Eucalyptus '25 - Upgrade Guide

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Overview

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Important Information

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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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Updates to the 2025/2026 PAYG Tables for STSL, Lump Sums A, B, D, and ETP Rates Update EOFY

1. Complete the Setup Payroll Process (Compulsory)

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Complete the Setup Payroll Process (Compulsory) Update

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 both ‘Withholding Rules September 2025’ and ‘Public Holidays (2026)’ are included in the list. This depends on whether you have completed the setup previously or not. If they are not included, run the Setup Payroll Process again.

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Adhere to the 2025/2026 Superannuation Changes Update

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2026 Public Holidays Available Via Bulk Data Creation Update

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Updates to Payment Detail Page Layouts Update

1. Payment Detail (Optional)

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Payment Detail (Optional) Update

1. Select TC9PR Payment Detail Payee AUS Bank Layout .
2. Remove the following fields from the Page Layout:
   1. Payment Method
3. Click Save .
4. Repeat the above steps for the following Page Layouts:
   1. TC9PR Payment Detail Payee Cash Layout
   2. TC9PR Payment Detail Payee Cheque Layout
   3. TC9PR Payment Detail Payee INTL Bank Layout
   4. TC9PR Payment Detail Payment Entity Layout
5. Click Save .

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2cloudnine View Setup Permission Set

1. View Setup and Configuration (Conditionally Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine View Setup Permission Set, and select Enter to auto-populate the API Name.
3. Provide a description by populating the Description field.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. Skip the step of assigning a Licence to this Permission Set so it can be assigned to Users regardless of the Licence they are on. If it’s associated with a specific License, it can only include the permission and settings entitled by that License.
6. Click on the Save button.
7. Select System Permissions .
8. Select the Edit button, and scroll down to select the checkbox View Setup and Configuration (this may also tick the checkbox for View Roles and Role Hierarchy) .
9. Click the Save button.

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Run Script for Payee Exit Update

1. Run Script for Payee Exit (Compulsory)

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Run Script for Payee Exit (Compulsory) Update

1. Paste in the copied script from the script box below.
2. Click the Execute button.

/* Script 1 for Payee Exit Updates */
List<tc9_pr__Pay_Batch_Event__c> payeeExits = [Select Id from tc9_pr__Pay_Batch_Event__c where tc9_pr__Payee_Exit_Calculation__c != null AND tc9_pr__Payee_Exit_Calculation__r.tc9_pr__Calculation_Status__c = 'Confirmed' AND tc9_Pr__Processing_Status__c = 'New' AND tc9_pr__Payee_Exit_Calculation__r.tc9_pr__Commit_Final_Payment__c = null];
for(tc9_pr__Pay_Batch_Event__c payeeExit : payeeExits){
  payeeExit.tc9_pr__Processing_Status__c = 'Fully Processed';
}
update payeeExits;

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Enhancement to easily create non-packaged Public Holiday Calendars

1. Go to Calendar Object.
2. Open any Public Holiday Calendar record.
3. Select the Cogs icon (like you do to go to Setup), but select Edit Page.
4. Go to the Flow Component in the list of Components and drag it onto the page in the desired area.
5. In the Flow field, enter Clone Public Holiday Calendar and select it as it becomes available in the lookup.
6. Tick true on the checkbox Pass record ID into this variable .
7. Select Set Component Visibility, and select the button Add Filter.
8. In the Filter Type, select Advanced.
9. Select the Field button, and in the popup, select the dropdown arrows to select the listed values of Record - Record Type - Name - and select the Done button.
10. Ensure the Operator field is showing Contains.
11. In the Value field, type ‘Public’.
12. Select the Done button, then click the Save button at the top, and then the Activation button, and assign this as the Org Default, or as required to ensure this is visible on all Public Holiday Calendar records.

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Page Layout Updates

1. Update Payroll Page Layouts

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Update Payroll Page Layouts

Employee (Compulsory) New

1. Select TC9PR Employee Layout .
2. Add the following fields to the Page Layout, at the bottom right of the Contact Information section:
   1. Primary Payee Record
3. Click Save .

