Overview
Payroll Systems are created at the Company level and are required to:
Process expenses via voucher input
Process US Domestic Payroll and/or Tax Gross Up
Create Compensation Worksheets for International assignments.
New Payroll System
To create a new policy, click the
in the upper left hand corner of the Payroll Systems grid. The Payroll Systems grid is found on the Payroll Systems screen, which is located in the Company Configuration menu on the Companies tab. Complete the following fields on the General Information screen:
Active Status – a payroll system has to be Active to appear in all of the processes. To hide the payroll system in process, but keep the reference to the payroll system, mark it as inactive. Process Only allows you to complete processing on that payroll, but will not allow you to assign the payroll to new relocations/assignments.
Name – is the payroll system short name
External Name – is the name that will be referenced on the Payroll Portal and in email notifications to external payroll system contacts.
Description – descriptive text about the payroll system which can include the country, currency or pay frequency. This field has a limit of 255 characters but it is recommended to limit descriptions to 50 characters in length to avoid importing errors when using the Pay Register Import.
Pay Periods per Year - is used to determine how to calculate pay period amounts based on an annual amount provided on the compensation screen, compensation worksheet or within the data provider data. Note: The pay periods per year value does not determine how the calendar auto fill function generates new pay periods.
Country - is used for the total compensation methodology. The country and currency of a payroll system dictate the currency by which compensation worksheets are created.
Currency - is used for the total compensation methodology. The country and currency of a payroll system dictate the currency by which compensation worksheets are created. The currency value will be defaulted from the Country screen that is accessible from the Configuration tab.
Upon saving additional sections and tabs appear as indicated below:
The additional sections include:
Voucher Entry – Payroll Calendar – Tax Year Summary
The Payroll Calendar controls what Report Dates can be assigned to expenses. When expenses, US Tax Assistance and/or Withholding entries are created for a voucher they must be associated with a specific Report Date. This Report Date will determine which expenses will and will not be included in a payroll batch. A Report Date cannot be assigned to an expense within the voucher unless it has been made available through the Payroll Calendar of the assigned Payroll System. For further information please see the Expense Entry and US Domestic Tax Gross Up Manuals.
Compensation Worksheet – Calculation & Payroll Calendar
Payroll periods need to be created for each payroll system that you will be creating balance sheets for or reporting to (shadow payroll or secondary payment requests). For further information please see the Compensation Module User Manual.
The additional tabs include Reporting, Wage Codes and Pay Registers for further information please see the Compensation Module User Manual.