Setup > Payroll plan > Payroll journals 

This function is used to set up several report types for a payroll journal.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    To create a payroll journal report, a code must be assigned to the journal, the information to print must be defined and the sort order must be specified.

    The report is sorted according to one field of the employee record at least. It is possible to calculate sub-totals for each section break.
    The amounts to display in column can be values of headings, variables, totals or calculation formulas. The column titles are free.

    Entry screen

    Fields

    The following fields are present on this tab :

    Block number 1

    Indicate the setup code of the payroll journal searched or to be created.

    In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.

    • If a legislation has been set in the LEGFIL (Legislation selection filter) parameter (SUP chapter, INT group), it is used as the default but can be changed if needed.
    • If LEGFIL has no legislation set, there will not be a default, so the Legislation field will have to be entered appropriately.

    If a legislation is entered in the record header, other fields entered must follow any rules applicable to the legislation.

    If a legislation is not entered in the record header, it might be deduced from another element (such as the company, site, or employee) and again, other fields entered must follow any rules applicable to the legislation.

    If a multi-legislation group of companies is selected, other fields entered must follow any rules applicable to the legislation of at least one company in the group.


    Example

    If you select a group of British (BRI) and French (FRA) legislation companies, you cannot enter a value in a field that is only applicable to the South African (ZAF) legislation.

    In single legislation folders (where the LEG activity code is not active), the Legislation fields are not displayed.

    • Description (field DES)

    Indicate the title of the payroll journal setup.

    Grid Sort

    • Criteria (field CRI)

    Indicate which table field(s) you want to sort the payroll journal lines on. Also specify whether a sub-total must be calculated.

    • Sub-total (field TOT)

     

    • Page break (field PAG)

     

    Grid Columns

    • Amount (field TYPAMT)

    For each column of the payroll journal, indicate:

    - the nature of the amount to be printed: the employee's or employer's share of a contribution, the A, B or C bracket of a funding base, the value of a total or of a variable. For the amount of an "other" heading, select Employee.

    - the calculation basis: If this field is set to Yes, the heading basis will be printed instead of the heading amount. If this field is set to No, the heading amount will be printed. In the case of a total or a variable, this field is necessarily set to No.

     - the code of the associated heading, total or variable according to the nature of the amount chosen.

    - the column title.

    • Basis (field BASE)

     

    • Heading (field RUBCOD)

     

    • Description (field DESCOL)

     

    Comments

    • field CMT

    Enter a comment about the payroll journal on three lines of 80 characters. This field is optional.

    Close

     

    Specific Buttons

    Copy the current payroll journal setup to another folder.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation