Managing discrepancies between Payroll and Human resources
Synergetic's Payroll and Human resources systems are managed separately, and may contain different information. You can:
- create a list of discrepancies to search through and correct.
- view a list of discrepancies between Payroll and Human resources. See Searching for payroll employees.
Note: Synergetic must be configured to list discrepancies. See Synergetic Financial Configuration - Payroll tab in the Finance manual.
Common discrepancies that can be ignored
Some discrepancies exist for legitimate reasons, and can be safely ignored in some circumstances:
- Start Date - If an employee leaves for a period of time and then returns to the organisation, their Payroll start date must reflect their most recent commencement, for tax purposes. However, their previous history with your organisation should be shown in the Human resources start date and the job position dates.
- Category - Payroll and Human resources can have different grouping needs, and may require different categories.
Correcting discrepancies
To create a list of discrepancies to correct:
- Select Module > Payroll > Payroll Employee Maintenance.
The Set Payroll Search Criteria window is displayed.
Tip: You can view the Discrepancy Grid by clicking . If there are a lot of discrepancies, you can limit your correction list by adding search terms. See Searching for payroll employees. - Type in your search terms, if any.
Tip: For a list of all staff discrepancies, leave all search fields blank. - Select Discrepancy List.
- Click
The Payroll Selector is populated with staff members who:
• have a discrepancy in their information between Payroll and Human resources
• match your other search criteria.
The Payroll/HR Discrepancies window is displayed. See Payroll/HR Discrepancies window. . - Double click on an entry in the Payroll/HR Discrepancies window.
The relevant tab and field in the Payroll Maintenance window is displayed.
Note: You can only use the Payroll/HR Discrepancies window to correct values in the Payroll Maintenance program. If you want to edit the Human resources field values instead, you must open the Human Resources Maintenance window and locate the fields manually. - Edit the field as required.
Once the information is the same in both Payroll and Human resources, the entry disappears from the Payroll/HR Discrepancies window.
Tip: If the award or FTE values are supposed to be different between Payroll and Human resources, select Override Award or Override FTE on the FTE tab. See Payroll Maintenance - FTE tab. - Repeat from step 5 until you have corrected all the discrepancies in the Payroll/HR Discrepancies window.
Note: The Payroll/HR Discrepancies window is automatically closed when no discrepancies remain for that staff member. The window will automatically open when you select another staff member who does have discrepancies. - Select the next employee in the Payroll Selector.
- Repeat from step 5 until all employee discrepancies are corrected.