled Job (Conditionally Compulsory)

1. Scroll down the list of scheduled jobs until you locate all which start with ScheduleTimeInterpretation .
2. Select the Del next to the ScheduleTimeInterpretation listed, and then select OK from the pop-up.
3. Repeat for all listed Time Interpretation jobs scheduled.

​

Set New Scheduled Job (Conditionally Compulsory)

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from the below script box.
3. Click the Execute button.

//script for setting up transaction processing
System.schedule('ScheduleTimeInterpretation 03', '0 03 * * * ?', new tc9_et.ScheduleTimeInterpretation());
System.schedule('ScheduleTimeInterpretation 13', '0 13 * * * ?', new tc9_et.ScheduleTimeInterpretation());
System.schedule('ScheduleTimeInterpretation 23', '0 23 * * * ?', new tc9_et.ScheduleTimeInterpretation());
System.schedule('ScheduleTimeInterpretation 33', '0 33 * * * ?', new tc9_et.ScheduleTimeInterpretation());
System.schedule('ScheduleTimeInterpretation 43', '0 43 * * * ?', new tc9_et.ScheduleTimeInterpretation());
System.schedule('ScheduleTimeInterpretation 53', '0 53 * * * ?', new tc9_et.ScheduleTimeInterpretation());

​

Create new picklist value (Conditionally Compulsory) Go to Setup > Object Manager

1. Select Timesheet Entry (tc9_et__Timesheet_Entry__c)
2. Select Fields & Relationships .
3. Select the field Entry Type (tc9_et__Entry_Type__c).
4. In the values section, review if there is the value ’ Part Day Public Holiday ’, and if not, select the New button.
5. Enter the value Part Day Public Holiday in the textbox.
6. Select the checkbox ’ Add the new picklist values toall Record Types that use this Global Value Set ’.
7. Select the Save button.

​

Reduce the Pay Batch Creation batch size (Optional)

1. Click Manage Records next to Payroll Batch Size .
2. Select Edit next to Batch_PayBatchCreation .
3. Enter the new batch size value.

​

Picklist values from Assignment Rate objects

​

Deactivate the Picklist values (Compulsory)

1. Select the Assignment Rate object using Quick Find.
2. Click on Fields & Relationships .
3. Select the Archiving Status field using Quick Find.
4. Scroll down and click on the button View Archiving Status Value Set .
5. Select Deactivate next to the following picklist values:
   • Archiving
   • Archiving Failed

1. Select the Pay Advice Template object using Quick Find.
2. Click on Page Layouts .
3. Select any page layout that is used for the Pay Advice Template object.
4. Select the field Label - Payroll Id Field , and drag it onto the page layout underneath the existing fields in the Label Overrides Section.
5. Select the field Label - Total Earnings Field , and drag it onto the page layout underneath the existing fields in the Label Overrides Section.
6. Select the field Label - Total Net Field , and drag it onto the page layout underneath the existing fields in the Label Overrides Section.
7. Select the Save button.
8. Repeat for all page layouts on the Pay Advice Template Object.

1. Delete or comment out any code that is in the window.
2. Paste in the copied script from below script box.
3. Click the Execute button.

List<tc9_pr__Pay_Advice_Template__c> templates = [SELECT Id, tc9_pr__Label_Payroll_Id_Field__c, tc9_pr__Label_Total_Earnings_Field__c, tc9_pr__Label_Total_Net_Field__c FROM tc9_pr__Pay_Advice_Template__c WHERE tc9_pr__Label_Payroll_Id_Field__c = null AND tc9_pr__Available_for_Use__c = 'Yes'];
for(tc9_pr__Pay_Advice_Template__c template : templates){
  template.tc9_pr__Label_Payroll_Id_Field__c = 'Payroll Id';
  template.tc9_pr__Label_Total_Earnings_Field__c = 'Total Earnings';
  template.tc9_pr__Label_Total_Net_Field__c = 'Total Net';
}
update templates;

​

Enable Rate per Quantity Worked

​

Payee Allowance Template (Optional)

1. Click Payee Allowance Template .
2. Click Record Types and select Payroll Allowance .
3. Click Edit next to the picklist value Allowance Rate Type .
4. Select the Rate per Quantity Worked picklist value so it is added to the Selected Values list.
5. Select the Save button.

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Payee Allowance Record (Optional)

1. Click Payee Allowance Record .
2. Click Record Types and select Payroll Allowance .
3. Click Edit next to the picklist value Allowance Rate Type .
4. Select the Rate per Quantity Worked picklist value so it is added to the Selected Values list.
5. Select the Save button.

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Deleting a Pay Batch from the standard page

1. Click Pay Batch .
2. Select any page layout that is used for the Pay Batch object.
3. Remove the standard Salesforce Delete button.
4. Add the Delete Pay Batch button.
5. Select Save .
6. Repeat for all remaining page layouts for this object.

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Edit the Help text for Employee Influenced Super Variation field

1. Go to Setup > Object Manager .
2. Click Payee Withholding .
3. Click on Fields & Relationships .
4. Click on the field Employee Influenced Super Variation .
5. Click the Edit button.
6. In the field Help Text , replace the existing textwith the below text and click Save :

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Enable ‘Enhanced’ Import Type of Timesheets using the Integrated Import Tool

1. Select the Imported Record object using Quick Find.
2. Click on Fields & Relationships .
3. Select the Import Type field using Quick Find.
4. In the Values section, click on the New button
5. Type ‘Enhanced’ into the large textbox.
6. Select the following record types: Allowance and Timesheet .
7. Click on Save .

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Appendix 1 Update

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Appendix 2 Update

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Appendix 3 Update

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Appendix 4

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Appendix 5

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Appendix 6

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Appendix 7

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Appendix 8

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Appendix 9