Overview

Use Payroll for Greentree to control the employees who are paid, when they are paid and how much they are paid. You can also define the general ledger accounts the pay will be costed to, including on costs.

Statutory payments such as superannuation and taxation (state and federal) are calculated and accounted for along with any deductions that you pay on behalf of employees.

Employee Maintenance

The employee maintenance is where the details of the employees you are paying are stored. Each record contains details on an employee such as address and contact details along with next of kin information. In addition, employee maintenance is where the cost account masking and the pay structures are defined. Other details include: pay group or frequency, start and birth dates, taxation information, the employee and team the employee is assigned to plus transaction based enquiries.

Process Payroll

The process payroll function performs the task of processing all the pays in a selected pay group. It gathers the pay structure for each member of the group and calculates the pay including gross, deductions, taxation and employer costs. Once the pays are processed any adjustments required for the pay period (annual leave, sick leave, overtime and the like) may be entered.

Pay Entry

The Pay Entry is one of the primary windows used in the Payroll module. Whether making adjustments to processed pays, using the Pay Now button or entering manual pays the Pay Entry displays. It is split into seven separate forms that have distinct functions Summary, Pay, Deductions, Tax, Payment, Employer Costs and Messages. The majority of the forms may have values that have been calculated from the employee's pay structure, defined in employee maintenance, however the Pay form is usually the most frequently used as adjustments are entered on payday.

Manual Pay Entry

Manual Pay Entry provides the ability to enter pays that are an exception to the normal pay processing. Some of the exceptions may include termination or leave payments or processing adjustments from the previous pay process. Use Manual Pay Entry to select which part (Pay, Tax, Deductions, Employer Cost) of an employee's pay structure you must process the manual pay.

Finalise Pays

The finalise pays menu is where the pays are created and dispersed. Initially the pays are created and then the required payment process runs, this could be printing cheques or the creation of a direct credit file. Payments may be cancelled from this menu and cheques can be renumbered. If your employees are paid in cash a cash breakdown report can be printed.

Process Accruals

The Process Accruals option is used to calculate accruals for all employees or a pay group. Use this form to in addition to any automatic accruals that may be established when pays are processed or payments created. It could be used, for example, at the end of a financial year to obtain the total leave liability.

Views

Views are used to make enquires on Payroll information. They are split into three areas Employees, Pays and Pay Summary. Each of the windows has a number of selection criteria for retrieving the information you require and you can drill down to the Maintenance and Pay Entry forms from Employees and Pays.

Reports

Payroll for Greentree has an extensive list of standard reports. In addition to these, you can build new reports in Word, Excel, Access or any third party reporting tool (such as Crystal) using ODBC.

Administration

The administrative tasks have been grouped to a System menu. This enables the Payroll administrator to set up Greentree according to your company's specific requirements. Some of these requirements may include: team maintenance, how the general ledger is to be updated, whether batching is used or whether the Payroll will integrate to the Job Costing module.

Integration

The Payroll for Greentree module can be used stand-alone or can be integrated to these Greentree Financial modules:

General Ledger
Job Cost
Cash Management
Bank Interface
Accounts Payable (not yet fully implemented)
Accounts Receivable (not yet fully implemented)