In this section you will learn the steps to accurately enter and account for payroll data in the Town books in AccuFund. For more information contact the Clerk-Treasurer.
1. Collect your Reports #
All the reports you will need are in BambooHR. If not already, navigate to https://shipshewana.bamboohr.com and log in.
Across the top you will find the site menu. Click on Payroll.
Next select the Payroll Reports button at the top right of the screen. This will take you to the list of reports avaliable for download.
This screen will give you a list of the reports. To download the files you will need to select the download button to the right of the file name. When you do, a pop-up will open with download options.
See the example below and download the files from following list of reports to save in the historical payroll folder.
Before your start, make sure you select the correct Pay Date from the dropdown list.
- Cash Requirement – PDF
- Payroll Register with Hours – PDF
- Payroll Summary – PDF
- Complete Summary – Excel File (Rows/No Demographic)
- Deductions > Dental – PDF & Excel File
- Deductions > PERF EE 3% – PDF & Excel File
- Deductions > PERF EE VOL – PDF & Excel File
- Deductions > Shipshewana HSA – PDF & Excel File
- Deductions > Vision – PDF & Excel File
To help create unifom records, please use the following format for the file name when saving the file: Payroll Date followed by the Form Name
i.e. 2024-01-11 Cash Requirement.pdf
Once all the files are downloaded, they will need to be uploaded to REVVER. Login to REVVER via the app or the web app at https://shipshewana.revverdocs.com
In REVVER navigate to Town of Shipshewana Doc > Finance > Payroll > ‘CURRENT YEAR’ Payroll Documents
Select the folder for the payroll date you are saving, if there is not one create a new folder. The folder name should be the payroll date followed by ‘Payroll’. i.e. 2024-01-11 Payroll
Save all the reports you previously downloaded to this folder. Some of these reports will be used for the accounting entry in the Town books and others are required for historical purposes.
Saving the reports to REVVER is very important. Thse reports are used to calculations benefit payments and AccuFund accounting entries.
2. Payroll Spreadsheet #
Now that payroll has been ran and approved, we need to account for the payroll run in AcuFund. To do so you will need a copy of the current payroll calculations spreadsheet (based of the current wage and salary ordianace) and the Complete Summary Rows/No Demographics spreadsheet you saved to the payroll folder in the previous step.
Do you need a copy of the spreadsheet template file before you begin? You can dowload it from REVVER by clicking here.
Open the template file save it as a new file with a file name of the payroll date and ‘TOS Payroll Calculation’ i.e. 2024-01-11 TOS Payroll Calculation.xlsx
3. Enter in Town Books (AccuFund) #
- If not already, navigate to https://apa.afanywhere.com/cs and log in.
