Payroll settings
Menu path
System ➔ General ➔ Settings ➔ Payroll settings
Introduction
You can define the settings to perform the payroll
administration correctly. For example, you can define the payroll year the
administration is managing.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I define the payroll settings?
- In the Payroll settings screen, define
the relevant fields.
- Click Save.
- A message “Changes will take
effect after restarting the software” will be displayed.
- Click OK.
- Restart Exact Globe Next.
Keep in mind: All fields with the “!” icon are
mandatory.
How do I edit the payroll settings?
- In the Payroll settings screen, make
the required changes.
- Click Save.
- A message “Changes will take
effect after restarting the software” will be displayed.
- Click OK.
- Restart Exact Globe Next.
How do I view the changes made to the settings?
- In the Payroll settings screen, click
Logbook.
- The list of changes made to the
settings will be displayed.
- Click Close to exit.
Fields
Payroll year section
Default
Type the default payroll year. By default, it will show the
current calendar year.
Highest
This field indicates the latest payroll year. You cannot
modify this field. The field is automatically incremented when you open a new
payroll year.
Lowest
This field indicates the earliest payroll year. You cannot
modify this field.
Click Open: payroll year to open
new payroll year.
General section
Authorise
This setting is only available for Exact Globe NExt.
Select this check box to allow manual authorization of payroll entries in Payroll
? Entries ? Authorize. If you do not select this check box, the payroll
entry is automatically authorized after the entry is calculated. This means
that the entry can be processed immediately without authorization.
Hour/Item: Link automatically
Select this check box to link the hour items automatically
to the payroll component of type salary when you create the payroll component.
With this setting, you do not need to manually link the hour items to the
component.
Date last updated
This displays the last action date when the Hour/Item:
Link automatically setting was modified.
Bank account
Type or select the bank account number used for payroll
administration. This bank account number will be printed on the payroll slips
when you process the payroll entries. For more information, see Processing
payroll entries.
Labour hour
Select Payroll to use the payroll labor
hour application once you click Hours when creating,
authorizing, or processing payroll entries. Alternatively, select Project to
use the realization – hour per cost center application once you click Hours when
creating, authorizing, or processing payroll entries.
HR section
Log: Effective date
Select this check box to open the Log: Effective
date screen after changes have been made to important resource’s
information like the cost center, cost unit, maiden name, FTE, job title, job
level, manager id, employment date, contract end date and inactive date.
The Log: Effective date screen will display the
new and old values of the changed fields. In addition, you can define the
effective date for the changes to take place on the screen. For more
information, see Creating
and maintaining resources.
Update: FTE
Select this check box to update the Full Time-Equivalent
(FTE) in the resource maintenance when changes are made to the personal work
schedule. For more information, see Creating
and maintaining resources.
Absence basis
Select Working days to use working days as
the basis for absence entitlement or Calendar to use the
calendar year as the basis for absence entitlement.
Payroll slips section
Web address
Type the web address of Exact Synergy or Exact
Synergy Enterprise to upload the pay slips to the corresponding website.
Specific section
The fields in this section are apply to Dutch legislation.
Please refer to the Dutch help file, Instellingen
salaris (Salarisinstellingen) for more information.
Set up section
The fields in this section are apply to Dutch legislation.
Please refer to the Dutch help file, Instellingen
salaris (Salarisinstellingen) for more information.
Buttons
Logbook
Click this to view all the information of the changes you
have made in the settings.
Save
Click this to save all the changes you have made in Payroll
settings.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
06.244.703 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |