WFM UK: Tronc: Set up

Overview

This guide details the setup of the Tronc Module within HR & Payroll.


Administration Settings

The Administration Settings contain two main areas which are the starting point for setting up the Tronc module; Global Settings and Location Settings. 


Global Settings

To access the Global Settings:
 

• Go to Tronc > Administration > Global Settings

Fig.1 – Global Settings

Enter the following information:

• Allow alteration of hours/shifts data? – Select whether or not those users who have access to the area which divides total amounts between employees based on hours/shifts can change the hours/shifts worked by each employee. This will not affect hours worked on the rota

• Allow alteration of Tronc rate data at the fund administration stage – Select whether or not those users who have access to the area which divides total amounts between employees based on their rate, can change the rate allocated to each employee

• Display employee pay rate or salary on Employee Tronc Rate screen – This setting will display the pay rate or salary of each employee when viewed in the ‘Employee Rate’ page

• Tronc Pay Accounting System Code – This will link into either a nominal leger or a super journal

• Data Shown – Select Tronc Module to use the module with all its functionalities or Basic Service Charge to use the basic version of the Tronc Module

Please note: The settings displayed here will be applied to all Tronc funds for all locations.

 
Location Settings

Within the Tronc module, a fund, or multiple funds, must be assigned to each location. 

This means that different locations can have different rules allocated to them, however those rules would apply to all funds within a single location. 

• Go to Tronc > Administration > Location Settings > select Required Location

Fig.2 – Location Settings
 

To set up a new Location, enter the following information into the fields required:

• Fund Type – Select from the following options:

  • Tailored – The user can choose how divisions are grouped together to make up each fund

  • Per Section – Each section equates to one fund

  • Per Division – Each division equates to one fund

• Fund Allocation – When entering the division of the total Tronc fund between the different funds, either percentage or value can be used

  • By Percentage – Enter what percentage of the total Tronc monies each separate fund will receive

  • By Value – Enter the cash amount share that each fund receives as their share of the total fund

• Tronc Based On – This allows for the decision on how Tronc points are allocated to employees; either by the number of hours they have worked, the number of shifts they have worked, or on merit. This is independent to how they are paid by the company

• Tronc Payments – If the payments are to be made by a Tronc Master, then they will populate across to Payroll as they are. If the choice of cash is made, the payments will populate through to payroll purely for tax deduction purposes

• Include Holiday Hours/Shifts in Tronc – If the choice to include holiday hours/shifts in Tronc is made, employee's holiday shift/hour amounts will be added to their actual shifts/hours worked when populating Tronc payments

• Period Length – Select the period length which Tronc funds will cover at this location

• Period Start Date – Select the date in which the period is to begin

• Once this has been completed, select Next to go to the Fund Setup

 
The options on this page will vary depending on the option selected in Fund Type. 

• In this page, select Add, enter a name for the Tronc fund and then select Edit

 
Fig.3 - Fund Setup

• Using the arrows in the center, select the required Divisions/Sections that are to be applied to this Tronc fund

• If multiple funds are to be created, select Add again for the new fund

• Once complete, Save

• Save again on the Location Setup screen

Employee Tronc Rate

Once the funds have been allocated to their required locations, it is now possible to assign Tronc rates to each employee. 
To do so:

• Go to Tronc > Employees > Employee Rate and search for the required employees using the filter options 

Fig.4 – Edit Employee Tronc Rate

• Using the Tronc Rate column, rates can be entered for each individual employee

• Apply Rate to All can be entered if applying the same rate to all employees
   

Please note: The Tronc rates will automatically feed through to this screen if entered through the employee’s HR records.