Summary

You can use permanent transactions when you want an employee to receive the same transaction every pay period. Permanent transactions have the following features:

• Repeat every pay period.
• Do not change from pay to pay.
• Are either allowances or deductions.

The main benefits of using permanent transactions are:

• Eliminate the need to enter the same transactions every pay.
• Reduce processing time.
• Reduce the potential for data entry errors.

Standard Pays

When you open a Standard pay, permanent transactions are automatically copied into the pay for employees who:

• Are attached to the pay period that you are opening.
• Have Auto-pay = "Yes" on their Employees - Payments tab.

If an employee will be on annual leave for an extended period, then you can stop their permanent transactions by entering a date in their Suppress auto pay until field.

Manual Pays

When you open a Manual pay, the following message appears:

"[Employee] has permanent transactions. Should these be included in this pay?"

Click 'Yes' to copy permanent transactions into the pay.

Click 'No' to exclude permanent transactions from the pay.

Create a permanent transaction for an employee

1. Click the required employee in Employee View.
2. Click in the Drill Down area.

   The Drill Down header displays the current view.

3. If the Drill Down header shows Sequences for, then press Ctrl+2 to change to Permanents View.
4. Press plus (+) on your numeric keypad to enter an allowance, or minus (-) to enter a deduction.
5. Select the required allowance or deduction and complete the transaction.

   Each time PayGlobal copies the transaction into the pay, it uses the values that you set up in the permanent transaction.

6. You can add transaction text, which will appear against this transaction. Enter transaction text on the Text tab page.
7. To restrict the permanent transaction to a certain date range, enter dates on the Effective Dates tab page.

Copy to sequence

If you create a permanent transaction when the pay is already open, you must manually enter it into the open pay. Alternatively, you can use the Copy to Sequence command.

Modelling

You can model a permanent transaction to other employees.

Permanent annual leave transactions

If you try to set up an annual leave type transaction in Permanent Transaction View, the following message appears:
"Adding a permanent transaction for annual leave is NOT recommended."

However, you may need to use this functionality, so PayGlobal will let you add an annual leave transaction to permanents. Click OK to close the message. Complete the allowance or click Cancel to close the annual leave form.

Permanent deduction transactions

When you add a permanent transaction for a deduction, you must leave the bank account fields blank. PayGlobal will use the bank account details that you set up on the Deductions | Details (iii) tab.

PayGlobal derives bank account details during pay processing so it is 'derived data'. As a result, the bank account fields appear blank in unprocessed deductions, but you can display this information by pressing Ctrl+D.

If the bank account details change, then edit the deduction and your changes will affect every permanent transaction for that deduction. However, if permanent deduction transactions contain bank account details, then they will not change when you edit the Deductions | Details (iii) tab so you have to edit every permanent transaction for that deduction.

Employees | Permanents tab

Employee records contain a Permanents tab in the Payroll section. You can view and edit permanent transactions from the Permanents tab page, which displays an employee's permanent allowances, permanent proportional costing records and permanent deductions (in that order).