In order to be confident and efficient in working in Payroll, it is useful to familiarise yourself with the features discussed below.
The Menu Strip
The Menu Strip has the following options:
- Pay Run
- GL Integration
The dashboard gives you a bird’s eye view of your companies. You can switch between Companies, Employees and view all your Pay Run information in one screen.
The company menu will show you a list of all the companies that you created. You can edit your company information as well as add new companies. Note: If you don’t have any companies, you will be navigated to the Company Detail view until you have added your first company. After this has been done, you will be navigated to the Company List every time you select Company on the Menu Strip.
The employee menu will show you a list of all the employees that you created. You can edit your employee information as well as create new employees. You do not have to jump between different companies to create the employees. All your different company employees will be listed in one screen.
If you don’t have any employees, you will be navigated to the Employee Detail view until you have added your first employee. After this has been done, you will be navigated to the Employee List every time you select Employee on the Menu Strip.
When you complete a pay run, you can produce your employees’ pay advices and generate a detailed report of your company’s employee costs. The Pay Run menu will display all the pay run information that you created. You can also create a new pay run by clicking on the Add New Pay Run option.
If you don’t have any Pay Runs, you will be navigated to the Add New Pay Run view until you have created your first Pay Run. After the creation of you first Pay Run, you will be navigated to the Pay Run List every time you select Pay Run on the Menu Strip.
The leave screen is where you can view leave transactions that were processed:
|Leave Overview||The Leave Overview option will display all the employee leave transactions for a specific company and period. This view is not limited to a specific employee, but rather displays a leave overview of all employees for the selected company.|
|Leave Summary||The Leave Summary option will display all the leave for a specific employee. This screen will also display all the leave balances for the employee.|
|Add New Leave Transaction||To add a new leave transaction, click on the Add New Leave Transaction option.|
This view is used to set up the integration of your payroll values to your journals in Accounting. Note that posting of payroll data to the respective accounting Company accounts will only be available if you have activated the Accounting integration on the GL Integration Setup view (found under the GL Integration Menu strip).
The Submissions screen is used to submit all the statutory information to the different governing bodies:
Reports are available in the Reports menu in Payroll. There are various parameters that can be selected per report. Click on the Generate button to view the details on the report.
Under the Maintenance screen, you will be able to maintain key specific data required on an account as well as Company level.
|Password||You will create your password when you first log into Payroll. You may want to change your password at some stage. When changing your password, you will enter the current password and then enter and confirm your new password.|
|Account||To access or manage your account details, click on the Account option.|
|Departments||To create a new department within your company, click on the Departments option.|
|Bureau||If you have a bureau company that manages your payroll and/or payments on behalf of a company, you will add the Bureau information here.|
|Pay Components||The Pay Components option enables you to manage and customise the earnings, deductions and leave transactions you will use in your payroll. You will also be able to create new pay components with this option.|