Summary

Use this tab page to instruct PayGlobal how to deal with an allowance from a Payroll viewpoint.

Fields

Period:

The Action Clauses tab page needs to know which Period to include as part of the Clause that you construct. For example, an organisation needs to pay a maximum of 40 ordinary hours per week before overtime applies. The Period field will contain the weekly period code with the applicable maximum rule being specified on the Action Clauses tab page.

Consolidate transactions:

This field is generally set to No. It shows how transactions are viewed in Time and Attendance. For example, an employee is paid 8 hours per day over a 5 day period:

Consolidate transactions field set to:

Payroll Allowance:

The Payroll allowance that a T&A allowance is redirected to. This should be a different code to the T&A allowance. When an allowance is imported to Payroll, the code for T&A allowances changes to the Payroll code selected in this field. It remains as the T&A allowance in Time and Attendance.

Payroll type:

This field classifies the allowance according to type. For example, all leave allowances are 'Leave', all allowances such as Meal Allowance, Shoe Allowance are 'Normal' and all standard hours are 'Hours ordinary'.

Payroll export:

Select Yes to export this allowance from Time and Attendance to Payroll. Exceptions may be when recording times for Contractors or Temp Agencies when this field is set to 'No'. Although clocking times are used, these times should not be exported to Payroll, but to the respective employer. Another exception could be for Counters working in the background.

Payroll consolidate transactions:

This field is generally set to Yes. It shows how transactions are viewed in Payroll. For example, an employee is paid 8 hours per day over a 5 day period:

Payroll consolidate transactions field set to:

Payroll recalculate:

• Yes

  Allows Payroll to recalculate allowance.

• No

  Payroll does not recalculate allowance.

Payroll class:

This field is only used when the T&A Export Type field is set to MicroPay.

Job costing export:

• Yes

  Sends Jobs attached to T&A to Payroll.

• No

  T&A Jobs are not exported to Payroll.

Recommended Setup

For exporting from T&A/Rostering to Payroll ensure that the value set in the Consolidate transactions field on your T&A/Rostering allowance matches the value set in Payroll consolidate transactions of your associated Payroll allowance. Matching settings ensures the correct dates are passed to into payroll.

Important: When using effective rates, it is recommended both fields be set to No. This is because you will lose the information that tells you which hours were worked on which day if an employee has a rate change in the pay period and imported transactions are consolidated.