Summary

The end of the financial year often involves time-consuming, but essential tasks for your payroll system, such as setting up new Pay Periods for the new year.

The PayGlobal Roll Calendar function reduces the time taken in setting up the periods for the new calendar year. The Roll Calendar function can be used for many periods with the same frequency.

The Roll Calendar function models the new calendar on an existing calendar for that period type.

• You can use the Roll Calendar function to automatically attach the PTD, YTD and FYR accumulators.
• The TTD, MTD, and the superannuation PTD change each month so you need to manually attach these accumulators to the calendar to ensure that the dates are correct.

Procedure

The steps to take when rolling a calendar are:

1. Plan the new calendar layout
2. Backup your data
3. Set up accumulators for the new calendar year
4. Roll the calendar
5. Confirm new calendar year is correct
6. Use modelling to model the new calendar year for the next pay period

Previously, records were individually added or modelled to create a new period calendar. Now, you can use the Roll Calendar function to set up the entire period calendar.

Payment date validation

When you create a calendar, you link a Period PTD record to a Period Pay Sequence record that contains TTD and YTD codes so validation of the Payment date occurs. In Australian and UK databases, the Payment date value must be in the YTD range for the Period Pay Sequence record so that taxation and reporting to the ATO are correct. The Roll Calendar audit log lists any Period Pay Sequence records that have Period PTDs with Payment dates that are outside the YTD range.