Creating an entry template

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Creating an entry template

Access: Payroll > Data Entry > Pay and adjustments > Entry template

This function allows you to create a data entry template to display payments (earnings) and adjustments (earnings and deductions) by default in the Enter pay function.

If you process the payroll for more than one company, you can define a template for each company.

Important

An entry template does not generate any payment or adjustment (no entry).

1Click on Add a payment or an adjustment.

2In the Type column, select:

“Payment” to add earnings;

“Adjust. earn.” or “Adjust. deduc.” to perform an adjustment to earnings or deductions.

3In the Earning / deduction column, click on ImgList to select earnings or a deduction.

If earnings have been entered (with a value) in the Enter pay function and that they already exist in the data entry template, the earnings from the template will be ignored.

Tips and tricks

If you know the Earning / deduction number, enter it directly to speed up the data entry process.

4Click on Save to save your changes and complete the procedure.

The selected payments and adjustments for each employee will automatically display in the Enter pay function.

Things to remember

Once created, the entry template appears in the Enter pay function until it is modified or deleted.

For more information

Entering payroll data - Additional information