This guide will show how to record a Payment.
Introduction
Payments are defined additions or deductions that are paid to an employee on a one-off basis. They are selected from a dropdown list of payment options which are created in the related code table.
To record a payment
Navigate using the appropriate menu:
- Latest (left-hand) menu: Job, Pay & Reward > Payments
- Pre-2025 (top) menu: Personal Data > Job, Pay & Reward information > Payments
The screen presented will display all the existing payments for the selected employee
| Note: Payments that are awaiting verification will have a cross in a green circle displayed alongside them in the first column. |
- Click Insert New Record
- Select the type of payment from the dropdown list
- Enter the date, the amount and record any notes as required
- If you use Paylink you will need to ensure the Output to Payroll? slider is set accordingly
- Click Update
- There are three types of Payment: Deduction, Payment and Overtime. The Type is determined when the Payment Code is created
- The information required when recording a payment will vary dependent on the Payment Type
| Note: Payment types of Deduction do not require the amount to be entered as a negative value. |
Overtime type payments
- Payments that are of a type Overtime will require the number of hours and minutes to be entered
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Note: When entering overtime if you see this warning message, it is controlled by the person's Terms and Conditions which are linked via their Job and Pay record. This is merely an advisory message so will not prevent the overtime being entered. |
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