How to Setup Automated Review Triggers
Automated review triggers can be setup to run based on either of two methods:
The 'Next Review Date' on the employee record.
A system calculation based on the 'Hours required for Review' compared with the 'Hours since the Last Review' on the employee record.
Next Review Date Method
Step | Menu Path | Details | ✅ |
1 | TASS.web Payroll HRM > Payroll > Employee Information > Employees on the 'Payroll Details' tab. | Enter the 'Next Review Date' on the 'Payroll Details' tab. If you need to change 'Next Review Date' or 'Hours required for Review' on multiple employee records it may be quicker to use TASS.web Payroll HRM > Payroll > Employee Information > Employee Grid Entry. | 🔲 |
2 | TASS.web Payroll HRM > Payroll > Pay Run Preparation > Pay Run Reset. | When this date is due to fall within the next pay run, a message will be printed on the Pay Run Reset report, reminding you that a review is due for this employee. | 🔲 |
3 | TASS.web Payroll HRM > Payroll > Employee Information > Employees on the 'Payroll Details' tab. | The message will continue to print until the 'Next Review Date' on the 'Payroll Details' tab in TASS.web Payroll HRM > Payroll > Employee Information > Employees on the 'Payroll Details' tab is reset. | 🔲 |
Hours Since Last Review
Step | Menu Path | Details | ✅ |
1 | TASS.web Payroll HRM > Payroll > Employee Information > Employees on the ‘Payroll Details’ tab. | Enter the 'Last Review Date' and 'Hours required for Review' on the 'Payroll Details' tab. If you need to change 'Next Review Date' or 'Hours required for Review' on multiple employee records it may be quicker to use TASS.web Payroll HRM > Payroll > Employee Information > Employee Grid Entry. | 🔲 |
2 | TASS.web Payroll HRM > Payroll > Setup Information > Payroll Setup on the 'Paycodes' tab. | Indicate the paycodes that are to be used by the system in calculating the hours since the last review. | 🔲 |
3 | The system will sum the hours worked since the last review date for each pay run. | 🔲 | |
4 | TASS.web Payroll HRM > Payroll > Pay Run Preparation > Pay Run Reset. | When the 'Hours required for Review' equals 'Hours since Last Review' for an employee and is due to fall within the next pay run, a message will be printed on the TASS.web Payroll HRM > Payroll > Pay Run Preparation > Pay Run Reset report reminding you that a review is due. | 🔲 |