Payroll Processing
How do I prevent a component from reflecting on the PDF payslip?
There are two options to prevent components from reflecting on the PDF payslip: Option 1: Edit the component and enable the "do not show on payslip:" check box under "extra options" on the Payroll Components screen. Navigate > Payroll > Payroll ...
How do I specify the number of days after which pending claims should be escalated to the approver?
If a claim has not been actioned for the number of days specified, the employee’s direct manager (or the next approver in the leave workflow) will receive a notification to approve it. It will continue to escalate from one manager to another until it ...
How do I configure a component's decimal place value?
A component's decimal place value can be configured when editing it on the General Ledger Parameters screen. Navigate > Configuration > Payroll > Payroll Config > General Ledger Parameters Note! Set the decimal place value to "0" to remove the ...
How do I hide the Business Partner logo on the PDF payslip?
To hide the Business Partner's logo on the PDF payslip, enable the "Hide Business Partner Logo" option on the Hide/Show Payslip Items screen. Navigate > Configuration > Payroll > Payslip > Hide/Show Payslip Items
Will an employee's Basic Pay automatically be prorated if the effective date on their Pay Rate Details screen falls in the middle of a month?
An employee's Basic Pay will not automatically be prorated if the effective date on their Pay Rate Details screen falls within the middle of a month. Navigate > Employee > Basic Information > Tax Profile > Employment Navigate > Employee > Payroll ...
How do I ensure that the default working days per week are automatically assigned on the Pay Rate Details screen?
If the default working days per week are captured on each frequency on Pay Frequencies screen, it will automatically be linked under the Additional section on the Pay Rate Details screen. Navigate > Configuration > Payroll > Payroll Config > Pay ...
How do I configure the system to prevent employees submitting claims linked to interim runs?
Enable the following company setting to prevent employees submitting claims linked to interim runs. Navigate > Configuration > Payroll > Payroll Config > Claim Settings
How do I hide the payment date on the PDF payslip?
To hide the payment date in the employee particulars section below the fold line on the PDF payslip, enable the "Hide Payment Date" option on the Hide/Show Payslip Items screen. Navigate > Configuration > Payroll > Payslip > Hide/Show Payslip Items
How do I hide the pay rate currency on the PDF payslip?
To hide the pay rate currency in the employee particulars section below the fold line on the PDF payslip, enable the "Hide Currency" option on the Hide/Show Payslip Items screen. Navigate > Configuration > Payroll > Payslip > Hide/Show Payslip Items
How do I hide the employee's birth date on the PDF payslip?
To hide the employee's birth date on the PDF payslip, enable the "Hide Birth Date" option on the Hide/Show Payslip Items screen. Navigate > Configuration > Payroll > Payslip > Hide/Show Payslip Items
Where can I view a history of an employee's Pay Rate records?
A list of an employee's Pay Rate records can be viewed on the History Grid at the bottom of their Pay Rate Details screen. Navigate > Employee > Payroll Processing > Pay Rate Details > History
What information is stored in the Notes payslip section?
Important totals are stored in the Notes payslip section by default e.g. Earnings Limits, NIC Income, Pensionable Earnings, Total pay to date, Total Taxable Pay. This section can also be used to calculate, store and/or display any components that are ...
Why does the system allow newly approved claims to overwrite any previously approved claims?
By default, if an employee submits a claim and it is approved and committed to the Edit Payslip screen, the system will overwrite any previously approved claims. To add new claims to the existing ones submitted within an open period, enable the ...
How do I prevent the system from processing any payroll data for terminated employees?
The system can be configured to stop processing payroll data for terminated employees either immediately or up to two months after their termination date. To stop processing up to two or more months after termination, choose the first setting. To ...
Can the Increase Reason field on the Pay Rate Details screen be made a mandatory field?
To make the Increase Reason field a mandatory field on the Pay Rate Details screen, enable the below company setting. Navigate > Configuration > Basic Settings > Company Settings > General Settings > Employee required field options Navigate > ...
Can employee packages be increased by a percentage?
Yes. Employees pay package may be increased as a percentage, either on their individual Pay Rate Details screen or collectively on the Bulk Actions screen. Option 1: Increasing Pay Packages as Percentage per employee Navigate > Employee > Payroll ...
If an employee is transferred to a new company during the month, will their salary be prorated accordingly?
Yes. If an employee is transferred from one company to another during the month, their salary will be prorated in each company according to the termination and new employment date. For instance, the employee will be transferred from company A to ...
What are the implications of selecting the working days on the Pay Rate Details screen?
Selecting the working days on an employee's Pay Rate Details screen will affect both the proration of the Basic Pay and the number of days included when processing a leave application. Navigate > Employee > Payroll Processing > Pay Rate Details > ...
How does the system prorate an employees salary in the UK?
The system prorates the Basic Pay based on the proration calculation configured using the following company settings. Navigate > Configuration > Payroll > Payroll Config > Calculation Settings > Proration There are two different ways of working out ...
Where can I view an employees automatic assessment for Pension Enrolment?
If the employee or company is not exempt from automatic assessment, then the employees will be assessed. Employee eligibility is determined by age and income. Refer to the below table describing employee eligibility and worker categories: The income ...
Payroll Processing | The Pay Rates Screen
Overview The Pay Rates Screen defines the employee’s package details as well as the frequency of payment. When an increase is applied a history of increase records will accumulate at the bottom of the Pay Rate Details Screen. Tip It is advisable to ...
How do I process a Year To Date Take-on?
A YTD take-on may be processed using the YTD Take-on functionality or updated on monthly payslips. If the Total Pay To Date and Total Tax To Date is captured on the Employee Take On Year To Date Figures screen, the user is not expected to add it on ...
The PDF Payslip
Once the payroll has been processed and reconciled, payslips should be distributed to employees. This article clarifies the features & configurations of the PDF Payslip. An example of a PDF payslip Add a Company Logo By default, the payroll's logo ...
Accessing and Downloading PDF Payslips
Once the payroll has been processed and reconciled, payslips should be distributed to employees. This article clarifies how to payslips can be accessed and downloaded. Employees can access and download their payslips via ESS or Pacey. Should the ESS ...