Staff accounting> Setup> Payroll groups

Use this form to create and update information about payroll groups.

Task that uses this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

Enter or view details about a payroll group code, a brief description of the code, and the number of employees within the group.

Employees

Manually associate the employee records with the payroll group.

Buttons

Button

Description

Rates

Open the Setup general ratesform to view and modify the rate values for a payroll group.

Query

Open a menu with the following menu items:

  • Create– Open a query to set up criteria to add employees to a payroll group automatically. After you set up the query, you cannot manually move employee records into or from the payroll group.

  • Delete– Delete the query created for automatically adding employees .

Refresh

Open a menu with the following menu items:

  • Current group– Update the selected payroll group based on the criteria configured in a query.

  • All groups– Update all payroll groups based on the criteria configured in a query.

<<

Open the Periodform to specify when all employee names from the Remaining employeesfield will be added to the Select employeesfield.

<

Open the Periodform to specify when the selected employee names from the Remaining employeesfield will be added to the Select employeesfield.

>

Add a selected employee name from the Select employeesfield to the Remaining employeesfield.

>>

Add all employee names from the Select employeesfield to the Remaining employeesfield.

Fields

Field

Description

Group

Enter a unique payroll group code.

Description

Enter the name of the payroll group.

Employees

The number of employees in the payroll group.

Blocked

Select this check box to specify whether the payroll records of employees in this group must be locked, when calculating payroll.

Query

This check box is activated when a query is created to structure the payroll group.

Select employees

The list of selected employee names in the payroll group.

Remaining employees

The list of all employee names.

From date

Enter the date when the employee's membership in the payroll group became active.

To date

Enter the date when the employee's membership in the payroll group becomes inactive.

See Also