Payroll Rules
Pay-code conversion
| Source activity | Pay code |
|---|---|
| Working / Driving / Idle (regular hours) | REGDL for DL, REG for non-DL |
| Shop - Paid | SHOP |
| Other - Paid | SHOP |
| Field Supervisor - Paid | REGDL |
| Training Front Street - Paid | TRAINDL |
| Vacation - PAID (DL) | PTODL |
| Vacation - PAID (non-DL / UNCLASSIFIED) | PTO |
| OT hours (UNCLASSIFIED department) | OT |
| OT hours (DL employee) | OTDL |
| Invoice Specific Bonus / SoldBy Commission (zero hours) | No import row |
Field Supervisor - Paid regular hours combine into the same grouped REGDL row when the employee, pay code and department already exist. Vacation rows use Paid Duration when Reg Hours and OT Hours are zero.
Department normalization
| Source business unit | Normalized department |
|---|---|
| SewerDrain / Sewer Drain / SEWERDRAIN | SEWER AND DRAIN |
| Electrical Service / ELECTRICALSERVICE | ELECTRICAL |
| Generators / GENERATORS | GENERATOR |
| HVAC Install | HVACINSTALL |
| HVAC Service | HVACSERVICE |
| Plumbing Service | PLUMBINGSERVICE |
| Blue Crew Maintenance | BLUECREWMAINTENANCE |
| Blank business unit | Employee Master Position, else UNCLASSIFIED |
Grouping & sort order
Import rows are grouped by EMP ID + Pay Code + Department, then sorted by EMP ID ascending, employee, pay-code order and department.
REG → REGDL → SHOP → TRAINDL → PTO → PTODL → OT → OTDL → BILLABLEBONUS
Validation checks
- All payroll employees matched or explicitly approved as exceptions
- EMP IDs present on every import row
- Payroll Import has exactly the seven required columns
- Values Only sheet contains no formulas
- No blank pay codes and no negative hours
- No OTHER, FIELDSUPERVISOR or TRAINING pay codes
- No SEWERDRAIN, ELECTRICALSERVICE or GENERATORS departments
- No OTDL rows with department UNCLASSIFIED
- DL vacation uses PTODL and non-DL vacation uses PTO
- Ricki Zimmerman output rows use LeAmber Zimmerman (EMP ID 104)
- Source paid totals reconcile to import hour totals, excluding bonus dollars
- Bonus payout total reconciles separately
- No duplicate EMP ID / pay code / department rows
- Hours/Units cells are numeric