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Version 71.0104

This section outlines changes to the Payroll manual arising from changes made to Synergetic (versions 7071.2103-71.0104).

Change

More information

See...

New
Default Job Position for Leave Approvals field
General tab.

You can use the

Default Job Position for Leave Approvals field on the

redesigned General tab of

the

Payroll

Configuration window to define the job position to be used when Synergetic is unable to establish a leave approver using the job position reporting hierarchy defined using the Reports to Job Position field on the General tab of Job Position Maintenance. See Job Position Maintenance - General tab.

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For more information about understanding leave approvals, see /wiki/spaces/SYNMAIN/pages/2294745836.

Maintenance to more easily find the payroll configuration options you need. The new tab is split into two sub-tabs.

  • Page 1 sub-tab containing general, payslip and government submission details 
  • Page 2 sub-tab containing option flags and discrepancy checks

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Payroll Configuration - General tab
New
Job Position for Confidential Leave Approvals
Leave by Hours Worked Project Average Pay Count field.

You can use the

Job Position for Confidential Leave Approvals

new Leave by Hours Worked Project Average Pay Count field on the Page 1 sub-tab of the General tab of the Payroll Configuration window to

define the job position used to approve confidential (e.g. domestic violence) leave applications.

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Note: You can define confidential leave types using the ConfidentialFlag on the luPayrollLeave lookup table. See luPayrollLeave lookup table.

Updated Leave Date of Return is Last Day of Leave Payroll

configure the number of pays used to calculated leave entitlements for employees working irregular hours (i.e. hours worked leave calculation method and the Units and Amount fields blank on the Pay Details tab).

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Payroll Configuration - General tab - Page 1 sub-tab
New Automatically Import Leave Details from Applications for Current Pays field.

You can use the

Leave Date of Return is Last Day of Leave field on the Payroll tab of Synergetic Financial Maintenance toconfigure whether employees return to work on their last day of leave or the first day of work after leave.

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Leave-related tabs and windows display the last day of leave as the

  • Finish Date or Last Day when this field is selected
  • Return Date or Date Return when this field is deselected.

Synergetic Financial Configuration - Payroll tab

Automatically Import Leave Details from Applications for Current Pays field to configure whether leave transactions are created automatically when new pays are created.

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Synergetic Financial Configuration - Payroll tab - Page 2 sub-tab.
New ability to manually link leave transactions to approved leave applications.

You can click Image Added on the following tabs to link a leave transaction to one or more leave applications:

  • Leave tab of Payroll Maintenance
  • Leave tab of Current Pay Maintenance.

When this button is clicked, the Assign Leave Taken to Application window is displayed to allow you to select the leave application.

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Once the leave application is linked, you can click Image Added to view the details of the application and remove the link, if necessary.

Payroll Maintenance - Leave tab

Current Pay Maintenance - Leave tab

Adding leave transactions

New Insert After button.You can click Image Removed
Leave transactions are automatically created when pay runs are created.

Previously, leave transactions had to be manually added on the Detail tab of Current Pay Maintenance

to insert a pay line after a selected pay line. This button is ideal for adding leave pay lines after their associated normal pay line. Image Removed

. Now they are automatically processed when the pay run is created.

Leave transactions are included when the approved leave:

  • has an End/Return Date prior to the Start Date of the pay period
  • spans multiple pay periods including the current pay period.

Leave transactions are excluded when the approved leave:

  • has a Start Date after the End Date of the pay period
  • is confidential.
Creating new pays
New functionality to update normal pay lines when leave pay lines are moved up or down the grid area.

Previously, we added the Auto Adjust Pay When Leave Entered field on the Payroll tab of Synergetic Financial Configuration window to allow you to determine whether normal pay lines automatically adjust based on the amount of leave taken. See Synergetic Financial Configuration - Payroll tab.

When this field is selected and there are multiple normal pay lines, you can now move leave pay lines up or down the grid to change the normal pay line adjusted based on the amount of leave. In the example below, the second line of normal pay (NTEACH) is modified by the line of annual leave.

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Current Pay Maintenance - Detail tab


New
Payroll Employee Leave Applications report.

Generates a detailed listing of employee leave application details for a given:

  • pay run posting
  • date range
  • leave type
  • Community ID.

When a pay run posting or date range is entered, leave applications that start before or end after the pay run or entered dates have one or both of the Start Date and Return Date fields displayed in red.

Payroll admins can use this report to view leave transaction details for one or more pay runs. Using this information, they can update the payroll employee leave transactions on the Leave tab of Payroll Maintenance. See Payroll Maintenance - Leave tab.

Important: Confidential leave applications are not listed in this Crystal Report. When a confidential leave application is approved, the confidential leave approver (defined using the Job Position for Confidential Leave Approvals field on the Synergetic Financial Configuration - Payroll tab) should manually update the leave transaction on the Leave tab of Payroll Maintenance. See Payroll Maintenance - Leave tab.

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Key payroll reports
warning for leave taken and approved prior to the current pay.

The following warning is displayed when you add a payroll employee on the Details tab of Current Pay Maintenance that has leave with no units assigned that was taken and approved prior to the start of the current pay period.

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Current Pay Maintenance - Detail tab
New functionality to alert you to potential leave anomalies on the Detail tab.

Synergetic may encounter potential anomalies when leave transactions are processed. If anomalies are detected for a current pay, the Leave Requires Attention area is displayed above the grid area on the Detail tab of Current Pay Maintenance.

The Payroll Officer must check the Reason field to determine the reason(s), manually update the pay to resolve the potential leave anomaly, and then click the Accept button to acknowledge that leave has been correctly entered. 

Tip: You can select the Only Employees where leave needs attention field in the Current Pay Selector to only display current pays with potential anomalies. This field is only displayed if potential anomalies exist.

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Updated Single Touch Payroll Enabled field.

You can now deselect the Single Touch Payroll Enabled field on the Change Payroll Summary Details window at any stage prior to STP processing to choose not to submit current payroll details to the Australian Tax Office.

This is useful when you realise mid-finalisation that changes need to be made to your data before it can be submitted to the ATO.

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Finalising payroll

Changing payroll summary information

New STP validation error.

The following validation error has been added:

  • Reportable Fringe Benefits amount data cannot be provided when Payee TFN isn't provided.
Generating STP event files
Updated Project entitlements to preview date field.

You can now use the Project entitlements to preview datefield on the Leave tab of Payroll Maintenance to project leave entitlements for employees with an hours worked leave award calculation. 

Additionally, projections can also be generated for payroll employees that work irregular hours (i.e. hours worked leave calculation method and the Units and Amount fields blank on the Pay Details tab)

The projection is calculated based on an average across several pays. The number of pays used to calculate the average can be configured using the Leave by Hours Worked Project Average Pay Count on the Page 1 sub-tab of the General tab of the Payroll Configuration window. See Payroll Configuration - General tab - Page 1 sub-tab.

Payroll Configuration - Leave Awards tab

Payroll Configuration - General tab - Page 1 sub-tab

Updated Leave Application Action Centre messages.

The following Leave Application Action Centre messages have been updated to have email fields populated by default.

  • Manager Receiving a Leave Application message
  • Outcome of a Leave Application message.

This helps to ensure that leave applicants and managers are kept fully-informed about leave applications. Additionally, the Outcome of a Leave Application message has been updated to specifically state the outcome of the leave application.

Maintaining Action Centre messages

Key Payroll Action Centre messages