Award Classifications and Award Levels (Optional)

1. Select Award Classifications and Levels Layout .
2. Remove the following fields from the Page Layout:
   1. Status
3. Click Save .

Employer Id Junction (Optional)

1. Click the Page Layout Assignment button, then the Edit Assignments button.
2. Click the Record Type Employer Id Junction, which should highlight all rows below.
3. In the Picklist for Page Layout To Use, select TC9PR Employer ID Junction .
4. Click Save .

Employment Cost (Optional)

1. Select any Employment Cost Page Layout.
2. Go to the Mobile & Lightning Actions components, and add the following to the Page Layout:
   1. Employment Cost Manager
3. Click Save .
4. Repeat the above steps for all available Page Layouts.

Employment Cost Item (Optional)

1. Select any Employment Cost Item Page Layout.
2. Remove the following buttons from the Page Layout:
   1. Clone
3. Click Save .
4. Repeat the above steps for all available Page Layouts.
5. Go to the List View Button Layout, select Edit, and untick the checkbox “New [New]”
6. Click Save .

Lodgement Item AU (Compulsory)

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the STP - ETP Record Type (i.e. TC9EAU STP2 ETP Layout).
3. Add the following field to the Page Layout, underneath the Payee ETP Payment Date field, within the ETP Details section:
   1. ETP Taxable Amount
   2. ETP Non Taxable Amount
4. Click Save .

Minimum Pay Rate (Optional)

1. Select Time2Pay Minimum Pay Rate Layout .
2. Add the following fields to the Page Layout, at the bottom right of the Information section:
   1. Parent Minimum Pay Rate
   2. Project Code
   3. Timesheet Activity
3. Click Save .

1. Minimum Pay Rates
2. Assignment Rates
3. Mark Up/Margin Rate Records
4. Rate Calculator Rates
5. Minimum Pay Rate History

Pay Schedule (Compulsory)

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the Pay Schedule Record Type (i.e. TC9ET Pay Schedule Layout ).
3. Add the following fields to the Page Layout, underneath the field Finalise Based On:
   1. Payroll Jurisdiction
4. Click Save .

Pay Transaction (Compulsory)

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the Withholding - ETP PAYG Record Type (i.e. Time2Pay Pay Transaction - Withholding - PAYG, ETP PAYG, HELP and SFSS).
3. Add the following field to the Page Layout, underneath the PAYG field, within the Withholding section:
   1. ETP PAYG Type
4. Click Save .

Payee Aggregate (Compulsory)

1. Click the Page Layout Assignments button.
2. Select the page layout assigned to the Record Type Leave Accruals (i.e. TC9PR Payee Aggregate Leave Layout ).
3. Add the following field to the Page Layout, underneath the field Leave Taken, within the Leave Aggregates section:
   1. Leave Balance Offset
4. Add the following field to the Page Layout, underneath the field Leave Taken Days, within the Leave Aggregates section:
   1. Leave Balance Offset Days
5. Click Save .

Payee Pay Batch (Compulsory)

1. Select TC9PR Pay Batch Item Layout .
2. Add the following two fields under the section Deductions (add one field under each of the existing fields):
   1. STP2 CSA Deductions (tc9_prSTP2_CSA_Deductionsc)
   2. STP2 CSA Garnishees (tc9_prSTP2_CSA_Garnisheesc)
3. Navigate to the ETPs Page Section and add/update the fields as displayed below in the left-hand column:
   1. Non Taxable ETPs
   2. ETP Non Taxable B
   3. ETP Non Taxable D
   4. ETP Non Taxable N
   5. ETP Non Taxable O
   6. ETP Non Taxable P
   7. ETP Non Taxable R
   8. ETP Non Taxable S
   9. ETP Non Taxable T
4. Navigate to the ETPs Page Section and add/update the fields as displayed below in the right-hand column:
   1. Taxable ETPs
   2. ETP Taxable B
   3. ETP Taxable D
   4. ETP Taxable N
   5. ETP Taxable O
   6. ETP Taxable P
   7. ETP Taxable R
   8. ETP Taxable S
   9. ETP Taxable T
5. Select Save .

