You are here: Preceda Modules > Payroll > Express Payments Entry > Express Pay Wizard

Express Pay Wizard

This wizard is used to allow wage and salary payments to be deposited to bank accounts between regular Payruns, and to enable automatic prepayment generation for payments made by cheque or cash between Payruns.

Prerequisites

Rules and Guidelines

 

Select Start Wizard.

Field Information

Selection

This section enables the user to set a selection criteria for the employee who will receive the express payment.

ClosedID Number*

Select the ID Number for the employee to receive an express payment.

ClosedReason*

Select the reason for the payment.

ClosedPayroll Overrides
ClosedStandard A/D Lots Override

Override the deduction lot to use for this Payrun?

01 to 99 This value nominates the number of allowance/deduction lots to be applied in this Express Payment.
00 Stops all allowances/deduction activity for this employee in this Express Payment.
  • If the override is not required, leave this field blank.

ClosedTax Weeks Override

Override the number weeks over which the Gross Pay is spread, to determine the tax to be deducted.

01 to 99 Specify the number of weeks over which the Gross Pay is to be spread in determining the tax to be deducted.
00 Suppress the automatic calculation of tax. This does not affect the automatic calculation of tax on termination payments.
  • If the over ride is not required, leave this field blank.

 

ClosedAuto Pay

Is Autopay to be included in this Payment?

Y Autopay is to be included in this payment
N Autopay is not to be included in this payment.
  • This is valid only if the employee is Autopaid.

 

ClosedTax Adjustment

The amount of the adjustment if there is any adjustment to be made to the employee's taxation.

  • This is a $-value figure which will be added to or deducted from the standard taxation calculated by Preceda
  • A negative is entered with a preceding -.
  • The amount of this validation will be shown as an adjustment in the pay record.

 

ClosedPay Method Override

Override the employee's standard method of payment

  • If the override method is set to B (Bank), ensure that the employee has Bank Account details in place.

 

ClosedStandard A/Ds

Are standard Allowances and Deductions to be included in this payment?

A Standard Allowances Only
D Standard Deductions Only
N No Standard Allowance or Deductions
Y Both Standard Allowances and Deductions

 

ClosedStandard Non-Contributory Super

Controls the payment of Allow/Deduct Codes with classifications N, Q and S.

Y Controls Allow/Deduct Codes with classifications of N, Q and S
N Do not pay Allow/Deduct Codes with classifications of N, Q and S

 

ClosedExpress Payment

This section is used to process payments that are outside of a normal payrun, and should not be used for missed payments or adjustments.

ClosedMissed Payment

This option is used for payments that have been missed during a normal payrun.

 

ClosedAdjustment Payment - Express Payment to be taxed as part of a previous payment

Any adjustment payments such as missed overtime from a normal payrun can be adjusted by selecting this option.

 

ClosedSelect Earnings History

This option is used to select the corresponding Period End Date used when processing Missed Payments or Adjustment Payments.

ClosedPeriod End Date

The payment week ending date as shown in the Employee's Earnings History window.

ClosedPay Separator

A pay separator for the employee's week ending date payment as shown in the employee's Earnings History window.

ClosedTermination Pay Details

This section is used if this payment is for termination purposes. If these fields are entered, the employee's status will be changed to T Terminated when the pay is processed.

ClosedTermination Date

The employee's termination date.

  • Both the Week Ending Date and a Termination Date cannot be entered.

 

ClosedTermination Reason

Select a Termination Reason Code.

ClosedTermination Process

Used to control the Termination Pay process to be used:-

Y The Termination Payprocess is to be used as part of this Express pay
N The Termination process is not to be used. The employee will be terminated, but no termination pay Calculations will be done. This option would be used for terminating employees where no leave is owing.
  • If Y is selected the Bona Fide Redundancy, Annual, Long Service and the Sick fields are activated.

 

ClosedBona Fide Redundancy

Is this a bona fide redundancy?

Y Leave is taxed according to the Lump Sum Rules
N Leave is taxed as marginal

 

ClosedGenuine Redundancy
Y Leave is taxed according to the Lump Sum Rules
N Leave is taxed as marginal

 

ClosedAnnual

Include Annual Leave?

Y Include Annual Leave
N Do not include Annual Leave

 

ClosedLong Service

Include Long Service Leave?

Y Include Long Service Leave
N Do not include Long Service Leave

 

ClosedSick

Include Sick Leave?

Y Include Sick Leave
N Do not include Sick Leave

 

 

ClosedImport of Time Card Entry Details
ClosedImport From Time Card Entry

Are there any entries of Time (entered via the Time Card Entry process) to be imported into the calculation of termination pay?

  • If Y is selected the Pay Separator to Import field is activated.

 

ClosedPay Separator to Import

The Pay Separator which the hours will be paid under.

  • This field is only active if the Import From Time Card Entry is set to Y.

 

ClosedPost Data From Time

Select the 'Y' option to post Time Card details in the calculation of the termination pay.

ClosedPost Up To Date

This option is only activated when the "Post Data From Time" field is set to 'Y'.

ClosedPost Up To Time

This option is only activated when the "Post Data From Time" field is set to 'Y'.

Select Next >> to move to the Detail Entry window.

