25. ABN Worker Process

1. INTRODUCTION #

ABN worker is someone whose wages are being paid through a vendor. This manual focuses on all end to end tasks related to ABN worker.

2. ABN WORKER PROCESS #

2.1 CREATE AN ABN EMPLOYEE #

STEP 1: Go to Payroll module and click employees under worker

Navigation

Payroll>Worker>Employees

Step 2: Click New worker wizard

STEP 3: There are seven pages of the wizard. Fill the Employee details page by populating the following fields:

First name
Title
Last name
Employment start date
Date of birth
Gender
Contact number
Email Address
Adress related fields
Post code
Suburb
BSB number
Bank account number

And click Next.

STEP 4: To fill the Tax and super detail page, populate the following fields:

Under Tax declaration:

TFN Number
Tax region
Payroll tax type
Tax treatment code

Under Superannuation details:

Identification type
Identification number
USI

Under Available benefits:

Select the benefits that you want to assign to the employee and also select the vendor for that benefit.

Click Next.

STEP 5: Now comes the details for Payroll and position page. Fill out the following fields:

Select Action, Position and Plan from respective dropdown buttons.
Under Period, write Effective date and Expiration date.
Under fixed pay rate transaction write Annual pay rate and Hourly pay rate will then be auto populated.
Choose required calendar from the dropdown button.
Under human resource position, select Position type, Pay cycle, Legal entity and Default earning code from respective dropdown buttons and write Hours.
Turn the toggle button ON for genearate salary.

Click Next.

STEP 6: On Leave and attendance page, you can assign the leaves to the employee that he/she can avail. Fill out the following required fields:

Date (same as employment start date)
Calculation group
Default calculation group
Approval group
Profile
Profile group

and click Next.

STEP 7: On Earning code page, select the earning codes you want to attach to your employee. If you do not want to assign any earning code to your worker than you can leave this page as it is. Click Next to move on to next page of the wizard.

STEP 8: The last page of the wizard is Vendor details. This page is for ABN workers. If your employee is ABN employee then turn the toggle button ON for ABN worker and attach an existing or new vendor. To attach an existing vendor, Click on Worker to vendor mapping, a side form will open. Select the vendor account in Account drop-down. Click OK then click Finish.

Note: If you want to create a new vendor then click on Create vendor button, a form to create vendor will open. Follow Create a vendor manual from Accounts payable module and then Click on Worker to vendor mapping, a side form will open. Select the vendor account in Account drop-down. Click OK.

STEP 9: Now, the ABN worker is created. Click the relevant worker to view its details.

STEP 10: In Time registration tab, select the ABN worker in Category drop-down. Click Save.

2.2 CREATE A PROJECT CONTRACT #

Step 1: Go to Project Contracts in the system and click new.

Navigation

Project Management and Accounting>Projects>Project Contracts

Step 2: Click New

Step 3: A side form will open, Populate the following information:

Project name
Select Funding type e.g., Customer.
Select Funding Source.
Select Sales Currency and click Ok.

Step 4: Project is now created, Click Add under Billing rules to add billing rules. For more explanation, consult the Project contract manual from Project mangement and accounting folder

2.3 CREATE A PROJECT #

Step 1: Go to Project management and accounting and click All projects.

Navigation

Project Management and Accounting>Projects>All Projects

Step 2: Click New.

Step 3: A side form will open, populate the following fields, and click Create Project button.

Project type
Project name
Project group
Project contract ID
Customer
Project manager

Step 4: Project is now created. You can edit some details even after the project is created . Click on Work breakdown structure under activities on the action pane.

Step 5: User can import WBS by clicking Import.

Step 6: Copy the template by selecting relevant project in Name drop-down. Click OK.

Step 7: WBS is now imported. Click Expand all under Expand to drop-down to view the lines of WBS.

Step 9: Select the line of WBS and click Details to view its detail.

Step 10: Populate the following details:

Transaction Type (Can be Hour, Expense)
Category
Unit Cost Price
Unit Sales Price
Line Property and click Ok. Multiple Lines can be added too.

Step 11: Save and Publish the WBS.

Step 12: You can now see the status of WBS as Currently published. Close the page.

Step 13: Now change the Project stage by selecting In progress under Project stage drop-down in Project tab.

Step 14: A message will pop-up on screen, click OK.

2.4 CREATE RESOURCE FOR ABN EMPLOYEE #

Step 1: Go to Resource list under Project resources in Project management and accounting module.

Navigation

Project Management and Accounting>Project resources>Resource list

Step 2: Click New resource.

Step 3: A side form will open, Populate the following information:

Select Worker: Resource name will be auto-populated.
Calendar will also be auto-populated based on worker profile.
Period code

Click Create.

Step 4: Resource is now created, Click Assign projects under Maintain on the action pane.

Step 5: Go to the Projects tab, select the project you want to assign and click forward arrow.

Step 6: Assigned project is now moved to Selected projects. Close the Page.

Step 7: Select the resource and click Assign categories under Maintain on the action pane.

Step 8: Go to the Categories tab, select the category you want to assign and click forward arrow.

Step 9: Assigned category is now moved to Selected categories. Close the Page.

2.5 ASSIGN COST PRICE (HOUR) AND SALES PRICE (HOUR): #

Step 1: To assign cost price to a worker, follow the below mentioned navigation:

Navigation

Project Management and Accounting>Setup>Prices>Cost Price(hour)

Step 2: Click New.

Step 3: Populate the following fields:

Effective date
Resource
Project contract id
Category
Cost Price

Click Save.

Step 4: To assign sales price to a worker, follow the below mentioned navigation:

Navigation

Project Management and Accounting>Setup>Prices>Sale Price(hour)

Step 5: Click New.

Step 6: Populate the following fields:

a) Effective date

b) Resource

c) Sales Price

Click save.

2.6 CREATE DELEGATE #

Step 1: To create timesheet for this specific worker, we need to create a delegate. Follow the below mentioned navigation.

Navigation

Project Management and Accounting>Setup>Timesheets>All delegates.

Step 2: Click New.

Step 3: Populate the following information:

Timesheet resource
Delegate
Start date

Click Save.

2.7 TIMESHEET BOOKING #

Step 1: Go to Project management and accounting module and click All timesheets under Timesheet.

Navigation

Project management and accounting>Timesheets>All timesheet.

Step 2: Click New.

Step 3: Select the Resource from drop-down, for which you are creating timesheet. Select the start date of the week for which you want to enter timesheet under Date.

Step 4: Click New line under Timesheet lines to enter the details for timesheet.

Step 5: Populate the following fields:

Project ID
Activity Number
Category
The number of hours per day
GST group and Item GST group

Step 6: Submit the timesheet by clicking Submit under workflow drop-down.

Step 7: Enter the comment that if you want to, click Submit. The Approval status will be updated to in review. Timesheet will be reviewed by Project manager.

Step 8: Project manager will approve it from Workflow drop-down under Timesheet lines fast tab.

Human resources>Workspaces>Worker self-service>click on the tile “work item assigned to me”

Step 9: Project manager can write a comment, if he want and will click Approve.

Step 10: The Approval status is now Approved.

Step 11: After couple of seconds, Approval status will be updated to Posted. After the timesheet of ABN worker is posted, transactions for ABN employee will be made through vendor in Accounts payable module.