Payroll Defaults

During the hiring of a new employee or changing an employee position, a Position ID is assigned to the employee, and any information entered against the Payroll Defaults for that Position ID is populated on this window.

Prerequisites

Rules and Guidelines

  • Payroll Defaults are attached to a Position ID.
  • This information is used to populate fields during the Hire Workflow for new employees.
  • This information is used to populate fields when changing an existing employee position.
  • All default information can be reviewed and overridden.
  • Leave Defaults, Average Hours Defaults, and Allow/Deduct Defaults can be attached to a payroll default code.

Field Information

This is a four-character code that represents the Payroll Defaults.

This is a description of the Payroll Default code.

This field indicates the Self Service Group.

 

The Base Hours selected is used to show the normal worked hours for the employee and can be used in calculating an hourly rate and leave calculations.

  • If this value is changed, the system checks for any outstanding ESS transactions regardless of their status and displays the following:
    Warning: Change base hours could have wide system implications in the areas of leave and pay rates. Do you want to continue?

This is a work pattern code to be applied to this employee.

  • Work pattern codes are used extensively by the leave application process in Self Service.

A Payrun Group is used to group together employees who will have their pays processed at the same frequency/ time each payrun cycle.

This displays how often the employee is paid.

Option Description
4 Four Weekly
A Half Monthly
F Fortnightly
M Monthly
W Weekly

Indicate if the employee is to be paid through the Auto Pay option or not. Leaving this unticked, the employee is not paid automatically, and vice versa.

This is used in conjunction with the Auto Pay Hours field except in the following circumstance:

  • If this field is ticked and the employee has an Employment Type of E for External, then an allowance is generated, instead of hours.

This is an Hours Type Code that the auto pay is allocated.This is only used if the employee is being paid by Auto Pay.

Example: Normal Hours- If the employee's Employment Type is E for External. Preceda will ignore this Hours Code when calculating pay and look for Allowance/Deduction Codes.

This is the method used to pay the employee.

Code Description
B Bank Credit
C Cheque
E Envelope /(Cash)
N No Payment (Pay is calculated but no payment is made)

 

Choose the type of employment.

Choose the personnel type.

Provide default value for new hires' STP Employment Basis which is used in STP Reporting.

The STP Employment Basis is non-mandatory in Phase 1 but it is mandatory once STP 2 is activated.

 

 

This refers to the SGC code that identifies the Superannuation Guarantee Contribution rules that are applicable to the employee.

This field is used to hold the Annual Super Guarantee Contribution Gross that could be different to the Annual Super Gross.

Tick this box if the system should check the employees' earnings to determine if it exceeds the maximum earnings. Doing so, the employee's Superannuation Guarantee Contributions is calculated on the maximum earnings, and does not include any earnings over the maximum.

This is unticked by default.

 

When using hardcopy Pay slips, this is used to set and change the type of pay slip to be produced for the selected employee. If changes are to be made to the pay slip type for a number of existing employees, the Bulk Pay slip Options Update can be used.

When using email or SelfService pay slip reporting, this field must be used for a new employee to set the correct pay slip method.

  • This field should be left blank if the default pay advice is to be used.

    • Code Description
    E ePay slip. Produce a pay slip to be emailed.
    The Delivery Method field is made available.
    If email address have been entered into the employees Other Contacts window, it would be displayed.
    N Do not produce a Pay slip
    S Produce a Security Pay Advice

     

    Delivery Method

    Code Description
    E The Email To field is then made available.
    H Hardcopy - If the employee is to receive a printed Cold Seal AdviceEmail
    S SelfService - This is selected if the pay advice is not to be distributed, but is to be viewed via Employee SelfService.

     

    Email To

    Code Description
    B Business
    P Personal

     

     

    A Calculation Method can be assigned to any of the Hours Type Classifications.

    • The Calculation Methods are used in the Payroll Calculation program and can be overridden in Time Entry.
    • If a particular Calculation Method code applies to most or all employees and can be specified as a default in the relevant Hours Type window.

    Choose the calculation method to be used for Annual Leave.

    Choose the calculation method to be used for Leave Loading.

    Choose the calculation method to be used for LSL.

    Choose the calculation method to be used for Normal.

    Choose the calculation method to be used for Other Leave.

    Choose the calculation method to be used for Overtime.

    Choose the calculation method to be used for Public Holiday

    Choose the calculation method to be used for RDO.

    Choose the calculation method to be used for Sick.

    Choose the calculation method to be used for Workers Comp.

     

    The Average Rates can be used in the calculation of an employee's pay. Average Rate values can be updated manually or calculated automatically and used for special calculations as setup in Calculation Methods.

    Before average rates can be calculated, the Earnings History File must contain sufficient payrun details to enable an average to be calculated.

    This is the average Rate as calculated by the Calculate Average Rate process using the Average Rate Rules.

    This indicates if a Salary Package should be created (ticked) or not (unticked).

    If ticked, the Salary Code field is cleared and made read-only.

    This field displays the available Salary Codes.

    This must be specified if there is a value in the Base Pay Rate field:

    Code Description
    4 Four Weekly
    A Annual
    D Daily
    F Fortnightly
    H Hourly
    M Monthly
    W Weekly

     

    When no Salary Code is selected, this displays the number of pay rate positions configured via Pay Rate Code Descriptions screen.

    When Salary Code that is not linked to Industrial Agreements is selected, same as above.

    When Salary Code that is linked to Industrial Agreements is selected, this displays the number of pay rate positions configured via Industrial Agreement Setup screen/ mapper.

    When no Salary Code is selected, this displays the descriptions configured via Pay Rate Code Descriptions screen.

    When Salary Code that is not linked to Industrial Agreements is selected, same as above.

    When Salary Code that is linked to Industrial Agreements is selected, displays the descriptions configured via Industrial Agreement Setup screen/ mapper.

    This is read-only if the Salary Code is not blank.

    Conversely, this is editable if Salary Code is blank. Base Pay Rate must be specified if a Base Pay Rate Frequency is selected.

    This displays the rate frequency description (e.g. Annual, Weekly, Hourly, Fortnightly, Four Weekly) for the corresponding rate.