Defaults Tab

This tab contains details for the employee that will assist in the processing of the employee's pay. Some of this information is taken from the Module Control.

You can change the options for each as needed. The branch is used, with Pay Group, Profit Centre, and Expense A/c Mask, to define if the employee's pay is costed.

Note: The account defaults are complex and you should review Accounting in Payroll before setting up your payroll.

Options Reference

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

Type

Select the employment type for the employee.

Basis

Select the basis of employment for the employee.

Pay Group

Select a pay group for the employee. The pay group defines the frequency the employee is paid.

Note: This is one of the fields that determines whether or not the employee's pay is costed in the general ledger.

Pay Location

Select the location if this employee's pay slip should be distributed to. Pay slips may be printed in pay location order.

Display Fields

Select the date fields that displays for the employee on the Pay Entry form.

Default Trans Type

Select the Transaction Type that defaults for a new line on the Pay Entry form for this employee.

Expense Account Mask

Use this field to either enter an entire general ledger account code or part of a general ledger account code along with wildcard characters (*).

Note: This is one of the fields that determines whether or not the employee's pay is costed in the general ledger.

Transaction Trees

Transaction trees must be enabled in Greentree Desktop to use this function. Each of the payroll expense accounts must have a valid transaction tree assigned to it to avoid the expense being placed into the transaction tree unallocated bin when the pay is saved.

To summarise the transaction trees, the Use Batch option must be selected on the Module Control form.

Start Date

Enter the employee's start date. This date is used for various calculations including leave balances and termination payments.

Next Anniversary Date

This field displays the day on which the employee is entitled to accrued leave. This field is read only

Termination Date

Enter the employee's termination date. This date is used for various calculations including leave balances and the final pay.

Inactive for Payroll

Select this option when the employee is inactive and no further pays is processed for the employee.

Note: Selecting this option does not indicate that the employee has been terminated or that they no longer work for the company.

Temporarily Suspended

Select this option if you want the employee's employment to be shown as being temporarily suspended for a situation such as maternity leave or extended leave without pay.

Temporarily Suspended

This field becomes active if the Temporarily Suspended option is selected. You can then enter a reason for the temporary suspension or an expected date.