Overview

Use the Details tab to control the operation of the Process Pay command.

Fields

Pay Sequences:

In the pick list, tick the checkboxes for the required pay sequences.

The number displayed in the Pay Sequences field refers to the total number of pays selected, not the pay sequence number.

PayGlobal saves the pay sequences that you selected. This means that when you want to process new pays, you need to select select the new pay sequences for processing.

Query:

Use a query to select a specific group of employees or leave this field as "Default" to select all employees.

You must select Default to completely process the pay. The Default option means that no query is applied; it does not refer to the employee's Default Query.

Important: Users who have an active Default Query cannot completely process pay periods (see Security Profiles - Menu). Although processing is successful, the pay status will not change to 'Processed'. Users must deactivate their Default Query before they can completely process these pays.

Employee:

Select an employee in the pick list or leave this field blank to select all employees.

Type:

• Standard

  Produces a list of sequences in the Pay Sequence field which are Standard pays only.

• Manual

  Produces a list of sequences in the Pay Sequence field which are Manual pays only.

• Both

  The Pay Sequence field will show all pays.

Process:

• All Transactions

  All employee pays are processed regardless of whether they have been processed previously or not. Always select this option if this is the first time a Pay Sequence has been processed.

• Changed Transactions

  Processes only transactions which have been changed by a manual intervention in Standard Transactions or Manual Pays. This method of processing is usually used after minor changes have been made to employee payments. It is used only on the basis that the Pay Sequence was previously processed using All Transactions as an option.

Show tax rules prompt:

When you process pays or transactions in the transition timeframe after taxation rules change, the tax rules prompt (Which taxation rules should be applied? form) allows you apply the old tax rules ("Before") or the new tax rules ("From") as appropriate.

Note: The transition timeframe for Australia is 1 - 31 July, and for New Zealand 1 - 15 April.

The tax rules prompt does not appear automatically. PayGlobal applies default options based on the country.

Australian and UK databases:

• If the Payment date is before the first day of the new tax rules, then PayGlobal applies the old tax rules.
• If the Payment date is on or after the first day of the new tax rules, then PayGlobal applies the new tax rules.

Fijian and NZ databases:

• If the Period End Date is before the first day of the new tax rules, then PayGlobal applies the old tax rules.
• If the Period End Date is on or after the first day of the new tax rules, then PayGlobal applies the new tax rules.

However, during the transition timeframe, you can use the following options to display the tax rules prompt, if required:

• In Transaction View, press Ctrl+F9.
• On the Process Pay | Details tab, set Show Tax Rules Prompt to "Yes" (default is "No").

  Note: If you are manually selecting taxation rules, then we strongly recommend that you process pays individually to avoid potential problems due to differing Periods and YTD codes.

The processing audit log will indicate which tax rules you selected.

Note: These options are disabled for pays that are not in the transition timeframe.

Detailed Log:

A detailed log displays a full list of the steps that have been taken when processing a pay. It is useful for troubleshooting as you can see where the pay is halting.

Leave Warnings:

Leave warnings may show problems with employee leave transactions or just advise of an impending leave anniversary date being reached.

Viewing these details gives you the opportunity to correct any problems before the pay sequence is closed.

You can view all leave related warnings by selecting 'Yes'. These details display in the process pay audit log.

Export Audit Log:

Default = 'No'. It is sometimes easier to use a third party spreadsheet, such as Microsoft Excel, to filter selected data in an audit log.

To create a file that you can view with a spreadsheet, set this field to Yes

This field instructs PayGlobal to generate the Process Pay Audit Log as a comma separated values (csv) export file.

Export Audit Log File Name:

This field is only active when the Export Audit Log field = 'Yes'. When a path and file name are entered into the Export Audit Log File Name field, PayGlobal creates a csv file with this file name in this location.

Default settings:

• The default file name for this field is Default.csv
• The default folder is your PayGlobal Temp folder.

Notes for using this field:

• When this field is active, completing this field is compulsory.
• Only .csv file extensions are accepted. If you enter any other file extension, PayGlobal automatically changes it to .csv when you click the OK button or tab out of this field.
• PayGlobal uses the default folder when you have not specified a destination location.
• PayGlobal uses the default file name when you only supply a folder path.
• If you enter a path that does not exist, PayGlobal creates new folders and writes the export file to this location, provided you have the necessary access rights.

See also

Process Pay

Process Pay - Advanced Filter Options

Schedule Rules - Action Clauses Process Payroll