Options Tab

This tab contains additional details that assist in the processing of the employee's pay. You can change the options for each employee as needed.

Options Reference

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

Exclude when producing pay slips

Select this option to exclude this employee when printing pay slips.

Include in Missing Pay Report Checkbox

Select this option to include this employee in the missing pay report if a pay does not exist for this employee for the reports pay period.

Include in Process Pay Procedure Checkbox

Select this option to include this employee in the process pay procedure when it runs for the employee's pay group.

Apply Automatic Reduction Checkbox

You can configure selected Pay transaction types to reduce the hours when the transaction type is used on the Pay Entry form.

If this configuration is in use, and this option is selected, when the selected transaction types are used for this employee on the Pay Entry form, the hours are reduced.

Customer Checkbox

This option indicates whether the employee has a customer record within the Accounts Receivable module. When you select this option, select the customer code for the employee.

When a pay is processed, part of the employee's net pay may be used to offset any amounts owing. This is done by entering a line with Pay Method = AR Offset on the Payment tab on the Payroll form.

Customer Code

Enter or select the customer code that defines this employee as a customer in the Accounts Receivable module.

Customer Alpha

Enter or select the customer alpha that defines this employee as a customer in the Accounts Receivable module.

Customer Name

Enter or select the customer name that defines this employee as a customer in the Accounts Receivable module.

Delivery Method

Select a pay slip delivery method from those available.

Note: If you select the Email option, the Task Queue processes the pay slips.

Recipient

Enter the address for the pay slip to be emailed to if the delivery method is set to Email.

No password

This option is enabled if a Delivery Method of Email is selected above.

Select this option if a password is not required when opening the PDF in the received email.

Password is date of birth

This option is enabled if a Delivery Method of Email is selected above.

Select this option if a password is required when opening the PDF in the received email. The password is the employee's date of birth in this format: DDMMYYYY.

Password is

This option is enabled if a Delivery Method of Email is selected above.

Select this option if a password is required when opening the PDF in the received email.

Password

This option is enabled if a Delivery Method of Email is selected and a password is set.

Enter the password to use when a recipient opens the PDF.

Override settings on pay group

Select this option to use the employee's settings instead of the pay group settings. You can select these options:

Hours

Normal Hours Worked
Standard Hours

Display Type

Weekly
Monthly

Track Days Paid (New Zealand)

This option is enabled if you select the Override settings on pay group option.

Select this option to track the number of days the employee works within a pay period.

Accumulator (Australia and UK)

Select the accumulator containing the transaction types that are used for the average earnings calculations. This setting overrides the setting on the assigned pay group.

Gross earnings (New Zealand)

This option is enabled if you select the Track Days Paid option.

Select the accumulator that contains the transaction types that make up gross earnings.

Note: This setting overrides the setting on the assigned pay group.

Ordinary weekly pay (New Zealand)

This option is enabled if you select the Track Days Paid option.

Select the accumulator that contains the transaction types that make up ordinary weekly pay. This setting overrides the setting on the assigned pay group.

Relevant daily pay (New Zealand)

This option is enabled if you select the Track Days Paid option.

Select the accumulator that contains the transaction types that make up relevant daily pay. This setting overrides the setting on the assigned pay group.

Hours

The options selected influence the average rate calculation.

Select:

Normal Hours Worked - The average is calculated by dividing the wages by the hours on transaction types on the pay defined as normal hours.
Standard Hours - The average is calculated by dividing the wages by the hours per pay entered on the Balance Tracking tab.

The wages are determined by totalling the transactions in the accumulator above or on the pay group for the combined pays.

Display Type

This option defines the way the average rate displays on the Balances form.

Select:

Weekly - Greentree Desktop shows the average using the number of weeks set on the pay group, and an average based on 52 weeks.
Monthly - Greentree Desktop shows an average using the number months set on the pay group, and an average based on 12 months.

Use Timecards Checkbox

Select this option if the employee is to have their hours entered using the Timecard Entry form.

Timecard Rule

This field becomes active if the Use Timecards checkbox is selected. Select a timecard rule from the dropdown list.

Timecard Mask

This field becomes active if the Use Timecards checkbox is selected. Enter a default timecard mask of the selected timecard rule.