Connect Module - Version 2 > Administrators > Setup - Settings

Belina will send you an email it will have:

•an attached configuration file

•login details, and

•a link to the Belina Connect website.

ConnectEmail

- Download the attachment to onto your computer, noting the folder in which it has been stored.

To open the Configuration File:

- Go to the 'Setup', 'Belina Connect', 'Setup V2' menu options

- The Belina Connect 'Settings' screen displays.

- Check the “Belina Cloud” checkbox to have Belina Connect use the Belina hosting service. The settings come through automatically

- If Belina Connect is to be hosted on your premises the leave the 'Belina Cloud' checkbox unticked. Fill in the Server details. This may require the assistance of your systems administrator and/ or a Belina Support person.

- Click the 'Browse settings file' field elipsis button

- Search for the downloaded file, highlight it and press 'Open'

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Settings

To setup which Leave types will be processed in Belina Connect:

- if the setup options are closed

- Go to the 'Setup', 'Belina Connect', 'Setup V2' menu options, then select the 'Leave' tab. Otherwise just select the 'Leave' tab

- Click on the ellipsis button against the leave type you want to give access to

- Type in the 'Display Name' to come through to Belina Connect. 'Transaction' is the Transaction Code description used in the payroll.

- Check the “Use in Connect” to allow employees to apply for this leave type.

- Repeat the process for other leave types.

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Leave

To setup which Overtime types will be processed in Belina Connect:

- if the setup options are closed

- Go to the 'Setup', 'Belina Connect', 'Setup V2' menu options, then select the 'Overtime' tab. Otherwise just select the 'Overtime' tab

- Click on the ellipsis button against the Overtime type that applies to overtime worked on a particular 'Weekday'

- Select the Transaction Code that would be applied to that Weekday.

- Repeat the process for other Weekday overtimes.

- Repeat the process for other leave types.

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Overtime

To setup Salary Advances to be processed in Belina Connect:

- if the setup options are closed

- Go to the 'Setup', 'Belina Connect', 'Setup V2' menu options, then select the 'Salary Advances' tab. Otherwise just select the 'Salary Advances' tab

- Click on the dropdown menu or ellipsis button against 'ED Code' to select the Transaction Code that is used in the payroll to record advances.

- Setup the Advance application rules:

Period Threshold	Enter the maximum percentage of basic that the advance can be.
Last Cut Off Days	Enter minimum the number of days beofre a payrun that an application can be submitted.
Period Frequency	Enter the maximum number of advances that can be applied for in a period.
Annual Frequency	Enter the maximum number of advances that can be applied for in a year.
No. of Previous Applications to display	How many Previous advance applications will be visible to employees as they apply for advances.

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Salary Advances

•To setup how Loans are to be processed in Belina Connect:

- if the setup options are closed

- Go to the 'Setup', 'Belina Connect', 'Setup V2' menu options, then select the 'Loans' tab. Otherwise just select the 'Loans' tab

- Click the elipsis button against each of the loan types

- Setup the Loan application rules:

Interest Rate	Set the annual interest rate, if any, that will be applied to this type of loan
Maximum Concurrent	Enter the maximum number of concurrent loans of this type that are allowed by the organization.
Maximum Amount	Enter the maximum amount of the loan available under this loan type.
Loan Amount Base on	Will the maximum loan amount be based on a multiple of 'Basic' or 'Net Paid'
Times Value	Enter the multiple to be applied to 'Basic' or 'Net Paid' in calculating the maximum loan amount
Maximum Repayment Periods	Set the maximum number of repayment periods that this type of loan can be repaid over
Transaction	Select the payroll Transaction Code that has been setup which is to be used for this type of loan
Use in Connect	Is this Loan type to be available to Employees as they apply for loans in the Connect Module
Require Collateral	Does this loan type require collateral, if so enter the terms of the 'Collateral' section of the Loan table

Collateral:

Consider Leave and/or Transaction Code Accumulatives taking into account the value of either, Leave Balance and/ or Accumulatives, or none.

