The employment and payslip details on a payee record define the following about a payee:
the pay group for the frequency of pay
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
A payee's employment/payslip details are defined via the Portal > Pay > Payee > Payee Maintenance > Payee Entry > Employment/Payslip Details section.
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 | |
1. | If you do not have the relevant payee record open on in the Payee Entry screen, use the Payroll > Payee screen to search for and open the relevant payee record. |
2. | Scroll down to the Employment/Payslip Details section. |
3. | In the Employment/Payslip Details section, update any fields as required. For information about the fields on this tab, see Working with the Payee Entry Screen. |
4. | At the top of the Payee Entry screen, click Save. A confirmation message displays to indicate the payee record was saved. |