Eliza at 04:59, 2 March 2011

2011-03-02T04:59:29Z

Admin: Created page with " More Detail= Commissions Leave payments Superannuation Payroll FAQ Sundries == Overview =="

2011-01-18T06:48:04Z

Created page with "<menu name=myMenu align=center> More Detail= Commissions Leave payments Superannuation Payroll FAQ Sundries </menu> == Overview =="

New page

<menu name=myMenu align=center>
More Detail=
[[Commissions]]
[[Leave payments]]
[[Superannuation]]
[[Payroll FAQ]]
[[Sundries]]
</menu>
== Overview ==

← Older revision		Revision as of 04:59, 2 March 2011
Line 8:		Line 8:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Pay Staff button is where you process your Weekly/Fortnightly/Monthly payroll, as well as being a report
		+	displaying the Summary of the Payroll to date. ERP Payroll links with many other modules within ERP to ensure
		+	the full and efficientprocessing of periodic pay runs. These areas include: Employee, Awards, Timesheet Entries,
		+	Deductions, Departments, Jobs, Tax Scales, Employee Services, Payroll Preferences, Accounts, EFT and more.
		+	It is important to familiarise yourself with all aspects of the above to ensure you have a complete picture of what
		+	feeds into the Payroll Pay Staff area.
		+
		+	For Payroll data to feed through ERP in the correct manner, all Employee payroll data needs to be entered against
		+	the Employee card, and all Company Payroll Info and Company Payroll Preferences must be set. This way all the
		+	required rates for Salary, Wages, PAYG, Superannuation, Commissions etc will flow through the system correctly.
		+
		+	NB: Please ensure your Employee cards are updated for Payroll before running a Pay Staff.
		+
		+	'''How To Pay Staff'''
		+
		+	*Select the 'Payroll Tab'
		+	*Select the 'Pay Staff' Button
		+
		+	As per other lists within ERP you can:
		+
		+	*Customise the Pay Summary screen.
		+	*Export the Pay Summary screen.
		+	*Perform Searches within the Pay Summary screen.
		+	*Execute Filters within the Pay Summary screen.
		+	*Print the Pay Summary screen.
		+
		+	Please refer to [[Global Features]] for details on the functionality of the above choices.
		+
		+	*Select from the radio buttons, 'Pay'; 'Do Not Pay'; 'All Pays' to display the required list.
		+	*The Pay Date; Date Paid; Pay Period columns indicate the next pay to be completed.
		+
		+	*The next 'Pay Date' is the end of the current pay period
		+	*The 'Date Paid' is literally the date that you made the last payment
		+	*The 'Pay Period' is the actual period for your Company pay runs as per Employee card and Preference settings
		+
		+	*'Wages' displays the value of the wage to be paid for this pay period as per the figures
		+	entered into the Employee card.
		+	*'Commission' is dependant upon whether the Employee is eligible to be paid commission as per Employee card
		+	settings, i.e. per Invoice, per Product etc. Commissions are not automatically added into the pay. You must
		+	enter them manuallly. See [[Commissions]]
		+	*If there are any Deductions, Allowances, Sundries for this pay period that are not a standard entry then you have
		+	the option to enter them before running the pay.
		+
		+	*The Pay Staff screen also lists the Superannuation, Gross, CDEP, Tax and Net wages due for the next pay, in
		+	accordance with the default data entered against each employee.
		+	*The 'Pay Periods' indicates the number of pay periods being paid in One Pay, e.g. If your normal pay period is
		+	weekly but you need to pay an employee 2 weeks worth of wages in the one pay run, then you would set the
		+	Pay Periods to 2. To do this double-click on the employee within the Pay Staff list.
		+
		+	*'Send Pay Slips via' indicates which email address a Pay Slip should be sent to if authorised.
		+
		+	*The 'Pay' column allows you to select 'Yes' or 'No' whether to pay each employee, e.g. Dene's pay may need to
		+	be revised further, but you do not wish to hold up the processing of all the other pays. Therefore if you select 'No'
		+	against Dene's entry, all other pays can be processed. Dene's pay for this period will now be displayed in the
		+	'Do Not Pay' list.
		+
		+	'''Manually entering the tax.'''
		+
		+	*Select the 'Manual Tax' tick box at the top right of screen.
		+	*Enter the manually calculated tax figure directly into the Tax field.
		+	*The total Net pay will re-calculate accordingly.
		+	*Select 'Prepared'.
