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BSNS4201 Administrative Systems NZ2461 v2

Assessment Cover Sheet

Tutor to complete

BSNS4201 Administrative Systems Administrative Systems

One of one Practical

4

15

Student to complete

Student I.D:

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  Programme Code and Title:

NZ2461 New Zealand Certificate in Business (Administration and Technology) Level 4v2

  Course Code and Title:

 Assessment Title:

 Assessment Number:

 Method of Assessment:

 Level:

 Credits:

     Learning Outcomes:

or

Assessment Standard

Number and Version:

(delete one)

Maintain administration systems and business processes to meet business needs. Recommend improvements to administration processes and systems to meet business needs.

LO3 Provide administrative services to meet business needs.

LO1

 LO2

                      Student name:

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   I verify that this is my own work and that I have not allowed, and in the future will not allow, other students or individuals to copy it.

     Student signature:

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DUE DATES:

Assessment conditions and instructions

Date:

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  1. This is an OPEN BOOK assessment

2. You must pass each learning outcome

3. Attempt all questions/tasks

4. You may use reference materials such as workbooks and class notes to assist with your answers

5. Save all your work as you proceed

6. All files to be saved to an assessment folder and uploaded to Moodle by the due date

 © Whitireia New Zealand i

 

BSNS4201 Administrative Systems NZ2461 v2

Learning Outcomes:

Maintain administration systems and business processes to meet business needs. Recommend improvements to administration processes and systems to meet business needs.

LO3 Provide administrative services to meet business needs.

You must achieve a minimum of 50% in each learning outcome

Assignment Criteria and Explanation

This assignment covers all three learning outcomes as identified above. To pass this paper, you need to gain a minimum C grade and achieve a minimum of 50% in each learning outcome.

You will be awarded a final grade for the whole assignment ranging from A-D.

During the assignment period you may ask your tutor for guidance, but assignments will not be pre- marked.

An assignment can be submitted before the due date.

Any application to extend the due date must be submitted to your tutor a minimum of 48 hours (or two working days) before the assignment due date. This must be accompanied by your draft assignment, plus supporting documentation, for example, doctor’s letter.

If a D grade is awarded, you may be offered one further opportunity to resubmit; this will be negotiated with your Tutor and/or Programme Manager. A resubmitted paper can receive a grade no higher than a C. For further information on extensions, and an extension application, please refer to the end of this assignment.

If you have any questions about your assignment, please ask your tutor.

Assignment Presentation

Save all tasks to a folder named BSNS4201 Student ID number. Filenames must be appropriate and clearly identify content (include task number).

Include verification form and any other verification sign off, peer and group evaluation forms.

Save this as a compressed (Zip) folder and upload to Moodle dropbox for marking by the due date.

  LO1

LO2

      © Whitireia New Zealand ii

 

BSNS4201 Administrative Systems NZ2461 v2

ASSIGNMENT Administrative Systems

You work as a senior administrator for the Administration Department, Poneke Business Hub.

The Senior Management team has asked for you to carry out a number of tasks to support business administration needs. In this assignment you will:

· Maintain administration systems and business processes to meet business needs for payroll and database

· Provide administration services to meet business needs

· Recommend improvements to administration processes and systems to meet business needs

All documents/tasks to be completed by:

All administrative tasks must meet business standards and thoroughly checked for spelling, grammar, and accuracy. Refer to Poneke Hub Organisational Requirements for style guide and document requirements

© Whitireia New Zealand 1

 

BSNS4201 Administrative Systems NZ2461 v2

Task 1 Database

LO1, 33 marks Our new client, Rangituhi Bookstore, have contracted us to create a database to meet their needs.

They have forwarded some data in Excel spreadsheet, and you have been asked to create the database, enter data and use database tools to provide a breakdown of information.

Before you begin, download the student files from Moodle Assignment folder to your own space:

Excel file – Booklist Images folder

Part 1 Database and database tables

1. Create a new database called Rangituhi Bookstore. Save this to the assessment folder – create a subfolder for Database.

2. Import the Excel file Booklist into the Rangituhi Bookstore database

a. Store the imported excel file as a new table

b. Ensure that the first row is set as headings

c. Ignore data type changes during the import process

d. Make the ISBN column your primary key

e. Change the datatype for Genre to a Lookup – refer to Appendix B for Genre list

f. Name the table Booklist

Once the table has been created in Access, ensure that all information in fields can be seen

3. Add a new field called Stock Number, place after Price, data type Number, no decimal places, text alignment Centre.

4. Add a new field called GenreCode, with the data type Lookup (Lookup values – CB, CK, Bio, Fam, F, NF, SH)

5. Add a new field called Image, datatype Attachment. Format the Caption to Book Cover

6. Complete the following:

a. Use the most appropriate data type for each field except ISBN field which you should leave as Short Text

b. Change field properties for PubDate field to Medium Date

c. Change the field properties for Rating field to General Number, 2 decimal places

d. Change the field properties for Price field to Currency, 2 decimal places

7. Using the information in Appendix A, enter the Stock Number for each item.

8. Enter the GenreCode for each book

9. Embed pictures of book covers into the appropriate fields. You will find pictures of the book covers in the Images folder you should have downloaded to your space.

