Edit a Pay Record
When the units or rate for a pay item are edited in Payroll > Process Payroll > Process Payroll, a pencil icon will appear in the Pay Item column to denote that the record was edited. You can reset these changes by clicking the reverse arrow to the left of the Pay Item column.
If a pay item is edited, the system will also reprocess the necessary calculations to determine which Dynamic Rate to use. Any changes to the calculations being applied will show in the History section.
Add a Pay Record
When a pay record is manually added in Process Payroll, either in a Lump Sum Pay or by selecting + Add Pay Record..., it will be marked with a + icon to indicate that it is a manual record.
Reset a Pay Record
Clicking the Reset icon will revert the units and rate to the system calculated values.
If a pay record was created in a timesheet, these values will be:
the Pay Conditions units from the timesheet
the rates specified in the job
If a pay record has been manually created, the values will be the user entered units and rates.
You can view the original system calculated rates for a pay record by clicking the info icon. For example:
If a leave pay item with dynamic rates is reset in Pay Conditions, the rate after the reset will include any changes that have been made to the pay rate on the job. If changes are made to the pay item multiplier, these will not be applied when the item is reset.
Expense reimbursement and fixed pay items can also be reset. If manual changes have been applied in the Process Payroll report to these items, clicking the reset icon will revert the changes and restore the rates and units that were applied when the expense or fixed pay item were first included in the pay.
Recalculate a Pay Record
When a pay record is recalculated, any values that have been manually edited will be recalculated to what the system determines it should be. For example, if the PAYG calculated values are manually edited, recalculating the pay will update the values based on the taxable wages for that period.
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