Completing the Payee's Employment & Payslip Details (Payroll AU)

How to View & Update the Employment/Payslip Details

If you do not already have the relevant payee record open in the Payee Entry screen, search for and open the relevant payee record in edit mode.

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The employment and payslip details on a payee record define the following about a payee:

• the employment type that applies to the payee

• the date on which the payee is due to have a performance review (if required)

• the method by which the payee gets paid

• the payee's normal rate of pay

• the message that is to be printed on the payee's payslips (if required)

• the payee's preferred method of receiving their payslips and the format in which the payslips are to be generated

• the payee's preferred method of receiving their payment summaries.

A payee can also be assigned to a pay group via an option on the employment/payslip details. However, once assigned to a pay group the payee will be included in any pay batches created for that pay group. Therefore, it is important that all of the payee's relevant pay attributes are defined prior to assigning the payee to a pay group.

A payee's employment/payslip details are defined via the Portal > Pay > Payee > Payee Maintenance > Payee Entry > Employment/Payslip Details screen.
Once defined, a payee's employment/payslip details can be modified if necessary so long as the payee is not currently included in an open pay batch.
However, once the payee has been paid (included in a closed pay batch) their employment/payslip details are locked down for the corresponding payee details validity period and cannot be modified for that period. If you need to modify a payee's employment/payslip details after the payee has been paid in one or more pay batches, you must create a new payee details validity period.

How to View & Update the Employment/Payslip Details

To view and update the employment/payslip details of a payee, follow the procedure below.

How to View & Update the Employment/Payslip Details

If you do not have the relevant payee record open on in the Payee Entry screen, use the Portal > Pay > Payee > Payee Maintenance screen to search for and open the relevant payee record.

If the Employment/Payslip Details tab is not active in the Payee Details section of the Payee Entry screen, click on the tab to activate it.

On the Employment/Payslip Details tab, update any fields as required. For information about the fields on this tab, see Working with the Payee Entry Screen.

To be able to save the payee record, an option must be selected in the Employment Type field.

At the top of the Payee Entry screen, click . A confirmation message opens to indicate the payee record was saved.