Summary

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

There are three tabs:

Details:

The main entry area for this transaction.

Text:

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

Effective Dates:

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

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 entered. If this transaction uses the default values set for this employee in their payroll record you can finish the transaction by pressing Page Down followed by Enter, without entering any further information.

Job Code:

The job code field is completed automatically if your system has been set up to use Time and Attendance Job Codes for this employee (see Company Settings - Transactions). If not, this field will be disabled.

Cost Centre Code:

The cost centre code is completed automatically by the system depending on records entered in other areas of PayGlobal. See Allowance Transaction Hierarchy for more information. You can change this cost centre if the default is incorrect for this transaction.

Position Code:

The position code is used if your system has been set up to link Positions for this employee (see Company Settings - Transactions). If not, this field will be disabled.

Award Code:

Leave this field blank if you are paying the employee’s default award rate. Only select an Award code in this field if you are overriding the employee’s default award. Awards are attached to an employee and can be changed permanently on the Employees | Payroll tab.

Rate Code:

If a rate is associated with this allowance from the Details (i) tab, then the value of this field will display automatically. Otherwise:

• Select a rate from the pick list
• Leave blank to use the system derived rate amount
• Enter an override rate code (typically '0') to manually enter a rate amount into the Rate field below.

Rate:

This value is automatically completed based on 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 is an override (typically '0'), this field will become editable enabling you to manually enter a rate amount.

Factor:

The Factor is a multiplier used to calculate the Transaction total when combined with a Quantity and a Rate. This value is automatically populated based on other records in PayGlobal. See Allowance Transaction Hierarchy for more information.

Transaction date:

The Transaction start and end dates will default to the Period start and Period end dates that this transaction belongs to. If your organisation requires reporting analysis by entry date, enter the current date of the transaction. Otherwise leave this field unchanged.

Number of periods:

This field is only available for allowances using a B-type calculation, and represents the number of periods to go back and take an average from.

Transaction total:

This field is system generated unless you choose to override the total. Typically you would leave this field unchanged at 0.00. When you save the transaction, the total (Quantity * Rate * Factor) is displayed in the Totals column of the Drill Down view.

Recalculate:

The default for this field is Yes. Only enter No when you have entered a manual override amount in the Transaction total field.

See also

Transaction View