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Juniper Education Group
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System Setup
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Menu, HR Record, and Data Item Access
User Groups
Menu Option Access
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HR Record Group
HR Record Group Options
HR Record Option – Data Item Access
Access Copy Facility
Diary Rules
Verify Database
User Defined Data
Alternative General Ledger
Query Analyser
User Group – Menu Option Access
User Group – HR Record Option Access
User Group – HR Record Group Options
User Group – HR Record Option – Data Item Access
Authorisation Centre
Workbench
HR Portal
Self Service
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Custom Queries
Application Function
SQL Statements
HR Record
HR Record
Select Employee
New Employee
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Address Book
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Sickness Certificate
Absence Review
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TOIL – Time off in lieu
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Permits
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Extended Equality
Office Directory
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Terms
Probation
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Holiday Allowances
Organizational Structures
Employment History
Employment history and salary history records: overview
Details
Terms
Other
Salary Grades
Duties
Earning Allowance
Apply Grade
Enter Salary
Salary History
Payroll Details
Details
NI and PAYE
Payment
Other Controls
Sickness
Terms
Pensions
Fixed Payments/Deductions
General Ledger
Working File
Working File
More Bank Accounts
Real Time Information
Primary Details
Secondary Details
Payroll Functions
Calculation
Messages
Summary
Advice
Transactions
Child Care
Benefits
Loans
Savings
Attachments
Tax & NI Override
Pension Overrides
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P45 Part 3
P14/P60
New
NI
Statutory
History
Advice
Pay
Pensions
Audits
Teachers Pension
Summary
Detail
Personnel
Functions
Uplift Salary Scales
Apply Grade Changes
Apply Manual Salary
Suggested Salary Changes
Holiday Rollover
Activity Review
Holiday Carry Over
Update Check Lists
Allocate Holiday Allowance
Block Days
Buy/Sell Holidays
Analysis
Absence Analysis
Post Review
Establishment
Employment
HR Record Status
Contract Type
Employment Type
Employment Status
Activity Employment Status
Probation Code
Probation Status
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Disciplinary Warning Code
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Single Record Types
Your Organisation
Activity
Activity
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Attributes
Training
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SOC
Activity Change Reason
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Location
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Funding
Terms and Conditions
Salary Grade
Salary Grade
Scale Points
Scale Values
Whole Time Equivalent
Salary Review Date
Salary Change Reason
Earning Allowance
Grade Analysis Heading
Holiday Allowances
Working Pattern
Type
Non Working
Pattern
Hours Restriction
Remission Reason
Payment Frequency
Pension Scheme
Personal
Marital Status
Gender
Title
Medical Analysis
Absence Monitoring
Absence Type
Absence Analysis
Absence Action
Certification Type
Equal Opportunities
Ethnic Origin
Nationality
Racial Group
Sexual Orientation
Religious Belief
Disability
Political Opinion
Permits and Issues
Permit Detail
Issue Item
Issue Type
Grievances
Status
Level
Type
Outcome
Health Checks Definitions
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Type
Outcome
Action
Staff Development
Credential
Attribute
Membership Type
Membership Analysis
Training Type
Training Course
General
Rules
Need Priority
Check Lists
Check List Groups
Check List Type
Check List Status
Payroll
Module Setup
Module Definitions
References
Controls
NI Table
Child Care
Sickness
General Ledger
Defaults
Gateway
Template
Features
Tax
Period End Dates
Periods
Audit
Gateway
Contact
Payslip
Cost Centres
Details
Defaults
Payment/Deduction
General
Controls
Defaults
Calculation
GEN
General Ledger Integration
Pensions
Tables
Back Pay
