Summary

In the main menu, click Tools | Process Transactions (or alternatively press F9) to process transactions for the highlighted employee or employees.

You can process transactions in Transaction View to see the result of a transaction you have entered, or the result of a payment rule.

Important: Processing transactions in Transaction View is not the same as using the Process Pay command in the PayGlobal Tree. When you process transactions in Transaction View, PayGlobal does not update the pay status for the sequence. Therefore you cannot run certain reports, such as the Pay Calc, Direct Credit, or Payslip reports, and you cannot close the pay.

Process Transactions

To process transactions in Transaction View:

• For one employee.

  Press F9 to process transactions for the active employee.

• For all employees.

  Click the Details header to highlight all employees in Transaction View. Press F9.

To process transactions for all employees in one department only, apply a query in Transaction View.

In Australian and UK databases, if you try to process transactions and the pay sequence has a Payment date outside the pay's YTD range, then processing fails and an error message is displayed in the audit log.

In Fijian and NZ databases, if you process transactions in the tax transition period and the associated Period PTD has a Payment date outside the YTD range, then the Which taxation rules should be applied? form appears.

Effects of processing a pay

Processing a pay:

• Processes payroll rules and displays the result of the calculation.
• Calculates the Transaction total of allowances and deductions when Recalculate = Yes.
• Calculates Gross, Tax and Nett Payment totals.

Which taxation rules should be applied?

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.