Description
When a pay batch is created the system will now only include a payee in the pay batch by default if:
the payee belongs to the pay group of the pay batch based on the end date of the current (open) period for the pay group
the payee has any of the following transactions to be processed:
an unpaid normal or adjustment timesheet, including an adjustment timesheet created via the backpay process, that has a pay period end date that is < = the current period end date
an unpaid timesheet that is subject to contractor payment terms and the payment terms due date falls into the current period (for non-UK payees) or falls on or after the start date of the current period of the pay batch but before the current period normal pay date (for UK payees only)
an unprocessed leave payment where the item date is < = the current period end date
an allowance defined on the Payee record where all the following conditions apply:
the allowance validity start date that is < = the current period end date
the allowance validity end date that is > = the current period start date
allowances are yet to be paid for any prior period or the current pay period for the pay group
the allowance payment date is <= the payee’s termination date (if any)
an unprocessed termination that has a date that is < = the current period end date
an unprocessed child related payment
payee’s YTD figures for the current open tax year has been updated and the payee has been flagged for inclusion on the next FPS
Once the pay batch has been created, at the Manual Items stage it is possible to add other payees, who belong to the pay group but have no outstanding transactions, into the pay batch. That allows you to, for example, pay manual pay items to a payee who has no other unpaid transactions. For more information, see Adding Payees into a Pay Batch.
Benefits
This enhancement reduces the amount of time that it takes to create a pay batch and to transition between stages of a pay batch by reducing the volume of payees who are included in a pay batch by default.
Configuration
No configuration required.