Summary Tab

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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 in the pay. The period counters are 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.

Pay Number

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

Week/Month (UK Only)

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

Hold Code

Enter or select a hold code for the pay. If the hold code selected has Reason required selected, enter a hold reason on 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.

Employee Code

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

Employee Name

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

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.

Note: This field becomes read only when you save the pay header.

Employee Detail - Surname

Enter or select, from the dropdown list, the surname of the employee for the pay. You can leave this field empty and selecting either a code or first name. The surname for the employee populates this field.

Note: This field becomes read only when you save the pay header.

Employee Detail - First Name

Enter or select the first name of the employee for the pay. You can leave this field empty and selecting either a code or surname. The first name for the employee populates this field.

Note: This field becomes read only when you save the pay header.

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.

Note: This field becomes read only when you save the pay header.

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 the profit centre for the pay from the dropdown list.

Note: This field becomes read only when you save the pay header.

Pay Details - Branch

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

Note: This field becomes read only when you save the pay header.

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 is saved in the individual pay record information and is the end date for the accrual processing if the accrual rule is set as Up to Date.

Pay Detail - Posting Date

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

Pay Detail - Period End

This is a read-only field that displays the current period end date in Greentree Desktop. This period end date is saved in the individual pay record information and help to ensure that posting of the pay amounts occurs in the correct period in 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 if 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 is generated for each future pay period.

If you select this option, 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.

Note: This field becomes read only when you save the pay header.

Change Pay Periods

Click this button to enable you to change the number of pay periods the employee is being paid. The process deletes 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. You can continue to add information about the pay line.

Note: The pay header information saves and is read only when you click this button.

Totals - Hours

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

Totals - Pay

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

Totals - Deductions

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

Totals - Tax

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

Totals - Net Pay

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

Summary

Select either Net pay or Payroll Summary. The option you select controls the information that is returned in the Summary Display field.

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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