PowerForce - Award Interpretation, Rostering, Payroll, Billing

Self Training

This document outlines the training schedule to complete so that you may be an effective user of PowerForce. You may carry out the following training online or you may have the training carried out with the assistance of PowerForce personnel at your offices.

[ You may use the following module to traing yourself, or

Arrange for training by PowerForce Support ]

Top of Page

PowerForce Introduction and Overview ( 1 hr)

Refresher on the PowerForce Modules

Powerforce module structure
Explanation of window layouts, menu options
Introduction to modules
- Outline of rostering
- Outline of employee management
- Outline of clients / outlets / sites
- Outline of payroll processing
- Outline of service billing
- Outline of wizard screens (add employees, clients)

Introduction to Rostering (1 hr)

Navigating the scheduling workbench (SWB)
Creating ad-hoc shifts
Identifying payroll & billing errors through the scheduling workbench
Reporting from the scheduling workbench

Practical Exercises (Rostering) (1 hr)

The following exercises serve to reinforce the introductory aspects of rostering

Creating ah-hoc shift
Assigning employees to shifts
Replacing employees
Cancelling shifts
Editing shift times
Producing reports

Introduction to Managing Employees (30 min)

The following exercises serve to reinforce the introductory aspects of rostering

Create new employee wizard
Employee Maintenance
Changing employee pay classes
Changing employee employment types
Employee Licence registration

Practical Exercises (Employees) (30 min)

The following exercises serve to reinforce the introductory aspects of rostering

Adding new employees
Change pay class & employment type
Maintain contact details
Maintain licence details, skills register

Introduction to (Clients / Sites) (15 min)

Adding new client site
Master vs sub-client site
Adding client charge rates
Managing site licence requirements
Banning employees from site

Practical Exercises (Clients / Roster Locations ) (30 min)

The following exercises serve to reinforce the introductory aspects of managing rostering locations & clients

Add new rostering site
Adding client site charge rates
Master / sub charge hierarchy

Introduction to Payroll (30 min)

Navigating the payroll workbench
Processing a pay - the wizard
Payroll exception reporting
Pre-payrun manual adjustments
Editing a pay
Common payrun reports
Processing Superannuation
Terminating an employee
Committing a pay

Practical Exercises - Payroll (1 hr)

The following exercises serve to reinforce the introductory aspects of payroll

Running a pay
Editing a pay
Creating pre-payrun adjustments
Outline of payroll processing
Process a pay
Commit pay
Un-commit pay

Intermediate Rostering (30 min)

Delving further into PowerForce's rostering functionality

Client Work schedules
Maintaining client standard schedules
Generating regular schedules
The FIND functionality

Practical Exercises - Intermediate Rostering (1 hr)

The following exercises continue to expand on your understanding of rostering

Creating work schedules based on existing rosters
Creating standard schedules against work schedules
Generating schedules
Managing un-assigned shifts

Advanced Payroll (30 min)

Further details about PowerForce's payroll functionality

Creating & maintaining employment types
Creating & maintaining classification codes (pay rate details)
Understanding the award interpreter
The link between classification codes & the award interpreter
Understanding timezones
Checking the above on the SWB (scheduling workbench)

Practical Exercises - Advanced Payroll (1 hr)

The following exercises continue to build your understanding of PowerForce payroll

Maintaining classification codes
Modifying classification codes & awards to achieve the desired results
Creating a pre-payroll adjustment
Processing a pay

Introduction to Client (Service ) Billing (45 min)

Navigating the billing workbench
Master / Sub client relationships
Identifying differences between casual &repetitive charges
Entering casual charge rates
Entering span rates
Understanding the fee interpreter
Processing a billing run
Invoice formats and options
Miscellaneous invoices

Practical Exercises - Client Billing (1 hr)

The following exercises serve to reinforce the introductory aspects of client billing

Entering charge rates
Running a billing run
Invoice formats
Creating a miscellaneous invoice

Advanced Rostering (30 min)

Adding budgets to client work schedules
Maintain standard schedules (multi-week rotation)
Re-generating schedules

Advanced Payroll (30 min)

Maintaining employment types
Maintaining Classification codes
Understanding the Award Interpreter (AI)
Links between classification codes & AI
Understanding TZ
Re-costing time schedules
Casting overtime

Advanced Service Billing (1 hr)

Miscellaneous invoices
Fee structures - utilising role types & classification codes
Entering span rates
Editing an invoice
Client groups or categories
Credit notes
Re-costing charges