Implementation Process (single resort)

Payroll Export Definition and Implementation Process

Please Note: Once the payroll export has been tested and moved into production, any change to the file will incur a new development fee

	Process Step	Responsible
1	Capture Wage and Incentive Business Requirements	Resort and flaik Customer Success
2	Provide an Example of Payroll Export File	Resort
3	Provide details on any payroll export fields that are required: Paycodes, Jobcodes, Business Structures	Resort
4	Create Payroll Requirement based on example file and export fields required	Lauren
5	Define and document how flaik must be configured to support export field requirements	Lauren
6	Review Payroll Requirements	Lauren and Resort
7	Prepare Technical Requirement	Lauren
8	Approve Technical Requirement	Resort
9	Prepare End User Documentation	Lauren
10	Deliver Export	flaik Product Team
11	Initial Verification	Lauren
12	Resort Testing and Verfication	Resort
13	Approve for Production	Resort
14	Testing in Production	Resort
15	Resort Sign Off	Resort
16	Bug Fixes After Sign Off	flaik (no charge)
	Changes due to new requirements after Sign Off (will incur charge of ~$3000)	$3000
	New Payroll Integrations (one included with initial setup) additional interfaces	$4000

INTRODUCTION

flaik integrates to your payroll system by sending instructor pay records in a .csv flat file. This files can be sent automatically each day at 10pm using FTP or it can be manually created daily, weekly or fortnightly depending on your paroll software requirements.

EXAMPLE FILE

1. Example File - flaik requires an example pay file of what you would like to have sent to your payroll system. The example should include any hourly type pay records you want as well as examples of any incentive type pay you will use

2. Field Description - We will need to work through the file to provide an explanation of each field in your payroll file and where it is pulled or derived from. Values are either created by flaik lessons/incentives, added to lessons by the administrator (Jobcodes, paycodes, Departments, Business Structures, Accounting Strings) or hardcoded if the value is static.

3. Frequency - The file can contain 1 day, 7 days or 14 days worth of payroll records. If you would like the file daily it can be sent automatically with FTP

TESTING

Note: Once the export file and instructions are delivered, the resort is responsible for testing the file.

1. Deploy Code - flaik will deploy payroll export functionality to your flaik staging server and notify you when it is available

2. Setup Test Cases (Resort)- the resort should identify test cases they want to create in flaik that touch on all types of hourly pay that have been set up (Teaching, Non-Teaching, Training and Private Request) and all types of incentives they will use (Staff, Metric, Head count). Once the test data is created it should then be downloaded from flaik and uploaded into the payroll system. Ideally these test cases will use data values that will accepted by the testing payroll server so you can successfully upload the file to validate the data.

3. Export Test File - Export a test payroll file and verifying the results in the .csv file

4. Verify in Payroll System - Upload the test file to your payroll system and validate that each of your unique requirements have been met. hourly pay rates and incentives appear as expected.

5. UAT Sign-Off - Sign-off on each of your resort specific requirements

PRODUCTION VERIFICATION

1. Once UAT Sign-off is complete flaik will move your code to production

2. A file export should be created, verified and uploaded to your payroll system

3. SFTP - If you desire an automatic file transfer using FTP/SFTP send flaik the FTP info