PRINT Table Booklist to PDF, landscape (ensure that all details can be seen)

© Whitireia New Zealand 2

 

BSNS4201 Administrative Systems NZ2461 v2

10. Create a new table called Genre, containing the following fields:

a. Genre Code (this will be your primary key)

b. Genre (Lookup - Children’s Books, Cookbooks, Biography & True Stories, Family & Health, Fiction, Nonfiction, Self-Help)

11. Add the GenreCode and Genre – Genre Codes can be found in Appendix B Save the table and close.

12. Create a relationship between the Booklist Genre and Genre table fields. Apply Enforce Referential Integrity when creating the relationship.

PRINT Table Genre to PDF (ensure that all details can be seen)

13. Create a table called Publisher with the following fields:

a. Supplier Code (Data type: Short Text, text align Centre).

b. ISBN (Short Text)

c. Publisher (Lookup:) – Abrams, Allen & Unwin, Harper Collins Publishers, Hodder & Stoughton, Illustrated Publishing, Little Green Frog Publishing Ltd, Orion Publishing, Pan Macmillan, Penguin, Quercus Publishing, Scholastic, Simon & Schuster Ltd, Transworld Publishers Ltd, Vintage Publishing

14. Using the information in Appendix C, enter the Supplier Code, ISBN number and Publisher for each book into the Publisher table.

15. Using the new table Publisher, create a relationship between Booklist ISBN and Publisher tables ISBN fields. Use Enforce Referential Integrity when creating the relationship.

Print relationship report, save appropriately

Part 2 Queries (save with appropriate filenames)

16. Using the Booklist table, create queries for the following: Save each query with an appropriate filename

Print to pdf each query result

a. Cookbooks with a Rating greater than 4

b. Books with a price over $30.00

c. Books published after 1 August 2018.

d. A parameter query which asks Book Version? Test this to show Paperback books only.

e. Books are being discounted with 20% off. Create a query which shows ISBN, Title, Price and Genre.

Include two new calculated fields for:

New field named DiscountAmount which shows the amount of discount for each book

New field named DiscountPrice which shows the discounted price these will be sold for.

PRINT all queries to PDF, ensuring all details can be seen, use appropriate filenames

© Whitireia New Zealand 3

 

BSNS4201 Administrative Systems NZ2461 v2

Part 3 Forms (save each form with appropriate filename)

17. Form 1 – Booklist

Create a form using data from the Booklist table. Include fields for: ISBN, Title, Author, PubDate, Special Notes, Rating, Version, Price, Stock Number, Publisher, Genre, Genre Code, Image.

Ensure all fields can be seen and data is displayed and formatted appropriately. Include bookshop logo in the Form Header, displayed appropriately

In the footer, include your student ID number and date and time fields

18. Form 2 – Book Order Details

Create a form with subform in tabular layout, using data from Booklist and Publisher tables. From Booklist table, include ISBN, Title, Author, Special notes, Version, Price, Stock Number, Genre, Genre code and Image. From Publisher Table, include Supplier Code, Publisher.

Ensure all fields are sized and formatted appropriately and all data can be clearly seen. Include the logo Bookshop Logo into the Form header

PRINT both Forms to PDF (ensure that all details can be seen) Part 4 Reports (save each report with an appropriate filename)

PRINT each Report to PDF (ensure that all details can be seen)

19. Using the Booklist table, create a report of all authors. Use the following details:

a. Fields: ISBN, Title, Author and Image

b. Group by: Author

c. Sort by: Title

d. Layout: Stepped, Landscape

e. Insert logo into report header and format appropriately

f. Ensure that all data contained within the report can be seen

20. Create a report showing prices and discount price for all books. Use the following details:

a. Fields: ISBN, Title, Author, and Price (Booklist table); Publisher (Publisher table), DiscountPrice (20% Discount query)

b. Group by: Publisher

c. Sort by Author

d. Layout: Stepped, Landscape

e. Insert logo into report header and format appropriately

f. Ensure that all data contained within the report can be seen

 © Whitireia New Zealand 4

 

BSNS4201 Administrative Systems NZ2461 v2

Ensure that you have the following objects in the database:

Tables:

· Booklist · Genre

· Publisher

Relationship Report

Queries:

· Cookbook ratings >4

· Books over $30

· Books published after 1/8/18

· Book version – paperback

· Books 20% discount Forms:

· Form Booklist

· Form Book Order Details Reports

· Author report

· Book price report

Database and all pdf documents are to be uploaded to Moodle for marking

© Whitireia New Zealand 5

 

BSNS4201 Administrative Systems NZ2461 v2

Task 2 Payroll

LO3, 33 marks Use payroll software to complete the payroll requirements Rangituhi Bookstore. You will need to

set up company defaults, employee records and enter pay data.

Complete payroll trial for Rangituhi Bookstore

Add users – you MUST add your tutors as users of your payroll company.

Part 1 Set up Company Defaults

You will have received an invite to payroll for Rangituhi Bookstore, accept this. Log into MYOB to see your businesses and open Rangituhi Bookstore to begin.

https://app.myob.com/

Set up the following company defaults:

Screenshot this when complete. Save as Part 1 defaults.

