Summary

You can enter some allowance transactions directly into an employee's Actual pay. These transactions would be for additional allowances, such as mileage allowance or laundry allowance.

Add a transaction

1. In Employee View Summary, click one of the employee's cells in the required day column.
2. Press the plus (+) key.

   The Inserting a Transaction Record form appears with the cursor in the Allowance field.

3. Allowance: Use the pick list to select the required allowance.
4. Quantity: Enter the number of units that the employee will receive.

   Note: The remaining fields on this form are the same as those on an allowance transaction form in Transaction View.

5. Click OK and then press Ctrl+S.

Now you can view the new transaction in the Drill Down area (see View Transactions)

Delete a manual transaction

1. In Employee View Summary, click one of the employee's cells in the relevant day column.
2. Press Ctrl+P to change Drill Down to Transactions view.
3. In Drill Down, click the transaction that you want to delete, and then press Delete.
4. When the Confirm message appears, click Yes.
5. Press Ctrl+S.

Delete a generated transaction

You cannot permanently delete transactions that are generated from award rules. If you delete this type of transaction, then PayGlobal will generate it again when you reprocess the Actual pay.

Award Rule Transactions

To prevent payment of an award rule transaction:

1. In Employee View Summary, click one of the employee's cells in the relevant day column.
2. Press Ctrl+P to change Drill Down to Transactions view.
3. In Drill Down, double-click the transaction to see the Editing a Transaction Record form.
4. Enter the following values:
   Quantity = 0.00
   Total amount = 0.00
   Recalculate = No
5. Click OK and then press Ctrl+S.

When you reprocess the Actual pay, PayGlobal will not recalculate this transaction and your changes will still be effective in Payroll.

If you do not 'zero' the Quantity in this scenario, then you will import the full numbers of hours to Payroll where processing will recalculate the Total amount.

Note: In this example, Allowances | T&A/RS (ii) | Payroll recalculate = 'Yes'. If Payroll recalculate = 'No' and you do not 'zero' the Quantity then Payroll processing will not recalculate the Total amount.

Customise forms

You can Customise Forms in Daily View to add fields or to remove fields that you do not use.

See also

Time and Attendance