Options

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This tab contains additional details for the employee that will assist in the processing of the employee's pay. You can change the options for each employee as needed.

Exclude when producing pay slips

Select this option to exclude this employee when printing pay slips. This would be useful for an employee who uses eHR and can print their own pay slips.

Include in Missing Pay Report Checkbox

Select this option to include this employee in the missing pay report if a pay does not exist for this employee for the reports pay period.

Include in Process Pay Procedure Checkbox

Select this option to include this employee in the process pay procedure when it runs for the employee's pay group.

Apply Automatic Reduction Checkbox

Selected Pay transaction types can be configured to reduce the hours when the transaction type is used in pay entry. If this configuration is in use, and this option is selected, when the selected transaction types are used for this employee in pay entry, the hours will be reduced.

Customer Checkbox

This checkbox indicates whether the employee has a customer record within the Accounts Receivable module of Greentree. When this checkbox is selected you should select the corresponding customer code for the employee.

When a pay is processed, part of the employee's net pay may be used to offset any amounts owing. This is done by entering a line with Pay Method = AR Offset on the Employee Maintenance > Payroll > Payment tab.

Customer Code

Enter or select the customer code that defines this employee as a customer within the Accounts Receivable module.

Customer Alpha

Enter or select the customer alpha that defines this employee as a customer within the Accounts Receivable module.

Customer Name

Enter or select the customer name that defines this employee as a customer within the Accounts Receivable module.

Delivery Method

Select a pay slip delivery method from those available.

If you select the Email option, the Greentree Task Queue will process the pay slips.

Recipient

Enter the address for the pay slip to be emailed to if the delivery method is set to Email.

No password

This option is enabled if a Delivery Method of Email is selected above. Select this option if a password is not required when opening the PDF within the received email.

Password is date of birth

This option is enabled if a Delivery Method of Email is selected above. Select this option a password is required when opening the PDF within the received email. The password is the employee's date of birth in this format: DDMMYYYY.

Password is

This option is enabled if a Delivery Method of Email is selected above. Select this option if a password is required when opening the PDF within the received email.

Password

This option is enabled if a Delivery Method of Email is selected above and Password is set. Enter the password to use when a recipient opens the PDF.

Override settings on pay group

Select this option to use settings off the employee rather than use the pay group settings.

Accumulator (Aus and UK)

Select the accumulator that contains the transaction types that will be used for the average earnings calculations. This setting overrides the setting on the assigned Pay Group.

Gross earnings (NZ)

Select the accumulator that contains the transaction types that make up gross earnings.

This setting overrides the setting on the assigned pay group.

Ordinary weekly pay (NZ)

Select the accumulator that contains the transaction types that make up Ordinary weekly pay. Note this setting overrides the setting on the assigned Pay Group.

Relevant daily pay (NZ)

Select the accumulator that contains the transaction types that make up Relevant daily pay. Note this setting overrides the setting on the assigned Pay Group.

Hours

The options selected will influence the average rate calculation.

The options are:

• Normal Hours Worked - The average will be calculated by dividing the wages by the hours on Transaction types on the pay defined as Normal hours.
• Standard Hours - The average will be calculated by dividing the wages by the hours per pay entered on the Balance Tracking tab.

The wages are determined by totalling the transactions in the accumulator above or on the pay group for the combined pays.

Display Type

This option will define the way the 'average' rate displays in the Balances form.

The options are:

• Weekly - Greentree will show the average using the number of weeks set on the Pay Group, and an average based on 52 weeks.
• Monthly - Greentree will show an average using the number months set on the Pay Group, and an average based on 12 months.

Use Timecards Checkbox

Select this option if the employee is to have their hours entered using Timecard Entry.

Timecard Rule

This field becomes active if the Use Timecards checkbox is selected. Select a Timecard Rule from those available in the dropdown list. The Timecard Rules are created in Timecard Rule Maintenance.

Timecard Mask

This field becomes active if the Use Timecards checkbox is selected. Enter a default timecard mask of the selected timecard rule. The Timecard Rules are created in Timecard Rule Maintenance.

• Payment
• Pay Group Maintenance
• Timecard Rule Maintenance

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