  Business name: Rangituhi Bookstore Payroll (your initials)

 IRD number: 111 111 111

 Street address: 103 Kensington Road

 City:   Porirua

Post code: 5022

 Country: New Zealand

 Email address: your email

 Financial year: 2024, April to March

Part 2 Add employees - add the following employees into the system:

3/09/85 Female ParTes

32 Titahi Bay Road, Elsdon, Porirua 5022

04 642 4800 18/03/17

T Parsons

02 2121 8550011 01

   Name

Tessa Parsons

   Date of birth

   Gender

   Employee ID

   Address

   Phone

  Start date

   Job title

Sales Manager

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

Permanent

 159 450 003, Tax code M

 Active Member – 3% contribution

 Apply Employer KiwiSaver contribution rate (salary - $58,240)

  40 hours a week over 5 days (8 hours each day)

  Base pay details

$28.00 per hour

    Deductions/ Allowances

   Leave

 Sick Leave

Opening balance – 2.5 weeks

 Opening balance – 10 days

    © Whitireia New Zealand

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BSNS4201 Administrative Systems

NZ2461 v2

  Name

  Gender

Start date

Te Ariki Adams

 Date of birth

25/11/1985 Male AdaTea

107 Pope Street, Camborne, Porirua 5026

021 870 9898 14/02/16

Te Ariki Adams

01 5500 1471477 00

04/09/1965 Male HarGeo

32 Beach Road, Paekakariki, 5034

027 885 1239 28/06/18

G H Harlem

01 6500 2025450 01

      Employee ID

   Address

   Phone

     Job title

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

40 hours a week over 5 days (8 hours each day)

  Base pay details

  Deductions/ Allowances

$35.00 per hour

  Child support - $70 week

    Leave

Opening balance – 2.5 weeks

  Sick Leave

    Name

Opening balance – 9 days

  George Harlem

   Date of birth

   Gender

   Employee ID

   Address

  Phone

  Start date

   Job title

   Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

Permanent

 231 998 546, Tax code M

 Active Member – 4% contribution

  Apply Employer KiwiSaver contribution rate (salary - $55,120)

  40 hours a week over 5 days (8 hours each day)

  Base pay details

$26.50 per hour

    Deductions/ Allowances

Child support - $52 week

    Leave

Opening balance – 2.2 weeks

  Sick Leave

Opening balance – 15 days

    © Whitireia New Zealand

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HR Manager

Permanent

 213 769 665, Tax code M

 Active Member – 8% contribution

  Apply Employer KiwiSaver contribution rate (salary - $72,800)

   Sales Representative

 

BSNS4201 Administrative Systems

NZ2461 v2

  Name

Taine Williams

   Date of birth

25/12/1994 Male WillTai

10 Pope Street, Camborne, Porirua, 5026

027 552 8744 30/07/19

T & J Williams

02 5553 3030211 00

05/01/1995 Female GreNad

10 Pope Street, Camborne, Porirua, 5026

021 899 6541 1/10/18

Nadine Green

02 5553 3030211 00

   Gender

   Employee ID

   Address

   Phone

  Start date

   Job title

   Status

  Tax

  KiwiSaver

   Banking

  Standard Pay

 Base pay details

$24.50 per hour

    Deductions/ Allowances

   Leave

Opening balance – 3 weeks

  Sick Leave

Opening balance – 8 days

      Name

Nadine Green

   Date of birth

   Gender

   Employee ID

   Address

   Phone

  Start date

   Job title

HR Assistant

    Status

  Tax

  KiwiSaver

Permanent

 219 775 209, Tax code M SL

 Opt out

    Banking

   Standard Pay

20 hours a week over 5 days (4 hours each day)

  Base pay details

$25.00 per hour

    Deductions/ Allowances

   Leave

Opening balance – 4.5 weeks

  Sick Leave

Opening balance – 7 days

    © Whitireia New Zealand

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Sales Representative

 Permanent

 214 887 430, Tax code M SL

 Opt out

  25 hours a week over 5 days (5 hours each day)

 

BSNS4201 Administrative Systems

NZ2461 v2

  Name

    Deductions/ Allowances

Your name

 Date of birth

Gender

Your birthdate

  Your gender

Type in the first 3 letters of your last name and first three letters of your first name

3 Wi Neera Drive, Porirua, 5022

022 841 4200 23/07/2020

Your name

03 6560 7854544 00

   Employee ID

   Address

   Phone

  Start date

   Job title

   Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

 Base pay details

$25.00 per hour

       Leave

 Sick Leave

Opening balance – 3.5 weeks

 Opening balance – 7 days

      Name

  Date of birth

Willow McLeod

 13/9/1990

    Gender

Female MclWil

36 Willow Grove, Petone, 5012

027 336 4411 22/4/2017

Willow McLeod

02 7045 6980410 00

   Employee ID

   Address

   Phone

  Start date

   Job title

Sales Representative

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

Permanent

 214 644 873, Tax code M SL

 Active Member – 6% contribution

  Apply Employer KiwiSaver contribution rate (salary - $54,080)

  40 hours a week over 5 days (8 hours each day)

  Base pay details

$26.00 per hour

    Deductions/Allowances

   Leave

Opening balance – 3 weeks

  Sick Leave

Opening balance – 15 days

    © Whitireia New Zealand

9

Office administrator

 Permanent

 311 667 889, Tax code M SL

 Active Member – 3% contribution

  Apply Employer KiwiSaver contribution rate (salary - $45,760)

  40 hours a week over 5 days (8 hours each day)

 

BSNS4201 Administrative Systems

NZ2461 v2

  Name

  Date of birth

  Deductions/Allowances

Eseta Hunter

 31/10/1977

  Gender

Female HunEse

67 Mungavin Avenue, Porirua, 5022

027 401 4001 23/6/2016

E Hunter

03 5230 8070508 00

   Employee ID

   Address

   Phone

  Start date

   Job title

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

 Base pay details

       Leave

 Sick Leave

Opening balance – 4 weeks

 Opening balance – 18 days

      Name

  Date of birth

Gajan Prasad

 22/02/1996

    Gender

Male PraGaj

50 Kensington Avenue, Petone, 5012

021 340 8977 16/01/2020

Gajan Prasad

04 5230 9502377 00

   Employee ID

   Address

   Phone

  Start date

   Job title

Office Administrator

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

Permanent

 203 656 431, Tax code M SL

 Active Member – 3% contribution

  Apply Employer KiwiSaver contribution rate (salary - $44,096)

