Summary

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The Summary tab contains the summarised values of the pay. The employee's code and name displays and the pay date, branch and posting dates.

The summary also determines the number of pay and tax periods that are contained within the pay. These period counters is used when an employee is being paid annual or long service leave in addition to a regular pay.

Batch

This is a read-only field that displays the batch number of the pay that you want to maintain.

Pay Number

This is a read-only field that displays the pay number of the pay being maintained.

Week/Month (UK Only)

This is a read-only field that displays the week or month of the pay being maintained.

Hold Code

Enter or select a hold code for the pay being maintained. If the hold code selected has Reason required is selected, enter a hold reason into the Messages tab when the pay is saved.

The default is None.

Pay Date

This is a read-only field that displays the pay date of the pay maintained.

Employee Code

This is a read-only field that displays the employee code of the pay maintained.

Employee Name

This is a read-only field that displays the employee's name relevant to the pay maintained.

Employee Detail - Code

Enter or select the code of the employee for the pay. You also have the option of leaving this field empty and selecting either a surname or first name, in which case, the code for the employee defaults, populating this field.

nce the pay header is saved this field becomes read only.

Employee Detail - Surname

Enter or select, from the dropdown list, the surname of the employee for the pay. You also have the option of leaving this field empty and selecting either a code or first name. The surname for the employee defaults, populating this field.

once the pay header is saved this field becomes read only.

Employee Detail - First Name

Enter or select the first name of the employee for the pay. You also have the option of leaving this field empty and selecting either a code or surname. The first name for the employee defaults, populating this field.

once the pay header is saved this field becomes read only.

Employee Detail - Terminate Employee/Cancel Final Pay

Click this button to terminate this employee and transfer the current pay into the employees final pay. When this pay is a final pay, click the Cancel Final Pay button to remove the pay as the employee's final pay.

Pay Details - Pay Number

Enter or select the pay number for the pay maintained.

once the pay header is saved this field becomes read only.

Pay Details - Profit Centre

The profit centre is taken from that set on the employee. You can change this to another profit centre by entering or selecting from the dropdown list the profit centre for the pay being maintained.

once the pay header is saved this field becomes read only.

Pay Details - Branch

The branch is taken from that set on the employee. You can change this to another branch by entering or selecting from the dropdown list the branch for the pay maintained.

once the pay header is saved this field becomes read only.

Pay Detail - Pay Date

This field contains the date assigned to the pay.

Pay Detail - Period End

This is a read-only field that displays the current period end of the individual pay that is to be created. This date will be saved within the individual pay record information and is the end date for the accrual processing where the accrual rule is set as 'Up to Date'.

Pay Detail - Posting Date

This field contains the date that are saved within the individual pay record and will control the posting of the pay amount into that period within the general ledger.

Pay Detail - Period End

This is a read-only field that displays the current period end date in Greentree. This period end date will be saved within the individual pay record information and help to ensure that posting of the pay amounts occurs in the correct period within the general ledger.

Pay Detail - Pay Periods

This field defines the number of pay periods that the pay covers.

Pay Detail - Arrears

This setting applies where the pay covers more than one pay period.

If not selected, it is assumed the pays are for future pay periods and a zero value pay will be generated for each future pay period.

If selected, it is assumed that the pays are for prior pay periods. Zero value pays are not generated for each previous pay period, and those pays are included in the Missing Pays report.

Pay Detail - Payment Date

This field contains the date which the employee was actually paid the amount.

Pay Detail - Tax Periods

This field defines the number of tax periods that the pay covers and controls the tax calculation assigned to the pay.

Classification

The classification defaults to that which is for the employee selected in the employee detail for the pay.

Once the pay header is saved this field becomes read only.

Change Pay Periods

Click this button to enable you to change the number of pay periods the employee is being paid. The process will delete all existing pay packet lines and recreate them for the number of periods entered.

Save Pay Header

Click this button when all header information for the pay has been entered and you want to continue to define the pay line detailed information

once this button is clicked the pay header information is saved and then is only displayed to the user in read only format.

Totals - Hours

This is a read-only field that displays the total number of hours worked in the maintained pay.

Totals - Pay

This is a read-only field that displays the gross pay amount for the maintained pay.

Totals - Deductions

This is a read-only field that displays the deduction amount for the maintained pay.

Totals - Tax

This is a read-only field that displays the tax amount for the maintained pay.

Totals - Net Pay

This is a read-only field that displays the net pay amount for the maintained pay.

Summary

Select from the dropdown list one of the available summary options to control the information that is returned in the summary display field below: Net pay; Payroll Summary.

Expand All

Click this button to expand all the break downs of the summary pay details displayed below.

Summary Display

This is a read-only field that displays the break down of the summary pay details for the summary option selected above.

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