Payroll Maintenance - General tab

Use the General tab to maintain:

general pay run details
taxation details
termination details.

Opening the General tab

To open the General tab:

Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed.
Click the General tab.
The General tab of the Payroll Maintenance window is displayed.

Payroll Maintenance - General tab key fields and buttons
General area fields

Field	Description
Start Date	Date that the employee commenced employment at your organisation.
Override Start Date	Select to indicate that the employee's start date in Payroll should be different from the one in Human resources. This field then no longer appears as a discrepancy.
Leave Start Date Adjust (Months)	An adjustment to the length of the employee's service when calculating leave entitlement. Use a positive number to decrease the length of time the employee has worked for you, and a negative number to increase it. For example, if: An employee takes twelve months of unpaid leave, set the Length of Service Adjust (Months) to 12 to ensure the employee does not accrue leave entitlements while they are on unpaid leave. You are transferring three months of a new employee's leave entitlements from their previous organisation, set the Length of Service Adjust (Months) to -3.
Category	Category for the payroll employees. For example, administration staff.
Override Category	Select to indicate that the employee's category in Payroll should be different from the one in Human resources. This field then no longer appears as a discrepancy.
Pay Group	Group for processing pays with a similar period. For example, weekly or monthly pay groups. This field also controls the payment frequency and is used when you bulk pay employees. Note: This is maintained in the luPayrollPayFrequency lookup table. See luPayrollPayFrequency lookup table.
Employment Status	Whether: full-time employee part-time employee casual employee contractor. Note: This is maintained in the luPayrollEmployeeStatus lookup table. See luPayrollEmployeeStatus lookup table.
Payslip Notification Method	Method used to send payslips to the employee. Note: If the notification method is set to Email, and no email address is provided, payslips will be printed for this employee instead.
Override email	Enter an email address if you want to send emails a different address than those listed in Community Maintenance.
Leave Calculation Method	Method used to calculate leave entitlements: FTE - calculate leave entitlements based on the length of time the employee has worked for your organisation Hours Worked - calculate leave entitlements based on the hours the employee works each pay period. Note: This field is not editable. Leave entitlement calculation methods are based on the employee's award. See Payroll Configuration - Leave Awards tab.
Timesheet Mode	Select how this employee can submit timesheets in the SynWeb Staff Kiosk. Modes include: enabled - the employee can claim any of their pay codes that have timesheet entry enabled disabled - the employee cannot claim any pay codes on the timesheet schedule only - the employee can only claim pay codes for which they are timetabled.
Previous Payroll ID	The Previous payroll ID used to identify the payroll employee. Used where employee has changed Payroll ID. Note: The Previous Payroll ID and End Date fields are used to identify the records of the selected payroll employee when amending prior financial year records submitted with a different BMS ID. For information about maintaining BMS IDs, see Payroll Configuration - BMS ID tab. Consult the ATO for guidance on when to provide Previous Payroll ID and requirements on transferring YTD Pay Amounts between Payroll ID's.
End Date	End date of the previous payroll ID.

Terminated Details area fields

Field

Description

Terminated

Select if the employee's employment has been terminated.

Terminated Date

Date the person left your organisation. Defaults to today's date.

Reason

Reason the employee left your organisation.

For Australian organisations, the following values are allowed:

V - Voluntary cessation
I - Ill health
D - Deceased
R - Redundancy
F - Dismissal
C - Contract cessation
T - Transfer.

Note: Australian organisations must populate this drop-down list termination reasons accepted by the ATO by loading AUSGOV termination reason values into the luPayrollTerminationReason lookup table. See luPayrollTerminationReason lookup table.

Job Position Summary area fields and buttons
Grid area fields

Field	Description
Job Code	Code for the job position.
Description	Description of the job position.
Award Level	Award level held for the job position.
Start Date	Date the employee started the job position.
End Date	Date the employee finished the job position (if applicable).
FTE	FTE level of the job position.
Next Inc Level	Date the employee is due for the next increment in their job position.

Fields

Field	Description
Current Position	Select to display only the job positions currently held by the employee.

Buttons

Button	Description
	Launch Job Position Maintenance for the selected job position. See Job Position Maintenance - General tab in the Human resources manual.
	Launch Staff Maintenance for the employee. See Staff Maintenance - Job Position tab in the Human resources manual.