  40 hours a week over 5 days (8 hours each day)

  Base pay details

$25 per hour

    Deductions/Allowances

   Leave

Opening balance – 3.4 weeks

  Sick Leave

Opening balance – 8 days

    © Whitireia New Zealand

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Office Manager

Permanent

 124 598 002, Tax code M

 Active Member – 10% contribution

  Apply Employer KiwiSaver contribution rate (salary - $60,320)

  40 hours a week over 5 days (8 hours each day)

 $29.00 per hour

 

BSNS4201 Administrative Systems

NZ2461 v2

  Name

  Date of birth

Atamai Ioane

 15/11/1998

    Gender

Male IoaAta

19 Colombo Street, Newtown, Wellington 6021

021 639 6740 04/8/2019

Atamai Ioane

02 1247 8805466 01

   Employee ID

   Address

   Phone

  Start date

   Job title

Receptionist

    Status

Tax

KiwiSaver

Banking

Standard Pay

Permanent

   233 589 987, Tax code M

   Active Member – 6% contribution

  Apply Employer KiwiSaver contribution rate (salary - $47,840)

      40 hours a week over 5 days (8 hours each day)

  Base pay details

$23 per hour

    Deductions/Allowances

   Leave

Opening balance – 3.5 weeks

  Sick Leave

Opening balance – 12 days

      Name

Raven Khan

   Date of birth

  Female KhaRav

5 Te Whiti Street, Kilbirnie, Wellington 6022

020 902 3349 12/03/2017

06 2361 4507881 00

Ensure that all details have been entered accurately

Print Report – print employee contact details report

Save as Part 2 Employee Details Report 1

Gender

08/08/1992

     Employee ID

   Address

   Phone

  Start date

   Job title

Finance Officer

    Status

  Tax

  KiwiSaver

  Banking

Permanent

 234 550 760, Tax code M SL

 Active Member – 6% contribution

  Apply Employer KiwiSaver contribution rate (salary - $32,175)

    Standard Pay

25 hours a week over 5 days (5 hours each day)

  Base pay details

$24.75

    Deductions/Allowances

   Leave

Opening balance – 3 weeks

  Sick Leave

Opening balance – 11 days

    © Whitireia New Zealand 11

 

BSNS4201 Administrative Systems NZ2461 v2

Part 3 Set up and apply pay items Create deductions and earnings -

Create and apply deductions and earnings as follows.

Social club deduction

The Rangituhi Bookstore has a social club, where staff who have joined contribute an amount of $5 per week to the social club fund. Deducted after tax.

Apply to all staff

Union fee deduction

The receptionist and administrator have joined the Clerical Workers Union and will pay $7 each week in union fees. Deducted after tax.

Apply to office staff only (receptionist, administrators, finance officer and office manager)

Earning Laundry allowance

The receptionist, administrator and sales representatives have to wear a work uniform and Rangituhi Hub pay them a fixed amount laundry allowance of $3.60 to offset cleaning costs. The allowance is not taxable.

Apply to receptionist, administrators, and sales representatives only

© Whitireia New Zealand 12

 

BSNS4201 Administrative Systems NZ2461 v2

Part 4 Process pays

For each week’s payrun, you must print the weekly pay summary and payslips for all employees. Create a folder for Rangituhi Payroll

Save all pdfs with appropriate filenames.

Week one Processing

Enter the following pay details for week beginning 4 October

     Employee

Te Ariki Adams

Nadine Green

George Harlem

Eseta Hunter

Willow McLeod

Tessa Parsons

Your pay

Taine Williams

Atamai Ioane

Gajan Prasad

                     Raven Khan

Employee Timesheet summary Notes

Worked usual hours

Worked usual hours

Worked usual hours

Worked usual hours

1-day annual leave – 5 October 1-day sick leave – 4 October Worked usual hours

Worked usual hours

Worked usual hours

2 day’s annual leave – 9 and 10 october Worked usual hours

  Print weekly pay summary and save all payslips

Update employee details

Process the following changes to employee details:

· Te Ariki Adams has requested to increase his KiwiSaver contribution to 10%.

· Raven Khan has had a pay increase - new pay rate $25.50 Week two Processing

Please process the pay for week two, beginning 11 October

    Employee

Te Ariki Adams

Nadine Green

George Harlem

Eseta Hunter

Willow McLeod

Tessa Parsons

Your pay

Taine Williams

Atamai Ioane

Gajan Prasad

                     Raven Khan

Employee Timesheet summary Notes

Worked usual hours

1-day sick leave – 11 October

Worked usual hours

2 day’s annual leave –13 and 16 October Worked usual hours

1-day sick leave – 16 October

Worked usual hours

Worked usual hours

Worked usual hours

2 day’s annual leave – 11 and 12 October Worked usual hours

  Print weekly pay summary and save all payslips

© Whitireia New Zealand

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BSNS4201 Administrative Systems NZ2461 v2

Update employee details

Process the following changes to employee details:

· Willow McLeod has moved, update her address to 15 Greenlane Road, Petone, Lower Hutt.

