Fields

Frequency:

PayGlobal supports the following frequencies for calculating tax:

• Weekly
• Fortnightly
• Bi-monthly (i.e. pays covering periods for the 1st to 15th and then 16th to last day of the month.
• Monthly
• 4-weekly

  Note: Pays processed with a frequency of "Variable" WILL NOT calculate tax. Using this frequency for payroll requires permanent tax override taxations to be applied to each employee. For employees receiving fixed income each pay the tax override setting must be checked annually. For employees receiving fluctuating income each pay, the tax must be manually checked each pay.

IMPORTANT: The frequency cannot be changed once you create a period record.

Hourly salaried default rate:

Relevant only if you use R-type allowances.

• Yes

  Select Yes to specify the rate as an hourly amount. This has the most impact when using a rate where Rate calculation = D. Standard Default Hourly Rate.

• No

  Select No to specify the default rate in terms of a per pay period amount for salaried employees.

Alternate Direct Credit Export Filename:

When you run the Direct Credit Schedule, Exolvo sends the banking text file to the Alternate Direct Credit Export Filename specified in the relevant Periods record (such as Weekly). If this field is empty, the report uses the Direct credit file name specified on the Company Settings | Payroll | Banking | Banking Details tab.

You can enter a period-specific alternative filename to identify banking text files for different periods.

For example, you could enter the following filename in the monthly Period record:
C:\PayGlobal\Companies\NZTT\Export\MonthlyTTLtd.txt

You could enter the following filename in the weekly Period record:
C:\PayGlobal\Companies\NZTT\Export\WeeklyTTLtd.txt

Both files would be sent to the Export folder, but file would not overwrite each other.

You can enter up to 255 characters.

Internal Company:

Internal Company associated with this period.

Important: If an employee changes pay periods or internal companies, then you should:
- Terminate their current employee record using a suitable reason, such as "Changed Period" or "Changed Internal Company".
- Create a new employee record with their new pay period or internal company.

Actuals:

• Auto

  Automatically generates non-clocked employee's actuals from their roster, when opening an Actual period.

  Usually used for organisations that do not use automatic data capture for start and finish times. This will only affect employees with the Uses Clocks' flag = No.

• Manual

  Enables you to use the Generate Non-Clocked Data run command to generate Actuals for non-clocked employees.

  This setting is usually used for organisations that use automatic data capture for start and finish times. This will affect all employees, whether the 'Uses Clocks' flag is set to Yes or No.

For more information on using this field, see Open Actuals.

Build allocations when opening roster period:

• Yes

  Automatically builds allocations when you open a roster. Fore more information, see Open Roster. By default, this field is set to Yes.

• No

  No allocations built when you open a roster. You can use Maintain Allocations if you want to build allocations at a later stage.

Automate STP on close pay: (AUS)

This field controls whether the submission process of your STP payroll events will be automatically sent to the ATO upon successful closure or requires a user to complete the submission manually.

• Yes

  STP Payroll events sent automatically once the pay is successfully closed.

• No (default)

  STP Payroll events need to be manually sent via the Single Touch Payroll Management Tool

Generate Employment Reports on close pay: (NZ)

This field controls whether the Gateway reports for departing employees will be automatically generated after successful closure or requires a user to generate the reports manually.

• Yes

  Payday employment reports generated automatically once the pay is successfully closed.

  Departing employee reports will only be generated for employees in the pay with Termination transactions and where the Print on EMS field is set to Yes. The audit log generated during the pay close event will include a summary of the employee reports that were processed.

  Reports generated during the pay close event are not sent automatically, this will need to be done via the Payday Reporting Manager Tool

• No (default)

  Payday employment reports need to be manually generated via the Employee Form