Defaults

Use this tab to set defaults for your business that you can use when a new employee is created. Fields that are defaulted include type, pay group, display fields, bank account and cash management analysis. You can also select the default summary tree for use in the pay entry and various views and reports.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Type

Select the default type to be used by the Human Resources module when a new employee record is created.

Basis

Select the default basis to be used by the Human Resources module when a new employee record is created.

Pay Group

Select the default pay group to be used by the Human Resources module when a new employee record is created.

Display Fields

Select the default display fields to be used by the Human Resources module when a new employee record is created.

Bank Account

Select the default bank account to be used by the Human Resources module when creating payments.

Cash Management Analysis

Select the default cash management analysis code to be used by the Human Resources module when creating records in Cash Management.

Summary Tree

Select the default summary tree to be used by the Human Resources module on pay entry and various views and reports.

Inactive Status

Select the default employee status to be used by the Human Resources module when an employee is set to Inactive for Payroll.

Public Holiday TT

Select the transaction type to use for paying out public holidays. If this is set and the checkbox on the Employee Balances tab is selected, any public holidays on non-working day groups linked to the employees working calendar will be paid. The number of hours will be taken from the Hours to day conversion on the working calendar.