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Header of Payroll Preparation
The description of header with basic information on the payroll and its functions.
| Pay Slip |
The consecutive number of the pay slip generated automatically by the program. A double-click in this field will open the form of Document Types settings. |
| Period |
The period for which you would like to create the pay slip (year and month of the pay slip). |
| Payout Date |
The payout date of income types. To enter this information is mandatory, because according to this information the type of the tax prepayment is selected. |
| Calc. Date |
The date the earnings are calculation on. The program will automatically fill-in the current date. If required, you can change it.
If you set the date that is greater or less than the opening and closure date of the general ledger, the program will display an error:
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| Tax Date |
The date of the tax calculation (by default the same as the calculation date). The information is used in reports only (Form more information see Income Report). |
Calculated
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If you select this option, the program will display only employees for which you have entered data and run the calculation during the period. Through the checkbox you can easier browse between employees with already calculated payment, like author's fee. |
| Journal |
If you select this option, the program will create the journal for this pay slip. Once, you have run the payroll procedure, the program will create a file in the XML format which will include all variables used in the payroll and all interim calculations in the payroll. In the selected form you can see all journals that have been created for a certain payroll (who created it and the date of the creation) When you double-click the selected journal, the program will open it with the program that you have previously selected for the overview of XML files. |
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With this option the program will enable you to add the difference to minimum salary automatically (this option is connected to the individual pay slip). If you select the option, the program will add the earnings type for the difference to minimum salary to employees with a salary less than minimum. |
| Finished |
Select this option once the pay slip is finished. If the option is selected, you are not allowed to edit the pay slip anymore. If you would like to edit it anyway, deselect the option and the pay slip will loose the status finished. |
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Document Note
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In the Document Note box you can enter text that does not exceed 256 characters. In this box the user can write his or her remarks, i.e. a clearing, 1st part of the payment etc. When generating reports, the [qODObracun."acNote"] field refers to the pay slip note.
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HINTS - ERROR MESSAGES
There are various error messages that may display depending on user actions after the payslip calculation has been finished:
1. If you try to edit a finished pay slip, the program will report an error:
You can discard changes with a click on the <Esc> key.
2. If you select the option and click the Save button (in the task bar), the program displays a warning.
3. If you try to delete a payroll preparation that has already been completed, the program will report a message:
4. If you try to delete a pay slip that has already been posted, the program will display an error:
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Retrieve from Manufacturing 
  
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This function enables you to transfer data about completed manufacturing work. |
Retrieve from Calendar
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This function enables you to transfer data about employees absence from the calendar. |
| Transfer from Travel Management
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This function enables you to transfer data from trip documents. The program will transfer only unpaid trips in the local currency. You can set them in the Transfer from Travel Management form which will open with a click on the Transfer from Travel Management button. Each trip document will transfer to the individual line of the payroll preparation. When paying trip documents over thresholds, the exceeded amounts will fill-in another earnings type. Before the transfer, set in the Administration Panel | Settings | Program Parameters | Personnel | Payroll | General the Trip Payout earnings types or the program will report an error No earnings types are defined for transfer from travel management. |
Transfer Deductions from Travel Management  |
This function enables you to transfer deductions from trip documents. |
Retrieve from Tasks
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This function enables you to transfer data about employees attendance from Tasks. |
Salary Calculation for All Employees  |
The program will run the salary calculation for all employees. |
Delete Salary Calculation for All Employees  |
The program will delete the salary calculation for all employees. |
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Reverse Calculation
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The button for reversing the calculation is shown only for finished calculations. When chosen, we get a new calculation preparation with a new pay slip number for all earning types with the calculation phases A, B, C, D, E, F, G, H and L.
On reversed calculation all earning types get negative values and all of the above described functions become disabled.
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WARNING
All the changes to earning types, work types and posting after the reversal of calculation may result in differences between the reversed and new calculation.
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Export  |
If you click this button, the program will open Prepare and export REK forms window through which you can export and report joint and individual REK forms. |
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WARNING
Only non-reversed payroll calculations are taken into account when preparing the new payroll calculation if the earning types have the option based on previous calcualtion enabled.
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