Creating and maintaining payroll entries
Menu path
Payroll ➔ Entries ➔ Enter
Introduction
The most important aspect of conducting payroll administration is the ability to generate payroll entries. You need to ensure that the master component has been linked to the resource correctly and the task of generating payroll entries will be handled by the application automatically. You can generate the payroll entries one period at a time or you may generate the entries for a period of time based on your group by list. You will be able to delete the calculated, authorized, and processed entries. When the processed entries are deleted, void entries will be created.
Fields
In Exact Globe Next, you can generate the absence and actual hours in your payroll calculation. Depending on the practice, the range of dates used as a filter may differ from the range of dates defined in the payroll period. With this enhancement, the absence and actual hours are calculated based on a selected range of dates and not on the payroll defined.
Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Filter
Click this to expand the search criteria. You will see Frequency, Payroll year, Period, Entry date, Cost center, Resource, Job group, Date, Active, Inactive: Current period, and Inactive. Click this again to hide the search criteria.
Frequency
Select Monthly, Weekly, Daily, Quarterly, Half-yearly, Yearly, or 4-weekly to generate payroll entries. By default, Monthly is displayed.
Payroll year
The Payroll year displayed is defined in the Payroll settings. For more information, see Maintaining payroll settings.
Period
Type a number to denote the period to generate the payroll entries. Period is based on the frequency/payment. If your frequency is monthly, then you will have 12 periods in the year. For more information see, Creating and maintaining resources – Payroll tab.
Entry date
Type or select the date to calculate the payroll entries. By default, the current date is displayed.
Cost center
Type or select the range of cost centers to generate payroll entries.
Resource
Type or select a range of resource IDs to generate payroll entries.
Job group
Type or select the range of job groups to generate payroll entries.
Date
Type or select the range of dates to display the actual absence and actual hours to generate payroll entries.
Active
Select this check box to display resources currently in service with the company.
Inactive: Current period
Select this check box to display resources that are inactive in this period.
Inactive
Select this check box to display resources that are no longer in service with the company.
Group by
Select the grouping order to generate payroll entries. You can group the payroll entries by Resource, Cost center, Component, or Period.
Open
Select this check box to display payroll entries with the Open status. These entries are payroll entries that have not been approved.
Entered
Select this check box to display payroll entries with the Entered status. These entries are payroll entries that have been calculated.
Authorized
Select this check box to display payroll entries with the Authorized status.
Processed
Select this check box to display payroll entries with the Processed status.
Note: At the drop-down list next to the Processed check box, you can select All entries to display all payroll entries based on the Open, Entered, Authorized, or Processed status. If you select Difference, payroll entries with discrepancy value between the component per resource, previously calculated or processed amount will be displayed.
Selected
This indicates the number of selected payroll entries over the total number of payroll entries.
New
Click this to link multiple components to multiple resources. For more information, see Creating fast entry applications.
Link
Click this to modify the components for several resources and cost center at the same time. A component wizard screen will be displayed for you to add, modify, or delete a component. For more information, see Using the Components Wizard.
Import/Export
Click this to export the components linked to the resource or import payroll components for a selected or range of resources. For more information, see Import and export resource components to Microsoft Excel.
Buttons
Refresh
Click this to display payroll entries based on the defined criteria.
Zoom
Click this view the details of the selected payroll entry.
Resource
Click this to go to the Maintain: Resources screen. For more information, see Creating and maintaining resources.
Schedule
Click this to display the work schedule of the selected resource. For more information, see Introduction to resource absence.
Hours
Click this to enter actual labor hours. For more information, see Realizing actual time and materials.
Export
Click this to export data to Microsoft Excel.
Payroll data
Click this view the payroll information of the selected resource.
Payroll slips
Click this display the payroll slip of the selected resource. This payroll slip is displayed in HTML format.
Calculate
Click this to generate the payroll entries.
Select all
Click this to select all payroll entries.
Delete
Click this to delete the selected payroll entry.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
06.204.154 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
390 |
Attachment: |
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| Disclaimer |