FastTrack360 Version 12 Online Help
Completing the Payee Payslip & Employment Details (Payroll NZ)
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 Payee Details > Employment Details section of the Payroll > Payee > Payee Maintenance > Payee Entry > 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 already have the relevant payee record open in the Payee Entry screen, search for and open the relevant payee record in edit mode. |
2. | Navigate to the Payee Details > Employment Details section of the Payee Entry screen. |
3. | Update any fields as required. For more information, see Working with the Payee Entry Screen. |
4. | Navigate to the Payee Details > Payslip Details section of the Payee Entry screen. |
5. | Update any fields as required. For more information, see Working with the Payee Entry Screen. |
6. | At the top of the Payee Entry screen, click Save. The change you have made are saved. |
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