Timesheet Entry (Optional)

1. Select Time2Pay Timesheet Entry .
2. Add the following fields to the Page Layout, underneath the Entry Details section:
   1. Shift Start Time
   2. Shift Start Date
   3. Shift End Time
   4. Shift End Date
3. Once the fields have been added, ensure that all these fields are set to READ ONLY.
4. Click Save .

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Update Batch Job for Pay Advices

1. Delete existing Scheduled Job (Compulsory)
2. Set a New Scheduled Job (Compulsory)

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Delete existing Scheduled Job (Compulsory)

1. Scroll down the list of scheduled jobs until you locate all that contain PayAdvice (i.e.

2. Select the Del button next to these Scheduled Jobs listed, and then select OK from the pop-up.
3. Repeat for all Pay Advices jobs scheduled.

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Set a New Scheduled Job (Compulsory)

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

//script for pay advice PDF creation & email
System.schedule('ScheduleCreatePayAdvicePDF 00', '0 00 * * * ?', new tc9_pr.ScheduleCreationPayAdvicePDF());
System.schedule('ScheduleCreatePayAdvicePDF 20', '0 20 * * * ?', new tc9_pr.ScheduleCreationPayAdvicePDF());
System.schedule('ScheduleCreatePayAdvicePDF 40', '0 40 * * * ?', new tc9_pr.ScheduleCreationPayAdvicePDF());
System.schedule('ScheduleSendPayAdviceEmail 10', '0 10 * * * ?', new tc9_pr.ScheduleSendPayAdviceEmail());
System.schedule('ScheduleSendPayAdviceEmail 30', '0 30 * * * ?', new tc9_pr.ScheduleSendPayAdviceEmail());
System.schedule('ScheduleSendPayAdviceEmail 50', '0 50 * * * ?', new tc9_pr.ScheduleSendPayAdviceEmail());

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Disable Assignment Record Type Validations (Optional)

1. Click Manage next to Disable Assignment RecordType Validation .
2. Click the New button.
3. Enter the Developer Name in the Name field.
4. Enter the Record Id of the Custom Record Type of Assignment for which 2cloudnine validations are to be ignored.
5. Click Save .

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Update the Help text for the Total Deduction Limit field (Compulsory)

1. Click on the field Total Deduction Limit .
   1. Click the Edit button.
   2. In the field Help Text, replace the existing text with “Defines an upper limit to the deduction amount that can be withheld for the deduction. When deductions are calculated, the deduction amount withheld will be adjusted to ensure this amount is not exceeded. If blank, no limit applies.”.
   3. Click Save .

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Enable Pay Batch Manager Hard Delete (Optional)

1. Click Manage next to Payroll Configuration .
2. Click the Edit button.
3. Tick the checkbox next to the Enable Pay Batch Hard Delete field to make sure that it’s enabled.
4. Click Save .

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Update Report Type and Package the ETP Review Report (Compulsory)

1. Go to Reports .
2. Run the ETP and PAYG Transactions by ETP Type report.
3. Review the ETP PAYG Type field on each Pay Transaction with Record Type Withholding - ETP PAYG .
4. If the ETP PAYG Type field is blank on the Withholding - ETP PAYG Pay Transaction, populate it with the same value as the one in the Pay Code: ETP Type column (do not update any values in the Pay Code: ETP Type column).
5. Ensure you don’t have any Pay Transactions in the report with Record Type Withholding - ETP PAYG where the ETP PAYG Type column is blank.

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Assign Reconciliation Permission Set to Users (Conditionally Compulsory)

1. Open the new Permission Set 2cloudnine Payroll Reconciliation .
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 select the Assign button.
5. Assignment Summary will show the confirmation of the successful and failed assignments of the Permission Sets to the Users selected.

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Appendix 1

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Appendix 2

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Appendix 3

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Appendix 4

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Appendix 5

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Appendix 6

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Appendix 7