WFM UK: UI Refresh 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 for setting up the Tronc module - Global Settings and Location Settings. 

Global Settings

To access the Global Settings: 

• Go to Tronc > Administration > Global Settings

• Use the yellow drop-down arrow and select Edit Global Settings

Enter the following information:

• Allow alteration of hours/shifts data? – when selected, the employees' hours worked can be edited in the Tronc fund. This will not affect hours worked on the Rota

• Allow alteration of Tronc rate data at the fund administration stage? – when selected, the employees' pay rate/percentage can be edited on the Employee Payments page as a one-off

• 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 on the ‘Employee Rate’ page

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

• Data Shown

  • To use the module with all its functionalities, select Tronc Module
    

  • To use the basic version, select Basic Service Charge

Fig.1 – Tronc Global Settings

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 can be created for 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 the Required Location 

To set up or administer Tronc for the location, edit the following fields as required:

• Fund Type - select from the following options:
  • Tailored - allows the choice of how divisions are grouped together to make up each fund
  • Per Section - FnB, Rooms, revenue groups
  • Per Division - FOH, BOH, etc
• Fund Allocation – when allocating the total amount between funds, it can be entered as either a percentage or monetary value
• Tronc Based On
  • No Of Hours - employees' hours worked during the tronc period
  • No Of Shifts - employees' shifts worked during the tronc period
  • Merit - a free text field, not based on hours or shifts, at the discretion of the Tronc Master

• Tronc Payments

  • Cash - for allocation purposes only - payments will not feed through to payroll

  • Tronc Master - amounts owed to employees will feed through to payroll

• Include Holiday Hours/Shifts in Tronc - here, employees' holiday shift/hour amounts will be added to their actual shifts/hours worked when populating Tronc payments

• Period Length – the frequency in which the Tronc is distributed

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

Fig.2 – Location Settings

• Once this has been completed, select Save, reselect the fund from the left side and then Setup Funds

• Use the yellow arrow drop-down in the top right corner and select Add Fund
• Enter a Fund Name and then select Edit

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

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

Fig.3 - Fund Setup

• If multiple funds are to be created, use the yellow arrow drop-down in the top right corner and select Add Fund and repeat the process

• Once complete, select 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 

• Using the Tronc Rate column, rates can be entered for each individual employee - scroll down and Save when complete

• Apply Rate to All can be entered if applying the same rate to all employees - confirm by selecting Apply Rate

Fig.4 – Edit Employee Tronc Rate

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