The Default Pay Settings
This screen helps to provide you with an overview of the default settings for the payrun. From this point you can also view the employee's pay totals for the payrun, the payrun dates and a preview of the payslip for each employee.
Viewing the Employee's Default Payrun Settings:
In Employees to Pay select the name of the employee whose details you want to view.
The Pay details for that employee will open on the right showing four tabs. Click on the tab that you want to view:
- Master which holds default pay settings which have been imported from the Employee file. This tab will be open by default and can be edited.
- View Employee Totals which displays the totals that make up the employee's net pay for the payrun. This cannot be edited.
- View Payrun Dates which displays the dates and financial year:week for the payrun and cannot be edited.
- Payslip which generates a preview of the employee's payslip for the payrun.
Changing the Default Settings on the Master Tab:
Any changes made to the default settings within the master tab are only applicable to the current payrun.
- Once you have selected the employee whose details you wish to edit, the Master tab will open as the default screen. You will be able to view and edit the following settings:
| Field | Explanation |
|---|---|
| Details: | |
| Pay Point | Pay point is the physical location
of the employee. Payslips are grouped by pay point for ease of distribution. Click on the drop-down box and select the required pay point. If the required pay point is not included in the list, click <<Add New>>. |
| Payment Method | Select the relevant payment method for this employee. If the pay is zero this must be set to cash or cheque before the payrun can be updated. If the pay is negative, this must be set to cash or cheque and the employee must be added as an Adjustment. Click on the drop-down box and select the required method. |
| Pay Periods | This will display the standard pay frequency for this employee. Click on the drop-down box and select the required pay period |
| Print Payslip | This is selected by default. If this is blank, no payslip will be printed/emailed for this employee. |
| Pay Period Qty. | This field is also available on the Leave tab, and shows the number of pay periods
which are covered by this payrun.
|
| Tax details: | |
| Tax scale | This is the employee's default tax scale. It can be overridden if required, but this is not generally recommended during a payrun. If any adjustments are required for this employee's tax contributions, it is better to use the manual tax function |
| Auto tax | This is selected by default. It allows the payrun to automatically calculate tax for this employee according to their selected tax scale. If you de-select this box, you should enter a manual tax amount in the manual tax section. The only exception to the automatic tax functions is ETP Tax, which is calculated separately to the standard automatic tax calculation. |
| Tax averaging | Tax averaging is designed for employees whose
pay varies greatly from pay to pay, for example, those paid a commission. If the tax is averaged, the employee's tax is calculated on a year-to-date basis rather than on this pay alone. It is recommended that tax averaging is commenced from the beginning of the financial year.
|
| Aggregated Tax Calc | This is available when performing an adjustment payrun for an employee. Ticking this option lets you choose a previous payrun to aggregate the tax with. For example, if you missed paying some overtime you can now enter the missing payments into the adjustment run, select the previous payrun that it should have been paid in, and the system will calculate the tax as if the adjustment had been paid in the same pay. You can also correct incorrect pay periods, tax scales and any other over/under payments. |
| Payrun for Tax Calc | Use the drop-down arrow to select the relevant previous payrun number. Once selected, this will display a box to the right with Aggregated Tax Payrun Details, and the current tax details for this adjustment will be defaulted to these values. |
| Options: | |
| Print Payslip | This is selected by default and includes this employee in the print run for payslips. |
| Accrue Leave | This will be automatically selected for all employees who are set to accrue leave. |
| Enforce Protect Earn | When an employee is added to the payrun this option is automatically selected and active for the payrun and any adjustments that are made. When selected it ensures that, even if the employee has a garnishee amount to be paid, if they have not earned an amount over the protected earnings amount in the pay period in question the wage will not be garnished. |
| Enforce SR Split | If the employee’s costs are split into various departments and the company is using Split-cost SG super contributions by payrun dept splits, this box will be automatically selected and active for the payrun, it can be overridden in a payrun (via Company | Maintain Company Details | Payrun Preferences). |
| Enforce auto balance Std Hrs | This forces HR3pay to automatically balance the employee's “Ordinary” Hours with any leave transactions that are paid "in lieu of Ordinary" (typically Sick leave, Annual Leave etc). It does this by reducing the Ordinary Hours by the hours entered for any leave transactions where the Reduce Ordinary Time option is ticked for that Pay Item. See Automating Reduce Ordinary Time for more information on this setting. |
| Pay Advice Note | If you wish to display a message on this
employee's payslip only, enter it here. The message will apply to this
payrun only.
|
If you override this value,
- Once you have made the required changes, click Apply. The changes will be saved and applied to this payrun.
View Employee Totals
View Totals
This is a display area only, providing a summary of the various totals within the current pay for this employee.
Monthly Super Reconciliation
If you received a warning message regarding Monthly Super Verification for this employee in this payrun, you need to view the reconciliation information provided in this section.