· Willow has also had a pay increase – new pay rate $26.50

· Tessa Parsons has had a pay increase – new pay rate $28.50

· You have had a pay increase – new pay rate $25.75

Week Three Processing

Please process the pay for week three, beginning 18 October

Please note this week there is a statutory public holiday ‘Labour Day’ on 23 October.

It is workplace policy for the business to close on public holidays so that employees have this day off.

 Ensure that you process the public holiday correctly and account for this as you complete each employee’s pay. Staff did not work on the public holiday and had a paid day off - account for this in pay processing.

     Employee

Te Ariki Adams

Nadine Green

George Harlem

Eseta Hunter

Willow McLeod

Tessa Parsons

Your pay

Taine Williams

Atamai Ioane

Gajan Prasad

                     Name

Raven Khan

Employee Timesheet summary

*all employees: process the public holiday- this was not worked as office closed

Notes

Usual hours, allow for public holiday

Usual hours, allow for public holiday

Usual hours, allow for public holiday

Away sick 2 days – 18 and 18 October, allow for public holiday Usual hours, allow for public holiday

1-day sick leave – 20 October, allow for public holiday 1-day annual leave – 20 October, allow for public holiday Usual hours, allow for public holiday

Usual hours, allow for public holiday

Usual hours, allow for public holiday

Usual hours, allow for public holiday

  Print weekly pay summary and save all payslips

Add new employee

A new employee has joined the Sales team. Process employee details:

Female JacAli

23 Lake Drive, Paraparaumu 5032

029 870 0088 07/06/2023

A J Jackson

02 8790 9981278 002

    Date of birth

    Employee ID

Alice Jackson

 11/11/1996

  Gender

    Address

   Phone

  Start date

   Job title

Sales Representative

    Status

  Tax

  KiwiSaver

  Banking

  Standard Pay

Permanent

 198 776 768, Tax code M

 Active Member – 4% contribution

  Apply Employer KiwiSaver contribution rate (salary - $52,000)

  40 hours a week over 5 days (8 hours each day)

  Base pay details

$25 per hour

    Deductions/Allowances

Social club, laundry allowance

    Leave

 Sick Leave

Opening balance – 0

 Opening balance – 0

    © Whitireia New Zealand

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BSNS4201 Administrative Systems NZ2461 v2

Update employee details

Process the following changes to employee details:

· Taine Williams has advised he wants to join KiwiSaver at 4%; he has also moved to 112 Titahi Bay Rd, Titahi Bay, Porirua, 5022

· Eseta Hunter has had a pay increase – new payrate $29.50

Create allowance – Earnings: Meal allowance

The store will be opening for late night and several staff will be working later as part of their usual hours (start work later and finish later – usual hours remain the same). Rangituhi Bookstore has decided to pay them a meal allowance of $16. This is a standard earning and is a taxable fixed amount. Create the allowance and apply to Taine Williams, Tessa Parsons, Willow McLeod and Alice Jackson.

Week Four Processing

Please process the pay for week four, beginning 25 October

    Employee

Te Ariki Adams

Nadine Green

George Harlem

Eseta Hunter

Willow McLeod

Tessa Parsons

Your pay

Taine Williams

Atamai Ioane

Gajan Prasad

Raven Khan

                       Alice Jackson

Employee Timesheet summary Notes

2 days annual leave – 25 and 26 October 1-day annual leave – 27 October Worked usual hours

Worked usual hours

Worked usual hours

1-day sick leave – 27 October 1-day annual leave – 31 October Worked usual hours

Worked usual hours

1-day annual leave – 30 October 3 days sick leave – 30-31 October Worked usual hours

  Print weekly pay summary and save all payslips

Part 5 –Payroll reports

The Office Manager has asked you to provide the following reports:

· Employee contact details report – all employees. Save as Employee Details Report 2

· Payment schedule report from beginning of the first payrun to the end of the last payrun. Expand to show all details. Save as Payment Schedule report.

· Leave transaction report for all employees showing Annual leave, Sick leave and Public Holidays. Dates from beginning of the first payrun to the end of the last payrun. Expand to show all details. Save as Leave transaction report.

· Pay Item Transaction report for all employees, include social club, meal allowance, laundry allowance, clerical workers union transactions. Dates from beginning of the first payrun to the end of the last payrun. Expand to show all details. Save as Pay Item Report.

© Whitireia New Zealand 15

 

BSNS4201 Administrative Systems NZ2461 v2

Task 3 – Make recommendations for improvements: LO2, 34 marks

Scenario

The Rangituhi Bookstore has undergone restructuring and is creating new processes to ensure that key business activities are completed effectively. Many of the existing business processes are out of date and complicated, making activities difficult and error prone with one of the key issues is management of employee information and payroll.

At the moment the office manager is responsible for maintaining employee records.

The staff member responsible for payroll uses the employee data to ensure that staff members are paid into the correct bank account, taxed at the correct rate, process holiday and sick leave, and any required deductions/payments are being made. Timesheets are sent directly to the HR staff member for processing at the end of every week, who uses Excel to calculate the pays.

Any changes to staff personal details are sent directly to the office manager who is responsible for dealing with this. There is no clear process for this, staff either email, phone or leave a message for the office manager to advise of any changes, and these are then entered into the staff database when the manager has time. Once changes have been made, the manager is meant to email the HR staff member with details of the change.

