Use this tab to set defaults for your business that you can use when creating an employee record. Fields that are take information from other forms include type, pay group, display fields, bank account and cash management analysis. You can also select the default summary tree for use in the pay entry and various views and reports.
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Type
Select the default type to use when a new employee record is created.
Basis
Select the default basis to use when a new employee record is created.
Pay Group
Select the default pay group to use when a new employee record is created.
Display Fields
Select the default display fields to use when a new employee record is created.
Bank Account
Select the default bank account to use when creating payments.
Cash Management Analysis
Select the default cash management analysis code to use when creating records in the Cash Management module.
Summary Tree
Select the default summary tree to use when entering pay and in views and reports.
Inactive Status
Select the default employee status to use when an employee is set to Inactive for Payroll.
Public Holiday TT
Select the transaction type to use for paying out public holidays. If this is set and the checkbox on the Employee Balances tab is selected, any public holidays on non-working day groups linked to the employees working calendar is paid.
The number of hours is taken from the Hours to day conversion on the working calendar.