Description
Payee allowances can be added to a Payee record so that allowance payments can be automatically paid when a payee is processed in a pay batch. In this release, an enhancement has been made so that you can configure whether a payee allowance is to be paid:
every pay period irrespective of whether the payee has worked/has any other earnings in a given period or;
only if the payee has any of the following to be paid in the pay period:
a timesheet
child-related payments
statutory sick pay (SSP).
Where the latter is the case, the payee allowance can be configured so that where the only thing available to pay in a pay period is a timesheet but that timesheet only includes items of a specific type, such as leave items only for example, then the payee allowance is not paid.
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If a timesheet is adjusted after an allowance has been paid automatically in a prior pay batch, the allowance is not revered automatically when the adjusted timesheet is processed in a subsequent pay batch, even if the adjustment results in the reversal of all pay items on the original timesheet or just those pay items that triggered the original payment of the allowance. In such case, if the allowance should not have been paid, it must be reversed manually. |
Benefits
This enhancement compliments the introduction of Multi-period Payroll (MPP) in this release. Because MPP pay batches will include all unpaid transactions for any prior periods, this enhancement provides greater control over whether payee allowances, which were valid during prior pay periods but have not been paid, are to be paid when the payee is included in a MPP pay batch.
Configuration
Payee allowances are added and edited via the Allowance Details screen, which is displayed by clicking the Add or Edit buttons in the Allowances section of the Payroll > Payee > Payee Entry screen. Two new fields have been added to the Allowance Details screen, as highlighted in the example below.
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When the Pay Every Period field is ticked, the allowance will be automatically paid once each pay period, including any prior periods during which the allowance was valid but had not been paid previously, irrespective of whether the payee has any other unprocessed transactions for that period.
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The Pay Every Period field is unticked by default on all payee allowances that were created prior to upgrading. |
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Care must be taken when ticking the Pay Every Period field for existing payee allowances where the validity start date is in the past because doing so will result in the allowance being paid for all prior periods during which the allowance was valid but had not already been paid when the first MPP pay batch is processed for the payee’s pay group after upgrading. |
If the Pay Every Period field is not ticked, the allowance will only be paid automatically in a pay period if the payee has an unpaid timesheet, child-related payments or SSP that is to be paid for that period. Additionally, a pay code group can be selected in the Exclude Where Timesheets Only Contain Selected Pay Codes field if, where the payee only has an unpaid timesheet for a pay period, the payment of the allowance can be prevented if the timesheet only includes certain types of items. The pay code group must first be configured separately under Rates and Rules > Maintenance > Pay Code Group (for more information, see Pay Code Group Maintenance).