Introduction
The Payroll menu contains several functions for entering your business’s payroll data: Entry template, Enter pay, Separate payments, YTD adjustments, Enter via table and Mass entry.
Tips and tricks
▪Click on to open the keyboard shortcuts window. You can use them to navigate in the function once you have added a payment or an adjustment.
▪Click on to go back to the Employee list (Payroll) screen. |
Things to remember
A user must have Complete access to Display salary (User management > User profile > Access to functions > Confidential data section) to view or modify salary information (hourly rate, annual salary or any other information which identifies an employee’s salary). If the user has a Display salary access checked at None, fields which usually contain salary values contain no values.
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Things to remember
▪If you make a mass holiday payment (for example, with earnings 771, 772, etc.) or if you add the bank linked to a statutory holiday, a warning will be displayed to every employee receiving a holiday payment, indicating that the holiday payment must be made on the highest payroll record.
▪If your company uses a statutory holiday bank with automatic calculations and the employee’s province of pay corresponds to one of the provinces listed below, the calculation of the statutory holiday could be incorrect (not applicable to companies subject to federal jurisdiction). A warning is displayed for each employee. It states the employee’s province and includes a Legislation hyperlink enabling you to view the current legislation in the various provinces. This will help you ensure data compliance.
List of provinces: British-Columbia, New-Brunswick, Newfoundland and Labrador Northwest Territories, Nova-Scotia, Nunavut, and Prince Edward Island.
▪To remove the warning, click on the Do not warn me again hyperlink, and then click on Save/Next (if you use Save, the warning will still be displayed with the box checked and no action from your part will be required). Please note that the hyperlink is active for the current session only. If you close your session and open a new one, the warning and the hyperlink will be displayed again to each employee. You will need to repeat the procedure to remove the warning. |
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Things to remember
The approved absence requests for the current pay period impact the number of hours of the regular earning generated in the pay. The configuration of a regular earning or regular hour type is recommended, and a message will be displayed if this has not been done.
▪If the business has the Time Management solution, a hyperlink in the message takes you to the Time management parameters screen where you can select the Hour type for regular hours (Time > Configuration). You can also associate the regular earning to the hour types on the Associate hour types with earnings screen (Time > Hour types for time sheets).
▪If the business does not have the Time Management solution, a hyperlink in the message takes you to the Payroll configuration screen where you select, under Identification of regular earning, the regular earning to be reduced by the absence hours (Configuration > Pay). |
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The summary of an employee’s key information is presented under their full name at the top of each employee payroll screen. This information varies according to your user profile and the function currently in use. It includes, among other things, the following elements:
▪A reduced-size employee photo:
oTo display the photo, you must activate Employee photo management (Configuration > Business > Configuration > Business options).
oA user with full access to the Photo management function, available under Pay and HR of the Access to functions screen (User management > User profile), can add, modify or delete an employee's photo in Personal information.
▪The icon:
oThis icon is displayed to the far right of the summary and is active if the employee has a user code and a validated email address. For more information on how to validate an email address, see Adding/Validating/Modifying your email address. |
For job number users, please note that job numbers are displayed according to your business’s configuration. If your business has at least one (1)
company using job numbers, the job numbers will be displayed in the filters.
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What do you want to do?
Adjusting Year-to-date for an employee
Creating an entry template
Entering a current payroll
Entering a separate payment
Performing quick data entry
Viewing absence payments for employees who do not have time sheet
Make a vacation payment