How do I setup Transactions-Payroll Linkages?
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Transactions Payroll Linkages
Compensation data from the HR modules in HRplus can be linked to the payroll via the Transaction-Payroll Linkages.
The system will (1) check the respective modules for data (e.g. employees on Sick Leave, employees who are to receive bonuses) and (2) check this table for the payroll code in order to determine ‘what to pay on’ i.e. which allowance, earning type etc. The appropriate cycle changes will be generated in the payroll run based on the effective dates entered for the transaction.
E.g.
- You can link the Personnel module to POWERpay to Acting, Rehire, Retro payment Salary Changes and Separation transactions.
- You can link the Leave and Attendance or the Performance Appraisal module to POWERpay to pay Sick Leave and Bonus Payments respectively.
Before setting up the Transactions-Payroll Linkages, you must ensure that the appropriate Payroll Code is setup in the Payroll Module. See links below.
Module Code: Select the module code from the drop-down list of HR modules (e.g.APPRAISAL (PERFORMANCE APPRAISAL MODULE), LEAVE (LEAVE AND ATTENDANCE MODULE).
Link Description: Enter a user-defined link description (e.g. Leave Payment, Bonus Payment etc.).
HR Code: Select the HR Code from the drop-down list of codes that will be displayed depending on the module chosen (e.g. Selecting BENEFITS will display a list of Benefit Plan Types; Selecting LEAVE will display a list of Leave Types;).
See table below showing modules and their respective HR codes.
Payroll Type : Select either of Earnings, Other Income, Allowances, Deductions.
Payroll Code : Select from the drop-down list of codes that will be displayed depending on the Payroll Type chosen.
- Selecting EARNINGS will display a list of Earning Types.
- Selecting Other Income will display a list of Other Income Types.
- Selecting deductions will display a list of Deduction Types.
- Selecting Allowances will display a list of Allowance Types.
Pay Group: Select the relevant pay group from the drop-down list of pay groups.
Example
Employee Discipline
You have suspended John Smith for one (1) month and placed him on half-pay for a disciplinary offence.
- In HR you set up a discipline code of HALF-PAY and define the period for which it applies.
- In Payroll you create an Earnings Code (Setup>>Earning Types) of HALF-PAY which is then defined as a multiple of REGULAR PAY and set up a percent multiplier of .5 and a charge factor of –1.
- You then use the Transactions-Payroll Links to link the two items.
- When you import data from HR (via the Cycle Changes option) an entry will appear in the Cycle Changes window showing the HALF-PAY code with a minus value.
- When the payroll runs, this figure will be deducted from the employee earnings.
Table showing Modules and their Respective HR Codes
| Module Code | Module Name | Link Transactions | HR Code | HR Description |
|---|---|---|---|---|
| APPRAISAL | PERFORMANCE MANAGEMENT | SAL | Salary Increase | |
| BON | BONUS | |||
| BENEFITS | BENEFITS | BENEFITS PLAN TYPE | ||
| CLAIMS | HEALTH PLAN | CLAIM TYPES | ||
| LEAVE | LEAVE |
|
LEAVE TYPES | |
| EMPRELATNS | EMPLOYEE RELATIONS | DISCIPLINARY CODES | ||
| MEDICAL | ||||
| ORGANIZN | ORGANIZATION | ACT | ACTING | |
| RSAL | RETRO PAYMENT SALARY CHANGE | |||
| REH | REHIRE | |||
| TERM | TERMINATION / SEPARATION | |||
| RECRUITMENT | ||||
| SAFETY | HEALTH AND SAFETY | WCP | WORKMEN'S COMPENSATION | |
| SUCCESSION PLANNING | ||||
| TRAINING AND DEVELOPMENT |
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