Modifications were made to the following:
1. Option 19 - Standard Pay Slip.
2. Payees.
3. Pay Cycle Changes.
4. Generate TD4
5. Republic Bank Download - Other Payees
6. Gratuity
7. Company Stamp
8. Option 14 - Standard Pay Slip
9. Cash Coinage by Employee
1. Option 19 - Standard Pay Slip
Rate Calculation Options were added to view either the employee’s Unit Rate or the Salaried Rate.
Payroll>>Payroll Reports>>Pay Slips>> Option 19 - Standard Pay Slip
2. Payees
The size of the Transit No field was changed from 20 to 16 alphanumeric characters.
Payroll>> Maintenance>> Payroll Setup>> Banking and Other Payees>> Payees
3. Pay Cycle Changes
Decimal Places for Amount & Pay Rate were added to the print option screen.
Payroll>> Payroll Reports>> Payroll Reports>> Register Reports>> Pay Cycle Changes
4. Generate TD4
The ability to override the Number of Weeks for retirees (60+) so that the actual number of weeks worked, instead of the default number of 0, will be accurately reflected, was added. Only applies to Trinidad and Tobago.
Step 1 - Check Age
Check to see if the employee is over the age of 60.
Personnel>> Employees>> Employees HR View>> [search for employee]>> Personal Information
Step 2 - Change Value
Override the Value in System Code = TD4TTNWOR.
System Configurations>> System Code>> TD4TTNWOR
Step 3 - Print TD4
Generate the TD4 to see the actual weeks worked by the retired employees.
Payroll>> Payroll Reports>> Payroll Reports>> Tax/N.I.S./H.S. Data>> Generate TD4
5. Republic Bank Download - Other Payees
An ACH was created to facilitate credit union/other deductions payments. The total amount for each payee is summed and displayed.
The ACH is set up via Payroll>>Maintenance>>Download/Uploads>>Bank Download Setup. If the bank is Republic Bank Other Payees, then
- Fld 1 is Mapping Table Code for Routing Nos.
- Fld 2 is a user-defined value e.g. SALARY PAYMENTS or Company Name.
The ACCOUNT NUMBER, VENDORID (Payee Id) and VENDORNAME (Payee Name) comes from Payroll>>Maintenance>>Payroll Setup>>Banking and Other Payees>>Payee.
Payroll>> Payroll Reports>> Payroll Reports>> Payment Reports>> Republic Bank Download - Other Payees
6. Gratuity
An option to automatically pay gratuity to employees on contract was added. The gratuity is (1) paid as Other Income, (2) based on a percentage or set value and (3) is triggered based on the contract end period. This is how it works.
Step 1 - Set up Transactions-Payroll Linkages
Set up the Transaction-Payroll Link using HR Code = GRT.
Personnel>> Transactions>> Transactions-Payroll Linkages
- Payroll Code: user-defined
Step 2 - Enter the Contract
Enter and save the contract details for the employee. The system will use the Contract To date to determine the pay cycle in which the gratuity cycle change will be automatically generated.
Personnel>> Employees>> [search for the employee]>> [Toggle Additional Details]>> Contract
- Pay Cycle: the value in this field does not affect the gratuity payment period.
Step 3 - Gratuity Setup
Define the gratuity options.
Personnel>> Employees>> [search for the employee]>> [Toggle Additional Details]>> Contract>> Gratuity Setup
Either of the following two (2) options can be set up to pay a percentage or a cash amount at the end of the contract based on the Contract To date. The system will automatically generate the records in the GRATUITY screen (Personnel>>Transactions>>GRATUITY) shown in Step 4.
Step 3.1 Cash
Check the Cash button and enter the $ Amount. Save.
Step 3.2 Percentage
Check the Percentage button and enter the Gratuity %. Select the option on which the percentage is based i.e. Pay Rate, Salary or Straight Time (Payroll>>Employees>>Pay Profile>>[search for employee]>>[double-click on employee record]>>Pay Profile/Year to Date). Save.
Payroll>> Employees>> Pay Profile>> [search for employee]>> [double-click on employee record]>> Pay Profile/Year to Date>> Save
Step 3.3 Advanced Setup
This option is an override and allows the payment of the gratuity in user-defined amounts paid in user-defined periods.
Personnel>> Employees>> [search for employee]>> [Toggle Additional Details]>> Contract>> Advanced Setup
- Enter the records and save. Validation checks ensure that the Period Start and PERIOD END dates are consistent with the initial contract period set up. The system will automatically generate the records in the GRATUITY screen (Personnel>>Transactions>>GRATUITY) shown in Step 4.
- Expand a record to [+] to define the Payroll Codes on which the gratuity payment is based. Only applicable to payment by Percentage.
Step 4 - View/Post Gratuity Records
The gratuity records set up in Step 3 will be automatically displayed in the GRATUITY screen. The records may be edited and/or posted to the Cycle Changes screen for payroll processing. You may also mass import records via the Download Template and Import buttons.
Personnel>> Transactions>> Gratuity
Step 5 - Process Gratuity
The gratuity records will be posted to the Cycle Changes screen for payroll processing.
Payroll>> Cycle Changes>> [search by Pay Group, Pay Year, Cycle No]
- Process the payroll as you normally would.
7. Company Stamp
The ability to add a Company Stamp to Self-Service Pay Slips was added.
System Configurations>> Company Parameters>> Pay Slip Options Self Serve
8. Option 14 – Standard Pay Slip
The user code character limit was increased from 12 to 30 alphanumeric characters so that there’s no truncation in the success/fail employee email listing.
Payroll>> Payroll Reports>> Payroll Reports>> Pay Slips>> Option 14 - Standard Pay Slip
9. Cash Coinage by Employee
The report was modified to allow the user to edit the denominations as required. Enter 0.00 if a denomination is not being used. Standard options for the Eastern Caribbean, Guyana, Jamaica and Standard are included for ease of use but may be edited, if necessary.
Payroll>> Payroll Reports>> Payment Reports>> Cash/Coinage by Employee
0 Comments
Add your comment