Table of Contents

Enter times in the TapBoard matrix

In TapBoard, you enter quantities or amounts by rapport type and calendar day. SwissSalary writes them directly to the journal for the EasyRapport group. Payroll and HR professionals use the page during monthly data preparation for employees who have an EasyRapport Group, instead of or alongside EasyRapport Web. You then check the lines as described in Prepare variable payroll data, times, and absences and continue to the payroll pre-check.

Purpose

  • Enter days of the month for each employee and rapport type in a table
  • Prepopulate scheduled times or fixed quantities by using batch entry
  • Create journal lines without using the EasyRapport import
  • Verify the data before the payroll run by using a test payroll run and journal checks

Prerequisites

  • EasyRapport groups, rapport types, and target journals are set up. For more information, see Set up the EasyRapport connection.
  • The employee has an EasyRapport Group that isn't blank or blocked.
  • The rapport types that you want to enter have a Salary Type and aren't hidden by setting Suppress to TapBoard.
  • The working group and working calendar are maintained if you use scheduled times or calendar limits.
  • You have determined whether times come into the journal through TapBoard, EasyRapport Web, or manual entry. Don't enter the same item twice.
Hinweis

TapBoard is the product name of the page and remains in English.

Open TapBoard and choose an employee

  1. Open the TapBoard page.
  2. Under Employee No., choose a person who has an EasyRapport group.
  3. Check the displayed Name, First Name, Place of Work, Working Group, Salary Class, and Department.
  4. Change the month by choosing Back or Forward. The page title shows the name and month/year.
  5. If needed, filter the employee list by choosing Active or All.

TapBoard shows only employees who have an EasyRapport Group. A person without a group doesn't appear in the selection.

Entry options

Field Description
Cost Centers Optionally choose Previous Month to include cost centers from the previous month.
Day Question Optionally choose Part-Time Work for the part-time-related day question.
Transfer Cost Centers Transfers cost centers to the matrix lines.
Automatic Archive Rapport ID / Archive Rapport ID Visible when document management is active; controls the employee's archive rapport ID.

Enter matrix lines

The Working Calendar matrix lists the rapport types of the EasyRapport group. The columns correspond to the calendar days of the selected month, and Total adds up the line.

  1. Choose the line for the required rapport type (description and optional Cost Center).
  2. Enter the value in the day field. Lines with an assigned salary type are editable.
  3. SwissSalary writes or updates the associated journal line in the EasyRapport group's journal.
  4. Blank or zero quantities remove the journal line if no quantity or amount remains.
  5. Observe the rounding and the lower and upper limits of the rapport type. When Allocated Time is Upper Limit is enabled, the quantity can't exceed the calendar- and employment-percentage-based upper limit.

Rapport types with Placing set to Amount write the daily value to the amount; otherwise, they write it to the quantity. Daily reporting lines can also use Time From / Time To when batch entry passes times.

Wichtig

TapBoard writes to the Journal stored for the EasyRapport group.

Dimensions and additional lines

  • If Dimension Mandatory is enabled for the rapport type, enter dimensions by using the intended dimension allocation (Dimension Allocation TapBoard or the mandatory-dimension dialog).
  • Choose Insert Line, if enabled in your version, to add more dimension combinations for the current rapport type.

Batch Entry

  1. Choose Batch Entry.
  2. Set Date From and Date To.
  3. Under Type, choose:
    • blank: a fixed quantity under Fix Quantity, optionally with Time From / Time To;
    • Scheduled Hours: the quantity from the working calendar and employment percentage.
  4. If needed, enter Additional Text when the rapport type permits additional text.
  5. If needed, filter by employees, department, or allocation group on the request page.
  6. Run the report.

SwissSalary creates or updates daily journal lines for the period. With a fixed quantity, days without scheduled time in the calendar receive a value of 0 and aren't written. Weekends without a calendar are suppressed in the same way.

Action Use
Employee Card Opens the employee card in single mode.
Management Rapport Opens the Management Rapport Journal for the same employee.
Employee List Employee selection.
Print EasyRapport Card Prints the EasyRapport card with the first day of the month as the reference date.
Comment Employee comments.
Test Process Payroll Test payroll run for the selected person.

Check after entry

  1. Open the target journal's Management Rapport Journal.
  2. Filter by month, employee, and data source.
  3. Check totals, duplicates, and missing dimensions.
  4. If needed, run Test Process Payroll.
  5. Release the data only when the EasyRapport import, TapBoard, and manual lines don't represent the same items twice.

For more checks, see Prepare variable payroll data, times, and absences.

Differences from EasyRapport Web

Aspect TapBoard EasyRapport Web
Interface Business Central matrix Browser (month/week/day, terminal)
Target Journal lines directly EasyRapport first, then import/Get EasyRapport Entries
Approval No web approval process Release and approval in the portal
Audience Payroll/HR entry in BC Employees and supervisors on the web

Both methods can fill the same journal. Define which method applies to each employee group in your organization.

Good to know

  • You expect employees without an EasyRapport Group in TapBoard—they don't appear, and their times are missing from the journal.
  • You use TapBoard and EasyRapport Web in parallel for the same items—a duplicate import doubles the times.
  • You ignore rapport type upper limits or mandatory dimensions—lines are rejected or posted to the wrong accounts.
  • You don't run a test payroll run or additional checks after entry—incorrect hours enter the definitive run.

See also