Entering Mass Disbursements

The following instruction walk you through creating disbursements on the Time Card of each of the employees specified by the selected Punch Group.

1. Click on the main "My Screen" navigation tab, and then on the "Mass Entries" link at the top of the screen.
2. The Mass Groups screen displays each punch group currently in the system. Select the punch group that you would like to create disbursements for and click on the [DISBURSEMENTS] icon located in the row of icons at the bottom of the screen. The Create Mass Disbursements screen appears.
3. In the Start Date field, enter the date on which you would like the range of mass disbursements to begin. Click on the  icon to select the date from a calendar.
4. Enter the End Date for this date range. Click on the  icon to select the date from a calendar.
5. In the Amount field, enter the disbursement amount that is to be added to employee Time Cards.
6. Select the type of disbursement that you would like to be created from the Type drop-down menu.
7. The Department field allows you to assign the punches to a specific department level. Click on the "No Department" link and make the desired selection from the tree-directory that appears.
8. The Job field allows you to assign the punches to a job. Click on the "No Job" link and make the desired selection from the tree-directory that appears.
9. The Task field allows you to assign the punches to a task. Make the desired selection from the drop-down menu.
10. The Weekdays setting is used in conjunction with the "Start Date" and "End Date" settings at the top of the screen. If you would like disbursements to only be created for certain days of the week within the specified date range, put a check mark in the box for each desired week day.
    Note: This setting is automatically populated based on the specified date range.
11. If you do not want mass disbursements created for days that are designated in the system as company holidays, put a check mark in the Skip Holidays box.
12. The Employees section of the screen allows you to further customize the employees that will be included in this Mass Entry. Each employee in the selected Punch Group is displayed in the "Used" selection box. Click on the and icons to add or remove employees from selection as desired.
13. Once you have finished specifying information, click on the [PROCESS] icon located below the employee selection boxes. The disbursements are added to the employees' Time Cards.

Related Topics

• Before using Mass Disbursements, it is recommended that you first create Punch Groups.
• Refer to Disbursement Types for information on creating the types of disbursements available for selection.
• Departments are created from the Department Structure section of the program.
• Jobs and Tasks are created and maintained in the Job Tracking module of the program.