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When we start processing payments through Powerforce, how do we change anything if the roster has been confirmed incorrectly.

Getting There:

[ SC ] –> Scheduling / Scheduling Workbench

Introduction

confirmed shifts

Explanation

The scheduling workbench display (above) is showing that these shifts are all confirmed (bold & italicised).
To answer the question requires an understanding of what stage you are at in relation to processing.

Select the shift which is incorrect, & double-click it to see the edit window. If the shift has been processed in payroll or invoicing or both, you will be informed of the fact through a message, & also what is further possible.

So, to cover off all scenarios:

The shift is confirmed only - which signifies that it's ok to process payroll & invoicing. If neither of these processes have been run, simply change the shift details as required (i.e. the employee, or start/finish times).

If the shift has been run either against payroll and / or invoicing, and the process itself (payroll and / or invoicing) is not yet committed:

Un-commit or cancel either the payroll and / or billing run.
Make the necessary correction to the shift
Re-process the payroll and / or billing run.

If the shift has been run against payroll and/or invoicing, and you have 'sent' the pay to the bank and/or invoice to the customer, then you need to follow your own business procedures as to how to handle the reversal.

With invoicing you may issue a credit note to the customer, so that figures balance in Powerforce.
With payroll, you may enter manual adjustments which you may process immediately or wait until the next payrun to process.

Changing Shift Details

To change the time of a shift:

Double-click the shift to open the edit window.

Change either the post start or post finish time. Note: Do not change the book times, as they need to remain true so that any reporting correctly represents the truth of actions against the shift.

To change the employee of a shift:

Select the shift (click once on the shift)
Click the replace button, and select a replacement employee
Save the changes.

To change more than one shift to a different employee

Select the employee name against the row whose shift details are incorrect.
Press the replace button, & select the replacement employee
You may now replace multiple shifts to the new employee selected.

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