Create a New PEO Customer

CHAPTERS

PEO Setup
Transaction Type Tab
Transaction Type Property Tab
Transaction Type Property Setup Tab
Transaction Type Derived Type Tab
Transaction Type Derived Type Setup Tab
Designate a PEO Customer
Back Office Processes
Customer Invoice

PEO Setup

Before adding a specific PEO (Professional Employment Organization) Customer, a PEO configuration must be set up in the Avionté application.

A system-wide configuration of payment transaction types used for processing transactions relating to a PEO is configured in the Admin Tools > PEO section. 

The setup of a new PEO must be completed in the tabs in order, left to right.

PEO is available for integrated customers. The Service Info options described in the "Designate a PEO Customer" section are available when a customer is integrated.

Transaction Type Tab

1. From the Start page, navigate to Actions menu > Admin Tools > PEO. The System | PEO page and its five tabs display. This process explains what to populate in each of the five tabs, left to right.
2. On the Transaction Type tab (displayed by default), click Add New.
   
   
   
3. Populate the fields in the Transaction Type area according to these field definitions:
   

   Field	Description
   PEO Transaction Type	A name for this transaction type that will be used throughout the setup
   Description	A description of this PEO transaction type
   CalcMethod	The stored procedure that gets called to create the PEO transaction for this transaction type, choosing from the following: PEO_GenerateBurdenBillingTransaction – This is a default Avionte stored procedure that creates the burden PEO transaction. Burden must be used in order for this to work correctly. Currently the stored procedure is setup to only let you do pass through and not percent. PEO_GenerateERTaxesBillingTransaction – This is a default Avionte stored procedure that creates and marks up the ER taxes PEO transaction. Currently the stored procedure is setup to only let you do pass through and not percent. PEO_GenerateGrossWageBillingTransaction – This is a default Avionte stored procedure that creates and marks up the gross wages per PEO transaction. PEO_GenerateWcBillingTransaction – This is a default Avionte stored procedure that creates and marks up the WcComp PEO transactions. Currently the stored procedure is setup to only let you do pass through and not percent
   Category	A category for the transaction type. This field is optional.
   Transaction Type	From the drop-down menu, select the transaction type that the system will use when creating the billing transactions, this is what will show up on the invoice

4. Click Save. The new transaction type is now available in the PEO Transaction Type grid.
   

Transaction Type Property Tab

The properties assigned in this tab will apply to the property selected in the previous tab.

1. On the Transaction Type Property tab, click Add New or select an existing transaction type from the grid.
2. If an existing transaction type is selected, the fields in the TransactionType Property area will auto-populate. If Add New was clicked to create a new Transaction Type, populate the fields in the TransactionType Property area according to these field definitions:
   

   Field	Description
   Property Name	Either "Passthrough" or "Percent".
   CalcMethod	Enter the name of a customized procedure for calculation to the transaction type property.

3. Click Save to save this property in the system. 

Transaction Type Property Setup Tab

This section links the Transaction Type and Type Property from the previous two tabs and customizes options for the stored procedure. Two drop-down menus are available - Transaction Type and Transaction Type Property. The transaction type that was created in the first two tabs is now available in the Transaction Type drop-down menu and its associated property is available in the Transaction Type Property drop-down menu. It is not yet in the grid.

1. Select the new transaction type from the Transaction Type drop-down menu.
   
   
   
2. Select its associated property from the Transaction Type Property drop-down menu.
3. Place a check-mark in the configurations that will define the behavior of the transaction.
   

   Configuration	Description
   IsTiered	The stored procedure will be customized to calculate on different tiers.
   IsUnitCount	The stored procedure will be customized to calculate on a unit count and not amount.
   IsAmount	The stored procedure will be customized to calculate on amount and not unit count.
   IsPercent	The transaction will be calculated on a percent.
   IsPassthrough	The transaction type will pass its cost through to the PEO customer.

4. Click Add New. The new transaction type, its associated property, and any selected stored procedure configurations now appear in the grid.
5. Click Save. 

Transaction Type Derived Type Tab

This tab creates derived transaction types that designate what type of PEO charges the transaction will handle (Burden, Gross Wages, etc.)

1. Click Add New or select an available entry from the grid.

• If Add New is selected, populate fields according to these definitions. 
  

