Employee Billing Plan

Modified on Fri, 25 Oct, 2024 at 1:55 PM

This document describes each Employee Billing Plan and how our system determines which Plan will be activated per customer, per user, or per employee. There are 3 Employee plans available: HR Basic, Time Basic, Time Calendar. All plans can be enabled for users in any combination. 



Start (NOT USED IN FY25)

A user with access to login to Azets Employee, includes access to profile for editing personal HR details (address, bank account number), and the Payslips module. The plan will be enabled if the following conditions are met:

  • Employee is employed for at least one day during the billing period
  • Employee has a user account
  • That user has at least one of these privileges:
    • Access to Payslips
    • Manage personal information in user profile
    • Manage bank information in user profile


HR basic


An employee with at least one user in the company can manage HR details for. The plan will be enabled if the following conditions are met:

  • Employee is employed for at least one day during the billing period 
  • There is at least one user in the system who:
    • Is active for at least one day during the billing period
    • Has the privilege 'Manage employment tab in employee' details'
    • Has access to the employee's company
    • Has access to the employee by any of the following criteria:
      • 'Access to Employees and ability to manage employee' personal information'  privilege and being an attestor of employee's attest group
      • 'Manage all employees in a company' privilege




Time reporting - Time basic 


An employee with at least one user in the company can report period transactions in the grid view/ list view. The plan will be enabled if the following conditions are met:

  • The employee is employed for at least one day during the billing period
  • The Employee belongs to an attest group
  • That attest group has at least one default transaction type connected to it
  • The employee has available Pay Date that is not older than 2 months by:
    • Belonging to a period category during the billing period
    • That period category having suitable pay periods for the billing period
  • There is at least one user in the system who:
    • Is active for at least one day during the billing period
    • Has access to the employee's company
    • Has access to the employee's period transactions by any of the following criteria:
      • "Manage period transactions"  privilege and being an attestor of employee's attest group
      • "Manage period transactions for all employees in the company" privilege


Time reporting - Time calendar 


An employee with at least one user in the company can report time/transactions in the time report calendar. Can have schedules, time rules, deviation days, etc.  The plan will be enabled if the following conditions are met:

  • The employee is employed for at least one day during the billing period 
  • The employee has time reports generated for at least one day during the billing period
  • At least one of the following conditions is met:
    • The employee has a user account with "Manage own time report" privilege
    • There is at least one user in the system who:
      • Is active for at least one day during the billing period
      • Has access to the employee's company
      • Has access to the employee's calendar by any of the following criteria:
        • "Manage time reports for employees" privilege and being an attestor of employee's attest group
        • "Manage time reports for all employees in the company" privilege


Pay document (NOT USED IN FY25)


Each distributed document in the Payslips module. Currently support payslips, annual statements, and P11Ds (depending on payroll system). The plan will be enabled if the following conditions are met: 

  • The employee is employed for at least one day during the billing period
  • The employee had at least one payslip/annual statement / p11d document published for him/her during the billing period


Definitions:


User

A user is defined as a user account in Azets Control which:

- is set as Active

- has a last login date within the last 12 months

- belongs to an active Company

- has access to features that trigger the plan (typically SSO and/or privileges/access rights in that application)


Employee

An employee entity has an active employment in a company. Doesn't necessarily have a user account with access to login to Azets Cozone or an Employee number.


Employee Active Employment


An employee is actively employed when the employee has an employment date in the past and no resign date, or has a resign date in the future. When the employment date is not mentioned, the creation date is being checked.




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