Payroll End of Year Date

This is set to the current payroll year that you want to work in. It can be automatically updated upon creating a new payroll year.

You do not need to change it if you only want to view prior payroll year master files, just change the year on the selection screen.

General Ledger links

You need to define the following accounts:

• Group Tax Clearing G/L. This is where tax deducted is credited to for remittance to the taxation department.
  • Super Contribution Tax Clearing G/L. This is where super contributions are credited.
• Payroll Clearing G/L. Miscellaneous clearing.
• EFT Clearing G/L. This is where the value of the nett pay is credited. This is normally the bank account but can be any account if you want to do a manual general ledger journal.

Monthly Earning Required for Super

Monthly Superannuation Calculation uses this amount as a default that can be changed when running the program if required.

Bank Account

Select a bank account that employees are paid from.

Clicking the button loads Banking Configuration Maintenance and sets up the payroll bank account.

ATO Lodgement Ref

Reference number for the payroll lodgement to the government agency.

Leave Prompt When Entering Pays

Select how the Leave Details window is displayed when entering leave-related entries on the Current Pay Maintenance window.

You can display the Leave Details window:

• Always. Details are added for each leave entry.
• First Time Only. Details are added for only the first leave entry, of a particular leave type. For example, if you add two sick leave entries, the Leave Details window is displayed only once.

  However, if you then add an annual leave entry, the Leave Details window is displayed for this new normal pay type.

• Never. Leave details do not need adding at this stage.

See Current Pay Maintenance - Detail tab in the Payroll manual.

Default Payslip Notification Method

Default method used to notify staff. Available values are:

• Print. Print out the payslips and distribute to payroll employees.
• Email Occupation. Email the payslip to the staff member's Email address defined on the Occupation tab of Community Maintenance.
• Email Default. Email the payslip to the staff member's default email address.

Link Payroll Start Date to HR Start Date

Select to allow Synergetic to compare the start dates of employees between the Payroll and Human resources programs. This allows you to find discrepancies in start dates between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Category to HR Category

Select to allow Synergetic to compare the staff category of employees between the Payroll and Human resources programs. This allows you to find discrepancies in staff categories between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Award to HR Award

Select to allow Synergetic to compare the awards of employees between the Payroll and Human resources programs. This allows you to find discrepancies in awards between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll FTE to HR FTE

Select to allow Synergetic to compare the FTE information of employees between the Payroll and Human resources programs. This allows you to find discrepancies in FTE details between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Link Payroll Pay Codes to HR Pay Codes

Select to allow Synergetic to compare the pay codes of employees between the Payroll and Human resources programs. This allows you to find discrepancies in pay codes between the two programs. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Staff not on the Payroll

Select to allow Synergetic to search for staff listed in the Human resources program but not in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Missing Payroll Details

Select to allow Synergetic to search for staff with incomplete details in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Missing Superannuation Details

Select to allow Synergetic to search for staff members with incomplete superannuation details in the Payroll program. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Check for Superannuation Age Limit

Select to allow Synergetic to search for staff members who are over the maximum age for receiving superannuation. See Managing discrepancies between Payroll and Human resources in the Payroll manual.

Maximum Super Age

Type the maximum age that staff members are eligible to receive superannuation.

Allow Custom Checks

Select to allow Synergetic to search for staff members based on a custom SQL query entered in the Payroll | Discrepancy | CustomCheck configuration setting. See Managing discrepancies between Payroll and Human resources in the Payroll manual

Payroll Encrypted

Selected if payroll encryption has been enabled by Synergetic Management Systems and is active.

Contact Synergetic Management Systems for more details or see Payroll encryption in the Payroll manual.

Encrypted By 1

Synergetic user who first encrypted the payroll.

Encrypted By 2

Synergetic user who confirmed the payroll encryption.

Date

Date the payroll was encrypted.

Allow Tax File Number Search

Select to enable the Tax File Number field when searching for payroll employees. See Searching for payroll employees.

Default to First Line Details for Subsequent Normal Pay Lines

When adding extra normal pay details entries, Synergetic automatically copies the following fields from the first normal entry:

• G/L Code
• G/L Sub (sub-allocation)
• Rate.

For example, the G/L Code (2001) and Rate (20) values from the first line are copied to the second line (which is selected in the example).

NADMIN and NBONUS are both normal pay codes. This setting does not apply to other pay codes, such as allowances.

Note: The drop-down value of Fir next to the entries indicates that the values from the first line have been automatically copied.

Adjust Pay Split Amounts if Pay Periods are Changed

Select to adjust the pay slip amounts automatically if the pay period is adjusted for the current pay period.

In the following example, the:

• first $100 is paid into the person's first bank account
• remainder is paid into their second bank account (as indicated by the 0 (zero) split amount).

If the pay periods of the current pay period are adjusted, the corresponding amount paid is increased.

In the example shown, if the Pay Period is increased to 2, the Split Amount paid to the:

• first bank account is $200 ($100 multiplied by two pay periods)
• second bank account is the remainder.

See Current Pay Maintenance - Summary tab in the Payroll manual.

Calculate Leave Loading Based ONLY on Holiday Pay

Select to only use pay codes linked to an employee's pay, that have a SynergyMeaning of HOLIDAYS, when calculating leave loading.

In the following example, Annual Leave has a Leave Code of Holidays.

See Payroll Code Maintenance - General tab in the Payroll manual.

Leave Date of Return is Last Day of Leave

Select to display an employee's last day of leave as their return date, or clear to display their first day of work after leave.

IRD Schedule to use Payment Available Date

Select to enable the IRD Schedule report to use Payment Available dates.

Super Export Leading Quote

Select to use a leading quote before home phone and mobile phone fields.

Pro Rata Timesheet Import

Select to import timesheets to all matching paylines, applying Pay Factors. Clear to import to the first matching payline only.

Use Pays Events when Calculating Pays

If selected, Synergetic uses pay events when calculating pays. See Maintaining pay rates in the Payroll manual.

Payslip Archive Path

Specify the path to archive payslips to. All of the payslips for a given pay run are written to a single file as a PDF.

It is recommended that you specify the Payslip Archive Path using a UNC format. That is, using the following convention minimises problems:

\\Server\Directory

where:

• \\Server is the server name using a Universal Naming Convention
• \Directory is the directory path on the specified server.

Also Store Printed Payslips in Database

Select to archive printed payroll payslips to the Synergetic database. All of the payslips for a given pay run are written to a single file as a PDF.

This provides an additional level of data security. Assuming that Synergetic is regularly backed up, details of payslips are available even if payslip archive files are lost from the file server or PC (personal computer).

Note: If this field is not selected, staff who received printed payslips cannot view their payslips in SynWeb. Emailed Payslip Notifications are always stored in the database and can be viewed in SynWeb.

Store individual payslips using embedded hidden delimiter

Select to enable payslip destitching, where payslips are generated as one large PDF file and then separated by employee. This is a much faster process than generating payslips individually.

Note: The payslip Crystal Report must contain the HiddenDelimiter field, otherwise payslips cannot be separated. The standard payslip report provided by Synergetic Management Systems is already configured for destitching. If you use a custom report, you may need to modify it to use this feature.

Max Pages per Payslip

Maximum number of pages a payslip can take before an error is thrown.

Note: Set this field to the maximum number of pages you expect a payslip to take so Synergetic can detect an error with the destitching process.

Open the Edit SQL window to type in custom SQL checks.

Enable or disable Pay Events for your organisation. See Maintaining pay rates in the Payroll manual.