Pay Batch Creation Enhancements

Description

When a normal pay batch is created for the current (open) pay period, a payee is now included in the pay batch by default if all of the following conditions apply to the payee:

the payee belongs to the pay group of the pay batch based on the end date of the current pay period for the pay group
the payee has unpaid/unprocessed pay transactions that correspond to the current pay period or any prior pay period during which the payee belonged to the pay group of the pay batch.

Unpaid/unprocessed pay transactions can include any of the following:

An unpaid normal or adjustment timesheet, including an adjustment timesheet created via the backpay process, where the period end date that is less than or equal to the end date of the current pay period.
An unpaid timesheet that is subject to contractor payment terms and the payment terms due date falls into the current pay period (for non-UK payees) or falls on or after the start date of the current pay period of the pay batch but before the current pay period normal pay date (for UK payees only).
An unprocessed leave payment where the item date is less than or equal to the current pay period end date.
A payee allowance (i.e. an allowance defined on the Payee record) that is valid on the end date of the current pay period, or that was valid prior to the current pay period, and it has not been paid before. For more information about changes to payee allowances in this release, see also Payee Allowance Enhancements.
An unprocessed child-related process.

A UK payee is also included in a normal pay batch for the current pay period if the payee’s YTD figures for the current open tax year have 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.

Because of these changes, the Only Include Payees With Timesheets field, which was available on the Payroll > Pay Process > Pay Batch > Create Pay Batch screen as highlighted in the example below, has been removed because it is now obsolete.

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.

The inclusion of unprocessed transactions that belong to prior, closed pay periods means that it is no longer necessary to process separate adjustment pay batches for each respective prior period to process late or adjustment timesheets and other pay-relates transactions that belong to prior pay periods.

Configuration

No configuration required.