Troubleshooting STE Rates calculations
Timesheet missing STE rates calculation - error is displayed
If you see this error message it means that the STE rates were not entered or set correctly at the time the timesheet was filled. As a result, the calculations could not be completed. In order to rectify this you need to carry out the following steps (just mouse over the timesheet and click to the info icon):
1. First check that there are no Calculations in the table. Press Recalculate STE Rates which will create new calculations within this timesheet (this could resolve the problem if the STE rates were set in the meantime).
2. If still not fixed, check if the STE Rate Group in the table is displayed – if not, then the STE rates are not set within the organisation. If this is the case then go to the Organisation edit page (click on the organisation name) and set the STE Rate Group. Then return back to the timesheet detail and try to recalculate.
3. If still not fixed, click to the selected STE Rate Group and check if the rate is selected for the role specified in the timesheet. If the role is missing, you will need to set the rate for it. Then return back to the timesheet details and recalculate.
Common mistakes
If you discover a mistake in the pay rates or charge rates or if you forgot to add a public holiday and you remember after the holiday has passed, you will need to take certain steps to resolve this.
- Export the current data (Employee payments and Invoices) to have this in an Excel sheet.
- Modify the STE Rate group to ensure the rates and Public holidays are now correct. Save your changes
- Go to the Employee payments page and recalculate all timesheets.
- If you are using invoices, then individually open all invoices – These invoices will have different calculations (as the timesheets were updated) they will display a warning and will offer to recalculate (which you should process).
- Export the new data (Employee payments and Invoices) and compare results to the previous Excel sheet.
If you have already processed your payroll for your Employees, you will need to find and process these differences. And if you have already submitted the invoices to your clients, you will need to send these updated versions.