Enables you to set up a range of fundamental pay-related details for employees. The process must be carried out for every employee to be included on the payroll.

To access this window, enter fast path HREMPALL and select the employee, then select Basic Pay Details from the navigation panel.

Pay Control

Pay Group

Enter the ID of the structure unit that you want to attach the employee to within the payroll hierarchy, or select one by clicking window to display Structure Unit Group Selection.

Pay Group Effective Date is displayed when a pay group is selected, where you can enter a date from which the pay group change is recorded as effective in the pay group history. However, the current pay group is changed immediately, irrespective of the effective date.

If you change an employee’s pay group, Actual Last Paid Details is displayed, where you can specify the last period for which the employee was paid. It is important to change this information when an employee changes from weekly to monthly paid (or vice versa) since the pattern of pay periods will be different.

Ctrl Group

Display only. The control group associated with the selected pay group.

Note: Any default based pay elements that have been defined against this control group and exist in the ADDPEC pay element category, are automatically added to the employee.

Pay Type

Display only. The pay type associated with the selected pay group.

Pay Method

Enter the method of payment code, or select one from the drop-down list. The options are set up in the PAYMTD narrative category.

Ees Tax Reference

This field is only displayed for Isle of Man legislation types. Enter the employee’s tax reference.

Note: The employee's tax reference is validated against the IM_EESREF field template. If you enter the tax reference in the wrong format, Templates is displayed detailing the required format.

Cheque Pay

This field is only enabled if the Pay Method field is set to CHEQUE. Enter the name to appear on the cheque if the payment is by cheque to a third-party.

Other

Last Paid Year, Period & Date

The year and period that the employee was last paid are displayed, together with the actual payment date.

Suspended Flag

Enter Y to exclude the employee from all future pay runs, for example, if the employee has been suspended from work without pay. Alternatively, enter T to exclude the employee from all future pay runs, unless temporary data is present for that pay run, in which case the employee will be processed.

Backdated NI

Enter Y to apply backdated National Insurance and Student Loan. This calculates National Insurance and Student Loans for the period relevant to the start date of the late timesheet rather than the period in which the late timesheet was posted.

Industrial Action

Select this check box if the employee is involved in industrial action. A UK employee cannot receive a tax refund whilst being involved in industrial action. The tax refund can be given once the employee stops being involved in industrial action.

This field cannot be changed whilst the employee is in a pay cycle.

Tax Refund Withheld

This field is only displayed for UK legislation types and is display only. During a pay run, the system automatically withholds a UK employee’s tax refund if the employee is involved in industrial action and the Industrial Action field is selected. If the employee has a withheld amount it is recorded on the payslip as a negative amount against pay element 0002 and is displayed as a positive amount in this field on termination of the pay cycle.

The Tax Refund Withheld amount is taken into account when calculating tax in subsequent pay periods to ensure the tax refund is still withheld for the duration of the employee's involvement in industrial action. The 0002 pay element amount is not added to total deductions and does not adjust the Year-to-Date (YTD) amount for tax pay element 0001.

The refund is withheld until the Y is entered in the Release field.

Release

This field is only displayed for UK legislation types. Enter Y if the withheld refund is to be paid to the employee on the next pay run. Entering a Y here will deselect the Industrial Action field, if it is still selected.

This field cannot be changed whilst the employee is in a pay cycle.

On the next pay run after setting Release to Y the tax is calculated as normal according to the tax code in operation at the time and any tax refunds are no longer withheld but are paid to the employee. The 0002 pay element will record the amount of Tax Refund Withheld being released in the pay cycle for information only and will not affect the total deductions figure.

Note: Any tax refunds withheld that are still outstanding at the year-end must be claimed by the employee from HMRC. The employer cannot pay the tax refunds after the year-end close down.

Starter Flag

Select this check box if the employee is a new starter on the next pay run. This field is automatically checked when an external applicant is transferred.

Director

This field is only displayed for Irish legislation types. Enter Y if the employee is a director.

Type

This field is mandatory if Director is set to Y. Enter the type of director or select one by clicking Window.

Exclude USC Week 53 Threshold.

This field is only displayed for Irish legislation types. Select this check box to exclude the USC Week 53 Thresholds (week 54 for fortnight/56 for lunar).

Buttons

P.Grp History

Click this button to display Pay Group History, where you can view the history of employee's changes of control and pay group in both current and previous employments.

Fin Inst Det

Click this button to display Bank Account Maintenance, where you can enter details of the bank account into which the employee’s wages are to be paid.

Additional

Click this button to display Additional Employee Detail, where you can enter payslip and weighting allowance details for the employee.

P45(Leaver)

Click this button to display P45 Production Details (UK and Isle of Man employees) or Ireland P45 Details (Irish employees), where you can view details of any P45s that have been generated for the employee.

RTI

Click this button to display Employee RTI Details, where you can maintain additional employee details relating to the processing of Real Time Information (RTI).

Pay Currency

Click this button to display Employee Currency Control, where you can specify the currency in which you want the employee’s pay amounts to be displayed in ResourceLink and printed on the payslip, if this is different to the base currency.

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

Average Pay

This button is only displayed if Average Pay calculations have been set up against the employee for WTR. Click this button to display Employee Average Pay Details, where you can view and amend Average Pay details against the employee.

MD49S2