Exact Globe+

Creating and maintaining entries for people - Payroll tab

You can maintain and view the payroll information such as the payroll data and payroll components at HR/People/Maintain under the Payroll tab. Before you can create any payroll information, you need to select a personnel first. Without the relevant personnel information filled in under the General tab, all the fields under the Payroll tab cannot be modified. For more information, see Creating and maintaining entries for people.

Note: You must type the date of birth at Place of birth/Date under the General tab in order to create the payroll information for the selected personnel.

Description

Note: The results will show the calculated amount for the periods where payroll has been generated. To indicate the different statuses of the payroll entries, refer to the legend at the bottom of the screen.

Year

Select the payroll year you want. By default, the current payroll year is displayed.

Payroll data

Select this to view the periodic payroll data. This will also allow you to create or edit the payroll data for different periods. This is country-specific.

Component/Cost allocation/Hour matrix/Prepayment

Select the required option to display the payroll data according to the selected option:

Component - Select this to displays the amount by component per period for each personnel. Component is a set of entity to link to a personnel in order to process the payroll entries.
Cost allocation - Select this to display the percentage of cost allocated to the different cost centers.
Hour matrix - This is country-specific and it gives an overview of the used cost prices in a work week.
Prepayment - This is used to view the prepaid payments for the year for the respective months.

Add icon

Select this to add a component to the personnel.

Edit icon

Select this to modify the selected component.

Delete icon

Select this to delete the selected component. It is enabled only if the component has not been calculated yet.

Note: If you select Cost allocation, Hour matrix, or Prepayment, you will see a different screen respectively when you click Add icon, Edit icon or Delete icon.

Component icon

Click this to display the component and modify the component properties. You have to define the payroll component in the E-Payroll to be able to make changes to it.

Note: This is only applicable if you have an E-Payroll license in your system.

Component group icon

Click this to link a group of components to the personnel by selecting a component group.

Note: This is only applicable if you have an E-Payroll license in your system.

Scale icon

Click this to link the components to a personnel or to maintain a component amount based on the selected scale. The scale is dependent on the variables such as the age, job group, and a combination of age and job group according to the scale setup in Payroll/Components/Maintain.

Note: This is country-specific and only applicable to Netherlands and Middle-east legislation. You must have an e-Payroll module license in your system to use this function.

Copy icon

Click this to copy the selected payroll component from another personnel to the selected personnel.

Our ref icon

Click this to view all the related Our ref. information for the selected transaction. It is enabled only if a processed transaction is selected.

Your ref icon

Click this to view all the related Your ref. information for the selected transaction. It is enabled only if a processed transaction is selected.

Entries icon

Click this to view all the entries of the selected transaction.

Linked color

This indicates the component which has been linked to the personnel but not calculated yet. The component can be deleted.

Entered color

This indicates the component which has been calculated. It cannot be deleted.

Authorized color

This indicates the component which has been authorized. It cannot be deleted.

Processed color

This indicates the component which has been processed. It cannot be deleted.