Summary

The QES Allowance Settings tab controls what allowances are used in the Stats NZ - Quarterly Employment Survey.

For all existing customers that upgraded from v4.66, all allowances that had “Include in stats report” set to yes, except those with an Allowance Type code of: ‘T',’W','X','Y’. All endeavours were made to automate the mapping of the Allowance record to the fields in the Configure Data Extracts – QES Allowance Settings tab.

For any new allowances created after upgrading to v4.67 or newer you will need to add the allowance here if you want it included by the QES data extract. The same applies to any new customers starting on v4.67 or newer.

Grid View

The grid displays the following columns only. You can click the column header to sort the list by the selected column.

Allowance Code

Displays the Code from the allowance record.

Allowance Description

Displays the Description from the allowance record.

Include in Hours

This column relates to the Payroll Grouping's "Ordinary Time" and "Overtime". PayGlobal's QES data extract does not yet support conversions to hours, therefore it is recommended to use 'counter' allowances for reporting total hours. If you include non-hourly allowances, the reported amounts could be less than expected.

Includes in Amount

This field controls whether the Allowance is used in the QES data set for fields relating to monetary amounts. As per the recommendation described for non-hourly payments. If you do choose to use counter allowances be sure the "total amounts" are only counted once, i.e. suggest setting the original payment allowance to Yes but have the counter allowance set to No.

Payroll Grouping

This defines which area in the Payroll Level Information the allowance will used in calculations. You will see the following values:

• Ordinary Time
• Overtime
• Bonuses and commissions
• Other payments

Adding new Allowances

If you add a new Allowance record to your database, that allowance will not automatically be added here.

Adding one-off/small numbers of allowance records

This is easiest to add via the Configure Data Extracts form. Steps as follows:

1. Click the Edit button.
2. Press the Insert key on your key board or use the right-click menu option 'Add record'.
3. In the Allowance code field, type the Allowance code or use the picklist button
4. In the Payroll Grouping field, select an applicable option
5. In the Include in Hours field, select Yes or No as applicable.
6. In the Include in Amount field, select Yes or No as applicable.
7. If you have more allowances to add click 'Save' then 'Add' and repeat steps 3-7.
8. If you have finished adding allowances, click 'Save and Close'.

   You will be returned to the Edit Extract Settings - QES Allowance Settings tab. The allowances you just added will be included in the grid

9. Click 'Save and Close'

   The Edit Extract Settings form will close completely.

    

Adding bulk Allowance records

You have two options:

1. Use PayGlobal's Synchronisation feature.

2. Use a SQL script.