  Field	Description
  Derived Type Name	Enter a name that describes what type of PEO charges this transaction would handle (ex. Burden, WC, Gross Wages or Taxes)
  CalcMethod	This field can be used for further customization but is not necessary for initial set up. Typically, this name matches the Derived Type Name.

• Select the kind of derived transaction type by placing a checkmark in the box next to the type. These items MUST be checked based on the store procedure selected in CalcMethod on the Transaction Type tab.
  

  Derived Type	Description
  IsTax	The transaction is tax-related
  Is Worker Comp	The transaction is related to worker's compensation
  Is Gross Wage	The transaction is related to an employee's gross wages
  Is Burden	The transaction is a burden type

• Click Save. The configuration will be saved and the value will be added to the grid.
  
  

Transaction Type Derived Type Setup

The Transaction Type Derived Type Setup tab is used to configure the different transaction types and their calculation types. 

2. Click Add New and select an entry from each of the drop-down menus.
   

   Field	Description
   Transaction Type Property Setup	Select the transaction type property combined and named on the Transaction Type Property Setup tab
   Transaction Type Derived Type	Select the Derived type created on the Transaction Type Derived Type tab to link with the Transaction type property selected above

3. Click Save to save the configuration to the upper grid. This Transaction type will now be available for use after configuration in the Customer PEO section

Designate a PEO Customer

Now that the PEO transaction types have been set up, a customer can be designated a PEO customer with the new transaction type. 

1. Open or create the customer that you want to set up as a PEO customer.

• Visit the Customer Search article for instructions about finding a customer.
• Visit the New Customer Wizard article for new customer creation instructions.
• Once the customer has been opened, click on the Sales & Service sub-menu item.
• Click the Service Info tab on the right-hand side.
  
  
  
• Place a check-mark in the Is PEO check box.
  
  
  
• Click the PEO sub-tree menu item under the customer.
• Click Add New to open the New PEO Billing Wizard.
• Populate the fields according to these field definitions.
  

  Field	Description
  Customer Name	Field will auto-populate according to the already selected customer
  Department Name	Field will auto-populate according to the department associated with the already-selected customer.
  Customer ID	Field will auto-populate with the customer's unique ID.
  Transaction Type	The list of available types of PEO transactions
  Calculate Method	The calculation method used for this PEO transaction. Once the Transaction Type is selected, this field will auto-populate with the calculation method the PEO transaction type was associated with in Admin Tools.
  Calculation Based On	Once the Transaction Type is selected, this field will auto-populate. The field is based on the derived type set up in Admin Tools.
  Enter Value	If the Transaction Type allows for an editable value in this field (e.g. Admin Fee), enter a value.
  Invoice Text	The text that will appear on the customer's invoice. The field populates with the name of the PEO transaction type as set up in Admin Tools. It can be modified to display as needed on a customer’s invoice.

• Click Finish. The new PEO transaction and its associated properties appear in the grid. 
  
  
  

  Field	Description
  InvoiceText	The name of the PEO transaction as it will appear on the invoice.
  PropertyName	The type of calculation used for this transaction (Passthrough or Percent).
  DerivedTypeName	The type of calculation (Burden, Tax etc.) used in this transaction.
  PEO Value	A numerical value for calculations used in the transaction.
  IsActive	A check box indicating if this transaction is currently available for use and will be applied to a customer’s invoice.
  Edit	Click the pencil icon to edit the PEO transaction.

Back Office

Once the PEO customer has been set up, time entry, payroll, and billing processes for orders and assignments function as they do for a conventional customer. 

Time Entry

1. Select Accounting Period.
2. Create a New Batch.
3. Create a Transaction.
4. Go to Sheet View.
5. Enter time on the transaction under the Pay Unit only

• There is no need to enter a bill unit/rate because all rates are driven by the pay amounts
• Complete the Time Entry process as normal once the Pay Units have been entered in
• Verify & Close Batch.
  

*Payroll MUST be complete before creating the billing transaction*

Payroll

Complete payroll as usual.

Billing

Complete billing as usual.

Customer Invoice

The PEO Transaction Types that were added to this customer will appear under the “Type” section in the Invoice.

• Gross Wages Transaction Type: $720.00 was calculated by taking the Pay Unit (40) X Pay rate (18) = 720
• Admin Fee Transaction Type: $14.40 was calculated by the Gross Wage (720) X Admin Fee % (.02)