Payrol l. Navigation Window. Staff Details Module

Transcription

1 Navigation Window The third tab in the navigation window is Payro. This tab dispays the buttons for any windows invoving wages and time sheets. Staff Detais Modue Atad Data-Fies Modue De Office-Manua 2012 Page 30 of 130

2 The purpose of this window is to dispay staff detais such as persona information and payro information. To add picture cick on empty picture space cick edit at top eft of screen and seect paste from fie. How to Use To make a new empoyee entry cick the new button. The staff member wi automaticay be given an empoyee number in the top right corner of the screen. The person s name, address, phone etc. A these detais are for communicationa purposes. The bottom fieds are about payro, super and tax. An empoyee must have the Current Empoyee box ticked r they wi not appear in the ist of Current Peope when the Current Peope button is cicked. Atad Data-Fies Modue De Office-Manua 2012 Page 31 of 130

3 The empoyee must aso be given a code in the Code fied. This code wi be either St=Staff, CA=Casua or OT=Other. This code wi be further detaied in the Empoyee Type fied. This wi be Consutant, Casua, Permanent, Part Time etc. The pay period must aso be entered. This can be weeky=1, fortnighty=2 or monthy=4. Other fieds are tax code, tax scae number (expained on page 45). The other fieds refer to the percentage of eave the person has within the company. This wi go on a company basis. They can a be different. The Externa Pay Cassification is if someone is hired by the company to hep with a job then the cost centre can be entered into this fied. Lasty their bank detais must be entered. A picture can aso be added but is not necessary. To add a picture cick on the empty picture area and cick edit in the menu at the top of the screen and cick paste from fie. A window wi appear with the pathways for the photo fies in the computer. Seect one and the picture wi appear in the window. Once the fieds are compete cick the ok button and the entry has been recorded. To edit an entry seect the entry and cick the edit button, modify the data and cick the ok button. Finds the first entry Steps the record back to previous entry Aows you to search for a specific entry Steps the record forward to the next entry Finds the ast entry Print List of current empoyees Atad Data-Fies Modue De Office-Manua 2012 Page 32 of 130

4 Enter new entry Aows modification to existing records in the ist Records new entries and modifications Cances the recording of new entries and modifications Exit window Time Sheets Modue Atad Data-Fies Modue De Office-Manua 2012 Page 33 of 130

5 This purpose of this window is to aow the administrator and empoyees the opportunity to compete their own time sheets. Seect the reevant dates before cicking new. How to Use To create a new entry seect the reevant dates in the top eft of the window and cick new. Enter the information in the fied s necessary then cick ok. The time is in 24 hour time. For exampe 5:00pm wi be 17:00. If adding an entry numerous times cick on the ine and hit Dupicate +1. This wi add in the entry again without manuay adding the information. To edit an entry seect the reevant dates and cick edit. Change the appropriate information and cick ok. To print the time sheets simpy cick on the print time sheets button. Note 1: There are fieds for time and a haf, doube time, doube time and a haf, specia hours and aowances. If none of these fieds are reevant then they are eft bank. Note 2: The code is for norma, sick, bereavement, hoiday and absent types of hours. Atad Data-Fies Modue De Office-Manua 2012 Page 34 of 130

6 Note 3: The C.C number box is the cost centre number. The number is checked to be a vaid number. If the number is above 1001 then the number is checked in the Externa Cost Centre to make sure it was set up. Finds the first entry Steps the record back to previous entry Aows you to search for a specific entry Steps the record forward to the next entry Finds the ast entry Deetes a seected entry Print the current entry dispayed in to eft fied Prints time sheets with provision for signature Dupicate seected ine and advance by a day Enter new entry Aows modification to existing records in the ist Records new entries and modifications Cances the recording of new entries and modifications Exit window Wages This window is where the wages are entered into the system. Atad Data-Fies Modue De Office-Manua 2012 Page 35 of 130