 

Detail Entry

This section displays any standard allowance/deductions codes, provided that the Standard A/D fields is flagged with Y. They can be changed if necessary.

ClosedHours Type
ClosedType

Type or select an Hours Type Code used for payment to the employee.

ClosedHours Amount

Type the number of hours that are to be paid to the employee.

ClosedDate From and To

For Leave entries type the date that this Leave Type begins and ends

ClosedForce Payment

Indicate if the employee is to be paid regardless of them being entitled to it.

Code Description
Y Force the Payment to be made
N Force Non-Payment
Blank Do not force the payment

 

ClosedAccount

The Account Number that the hours are to be allocated, that is different to the employee standard.

ClosedDepartment

The department that these hours are to be allocated to.

ClosedLabour Costing 1, 2 and 3

A Labour Costing number is entered if this value is to be allocated to one.

ClosedUser Costing 1, 2 and 3

A User Costing number is entered if this value is to be allocated to one.

ClosedCosting Date

The date used to register the costing values.

ClosedRate

If the rate for these hours is different to the standard rate established in the employee Salary window, a rate can be entered here for this line item only.

  • The maximum value for this field is '99999.9999'. A tooltip message ("The maximum value for this field is 99999.9999") will be displayed if you try to enter a rate that is more than the maximum value.
  • If you enter a value in this field, you must leave the Salary Code field blank.

 

ClosedSalary Code

A Salary Code can be entered to pay the hours selected only if using the Salary Code feature.

  • The system uses the rate established in the Salary Code window to calculate the hourly rate.
  • If using this field leave the Rate field blank.

 

ClosedCalc Method

A Calculation Method entered here will override any Calculation Methods which have been entered on a Hours Type record or on the employee's Tax window.

ClosedDoctors Cert

Does the employee have a Doctors Certificate?

  • This is only valid if the entry is for Sick Leave.
  • This indicates which balance to reduce in the employee's sick leave entitlements.
Y Reduce the balance of the employees sick leave entitlements. With Certificate.
N Do not reduce the balance of the employees sick leave entitlement. Without Certification
  • This only applies to Sick Leave and Worker's Compensation
  • If the entry is for Worker's Compensation, enter the Incident # in the Comment field.

 

ClosedContinues

Is the leave a continuation from the previous Payrun? Only used when entering hours for Leave Types.

Blank The leave is not a continuation
Y The leave is a continuation from the previous Payrun recorded in the History File.

 

ClosedComment

Any comments or references can be entered and is recorded in the relevant Leave History windows.

Safety Module

  • The comments filed is used to record the Incident Number.
  • This will only apply if the Hours Type Code has a Classification of W.
  • If an Incident Number is not entered, an error will be displayed.
  • When the transaction is process through a Payrun the Hours Payment is automatically linked to the incident.
  • This can be viewed through the Workers Compensation Payments window in the Safety module.
  • If the Incident Number is not known at the time of entry the transaction will still be processed. The payment can be linked to the incident after the Payrun via the Link Payments to Incidents window in the Safety module.

 

ClosedOther Leave Reason

The reason for taking leave, if the Hours Code entered was for an Other Leave Type, or a User Defined Leave Accrual Method. This is recorded in the Other Leave History window.

ClosedLeave Reason

The reason for taking leave, if the Hours Code entered was for an Other Leave Type, or a User Defined Leave Accrual Method. This is recorded in the Other Leave History window.

  • A Leave Reason must be enter for Hours Codes with a Classification of O.

 

ClosedCourse and Session

As hours transaction are entered which relates to Training the Course ID and Session ID's must be entered. When the transaction is processed through a Payrun, Preceda automatically links the hours payment to the Training Course/Session. This can then be viewed through the Training History window .

  • The Hours Type selected must have a Classification of Q.
  • If the Course/Session ID is not known, the transaction will still be processed. The payment can be linked to the incident after the Payrun via the Link Session with Participant window.

 

ClosedAllowance/Deductions
ClosedType

Any Allowance/Deduction codes that are to be included in this payrun for this employee.

ClosedUnit

The number of units to be paid to the employee for the selected Allowance/Deduction code, a value of at least 1 must be entered.

  • A units value used to multiply the value in the Rate field can be specified. If a rate is not specified the rate specified in the Employees salary window is used or the value specified in the relevant Allowance/Deduction code.

 

ClosedRate

The $value of the Allowance/Deduction. This rate will be multiplied by the Allowance/Deduction Units and included in the employee'spay run.

  • By typing more than one zero in this field the operation of an existing Allowance/Deduction for this particular payrun will be suppressed.
  • The Overrides window should be used to suppress the payment of all the employee's allowance/deductions.

 

ClosedAccount

An Account Number if these hours are to be allocated to a General Ledger account number.

ClosedDepartment

A department if these hours are to allocated to a department. 

ClosedLabour Costing 1, 2 and 3

A Labour Costing number is entered if this value is to be allocated to one.

ClosedUser Costing 1, 2 and 3

A User Costing number is entered if this value is to be allocated to one.

ClosedCosting Date

The date used when posting costing values.

Select Next >> to move to the Calculation Payment window

or

Select Back >> to return to the Details Entry window.

 

Calculated Payment

This window displays the final results of the calculations.

 

Select Finish to complete the process and save the details.

 

 

 

 

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