Consider Leave and/or Transaction Code Accumulatives	Should the collateral required for a loan take into account the value of either, Leave Balance and/ or Accumulatives, or none.
Transaction Codes	Use the elipsis button to bring up a table of available Transaction Codes that can be ticked for inclusion in the calculation of collateral
% of Loan Amount to be covered	Enter what percentage of the loan should be covered by collateral

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Loans

To setup which Employee Master Fields can be edited by employees in in Belina Connect:

- if the setup options are closed go to the 'Setup', 'Belina Connect', 'Setup V2' menu options, then select the 'Master File Fields' tab, if not

- select the 'Master File Fields' tab

- A list of payroll 'Employee Master Fields' that can be opened to Employees to update through the Connect Module are listed on the left hand side of the screen.

- Use the 'Add>>' and 'Add All>> buttons to move the available payroll fields into the right hand column of fields available to Employees to edit.

- Use the '<<Remove' button to de-select a Field from the list of fields available to Employees to edit.

- Click 'OK' now, or after setting up the other Settings tabs, to save the settings.

- a notification then displays showing that the settings have been successfully saved.

Connect - Masterfile

Enabling Employee's to use Belina Connect:

To setup an employee to access Belina Connect enter valid email address details into each employee's Masterfile record. To do this:

- Go to 'Edit' then 'Employee Master' menu options

- Select the employee to be edited, then

- Click on the “Personal 2” tab

- Enter valid email address details. These will be used for the employee to log into the Connect Module and also to receive Connect notifications. Setup either the personal or business email address for all employees. This should be consistently applied for all employees in the organization.

- To activate the employee on Belina Connect check the “Use Belina Connect” box

- Click on OK to save changes. These will be transferred to the Belina Connect Module when the systems are next synchronized (see below).

EmpMastPersonal2

The Synchronize feature is used to transfer data to and from the Belina Connect Module.

To access the Synchronization process"

- Go to the 'Process', 'Belina Connect' and 'Synchronize V2' menu options

The Connect Module will receive:

•New employee details,

•Terminated employees will be de-activated in Connect. The employee will not be able to log into the system.

•Employee master updated details

•Updated balances of Leave and Loans

The Payroll will receive:

•Approved Employee Master changes and approved application data for Leave, Loans, Overtime and Advances

New Employees, setup for Connect, will receive:

- an email inviting them to use Belina Connect together with a Username and temporary password. See 'Belina Connect V2 Registration' email.

Connect - Synchronization

Synch Employee(s) Data	Tick this checkbox to Synchronize Employee data between Belina PayrollHR and Belina Connect. If unchecked other synchronizations may be done without updating employee data.
Synch Payslip Data	Tick this checkbox to Synchronize/ Transfer Employee payslip data from Belina PayrollHR to Belina Connect. When enabled this allows employees to view their payslips in Belina Connect. If unchecked payslip data will not be transferred. Use the radio buttons to select what payslip data will be made available to each employee. If Historic periods are selected then the payslip data for the periods from the beginning of the current year would be sent to Belina Connect.
Synch Loans Data	Tick this checkbox to Synchronize/ Transfer Employee loan balances and loan types from Belina PayrollHR to Belina Connect. If unchecked loans data will not be transferred.
Default Email	Select whether the 'Personal Email' or 'Business Email' of all employees using the Connect Module is to be used for Connect Module notifications.
Default Password	When first registering on Belina Connect an email is sent to each employee giving a default password. This default is the 'Employee Code', 'National ID#' or the 'Social Security #' (NSSA number) that has been setup in Belina PayrollHR for that employee. After the initial login the user will be prompted to enter their own password.
Payroll (s)	Select which payrolls from the Payroll Table should be included in the synchronization. More than one payroll can be synched at a time.

Once the Sychronization is complete a report is given:

SynchronizationReport

An email is automatically sent to all Employees newly registered in the payroll as Connect users:

To register an employee as a Connect User, simply tick 'Use Belina Connect' on that employee's Employee Master 'Personal 2' tab.

Connect - V2 Registration

Setup - Settings - In Payroll

Setup - Settings - In Payroll