Enables you to make a payment to, or deduction from, an employee on a one-off or ad-hoc basis. For example, a payment for overtime or bonus. You do this by entering an amount against a pay element that has been assigned to the employee, or by assigning a new temporary pay element. You can only select pay elements for which the Permit Temporary Input field is set to Y in Pay Element Definition.

Note: If you change the pay type in Tax Year And Period, the fields in this screen are all display only as a pay type change implies you are viewing historic data.

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

To access this window, enter fast path HR48S2.

Tax Period

Tax Year, Tax Period

Display only. The selected tax year and period.

General

Pay Method

Enter a payment method code or select a code from the drop-down list. The default is the employee’s usual payment method, defined in Employee Basic Pay Details. If you override the default, the overriding method only applies to the selected tax period.

PRSI Wks

This field is only displayed for employees with an Irish legislation type. Enter the override number of PRSI weeks in this tax period, if the number of weeks worked differs to the number of weeks in the period as defined in the PRSI Weeks in Period field in Tax Period Set Calendar. A warning message will be issued when the number of weeks entered, or the number of week entered added to the total number of PRSI Weeks used so far this year, is greater than the maximum number of weeks allowed for the pay frequency.

The maximum weeks are as follows:

53 - weekly pay frequency

54 - fortnightly pay frequency

56 - lunar pay frequency

52 - monthly pay frequency

Soc. Wks

This field is only displayed for employees with a Gibraltar legislation type. Enter the override number of Social Insurance weeks in this tax period, if the number of weeks worked differs to the number of weeks in the period as defined in the Weeks in Tax Period field in Tax Period Set Calendar.

Sick All Period

Select this check box if the employee was absent through illness during the entire period for which the payment or deduction is being recorded.

Suspend

Select this check box to suspend the pay element. This stops payments or deductions for it until you release it by de-selecting this check box.

Advance Periods

Display only. If applicable, the number of periods for which the employee’s tax period is to be advanced. Click the Advance button at the bottom of the screen to display Advance Period Details where you can set advance periods up.

Advance Type

Display only. The type of advance being made; forward pay or advance of salary.

Paging Area

When you are adding a new pay element, Select Pay Element is displayed where you can select a pay element to add.

Note: If you try to delete an invoice in this paging area, you will receive a warning message stating that it should be deleted in Off-Payroll Worker Details. Please ensure that you also delete the invoice in Off-Payroll Worker Details.

Post

Display only. The post to which the pay element is assigned.

Code/Desc

Display only. Pay element code and description.

Amount

Display only. The amount linked to the pay element, or ‘calculated’ if the amount is based on calculations performed by the system during the pay run.

I

Display only. An F is displayed if a second currency is in use for the pay element.

O Ride

Enter one of the following to override the setting in the Override/Supplement field in Miscellaneous Details for this employee's temporary pay element:

• A - Absolute (for P type pay elements only) - always uses the amount on the temporary pay element instead of any derived amounts; therefore, if an Amount field is set to zero or is blank, a zero amount is used as the employee / employer amount for this pay element.
• E - Exclude - excludes the fixed pay element so it is not paid. The temporary pay element is also not paid.
• O - Override - overrides the amount on the fixed pay element with the amount on the temporary pay element so the fixed pay element is excluded, but the temporary pay element is paid.
• S - Supplement - pays / deducts the temporary pay element amount in addition to paying / deducting the fixed pay element if it exists.
• blank - defaults to the value in Miscellaneous Details; if this is also blank, then S - Supplement is used.

When multiple temporary pay elements for the same pay element exist in the same pay period:

• Existence of a temporary pay element anywhere in the list with an indicator of E or O causes the existing fixed pay element to be excluded (not paid).
• A temporary pay element with an indicator of E is not paid.
• A temporary pay element with an indicator of O or S is paid.

Detail

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.

Alternatively, 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 Temporary Pay Element Detail - Normal Type.
• R Type Temporary Pay Element Detail - Rated type.
• C Type Temporary Pay Element Detail - Court order type.
• P Type Temporary 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 Type Temporary Pay Element Detail - Social Security type (Jersey, Guernsey and Gibraltar).

Additional

Click EXPAND to display the following fields:

Units

Display only. The pay element units used to calculate the period amount.

Rate

Display only. The pay element rate value used to calculate the pay element amount.

Use Formula

This field determines whether or not a formula set against the pay element is applied to the data linked to it, and the method of applying the formula.

You can enter one of the following:

N	To prevent the system applying the formula to the temporary value.
Y	To apply the formula to the temporary value, or to both the units and rate if applicable.
U	To apply the formula to units only, but not to the rate.
V	To apply the formula to units. To apply the formula to a rate only if it is derived within the system (rather than being manually input).
R	To apply the formula to the rate only, but not to units.
S	To apply the formula to the rate. To apply the formula to units only if they are derived within the system (rather than manually input), and Override/Supplement is set to S.
null	To apply the formula only if the temporary amount or units are derived within the system (rather than manually input), and Override/Supplement is set to S, or if the rate is derived by the system.

Expenses

Click WINDOW to display Expenses Detail. You can only access this window if the Expenses module is part of your system, and the pay element is being used to pay expenses. It shows information posted from the Expenses module.

Batch ID/Seq

When the temporary details have been entered as part of a batch, these two fields display the identity and sequence numbers of the batch.

Calculated

Display only. Y indicates that the temporary pay element has been used in the pay cycle.

Processed

Display only. Y indicates that the temporary pay element has been processed.

Pay Dest

Display only. One of the following methods of payment is displayed if the temporary pay element is linked to an expenses claim, generated using the Expenses module:

E	Expenses payment module.
P	Standard pay run.

Amt/Units

Display only. The fixed 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

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

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.

Cost Code

Display only. The cost code against which the cost of this pay element is charged.

Start Date

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

End Date

Display only. The date when the pay element is no longer effective for the employee.

Buttons

Advance

Click this button to display Advance Period Details, where you can enter advance pay details.

Currency

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

Arrears

Click this button to display Arrears Parameters, where you can enter details of any arrears owed to the employee.

Select Period

Click this button to display Tax Year and Period, where you can select a new tax year, period and / or pay type.

MD48S2