Replacement Codes
Item Group
Pension Scheme
References
Values
General Ledger
Controls
Transfer Template
Bank
Terms and Conditions
Activity
Salary Grade
Salary Review Date
Earning Allowance
Uplift Salary Scales
Functions
Working File – Quick Import
Calculation
Period End Process
Class 1A NI Calculation
Global Tax Code Update
Reset Week/Month 1 Flag
Statutory Sick Payments
Suggest SSP
Child Care
New Set of Balances
Pension Rate Changes
Payroll Code Rate Changes
RTI Submission
Government Gateway Transfers
Government Gateway Imports
Holiday Payments
Backdated Pay Awards
Apply Manual Salary
Global Salary Import
NI Category Change
Enquiries
Analysis Reports
Employee Payroll Summary
To Date Figures
Sickness and Childcare Details
Period End Summary
Payroll Journal
Balance Review
Loans, Savings and Attachments
P11
P32
Previous Period Analysis
Detailed Reports
Payroll Input Listing
Payroll Batch Detail
Payroll Batch Summary
Bank and Personal Details
Standard Payments and Deductions
Summary Staff List
Fixed Payments — Employee
Fixed Payment — Category
Historic Transaction Data
Exception Analysis
Employees Paid Child Care This Period
Net Pay Exceptions
Negative Tax Report
Payroll Code Exceptions
New Employee Listing
Mandatory Fields List
Suspended Employee List
Employees Not Paid This Period
Leavers
New HR Records
Static Data Duplicates
Employees Reaching Selected Age
Employees Reaching Retirement Age
Pay Elements Variations
SSP Payments
Audits
Salary Change Audit
Static Data Audit
Fixed Payments/Deductions Audit
Working File Audit
Financial Analysis
Payments Reports
Payment Summary
BACS Processing
BACS Submission Print
Pre-Printed Stationery
Year End Returns
Pension Scheme Analysis
Pension Analysis
Scheme Contributions
Pension Status Analysis
Occupational Sickness
Module Definitions
Occupational Sick Scheme
Scheme
Progression
Priority
Report
Recruitment
Staff Development
HESA
HESA
Person Record
Contracts
Preparation and Submission
Create Empty Staff Contracts
Staff Identifier Creation
Import Values
Process Flood Templates
Integrity Checks
Prepare Submission
Archive Data
Housekeeping
Module Definitions
Validation Toolkits
Synchronise Employees
Flood Templates
Flood Template
Flood Rules
Coding Manual
Import Coding Manual
Individual Table Maintenance
Workflow
When to Start
Monitor Changes To
Actions
Action
Email Setup
Email Details
Document
Note/Diary
Change Details
System Functions
Responses
Payroll Processing
Qualifying Query
Apply Data Item Access
Qualifying Type
Workbench
Exclude If
Start Workflows
Scenarios
Activated by Data Entry
Scheduled
Additional Payments
SWC Error Codes
Viewing a Summary Report of the SWC Data
Printing a Summary Report of the SWC Data
Needs Analysis
Events Workbench
Budget Management
Training Event Cost Analysis
CPD Hours Analysis
Credential
Attribute
Membership Type
Training Type
Training Course
September 2022 Software Release
General
System Setup
Access administrator functions
Set up companies
Set up and maintain users
Create and maintain user groups
Define or change access to the menu options for a user or Everyone
Define or change access to the HR Record menu options for a user or Everyone
Create a new HR Record menu group
Create a new HR Record menu structure for a user
Define HR Record data item access for a user or Everyone
Define or change access to the menu options for a user group
Define or change access to the HR Record menu options for a user group
Create a new HR Record menu structure for a user group
Define the HR Record data item access for a user group
Registering a DLL
Remove record locks
HR Record
Personnel
Check Lists
Employment history records
Create definitions of activities (job roles)
Create and maintain employment history records
Copy an employment history record
Salaries
Change Salary Grades for Multiple Employees
Set or increase salary for one employee on a salary grade
Set or increase salary for one employee not on a salary grade
Increase salaries for all employees
Assign Employee Holidays
Create the initial holiday allowance record for a single employee
The Standard Annual Holiday Year Process
Changing the Holiday Year
Revising employee holiday allowances
Manually allocating holiday allowances to employees
Carrying over unused holidays
Assigning holiday allowances to multiple employees
