Employee Details - the Payment tab

Solution Properties

Solution ID:

210127144557347

Last Modified Date:

Mon Jun 27 13:36:04 UTC 2022

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

Employee Details - the Payment tab

Description

You use the Employee Details window's Payments tab to specify the payments applicable to the employee.

The payments displayed here are based on those set up in Company Payroll > Payments. See Create, amend and delete payments.

If you've already defined employee profiles, you can select a profile table, which determines the default payments applicable.

Use the drop-down list button to select an employee profile. If you don't specify a profile, all payments and deductions display when you process the employee's Time and Pay information.

The employee Code, Surname, First Name, PPS Number, Employment ID, Department and Cost Centre codes are displayed on each tab. You can amend these details (other than the code) if required. For more information about these details, see Personnel tab.

Cause

Resolution

Profile	The optional employee profile code for this employee, as defined in the Employee Profile Details window. You can create a unique set of payments (and deductions, displayed in the Deductions tab) for each employee, as required, or amend an existing profile. If you want to select a profile, use the drop-down list button to choose from a list. Any payments or deductions that are part of the profile will appear on the screen. If you are using formulae that do not apply to all employees, you must use profiles to distinguish between those to whom the formulae are applied, and those to whom they are not. Note: Employee profiles and formulae are only available if you have a licence for Sage Payroll Professional.
Standard Hours	The employee's standard number of working hours in a week. If the employee's payment type is set to Hourly (H), and their profile includes 'Basic' pay, the standard hours appear automatically on the employee's Time and Pay information. In the case of hourly-paid employees, this value is the same as the Contracted Hours value in the CSO tab. Changing the value in one of these tabs also changes it in the other. However, in the case of salary-paid employees these are separate values.
H. Code	Enter the code for the company hourly rates. You define these using the Company/Payroll - Hourly Rates menu option.
Rates 1 to 4	You can enter 1 to 4 (employee level) hourly rates, with rate 1 normally being the basic rate. Alternatively, global rates applicable to all employees can be entered in the Company/Payroll - Hourly Rates menu option.
JLC Hourly Rate	This field displays the JLC Hourly Rate that applies to the employee based in the information you have specified in the JLC tab.
Payments table	This pane enables you to enter payment details. The Std Amount column enables you to specify default payment values. Leave any blank that do not apply. Values can only be entered if the payment is setup as Fixed. The Hours TD (To Date) column enables you to specify the cumulative hours for each payment, up to the end of the previous period. These values are accumulated until the user selects to clear them down under the Financial Year End menu. The Value TD (To Date) column enables you to specify the cumulative value for each payment, up to the end of the previous period. These values are accumulated until the user selects to clear them down under the Financial Year End menu.
Interim amount	Enter an interim value to be paid to the employee mid-way during a pay period. It can be used for monthly-paid employees only.
Covid-19 Subsidy	All payroll related Covid-19 subsidy schemes have now ended, with the last of them, the extended scheme EWSS-PHR, ending on the 31 May 2022.

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