How to Create Payroll Check Dates

Epicor ERP 10
1

I do not have the PR module, just Time & Expense. In order to create a dashboard for my mgmt team to review by Pay Period only (2 weeks) their time entries by their team, I need to create a BAQ that houses the check dates along with period start and end dates. Once this BAQ is developed with only the below info, I will link it to another in a Dashboard so that only the Labor.DTL pulls for those using clock in dates. I am looking for this kind of setup but I am struggling with how to even start it.

Check Dates Period Start Date Period End Date Pay#
1/4/19 12/15/18 12/28/18 1
1/18/19 12/29/18 1/11/19 2 down to
1/3/2020 12/14/19 12/27/19 27 (26 pays in our fiscal yr but need this one to end the year off)

Then once I link it to the other BAQ which includes all of the time details for all employees for the clock in dates that match the check date that includes the period start date and period end date selected.

I just can’t figure out how to do this. HELP please

2

I think you’ll need to do a calculated field to determine the pay period based on the date and use that to join them. You could possibly do a calculation to back up the date to the Period Start Date for the week.

Consider using LaborHed instead of LaborDtl. This record is designed to be the record for payroll. It has PayHours, PayrollDate, and is designed to be a record for an employee’s work for a given date.

PayrollDate should be better than ClockInDate. If someone works 3 hours before midnight and 5 hours after midnight, PayrollDate should adjust to the later day because they spent more time on it. This is a good way to handle night shift work.