Importing holiday allowances
Rolling over holiday allowances
Buying additional holidays
Selling holidays
Payroll
Initial setup tasks
Set up a transfer template for year end submission
Set up the gateway parameters in the module definitions
Set up the gateway parameters for a template
Set up the contact details for a template
Set up the link to Microsoft Dynamics GP
Set up the parameters for Government Gateway Imports (P6/P9/Student Loans)
Set up the parameters for P45s
Set up transfer templates for P45s and P46s
Set up a transfer template for Government Gateway Imports
Set Up Retirement Dates
Examples: grouping entries
Everyday or regular tasks
Enter SMP/SPP/SAP Payments
Import payroll transactions
Import new salaries for several employees
Process P45 Part 3 (Starters)
Process P46s (Starters)
Process P45s (Leavers)
Email payslips
Calculate the payroll for an employee
Set up fixed payments/deductions as allowances in an activity
Government Gateway Imports
BACS
Create a flexible BACS format file
Set up a transfer template for BACS
BACS Disbursements – Set Up
BACS Disbursements – Set Up Transfer Template
RTI
Introduction
Set Up
Employee Additional Information
Employer Alignment Submission (EAS)
Full Payment Summary (FPS)
Full Payment Summary (FPS) For A Previous Year
Employer Payment Summary (EPS)
National Insurance Number Verification (NVR)
Reset RTI Flags
RTI Monthly Procedure
Number of Hours Worked
Auto Enrolment
What Is Auto Enrolment?
Auto Enrolment Set Up
Auto Enrolment Process
LGPS Requirements from 1st April 2014
Useful Links
Pensions
General Information
Set up and maintain pension schemes
Define whether pension contributions are subject to NI or tax
Pensionable Status
Define caps for employee and employer pension contributions
Create and maintain employee pension records
Define pensionable pay
Override settings for a payroll code
Update employee pension records with pension scheme changes
View employee’s pension deductions and pension scheme breakdown
View pension contributions history for an employee
Produce report of payments to pensions schemes in current pay period
Produce report of pension status exceptions
Produce report of pension scheme contributions
iConnect
iConnect Introduction
Set Up iConnect
Set up iConnect Qualifying Query
Run iConnect
Yearly tasks
Import Payroll Legislation
Increase salaries for all employees
Maintain salary review dates
Print or email P60s
Less frequent tasks
Taxing Benefits via Payroll
Attachments and arrestments
Set up an attachment
Set up an arrestment
Employment Allowance
NI Category C Change
Integration to Financial Software
PSF
Creating a test journal for PSF
PSF – Default Activity Categories
PSF – Default Pay Type Categories
PSF Analysis Code Structures
PSF Integration – Application Tests
PSF Salary Ledger
PSF Suspense Account List – Troubleshooting
Reviewing PSP(Y) Journals in PSF
Occupational Sickness
Occupational Sickness
Introduction
Set Up
Sickness Absence Type(s)
OS Payroll Codes
Identify Payments
OS Module Definitions
Schemes and Progression
Run OS
Maintain Sickness Absence Records
Setting Up Occupational Sickness Summary
Occupational Maternity
Set up and use Occupational Maternity Pay
Set up the Occupational Maternity Pay Schemes
Set up the payroll codes for Occupational Maternity Pay
Implementing Occupational Maternity Pay
Recruitment
Candidate Workbench
Candidate Workbench Overview
Approve in the Candidate Workbench
Candidate Workbench – Defining the Grid View
Changing the Stage
Appoint Candidate
History & Auditing
HR Portal
HR Portal – Managing Candidates
HR Portal – Logging In
HR Portal – Managing Vacancies
Portal – Functionality for Managing Candidates
I Frame
Changing the display of the Vacancy advert on the I Frame
I Frame Overview
I Frame Vacancy Summary & Details
Other Features of the Application Form
Windows Application
Adding a Video to the Vacancy
Recruitment Queries
Windows Application – Status & Stages
Default Forms Displayed on the I Frame
Attach Documents to the Vacancy
Adding a Job Description to the Vacancy
Recruitment – Workflows
Recruitment Access
Activating Users
Data Item Access
Reporting and MIS
Exporting Data to Excel
Query Tool
Recruitment – User Acceptance Testing (UAT)
Recruitment Module Launch Guidelines
Recruitment Module User Guide
Staff Development
