Summary

PayGlobal uses allowance groups to categorise different types of allowances. For example, you can use an allowance group to group leave allowances. You can then refer to the allowance group in a payroll rule that deducts the allowance payments from the salary.

You can use allowance groups to:

• Create allowance categories.
• Determine which information is used to calculate the value of an allowance.
• Calculate a value that is exported to the general ledger.

  Important: When you create an allowance, ensure that you add it to the correct allowance group.

Using Allowance Groups

Whenever an employee is paid an allowance that references an allowance group, the value of that allowance accrues.

Example A

A Superannuation calculation is set up based on an employee's earnings. Earnings from meal and travel allowances are not included in the calculation.

1. Create an allowance group for the superannuation calculation.
2. On the Allowances tab page select all allowances, except for Meal and Travel.

Whenever a transaction is entered, superannuation is now calculated using one of the allowances selected in Step 2.

Example B

A payment is based on the total hours paid for each allowance specified.

Use the Details tab page of the allowance group to specify whether payments are made on a quantity or dollar value basis.

Linking an Allowance Group to an Allowance

PayGlobal enables you to choose several different ways to calculate the value of allowances for the General Ledger.

The Details (i) tab page of an allowance specifies the calculation method used in an allowance calculation.

The following calculation methods enable you to link an allowance group to an allowance:

I. Percentage of allowance group.

J. Average of allowance group over x weeks.

Z. Percentage of allowance group to quantity.

N. Personalised difference.

Allowances can be linked to an allowance group from either:

• The Allowance Groups | Allowances tab page.
• The Allowance | Groups tab page.

Default Allowance Groups

When the Leave Defaults command is run PayGlobal will create default allowance groups used by User-Defined Accumulators.

The default allowance group codes that PayGlobal will create are:

Allowances will also be automatically assigned to these default allowance groups based on the following:

See also

Allowances - Groups