Navigate to Payroll Groups (PG) records; My Daily Work à System Setup à Payroll à Payroll Group.

1.      To add a new record, click New, to change click Edit.

2.      To configure a Payroll Group record, specify the following data:

3.      Enter Payroll Group basic information, including details for Calendar periods & its start day, run number(s), currency & working hours/day.

4.      Select Tax & Insurance Rules’ defaults. Also, select proper option for Insurance Calculation; for fixed & variable, along with specifying proper rule for Service Charge Calculation, if applicable.

5.      Specify if vacation calculation is based on Calendar or Cutoff date. Also an organization can choose to apply calculations based on calendar at the hiring/Termination months. Also, choose if paycodes maximum input amounts at this PG are to overwrite any calculated amount exceeding this limit at daily operations & mass actions.

6.      Specify if tax reconciliation is calculated yearly

7.      Specify Rules for fixed and variable Insurance Calculation based on paycodes or year to date Accumulation.

8.      Specify Rule for Service Charge Calculation if User need the same factor for Same Factor for Guest Contact and Non-Contact and Select the paycode that will hold the Service Charge amount.

9.      Specify other defaults relevant to Tax calculation, GL Interface, Vacation Accrual, and Gross up Salary & Payment Defaults.

10.  Specify Misconduct Defaults; along with rounding details for this payroll group.

11.  Gross up Salary: Select the paycode that will hold the gross up amount that will be added to the net salary amount, in order to reach the agreed salary figure per employee.

12.  GL Interface: Select the Back Office System to which all accounting transactions at this PG will be transferred, and specify the file path including the file name to which accounting transactions will be transferred to GL. In addition to applying segmentation upon debit & credit details to post JV in the proper format followed at the Back Office System.

13.  Vacation Accrual: Configure the pattern of vacation accrual for employees belonging to this PG. Specify paycode dedicated for accruing Due or vacation Taken (Earning/Deduction). Then select vacation category to which accrual will be applied; along with accrual option for each record; (Period or YTD), based on the required accrual pattern that will be posted via JV to GL for this PG.

14.  Payment Defaults: Specify default payment values for all employees belonging to this PG; in terms of Payment Types, Option & Value; along with required Currency for payments. In addition, you may select the Bank, in case of ‘Bank Transfer’ payment type.