Options Tab

This tab defines the options for your payroll system:

Pay Rounding - The rounding options define whether to round net pay to a nearest partial or whole value. If you choose to round the net pay, you must select a tax transaction type. When the pays are processed or entered Greentree Desktop creates a rounding line on the tax form.
Decimal Points - You can define the number of decimal places to apply to the various areas of the payroll module. Each of the areas of the payroll listed on the form can be defined with decimal places up to a maximum of four.
The Quantity and Rate options apply to all the areas in the Payroll module that display quantity and rate field, such as: employee maintenance, awards and templates, pay entry, reports and the like. The balance summary and balance detail areas are on the Balances tab on the Employee Maintenance form. The summary is the top half of the form and the detail is the lower half of the form if the search results display.
Rate lookup based on - These options set the basis to lookup the rate from the employee, classification, transaction type and the like based on the date on the pay header, or the date on the individual lines date.
RW methods based on - There are YTD and MTD report writer reports available with the HRPerson and HRPay class. This option determines whether to use the pay date from a pay, or the payment date from a pay. The default and usual selection is Payment date.
Standard Hours Tolerance - Use this field to set an acceptable tolerance that an employee's standard hours can differ from normal hours are that are entered. If the tolerance is exceeded, Greentree Desktop highlights any pays on the Maintain Pay Run form in red.

Options Reference

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

Method

Select the rounding method that applies to net pays. There are four options:

Disabled, no rounding is applied to net pays
Round Down, used with to the nearest. Greentree Desktop rounds down to the value entered.
Round to Closest, used with to the nearest. Greentree Desktop rounds up or down to the value entered.
Round Up, used with to the nearest. Greentree Desktop rounds up to the value entered.

to the nearest

This is used with the Method field. Greentree Desktop uses the value entered as the value that it should round to. You can enter values like 0.05, 0.10, 1.00.

Transaction Type

Select the transaction type that Greentree Desktop uses for the rounding amounts. The transaction type must be a tax transaction type.

Decimal Points

Enter the number of decimal points that are required for each of the specified payroll field types. The default is two decimal places.

Pay date

Select this option to lookup a rate using the date entered for the pay, rather than the date entered on an individual line.

Line date

Select this option to lookup a rate using the date entered for the individual line, rather than the date entered for the whole pay.

Payment date

Select this option to use the payment date in report writer reports available from the HRPerson and HRPay class.

Pay date

Select this option to use the pay date in report writer reports available from the HRPerson and HRPay class.

Standard Hours Tolerance

Enter the percentage tolerance for standard hours for each pay. If an employee's standard hours are outside the tolerance, the affected pay displays in red on the Maintain Pay Run form.

Process Pays in order

This determines the order in which pays are processed.

No password

Select this option if a password is not required when opening a PDF document which is emailed using eReporting. You can change this option for individual employees.

Password is date of birth (format DDMMYYYY)

Select this option if a password, being the employee's date of birth, is required when opening a PDF document which is emailed using eReporting. You can change this option for individual employees.

Password is

Select this option if a password, that is specified for each employee, is required when opening a PDF document which is emailed using eReporting. You can change this option for individual employees.