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Exact Globe+   
 

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.png 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.png New

Click this to link multiple components to multiple resources. For more information, see Creating fast entry applications.   

link.png 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.   

excel.png 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:  Date: 26-09-2022
 Release: 390  Attachment:
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