As the HR staff member does not have control of the employee data, it has been found that there have been errors with pay, with staff taxed at the incorrect rate, holidays are not being processed and deductions and payments not starting on time.

The current process is:

For some time, staff have been aware that the current process is not working and having two different departments looking after employee data is problematic. Information and changes are not being updated quickly, the office manager and payroll staff member do not share data, and staff pays have been found to be incorrect.

Clearly the Office Manager/HR Administrator roles and the current processes for changing employee personal details, managing timesheets, and completing payroll are not effective and new processes are required.

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BSNS4201 Administrative Systems NZ2461 v2

You have been asked to work on this project and create a straightforward effective procedure/s which will streamline this process and ensure that employee details and pays are processed efficiently.

Part 1 Review issues

Consider the following:

· What are the current problems with updating changes to employee personnel, timesheet authorisation and payroll software?

· Who should be responsible for managing employee information?

· Who should deal with employee details and payroll data?

· Should there be clearer timeframes for authorising timesheets

· Should there be more than one process for dealing with personnel information and payroll

Part 2 Research solutions

· What suitable payroll software application could be used to hold employee and pay information, is cloud based, and can be used to calculate pays quickly and efficiently. Research a suitable payroll software option.

· What are the process steps for entering employee information into the software application?

· What are the process steps for entering pay run details into the software application?

Part 3 Create processes and make recommendations for improvements

Create two new processes for managing employee information and processing a pay run. Use a suitable business diagram which identifies who does what in the process, and the steps involved. Use common symbols to identify start/stop, process, data input, decisions and arrows to show connections.

Part 4 Report project outcomes to management

Using appropriate software, report on project outcomes. Include:

· Summary of current problems (referencing questions asked in Review issues section)

· Business processes

Recommendations for improvement to processes – include new created processes and identify how you think these will improve management of personnel information and the payroll process

· Payroll software

Recommendations for improvement to payroll software. Identify name of payroll software, cost, software features, security considerations. Include explanation of why you think this software will improve management of employee and payroll data.

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BSNS4201 Administrative Systems

NZ2461 v2

Appendix A

 Appendix B

Genre

Fiction Nonfiction Family & Health Self-Help Cookbooks Children’s Books

Bio Biography & True Stories

 GenreCode

F

NF

Fam

SH

CK

CB

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BSNS4201 Administrative Systems

NZ2461 v2

Appendix C

  Supplier Code

ISBN

ABM05

9781419732454

AU70

9781760110512

HCP01

9780007504145

HCP01

9780261103252

HS662

9781473666658

ILP450

9780994136428

LGFP35

9780473436094

OP32

9781474610285

PM3867

9781447278740

PGN870

9780143570912

PGN870

9780143772118

PGN870

9780143787730

PGN870

9780718187729

QSP002

9780857056436

SC021

978186943262

SC021

9781775432647

SSL90

9781471162770

TWPL04

9780552160964

TWPL04

9780593078204

                                       VP230

9781784873189

Publishers

Abrams

Allen & Unwin

Harper Collins Publishers Harper Collins Publishers Hodder & Stoughton Illustrated Publishing

Little Green Frog Publishing Ltd Orion Publishing

Pan Macmillan

Penguin

Penguin

Penguin

Penguin

Quercus Publishing

Scholastic

Scholastic

Simon & Schuster Ltd Transworld Publishers Ltd Transworld Publishers Ltd Vintage Publishing

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BSNS4201 Administrative Systems NZ2461 v2

Evidence requirements:

Ensure all task evidence has been saved into appropriate folders into your assignment folder, zipped and uploaded to Moodle.

  Task 1

Task 2

Task 3

Database

Saved Rangituhi Bookstore database into assessment folder

Tick

     Pdf print for tables:

· Booklist

· Genre

· Publisher

  Screenshot Relationship Report

   Pdf print for queries:

· Cookbook ratings >4

· Books over $30

· Books published after 1/8/18

· Book version – paperback

· Books 20% discount

  Pdf print for forms:

· Form1

· Form 2

  Pdf print for reports:

· Author report

· Book price report

  Payroll

  PDF: Employee Details Report 1

  PDF: Week 1 pay summary AND PDF: Week 1 payslips

  PDF: Week 2 pay summary AND PDF: Week 2 payslips

  PDF: Week 3 pay summary AND PDF: Week 3 payslips

  PDF: Week 4 pay summary AND PDF: Week 4 payslips

  PDF: Employee Details Report 2

  PDF: Payment Schedule Report, covering all pay weeks

  PDF: Leave Transaction report for all employees showing Annual leave, sick leave, public holidays (covering all pay weeks)

  PDF: Item Transaction Report for all employees – showing social club, meal allowance, laundry allowance, Clerical Workers Union (covering all pay weeks)

  Make recommendations for improvements

  Report to management

 Two x new processes

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BSNS4201 Administrative Systems NZ2461 v2

New Zealand Certificate in Business (Administration and Technology) Level 4

BSNS4201 – Administrative Systems: Marking rubric

15 credits, Level 4

Minimum 50% pass required for each learning outcome

SUMMARY

Grade

      Learning Outcome

Task

Task 2 Payroll

Available mark

       LO1 Maintain administration systems and business processes to meet business needs

LO3: Provide administrative services to meet business needs

Task 1 Relational database

33

       LO2 Recommend improvements to administration processes and systems to meet business needs.

