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Period Allowances - Effective

Organisation | General Periods | Periods | Allowances tab | Add or Edit | Effective tab

Summary

Use this tab page to override transaction dates with the effective dates recorded here.

Effective dates

When closing a Pay, PayGlobal uses the date of a transaction as the 'Compare Date' to the associated effective dates recorded on this tab page. If there are no effective dates recorded here, PayGlobal uses the period ending date of the pay sequence.

Effective dates between two pay periods

PayGlobal will never split a payroll transaction in two when effective dates occur between two pay periods.

Fields

The fields on this tab page are optional.

Effective start date:

The allowance specified in the Details tab page will use the overrides specified in this entity from the Effective start date.

Effective end date:

The last date to apply allowance overrides.

Reason:

Select the reason that the allowance has changed.

Comment:

Enter a text based explanation for the allowance change.

Inactive:
  • Yes

    Flags a Period allowance so that users know that it should no longer be used.

  • No

    This Period allowance is active.

Validation

PayGlobal validates the entry and editing of effective start and end dates and looks for any overlaps of the same allowance code. An error will occur if there are overlaps and the user must either enter a valid date range for the new record or change the existing active record prior to inserting the new one.

If inserting a new record, the system will also automatically end date the old record that contains the same allowance code.

Inactive allowances records are ignored for validation purposes.

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