Building Database

Select the appropriate Team Group from the Team Selection Menu.

Select option 1 from Bureau Menu to get into a payroll.

This should be done when we login to payplan for the first time in a day before the database can be built in Payplan.
Doing this will enable Payplan system to add the library details on the back end so that the template databases will be
available for Payplan during the build. Failing to do this and directly going into build on a start of the day would result in
build failing and hence please esnure that this is done without fail on the start of any day.

Enter any payroll reference that we have access to and then ENTER.

1
Then enter the company PASSWORD and ENTER to go into the payroll.

Now use F3 twice to get back to the Bureau menu screen.

Now from the Bureau Menu the option to build database in Payplan can be selected.

2
Select Option 2 from Bureau Menu screen. Then ENTER.

Then select Option N Implementation (v12.3) to go the build screen. Then ENTER.

3
Then select Option 1. Implement New Payroll Database. Then ENTER.

This will take PP to the build screen. The following screenshot shows the fields to be entered in Payplan for building the
database and below that is given the corresponding values to be entered.

4
Company Name: Name of the payroll.

Group Name: Name of the payroll itself unless it is different.

Moorepay Company Code: Alpha-numeric payroll reference.

a. Starts with M for Monthly payrolls

b. Starts with W for Weekly payrolls
c. Starts with F for Fortnightly payrolls
d. Starts with P for Periodic payrolls
e. Starts with H for HR Only payrolls
f. Starts with B for Bury payrolls

Client ID: Will be blank during build. This is later added if required.

Client Type: This is flavour of the payroll. For e.g. MXA, ME, ML, BL etc.

Service Level: Will be blank during build.

Payplan Company Number: The number used to denote multiple companies in a single payroll.

a. Starting from 01 – Monthly payrolls.

b. Starting from 11 – Weekly payrolls.
c. Starting from 21 – Fortnightly payrolls.
d. Starting from 31 – Periodic payrolls.
e. Company number will always be +1 of the last digit of the Company Code and based on the above listed starting
numbers in the series for the corresponding frequency.
i. Examples are MWAC0 will have company number as 01.
ii. WWDF1 will have company number as 12.
iii. PFAB3 will have company number as 24.

Pay Frequency: M, W F or Q depending on the frequency of payroll.

Pro Rata Rule (Starters): NON during build. After the build this is setup inside the payroll.

Pro Rata Rule (Leavers): NON during build. After the build this is setup inside the payroll.

Period End Calendar Rule: F16 Prompt will give various options based on the Frequency.

Pay Date Calendar Rule: F16 Prompt will give various options based on the Frequency.

Offshore: N or Y depending on whether offshore team should have access to this database.

Initial Pay Period: First Tax period from which testing is to commence. Format is YYYYMM.

a. YYYY is current Tax Year which is 2014.

b. MM is the various Tax Periods.
c. Monthly & Periodic goes from 01 to 12.
d. Weekly goes from 01 to 52.
e. Fortnightly goes from 01 to 26.

1st Paydate in the tax year: This is the first paydate in the current Tax Year which will always be a date in April based on
the Paydate calendar rule setup for the build. The Paydate calendar for the rest of the months in the Tax Year will be
setup based on this 1st Paydate and the Paydate calendar rule.

Template Database: X901000DTA for Managed Flavours and M921000DTA for Bureau Flavours.

Template Company: 01 (Monthly), 02(Weekly), 03(Fortnightly), 04(Quarterly, 4weekly, Periodic), 05(HR Only)

Annual Payrolls: Annual payrolls should be built as monthly with the appropriate paydate. The calendar should be
amended to show 1 pay period with the appropriate dates that the client pays in the year. The frequency should also be
changed to A.

5
The following will be Payplan screen once the fields have been updated. The example used below is for MNFF0.

Once this is done the database is ready to be built. Once the data is checked and ready for submission press ENTER.
Then the system will ask for confirmation through F24-Submit Job. The data can be checked and corrected at this stage
as well.

Press ‘Shift + F12’ if the data is confirmed and checked and ready to be submitted.

Once the build job is complete, Payplan will show a message that the IMPLEMENT job has been successfully completed.
Then we can use Option 1.Customer Selection to select the Company Code to enter into the payroll built.