		+	*Select the 'Prepared' tick box once you have completed any amendments for each Employee's pay.
		+	*The Employee entry in the 'Pay Summary' list will then be highlighted.
		+
		+	*Select the 'Payslip Report' button to Print/Preview the overall Pay Report for the pay period.
		+	*Select the 'Preview Pay Slip' button to preview all payslips before printing
		+
		+	Note: When 'Pay Staff' is completed a Pay Slip will automatically be printed/previewed.
		+
		+	*Select the 'Pay Staff' button at the bottom of the 'Pay Summary' screen when you are ready to process the pay
		+	for this period.
		+	*This will load the 'Action Authority' screen to authorise the processing of the pay. Refer to Access Levels for
		+	setting the required authorisation for each employee.
		+	*Enter the Employee and Password (as per log-in name and password).
		+	*Select 'Approved'
		+
		+	*This will load the 'Pay Period' screen where you enter the date 'You are about to Pay Staff through to' and the
		+	actual 'Paid Date'.
		+	*Select 'OK'
		+
		+	*Pay Slips for each Employee just paid will be printed/emailed, or previewed for you to choose whether to print.
		+
		+	*After all Pay Slips have been printed/previewed the 'Payroll Completed' Information screen will display.
		+	*Select OK
		+
		+	*The Pay Summary screen will now display the next pay date
		+
		+	NB: If the Preference/Speed 'Disable List Updates on Save' is selected, you will need to 'Refresh' the Pay Summary
		+	screen to display this change.
		+
		+	*If 'Add to EFT' was selected, the pays we have just run will be loaded into the Banking/EFT ready for the file to be
		+	sent to your bank for electronic processing.
		+
		+	Refer to Banking/EFT for instructions on processing.
		+
		+	NB: When a 'Pay Staff' has been run, the payments are allocated by default to the 'Payroll Bank' account within ERP.
		+	This account is a clearing account therefore the funds need to be transferred regularly between Payroll Bank and the
		+	actual Bank Account where the wages are being debited from. '''NOTE: Under no circumstances should the Payroll
		+	Clearing account be replaced in preferences with an actual Bank account as these transactions will not be
		+	reconcilable as a bank account'''. Please refer below for instructions on creating the Journal Entry for the transfer.
		+
		+	*In your Accounts List (Chart of Accounts Tree), and Balance Sheet there will be entries against the Payroll Bank
		+	account.
		+	*On a regular basis this must be cleared and your actual Bank Account debited, bringing your Payroll Bank balance
		+	back to $0.00
		+
		+	*The Chart of Accounts Tree is a drillable report. Double-click to take you to the Details by Account list if you wish
		+	to view the transactions making up the Payroll Bank figure.
		+
		+	*Select the Accounts tab
		+	*Select the Journal Entry button
		+
		+	*Select the Payroll Bank account from the drop-down Account list.
		+	*Debit from the Payroll Bank the total amount that has been posted to this account and has been paid out of your
		+	Bank Account.
		+	*Credit your Bank Account (the actual account the payroll funds have been debited from).
		+	*Select 'SAVE'
		+
		+	*Open your Chart of Accounts in Tree mode, or your Balance Sheet.
		+
		+	NB: The balance of your Payroll Bank is now $0.00 and the balance of your Bank Account has been debited by the
		+	amount you have just created a Journal Entry for from Payroll Bank.
		+
		+	An Update Batch may need to be run for the journal entry to be reflected in the reports.
		+
		+	· Select the Profit & Loss Report for a breakdown of your payroll expenses.
		+
		+	Deleting a Pay that has been Created in Error
		+
		+	*Select the Pay History button from within the Payroll tab.
		+	*Select the incorrect pay, e.g. Pay No 21 for Gaye Paris.
		+
		+	*Double-click to drill into the Employee Pay.
		+	*Select the 'Deleted' tick box at the bottom right of screen.
		+	*You will be prompted with a confirmation box, select 'Yes'.
		+	*Select 'SAVE'.
		+
		+	Select the 'Deleted Pays' radio button to display the Pay History deleted pays list.
		+
		+	NB: If the Preference/Speed 'Disable List Updates on Save' is selected, you will need to 'Refresh' the Pay Summary
		+	screen to display this change.

Pay Staff - Revision history

Eliza at 04:59, 2 March 2011

Admin: Created page with " More Detail= Commissions Leave payments Superannuation Payroll FAQ Sundries == Overview =="