Task 3 Make recommendations for improvements

34

       © Whitireia New Zealand 21

Student ID

33

 

BSNS4201 Administrative Systems

Task 1 Relational Database

NZ2461 v2

33 marks

  Learning Outcome

LO1

Maintain administration systems and business processes to meet business needs

Criteria

Relational setup meets task and table requirements

Data is entered accurately to meet business requirements

Demonstrates excellent understanding of database tools and functions and applies these to meet database table, field, and data type property requirements

Demonstrates excellent understanding of table relationships

(Relationships set up x 2; referential integrity applied)

Highly accurate data entry skills demonstrated to enter details into tables without errors.

6

3

4

4

Demonstrates good understanding of table relationships

(Relationships set up x 2; referential integrity may or may not be applied)

Good data entry skills demonstrated to enter details into tables, with minor (2-3) errors.

2

3

Demonstrates adequate understanding of database tools and functions and applies these to meet database table, field, and data type property requirements

D Grade Description Insufficient/Incomplete

   Database set up is completed to meet task and business needs

A Grade Description Outstanding/Excelling

B Grade Description Proficient/Consistent

Demonstrates good understanding of database tools and functions and applies these to meet database table, field, and data type property requirements

C Grade Description Developing/Sufficient

Does not demonstrate adequate understanding of database tools and functions or apply these to meet database table, field, and data type property requirements

   3

Demonstrates adequate understanding of table relationships

(Relationships set up x 1; referential integrity may or may not be applied)

1.5

Adequate data entry skills demonstrated to enter details into tables, with some (4-5) errors.

2

0

   Does not demonstrate adequate understanding of table relationships

(Relationships not set up)

   0

0

   Data entry skills are not adequately demonstrated, and details do not meet minimum requirements, or contains more than 5 errors.

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Data is requested by querying table information

Excellent understanding of queries is demonstrated to create queried data which meet business and information requirements

Five queries created with all details correct, relevant fields are included, criteria entered correctly, formats applied correctly to produce:

Query cookbooks rating >5 Query Books price >$30

Query Books published >1/8/18

Good understanding of queries is demonstrated to create queried data which meet business and information requirements

Four queries created with all details correct, relevant fields are included, criteria entered correctly, formats applied correctly to produce:

Query cookbooks rating >5 Query Books price >$30

Query Books published >1/8/18

Adequate understanding of queries is demonstrated to create queried data which meet business and information requirements

Three queries created with all details correct, relevant fields are included, criteria entered correctly, formats applied correctly to produce:

Query cookbooks rating >5 Query Books price >$30

Query Books published >1/8/18

Understanding of queries is not demonstrated to create queries data which meet business and information requirements.

No queries created or less than three queries created with details correct.

 

BSNS4201 Administrative Systems

NZ2461 v2

  Forms are created to meet data and business requirements

Parameter query – Book version Calculated query – new calculated fields Discount Amount, Discount price

10

Demonstrates excellent understanding of database forms to create 2 x forms which meet all requirements including layout and structure, field/label size and formats:

Form 1 – Booklist

Form 2 – Book order details with subform

5

Parameter query – Book version Calculated query – new calculated fields Discount Amount, Discount price

7.5

Demonstrates good understanding of database forms to create 2 x forms which meet most requirements including layout and structure, field/label size and formats – may contain minor (1-2) errors with layout, field/label size and formats:

Form 1 – Booklist

Form 2 – Book order details with subform

3.5

Parameter query – Book version Calculated query – new calculated fields Discount Amount, Discount price

  5

 Demonstrates adequate understanding of database forms to create 2 x forms which meet minimum requirements including layout and structure, field/label size and formats – may contain several (3-4) errors with layout, field/label size and formats:

Form 1 – Booklist

Form 2 – Book order details with or without subform

2.5

Does not demonstrate adequate understanding of database forms to create 2 x forms which meet minimum requirements, including layout and structure, field/label size and formats

  Demonstrates excellent understanding of database reporting function to create 2 x reports which meet all information and business requirements.

Includes report heading, fields and layout, grouping and sort requirements, summary options, size of fields, formatting, all data can be seen, logical placement

Report 1 – all authors report Report 2 – Prices report

Demonstrates good understanding of database reporting function to create 2 x reports which meet most information and business requirements.

May contain minor (1-2) errors with report heading, fields and layout, grouping and sort requirements, summary options, size of fields, formatting, all data can be seen, logical placement

Report 1 – all authors report Report 2 – Prices report

Demonstrates adequate understanding of database reporting function to create 1 x report which meet minimum information and business requirements.

May contain several (3-4) errors with report heading, fields and layout, grouping and sort requirements, summary options, size of fields, formatting, most data can be seen, logical placement

Report 1 – all authors report OR Report 2 – Prices report

Does not demonstrate adequate understanding of database reporting function to create 1 x report which meet minimum information and business requirements.

   0

    0

  Reports are created to produce business information

 5 3.5 2.5 0

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BSNS4201 Administrative Systems

Task 2 Payroll

NZ2461 v2

33 marks

  Learning Outcome

LO3

Provide administrative services to meet business needs

Criteria

Produce accurate payroll information

A Grade Description Outstanding/Excelling

Excellent knowledge of payroll system is demonstrated to complete payroll setup, and business details are entered in accurately without error.

All Employee data is accurately processed to produce client records.

12 x employee details entered without error

Updates to employee data is completed accurately without error, for all 9 required changes

2

8

3

All (4) pay allowances and deductions are accurately set up and applied to specified employees:

Pay data for 4 weeks’ pay is accurately processed for all employees, includes all hours worked, leave, public holiday, allowances/ deductions

6

10

B Grade Description Proficient/Consistent

Good knowledge of payroll system is demonstrated to complete payroll setup, and details are entered with minor spelling errors

1.5

Most Employee data is processed to produce client records.

