Enables you to assign fixed pay elements to employees, and enter, view and update details of the pay elements that have been assigned.

Pay elements that are included in Default Based Pay Elements and assigned to the appropriate pay element category, are automatically included against the employee and are listed in this screen. The start date defaults to the effective date of the selected object and the rest of the details are blank.

The default based pay element is added against the post of EMPLOYEE, or the employee’s post holding, depending on the setting in the Element Level field in Miscellaneous Details.

To access this screen, enter fast path HREMPALL, choose the employee and then select Fixed P.E. Summary from the navigation panel.

Note: You cannot use this screen to change pay elements associated with grades that apply to teaching posts. Use Employee Enhancement - Detail instead.

Note: You must not amend loan details that have been set up via Employee Loans, using this screen.

Note: Pay Element Derivation describes how the payroll calculation routine determines the value of a pay element.

Search Criteria

Post

Enter a Post ID to filter the contents of the paging area.

Code

Enter a Code ID to filter the contents of the paging area.

Date Range

Enter a Date Range to filter the contents of the paging area. Leaving either the to or from date fields blank will include all records available in that date direction.

Search

Click the Search button to search for records that match the combination of search criteria entered and filter the display of records in the paging area.

Paging Area

Post

Display only. If you are using the system as an integrated payroll and HR system, and the pay element is associated with a post, the post number is displayed. If you are using the system to carry out your payroll function only, posts may not be used and so the default post EMPLOYEE may be shown. EMPLOYEE is also shown for elements that are employee-related i.e. not related to a post, such as those relating to tax and court orders.

Code, Desc

Display only. These show the code number and short description of the pay element.

E

Display only. An asterisk is displayed if the pay element has been end-dated.

Start

Display only. The date when the pay element becomes effective for the employee.

I

Display only. An asterisk is displayed if the pay element uses arrears or adjustments, an F is displayed if a second currency is in use for the pay element or a B is displayed if both arrears or adjustments and a second currency is in use for the pay element.

Period Amt

Display only. If the pay element has a regular fixed amount attached to it, the amount is displayed here. If instead the amount is based on calculations performed by the system during each payroll run, the word ‘Calculated’ is displayed, for example, pay elements such as Tax Paid.

Annual Amount. If a pay element’s entered value represents an annual amount and there is no formula, or the result of its formula is an annual amount, you must link it to a pay element category called ‘Annual’. In calculating the period amount, ResourceLink then divides the pay element’s value by the annual divisor related to its tax period set.

Note: An asterisk in front of the period amount value denotes that arrears have been entered against the pay element. You can view the arrears in the Detail window.

A

Display only. Y indicates that the pay element changes require acceptance and N indicates that pay element changes require authorisation and possibly acceptance.

D

Displays an asterisk for end-dated pay elements if the currency associated with the pay element when it was active is different to the currency currently associated with the employee's grade.

Enter one of the following to view relevant pay element details:

• Enter S to redisplay Employee Pay Element Selection.
• Enter R to recalculate all pay element period amounts, where they are derived from a formula. You must enter R here to update the amounts if you have changed or deleted pay elements.
• Click WINDOW to display one of the following type of pay element windows specific to the pay element type currently selected, where you can enter or maintain the details for a pay element that has already been assigned to an employee:

• N Type Fixed Pay Element Detail - Normal type.
• R Type Fixed Pay Element Detail - Rated type.
• C Type Fixed Pay Element Detail - Court order type.
• P Type Fixed Pay Element Detail - Pension type.
• National Insurance Type Pay Element Detail - National Insurance type (UK and Isle of Man).
• SI Type Pay Element Detail - Social Insurance type.
• Social Security Fixed Pay Element Type Detail - Social Security type (Jersey, Guernsey and Gibraltar).

M

Click WINDOW to display Miscellaneous Pay Element Detail, where you can enter further pay element details.

S

Enter Y to suspend the pay element. This stops payments or deductions for it until you release it by removing the Y.

Additional

Click EXPAND to display the following display-only fields:

End Date

The date when the pay element ceases to apply to the employee, if applicable.

Annual Amount

The employee’s yearly salary as defined against the pay element.

PE Cat

The pay element category selected.

Source

The source of the pay element, if you are using the system as an integrated payroll and HR system, for example, if the pay element is attached to a grade, job or location, the relevant code is displayed.

Amt/Unit

The fixed employee amount entered against the pay element (before any pay element formula has been applied) or the number of units entered against the pay element (before any pay element formula has been applied). This only applies if the pay element is a rated (R) type.

Formula

The amount or units calculated by applying the employee formula, if a formula is linked to the pay element.

Rate

The rate value used to calculate the amount due each period, if this pay element is a rated (R) type.

Formula

The new rate calculated by applying the formula, if a formula is linked to the rate of a pay element.

Inc Amt, % Incr

The actual difference and percentage difference between the current and previous amounts, if the same pay element/post combination has been used for a previous period.

Ers Amt

The fixed employer amount entered against the pay element (before any pay element formula has been applied).

Formula

The amount calculated by applying the employer formula, if a formula is linked to the pay element.

Button

Currency

Click this button to display Currency Display, where you can view values from this screen in alternative currencies.

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