Organisation Setup
9 Articles
- How do I create my organisation structure?
- What are Organisation Levels?
- How do I create a new entity (company, division,department, section)?
- How to enter a new Organisation Entity? (Company, Division, Department, Section names)
- How to link entities together? (Valid Organisation Hierarchy)
- How to enter a new location for my company?
- How to update my company's profile (Company Address, Contact Info, Payroll & Tax Info, Logo & Other Info)
- How to enter a new Job?
- How to Link a Job to Another Company
Set Up Payroll Codes
12 Articles
- How do I create an Earning?
- How do I create a new Allowance?
- How do I set up Other Income?
- How do I create a new Deduction?
- How do I set up a Pay group?
- How to email payslips to employees within a pay group
- How to leave a Pay Group or Payslip message?
- How to delete a pay group message
- How to send Individual Payslip messages to employees?
- How do I set up Banking and Other Payees?
Statutory Deductions
14 Articles
- Who is responsible for updating the Tax Tables?
- Who is responsible for updating other statutory rules (NIS, HS - Trinidad and Tobago)?
- How are statutory calculations updated in the payroll?
- Tax Tables
- N.I. Schedules
- Statutory Rule Codes
- Statutory Rule Exceptions
- How do I set up a Pay group?
- How do I link a Pay Group to the Statutory Rules?
- How does the Smoothing Formula work?
Tax Allowance Breakdown
9 Articles
- How do I use the Tax Allowance Breakdown and Auto Calculate NIS Impact?
- How do I enter the NIS Allowance using the Tax Allowance Breakdown?
- How do I enter Personal Allowance using the Tax Allowance Breakdown?
- How do I enter Alimony using the Tax Allowance Breakdown?
- How do I enter Child Maintenance using the Tax Allowance Breakdown?
- How do I enter Pension using the Tax Allowance Breakdown?
- How do I enter Annuity using the Tax Allowance Breakdown?
- How do I enter Mortgage Allowance using the Tax Allowance Breakdown?
- How do I enter Tertiary Education Allowance using the Tax Allowance Breakdown?
Business Rules
14 Articles
- How do I setup a Salary Grade with either Salary Grade Points or a Salary Range?
- How do I setup the salary change flags?
- How do I setup a Job Allowance?
- How to enter and link employees to a Union ?
- How to enter a Benefit Type
- How to Set Up a Benefit Plan
- How to link my Benefit Plan to my company
- How to add a new Benefit Plan Type
- How do I enroll an Employee in a Benefit Plan?
- How to setup the Benefits Enrollment Rules
Payroll Processing: Cycle Changes
15 Articles
- Overview of the Cycle Changes
- Entering a New Cycle Change - What to enter in the Entry Id and Item ID fields?
- Entering a New Cycle Change - What to enter in the Entry Id and Item ID fields? (copied)
- Entering a New Cycle Change - What to enter for the Amount, Cost Code Lookup/Other, Alternate Rate and Batch No. fields? (copied)
- Employee Life Cycle
- How do I change a Bank?
- Cycle Changes - How do I change a Bank Account?
- Cycle Changes - How do I enter Brought Forward Payroll Tax(able) Earnings?
- Cycle Changes - How do I view entered Brought Forward Amounts?
- Cycle Changes - How do I enter an employee's Personal/Taxable Allowances?
Payroll Processing: Employee Transactions
13 Articles
- How do I setup the salary change flags?
- How do I verify whether an employee is salaried or non-salaried?
- How do I enter a Salary Change or a New Salary for an employee?
- How are the Salary Changes handled in the Payroll for Salaried Employees? (Including Retro-Payments)
- I am trying to enter a Rate Change but the option for “Rate Change” cannot be selected. What could be the issue?
- How do I enter a rate change for an employee?
- How to Set Up and Process Payment for Daily Rated Employees
- How do I enter an Acting transaction?
- How is the Acting Allowance handled in the Payroll?
- How to perform a Company Transfer?
Payroll Run
5 Articles
- I clicked “Run Payroll” and the payroll is not running successfully. What could be the issue?
- How do I know the status of a pay cycle (Run, Archived, Not Run)?
- How do I archive a pay cycle?
- I am seeing an employee's Net Pay being generated but it is not appearing in the ACH Download. What could be the issue?
- How do I import employee past pay slips?
Reports
7 Articles
- I ran a report but it is displaying “Report does not contain any records”. What could be the issue?
- How do I search for items on a Report?
- How do I get a Cycle Changes report?
- How do I get a list of all Bank Transfer totals?
- How do I get a listing of employees who did not have enough money to process their deductions?
- How do I get a listing of all employees for this cycle and their Base Net Pay to be sent to the bank?
- How do I get a list of all employees’ Net Pay Splits?
Year End Close
7 Articles
- Year End Close Checklist
- How do I close the payroll at year-end?
- How do I set up Statutory Report flags? (Trinidad & Tobago)
- How do I save Statutory Information?
- How do I perform the Year-End Payroll Close and move to the next Active Year?
- How do I print Tax Declaration forms (TD4) (Trinidad and Tobago)?
- How do I make changes to Tax Declaration forms (TD4) (Trinidad and Tobago)?
Payroll FAQs
5 Articles
- How do I add a new earning or deduction type?
- How does HRplus calculate salary proration for a salaried employee based on week days?
- What is the Tax Allowance Breakdown and how do I use it?
- What are Statutory Report Flags and how do I set them up?
- How do I perform the Year-End Payroll Close and move to the next Active Year?