9-10 x employee details entered without errors

Updates to employee data is mostly completed accurately, may contain minimal errors. At least 7-8 changes are made.

6

2

Most (3) pay allowances and deductions are set up and applied for specified employees:

4

Pay data for 4 weeks’ pay is mostly accurately processed for most employees (9-12), including hours worked, leave, public holiday, allowances/deductions.

7.5

C Grade Description Developing/Sufficient

Adequate knowledge of payroll system is demonstrated to complete setup, and details are entered with several errors.

Adequate Employee data is processed to produce client records.

7-8 x employee details entered without errors

Updates to employee data is somewhat completed, may contain several errors. At least 5-6 changes are made

1

4

1.5

Some (2) pay allowances and deductions are set up and applied for specified employees:

Pay data for 4 weeks’ pay is adequately processed for minimum (7-8) employees, including hours worked, leave, public holiday, allowances/deductions.

3

5

D Grade Description Insufficient/Incomplete

0

0

0

0

0

   Does not demonstrate adequate knowledge of payroll system to complete setup and/or details are entered with multiple errors

       Employee data is not adequately processed to produce client records. Less than 7 records entered without error.

       Updates to employee data is not made or less than 5 changes are made.

       Pay allowances and deductions are not accurately set up or applied. Evidence of less than 2.

       Pay data is not accurately processed for less than 7 employees or less than 3 weeks’ pay is accurately processed

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Payroll documentation is processed to meet business requirements.

Payroll documentation is processed to meet most business requirements.

Payroll documentation is processed to meet minimum business requirements. Payroll

Requests for payroll reports are not processed accurately and report requirements are not met

 

BSNS4201 Administrative Systems NZ2461 v2

  Payroll reports are processed accurately with 3 x reports created with all report requirements met AND Weekly pay documentation is produced and saved for 4 weeks.

Payroll reports are mostly processed accurately with 2 x reports created with all report requirements met AND Weekly pay documentation is produced and saved for 3 weeks.

reports are somewhat processed accurately with 1 x report created with all report requirements met

AND/OR

Weekly pay documentation is produced and saved for 2 weeks.

AND/OR Weekly pay documentation is not produced and saved

   4 2 1.5 0

      © Whitireia New Zealand

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BSNS4201 Administrative Systems NZ2461 v2

Task 3 Make recommendations for improvements

34 marks

  Learning Outcome

LO2

Recommend improvements to administration processes and systems to meet business needs

Criteria

Demonstrates understanding of business problems

Improved processes are effective and cohesive

A Grade Description Outstanding/Excelling

Description demonstrates considered and thoughtful understanding of business problem

Content is accurate and sequenced in a clear, logical way

All required content is included

6

Demonstrates excellent understanding of improved process requirements.

Two new processes are designed that are effective.

All steps in each process are identified and placed in a cohesive and logical order. Where relevant, questions are asked, and steps in the process allow for this in a logical and easy to follow format.

10

Recommendations are made for adoption of processes

Recommendations are insightful, considered and meet all business needs.

B Grade Description Proficient/Consistent

Description demonstrates understanding of business problem

Content is mostly accurate reasonably organised. May contain minor inconsistencies.

Most required content is included

4

Demonstrates good understanding of improved process requirements.

Two new processes are designed that are mostly effective.

Most steps in each process are identified and placed in a logical order. Where relevant, questions are asked, and steps in the process mostly allow for this in a logical format.

7.5

Recommendations are made for adoption of processes

Recommendations are mostly considered and meet most business needs.

C Grade Description Developing/Sufficient

 Description demonstrates adequate understanding of business problem

Content may contain some inaccuracies, inconsistencies, misinterpretations.

A required content element may be missed

3

Descriptions demonstrates a lack of understanding of the topic. There is insufficient relevant information and facts.

Content is confusing and/or contains frequent inaccuracies.

Required content is missing and/or randomly organised.

  Demonstrates adequate understanding of improved process requirements.

At least one new process is designed that meets minimum requirements.

Minimum steps in each process are identified and placed in a logical order. Some questions may be asked, and/or questions are not presented in logical format.

 5

Does not demonstrate adequate understanding of improved process requirements.

New processes not created or do not meet minimum process requirements.

Minimum steps in the process are not identified or placement causes confusion.

No questions are asked.

 Recommendations are made for adoption of processes Recommendations are somewhat considered and meet minimum business needs.

Recommendations are not made for adoption of processes

 D Grade Description Insufficient/Incomplete

    0

    0

  Valid and thoughtful Improvements are recommended which demonstrate understanding of business problem

© Whitireia New Zealand

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BSNS4201 Administrative Systems NZ2461 v2

  Recommendations for payroll software are insightful, considered and meet all business and information needs.

Report to management is well organised and writing style aids understanding, meeting all business requirements.

8

Recommendations for payroll software are mostly considered and meet most business and information needs.

6

Report to management is reasonably organised and writing style is suitable, meeting most business requirements.

Recommendations for payroll software are somewhat considered and meet minimum business and information needs.

4

Report to management is adequately organised and writing style provides basic understanding, meets minimum business requirements

Recommendations for payroll software are not made or information does not meet minimum business or information needs

   Report to management is not provided or does not meet minimum requirements.

   0

4320

         © Whitireia New Zealand

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