One Step Payrun Template

This window sets up nominated processes to be included in a Payrun.

Prerequisites

  • This option is for the processing of Payrun only. The normal steps of creating a Run Header and all data entry must have been completed before processing a Payrun with a Template.

Rules and Guidelines

  • Users may create as many Templates as required.
  • One Template can be used for many Payruns, or each Payrun can have its own template, dependent on requirements. The reason for this is that some Payrun Groups require different jobs and reports to others(e.g. a Monthly Payrun Group cannot use Average Hours calculations for leave).
  • Once a Template has been created, it can be selected the next time a Payrun is to be processed.
  • When a Template is chosen, any parameters required in the processing cycle are entered into one window.
  • The Close Payrun and PAYEND backup processes are not included in the template as there could be a requirement for users to run extra reports before closing the Payrun.
  • SGC processing is not included as it is considered a post Payrun process.

  • EFT Processing cannot be included in the template if using any other option than BK for Bank Type.

  • Further information for each of the One Step items are available on the One Step Process Reference table.

Field Information

This is a code of up to 20 characters that represents the Template.

This is a description of the Template.

The default value for this field is: PAYRUN.

All available Tasks that can be included in the Payrun processing are listed here.

For information on the One Step items, click this One Step Process Reference for a table of Task IDs.

Specify if this task is to be included in the processing cycle or not.

Code Description
Y Include this task in the Payrun Processing Cycle.
N Do not include this task in the Payrun Processing Cycle.

 

This field is used during the One Step Payroll Process option. Ticking this field stops the processing of any further tasks if the nominated task fails.

If this field is not ticked for the Task ID: Before Payrun Backup and this task fails, the system will continue with other tasks.

If this field is ticked for the Task ID: Before Payrun Backup and this task fails, the system will not continue processing the other remaining tasks.