Synergetic Financial Configuration - Payroll tab - Page 2 sub-tab

Use the Page 2 sub-tab, you can configure payroll options and discrepancy checks.

These details can also be maintained in Payroll Configuration Maintenance. See Payroll Configuration - General tab - Page 2 sub-tab.


 Opening the Page 2 sub-tab

To open the Page 2 sub-tab:

  1. Select Module > System > Finance Configuration Maintenance from the main menu.
    The General tab of the Synergetic Financial Configuration window is displayed.
  2. Click the Payroll tab.
    The Page 1 sub-tab of the Payroll tab of the Synergetic Financial Configuration window is displayed.
  3. Click the Page 2 sub-tab.
    The Page 2 sub-tab of the Payroll tab of the Synergetic Financial Configuration window is displayed.


Synergetic Financial Configuration - Payroll tab - Page 2 sub-tab key fields and buttons

Options area fields

Field

Description

Allow Tax File Number Search

Select to enable the Tax File Number field when searching for payroll employees. See Searching for payroll employees in the Payroll manual.

Default to First Line Details for Subsequent Normal Pay Lines

When adding extra normal pay details entries, Synergetic automatically copies the following fields from the first normal entry:

  • G/L Code
  • G/L Sub (sub-allocation)
  • Rate.
    For example, the G/L Code (2001) and Rate (20) values from the first line are copied to the second line (which is selected in the example).
    NADMIN and NBONUS are both normal pay codes. This setting does not apply to other pay codes, such as allowances.

    Note: The drop-down value of Fir next to the entries indicates that the values from the first line have been automatically copied.
Automatically Adjust Normal Pay When Leave Entered

Select to automatically adjust normal pay based on the amount of leave taken when entering leave pay lines on the Detail tab of Current Pay Maintenance. See Current Pay Maintenance - Detail tab.

In the example below, the normal pay is $4000. After the pay line of annual leave has been added, the normal pay automatically adjusts to $3600.

Note: When this field is deselected, you must adjust normal pay manually.

Automatically Import Leave Details from Applications for Current Pays

Select to automatically import and process leave transactions when new pay is created.

When this field is selected and a new pay is processed, generated leave pay lines and transactions can be viewed on the Detail and Leave tabs of Current Pay Maintenance respectively. See Maintaining current pays.

Adjust Pay Split Amounts if Pay Periods are Changed

Select to adjust the pay slip amounts automatically if the pay period is adjusted for the current pay period.
In the following example, the:

  • first $100 is paid into the person's first bank account
  • remainder is paid into their second bank account (as indicated by the 0 (zero) split amount).

    If the pay periods of the current pay period are adjusted, the corresponding amount paid is increased.

    In the example shown, if the Pay Period is increased to 2, the Split Amount paid to the:
  • first bank account is $200 ($100 multiplied by two pay periods)
  • second bank account is the remainder.
    See Current Pay Maintenance - Summary tab in the Payroll manual.

Calculate Leave Loading Based ONLY on Holiday Pay

Select to only use pay codes linked to an employee's pay, that have a SynergyMeaning of HOLIDAYS, when calculating leave loading.

In the following example, Annual Leave has a Leave Code of Holidays.

See Payroll Code Maintenance - General tab in the Payroll manual.

Leave Date of Return is Last Day of Leave

Select for employees returning from leave to resume work on their last day of leave. Clear for employees returning from leave to resume work their first day of work after leave.

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

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

IRD Schedule to use Payment Available Date

Select to enable the IRD Schedule report to use Payment Available dates.

Super Export Leading Quote

Select to use a leading quote before home phone and mobile phone fields.

Pro Rata Timesheet Import

Select to import timesheets to all matching paylines, applying Pay Factors. Clear to import to the first matching payline only.

Calculate and Submit OTE

Discrepancy Checks area fields and buttons

Fields

Field

Description

Link Payroll Start Date to HR Start Date

Select to allow Synergetic to compare the start dates of employees between the Payroll and Human resources programs. This allows you to find discrepancies in start dates between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Category to HR Category

Select to allow Synergetic to compare the staff category of employees between the Payroll and Human resources programs. This allows you to find discrepancies in staff categories between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Award to HR Award

Select to allow Synergetic to compare the awards of employees between the Payroll and Human resources programs. This allows you to find discrepancies in awards between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll FTE to HR FTE

Select to allow Synergetic to compare the FTE information of employees between the Payroll and Human resources programs. This allows you to find discrepancies in FTE details between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Pay Codes to HR Pay Codes

Select to allow Synergetic to compare the pay codes of employees between the Payroll and Human resources programs. This allows you to find discrepancies in pay codes between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Mode

Select an option from the drop-down list to determine how many pay codes the pay discrepancy check expects to be linked to award codes.

Check for Staff not on the Payroll

Select to allow Synergetic to search for staff listed in the Human resources program but not in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Missing Payroll Details

Select to allow Synergetic to search for staff with incomplete details in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Missing Superannuation Details

Select to allow Synergetic to search for staff members with incomplete superannuation details in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Superannuation Age Limit

Select to allow Synergetic to search for staff members who are over the maximum age for receiving superannuation. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Maximum Super Age

Type the maximum age that staff members are eligible to receive superannuation.

Allow Custom Checks

Select to allow Synergetic to search for staff members based on a custom SQL query entered in the Payroll:Discrepancy:CustomCheck configuration setting. See Managing discrepancies between Payroll and Human resources in the Payroll manual

Buttons

Button

Description

Open the Edit SQL window to type in custom SQL checks.