My Daily Work à Mass Actions à Payroll Processing à Payroll: Get Payroll Records

1.       This mass action can be utilized, in order to apply the financial impact of misconduct records; - upon an employee’s earnings as per the selected ‘Payroll Group’ - whether within the current or previous period. This mass action retrieves misconduct records, as per the following three factors:

§  ‘Misconducts’ Setup Form: System Setup à Personnel Codes à Misconducts. This setup screen monitors misconducts’ consequent reactions. However, only the (Fine) reaction records will be retrieved at this mass action.

§  ‘Misconduct Second’ Setup Form: Any financial settings configured at this form have an impact upon the results of this mass action. Note that, this financial impact is applied, as per the employee’s misconduct record details; whether this misconduct record has been posted at the current or the previous month/period.

§  ‘Misconduct Defaults’: These defaults are configured at ‘Payroll Group’ setup form; located at System Setup à System Data à Payroll groups.

2.       Select the required period within which misconduct records will be retrieved at the grid below, whether ‘◙ Current Period’ or ‘◙ Previous Period’. Hence, the system will post the amounts of the previous period’s misconduct records upon the ‘Prorated’ paycode; specified during the misconduct paycode setup. Thus, the amount of this paycode will be posted upon an employee’s earnings of the current period/month. Hence, ‘◙ Previous Period’ option can be selected, in case an appointed user has not applied the financial impact of misconduct records at the previous period, or in case it was applied inaccurately.

3.       Select the required ‘Payroll Group’ from the predefined drop down list. Accordingly, the system will get all misconduct records within the current/previous period for the employees who belong to the selected payroll group. Note that, all the retrieved misconduct records have a financial impact on employees’ payroll within the current/previous period.

4.        In addition, the displayed grid lists the ‘Misconduct Balance’, per employee, as per his/her misconduct records, misconduct setup & the selected payroll group setup. Note that, the ‘Misconduct Balance’ signifies the amount that exceeded the configured ‘Max Amount’ for misconduct which can be deducted from an employee’s payroll per month.

5.       Consequently, the system will retrieve the current or previous period/month, year & run number. Moreover, the system will display the ‘Start Date’ & ‘End Date’ for either the current period or the previous one, as per the selected option at step (2).

6.       This mass action lists the misconduct records which are relevant to the current period or the previous one. Thus, the grid displays ‘Emp.ID’, ‘Name’, the paycode upon which the misconduct is posted, its ‘Input Amount’ & its equivalent amount in terms of money that will be deducted from an employee’s earnings, as per the paycode setup. Moreover, this grid lists the ‘Actual Input Amount’ for the misconduct paycode before posting.

7.       You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

8.       Verify & edit retrieved data at the grid, via Edit link per record to mark □ Post check box.

9.       Check misconduct details affecting payroll before posting, via pressing Print link.

10.   Click Post, then confirm by pressing Ok, to apply the impact of these misconduct records upon Payroll, as per their set impact during setup.

Tip

§  After posting the records which should be posted, this mass action will display the accumulated ‘Actual Input Amount’ for the paycode within this period/month; including all ‘Runs’. Thus, this mass action may display an apparent discrepancy after posting between ‘Input Amount’ (calculated amount to apply the difference that should be posted for Misconduct at the current month) & ‘Actual Input Amount’ (which displays all values posted to this paycode during all pay runs at this month.