System ➔ General ➔ Settings ➔ Payroll settings
You can define the settings to perform the payroll administration correctly. For example, you can define the payroll year the administration is managing.
The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Type the default payroll year. By default, it will show the current calendar year.
This field indicates the latest payroll year. You cannot modify this field. The field is automatically incremented when you open a new payroll year.
This field indicates the earliest payroll year. You cannot modify this field.
Click Open: payroll year to open new payroll year.
This setting is only available for Exact Globe NExt. Select this check box to allow manual authorization of payroll entries in Payroll ? Entries ? Authorize. If you do not select this check box, the payroll entry is automatically authorized after the entry is calculated. This means that the entry can be processed immediately without authorization.
Select this check box to link the hour items automatically to the payroll component of type salary when you create the payroll component. With this setting, you do not need to manually link the hour items to the component.
This displays the last action date when the Hour/Item: Link automatically setting was modified.
Type or select the bank account number used for payroll administration. This bank account number will be printed on the payroll slips when you process the payroll entries. For more information, see Processing payroll entries.
Select Payroll to use the payroll labor hour application once you click Hours when creating, authorizing, or processing payroll entries. Alternatively, select Project to use the realization – hour per cost center application once you click Hours when creating, authorizing, or processing payroll entries.
Select this check box to open the Log: Effective date screen after changes have been made to important resource’s information like the cost center, cost unit, maiden name, FTE, job title, job level, manager id, employment date, contract end date and inactive date. The Log: Effective date screen will display the new and old values of the changed fields. In addition, you can define the effective date for the changes to take place on the screen. For more information, see Creating and maintaining resources.
Select this check box to update the Full Time-Equivalent (FTE) in the resource maintenance when changes are made to the personal work schedule. For more information, see Creating and maintaining resources.
Select Working days to use working days as the basis for absence entitlement or Calendar to use the calendar year as the basis for absence entitlement.
Type the web address of Exact Synergy or Exact Synergy Enterprise to upload the pay slips to the corresponding website.
The fields in this section are apply to Dutch legislation. Please refer to the Dutch help file, Instellingen salaris (Salarisinstellingen) for more information.
Click this to view all the information of the changes you have made in the settings.
Click this to save all the changes you have made in Payroll settings.
Click this to exit.