7 Seect reevant dates before cicking new. How to Use To enter in a new wage seect the appropriate dates in the top eft of the window and cick new. Enter in the Empoyee number and tab between the fieds. The fieds wi automaticay be competed using the information from the time sheets window. After tabbing through a fieds it wi cacuate itsef, and then cick ok. To edit a wage summary seect the appropriate dates and cick edit. Modify the reevant information and cick ok. Note: There are fieds for time and a haf, doube time, doube time and a haf, specia hours and aowances. If none of these fieds are reevant then they are eft bank. This function appears after a right cick on the mouse. It aows the user to enter the date the payment was made. This stops the entry from being edited in future. It aso keeps a record of the date for any future issues. Cacuates the current empoyee number financia year Finds the first entry Steps the record back to previous entry Aows you to search for a specific entry Steps the record forward to the next entry Atad Data-Fies Modue De Office-Manua 2012 Page 36 of 130

8 Finds the ast entry Gives totas for seected ines for pays. Print Deetes a seected entry Wages summary for a given period Prints a summary of wages for a given period Aows modification to existing records in the ist Enter new entry Records new entries and modifications Cances the recording of new entries and modifications Exit window Wages Tempates Modue The purpose of this window is to dispay tempates that can be used in externa cost centres. Atad Data-Fies Modue De Office-Manua 2012 Page 37 of 130

9 How to Use Cick new to enter in a new aowance wage. Compete the fieds and then fi out what the aowance is, the hours worked and the houry rate. Then cick the ok button. To edit an entry, seect the entry and cick the edit button. Modify the data and cick the ok button. To view the detais of an aowance simpy find the project in the top tabe and cick on it. It wi then show a the detais about the aowance. Finds the first entry Steps the record back to previous entry Aows you to search for a specific entry Steps the record forward to the next entry Finds the ast entry Print Enter new entry Aows modification to existing records in the ist Atad Data-Fies Modue De Office-Manua 2012 Page 38 of 130

10 Records new entries and modifications Cances the recording of new entries and modifications Exit window Wages Summary Modue The purpose of this window is to dispay the cacuated wage of an individua empoyee for a chosen year. Atad Data-Fies Modue De Office-Manua 2012 Page 39 of 130

11 How to Use To view the tota wage for an empoyee for a chosen year simpy seect the empoyee and the year and cick the recacuate year button. The window wi show what the wage was, how many hours they worked etc. Buids a ist of active empoyees Buids ist of a empoyees Coses window Taxation Scaes Modue Dispays information for year Recacuate fieds for the year The purpose of this window is to create, edit and dispay the taxation scae for wages. Atad Data-Fies Modue De Office-Manua 2012 Page 40 of 130

12 Cick and hod each ine to enter in the information. The taxation scae is incorporated with the tax scae number in the staff detais window. Every empoyee wi receive a tax scae number. This number decides the amount each empoyee must pay in tax. Once the appicabe tax scae number has been decided then the amount of tax the empoyee pays is immediatey cacuated when entering in the wages. The taxation scae changes from year to year and this is why it wi need to be edited every financia year. The Formua for the taxation scaes is as foows: Y is the weeky withhoding amount expressed in doars X is the number of whoe doars in the weeky earnings pus 99 cents The vaue of the coefficients a and b for each set of formuas for each range of weeky earnings are shown on page 2 of the Statement of Formuas for Cacuating Amounts to be Withhed form An exampe for the weeky hoding amount cacuation: (A x X) B ( x ) Atad Data-Fies Modue De Office-Manua 2012 Page 41 of 130

13 Or $ (rounded to nearest doar) To begin cick the new button and type in the beginning date of the new financia year. Once that is done the tax scaes need to be entered. To enter in these detais you wi need the Statement of Formuas for Cacuating Amounts to be withhed form from the Austraian Taxation Office. There are up to 7 tax scaes. Each scae hods a different description. If an empoyee fits a description then that is their tax scae number. Once the tax scae number has been decided enter in the weeky earnings information. To do this cick and hod on the first ine in the taxation scae appropriate. Enter in the information one by one by cicking and hoding on each ine. Each ine must be competed as the empoyee s wage amount may change and if the information is correcty entered into the tax scae then when the wage changes as wi the tax amount. Once the information has been entered cick the ok button. Then enter into the staff detais window and edit in the tax scae number for the empoyee and cick ok. Then when the wage is done for the empoyee their tax wi be automaticay cacuated. Note: It is ikey that some empoyees wi have different taxation scaes so it is best to compete a taxation scaes together. Enter new entry Aows modification to existing records in the ist Records new entries and modifications Cances the recording of new entries and modifications Exit window Atad Data-Fies Modue De Office-Manua 2012 Page 42 of 130