Define a training course used at induction
Define a training course as requiring a refresher course
Workflow
Rollout Workflows
Test Workflows
Workflow Process
Detailed Example – Create a New Workflow Process
Monitoring Changes to the HR Record
First Action
Workflow Actions
Detailed Example – Create Actions
Adding a Signature to an Email
Email certificate request to employee
Email certificate request to manager
Send letter threatening suspension to employee
Send letter informing suspension to employee
Mark employee as suspended
Email acknowledgement of receipt of certificate to employee
Detailed Example – Creating the Flow
Detailed Example – Create Actions – Waiting
Multiple Workflow Actions
Setting Up a Workflow – Detailed Example
Workflow
Scenario
Flow Diagram
The Workflow Workbench
Resolving Workflow Workbench Errors
Unable to Determine a list of Email Addresses
Workflow Examples
Workflow Example
Workflow Example
Workflow Example
Workflow Example
Workflow Example
HR Portal
Add Image to a Portal Page
Adding a form page
Adding a popup form
Adding a query/report page
Adding both amend and delete options
Adding Links to Content Pages in the HR Portal
Adding option to delete a record
Amending HR Portal Queries
Amending HR Portal Roles
Company Documents
Creating a Reject Reasons Form
Find the reference of a query/form linked to a portal page
Form Builder
Amending the Filter for Drop Down Items on a Form
Hide a Page in the Portal
How to change button text of authorise and reject buttons
How to Enable Employees a View of Entitlement in Hours
Web Service Installation Instructions
Re-sequence the columns on a grid
Setting Up Employees to use the Portal
Setting a Password for an Individual User
How Employees Change their own Password
Setting up Employees as Authorised Users (Line Managers)
Setting up an Employee as a Portal Administrator
Adding new content pages to the Portal
Edit Text on an Existing Page
Locking the Portal for Payroll Purposes
Queries
Creating a query
Selecting fields
Adding filters to your query
Creating your own date variables
Displaying your query results
Rearranging data in the grid
Grouping Data
Exception Queries
Custom SQL Statements
Application Function
Mail Merge
Importing A Query
Qualifying Query
Request support
Logging in
Find the software release number
Change password
Export to a file
Import data (using Import button)
Search for and select an employee
Create a new employee record
Vacancy Workbench – Defining the Grid View
Candidate Capture
Year End Certificate
Create and maintain salary review dates
June 2023 Software Release
May 2023 Software Release
Preparing the data
Data Migration during Implementation
Creating Data Import Templates from the Authorisation Centre
Alternative Ways to Create Data Import Templates
Importing Data to Other Employee Files
Create and maintain salary grades and scales
General
How do I export a Crystal report to PDF
I’ve had a ‘Serious Error’ message. What do I do?
Why is there a large blank area in the middle of the desktop?
How do I get access to the online help?
How do I change my password?
How do I find out what version of the software I am on?
HR Record
I want to run a report to see how many holidays employees have left
It won’t let me enter a new starter
Summary of employee’s details down the right-hand side of the screen has disappeared
Personnel
Payroll
I need to process a payment after leaving for an employee
Payslip emails are not sending
Occupational Sickness
Recruitment
Staff Development
I purchased the Staff Development module but can’t see it in the modules on my desktop.
HR Portal
How do I get this year’s P60 to appear on the Portal?
Our new portal is not sending out any workflows
Queries
Can I add Queries to the dashboard?
How do I delete Queries from the dashboard?
Workflow
I need to add a lot of absence records to my employee’s records but I don’t want them to receive a lot of emails. How do I switch off the workflows?
Corona Virus / Covid-19
Coronavirus / COVID-19 Business Update
How do I monitor absences due to Coronavirus / COVID-19?
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FAQ
Corona Virus / Covid-19
Corona Virus / Covid-19 Business Update How do I monitor absences due to Corona Virus…
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