Summary

Allowance type A. Allowance payments are generally paid in addition to Hourly or Salaried payments. They can include mileage, tool or clothing allowances.

Fields on the Details tab

Quantity:

Enter the number of units of the allowance to be paid. This is the only field on this form that must be completed. If this transaction uses the default values from the employee record, then press Page Down, then Enter to complete the transaction.

Job Code:

Enter the Job Code for this transaction if you use Job Costing. This field is enabled when Edit Job Codes = 'Yes' in Modify Company Settings.

Cost Centre Code:

PayGlobal may complete this field automatically based on records in other areas of PayGlobal. See Allowance Transaction Hierarchy for more information. If the default is incorrect for this transaction, then you can change this Cost Centre Code.

Position Code:

PayGlobal uses the Position Code attached to this employee (see Company Settings - Transactions). If a Position Code is not attached, then this field is disabled.

Award Code:

Leave this field blank if you are paying the employee’s default award rate. If the default is incorrect for this transaction, then you can change this Award Code.

You can change an employee's award permanently on the Contract tab of the employee's record.

Rate Code:

If a rate is attached to this allowance on the Details (i) tab, then this field is completed automatically. If the rate is not completed, then use one of the following options:

• Select a rate from the pick list
• Leave the Rate Code blank if you want to use the system derived rate amount
• Select the override rate code (typically '0') if you want to enter a rate amount in the Rate field below.

Rate:

This value is completed automatically using either the Rate Code above, or the Rate Amount entered in other areas of PayGlobal. See Allowance Transaction Hierarchy for more information. If the Rate Code above is an override rate (typically '0'), then you can manually enter a rate amount.

Factor:

PayGlobal uses the factor as a multiplier to calculate the Transaction total (Quantity * Rate * Factor). For example:

• Ordinary time factor = 1
• Time and a half factor = 1.5
• Double time factor = 2

PayGlobal completes the Factor automatically using records in other areas of PayGlobal. See Allowance Transaction Hierarchy for more information.

Transaction start date:

The period start date or an effective transaction start date.

Transaction end date:

The period end date or an effective transaction end date.

Number of periods:

Allowance Calc Method B uses this field for the number of periods to go back and take an average from.

Transaction total:

This field is system generated, so leave it as 0.00 unless you want to override the Transaction total. When you save the transaction, the total is calculated (Quantity * Rate * Factor) and displayed in the Drill Down View Totals column.

Recalculate:

This field is normally set to 'Yes'. If you entered an override in the Transaction total field above, then change Recalculate to 'No'.

Weeks Absent (NZ):

The Weeks absent field is only available when the allowance is set-up Paying set to 'No' and Show Weeks Absent flag is set to 'Yes'.

The value to be recorded in this field should represent the number of weeks (or portion thereof) that the employee is absent from work.

If the allowance record also has the Is LWOP field set to Yes, then value in this field at the time you process a pay will be used in Leave Without Pay (LWOP) calculations.

When you process the pay with no value supplied, PayGlobal automatically calculates a value for you. PayGlobal will count the calendar days between the transaction’s Leave Start Date and Leave End Date (inclusive of both dates) and dividing by 7. If PayGlobal completes the calculation for you, a "Warning" message is included in the process pay “detail” audit log to advise you that this has been done.

If you require the Weeks Absent value that is based on an employee's ‘work profile’, then you will need update the Weeks Absent field manually, unless you are in a position to import the value via Import pay.

Absence start date (NZ):

Absence start date is only available when the allowance is non-paying and its Show Weeks Absent flag is set to Yes.

This date represents the very first otherwise working day the employee was absent from work for this leave event. It is expected that where leave spans multiple pay periods that Absence Start Date remains the same. This is necessary for the LWOP calculations to correctly exclude the first week's absence.

WAP Code:

Enabled when Company Settings | Payroll | Processing | Transactions | Edit WAP codes = Yes.

PayGlobal uses the Work Area Position Code attached to this employee. If the default is incorrect for this transaction, then you can change this WAP Code.

Tab pages

Details:

The transaction entry form for this allowance.

Text:

Use this tab page to enter transaction text that will appear next to the transaction. For more information, see Adding Transaction Text.

Effective Dates:

The Begin date and End date fields on this page are enabled only when you enter this allowance as a permanent transaction.

Tax Overrides:

Allows you to apply a tax override to this allowance only. For more information, see Transaction Entry - Taxation Override Allowances .

This tab page is visible when Tax override = 'Yes' in the allowance.