Using the Payroll Matrix
The Payroll Matrix allows you to build up a list of entries for payments and deductions. Once you save these entries, they assign to all listed employees.
Variable Payroll Elements
To add an entry:
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Go to System Tools > Utilities > Payroll > Matrix.
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Select the Pay Type, then Set.
This allows you to build up a list of required employees for the element you are creating and the amount.
The start and end date automatically default to the beginning and end of the current month.
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Complete the fields using this table as a guide:
Field Description EmployeeSelect the employee from the list.ElementSelect the pay element you have previously created.Start DateStart date for the element used.End dateEnd date for the element used, if applicable.UnitsYou may need to add several units, but this depends on how the element has been created.RateTimes by the employee’s rate, if applicable.AmountTotal of the payment or deduction.TRS FromTo appear in Rewards from .TRS ToTo appear in Rewards to.NotesAdd any applicable notes.To add the same element for several employees:
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Select the appropriate element from the Element dropdown, add a start date and an amount.
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Choose Add Row.
A duplicate of the first row displays.
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If the employee listed in the row does not require the payment, remove their name from the Employee dropdown and add a new employee.
Static Payroll Elements
You can not add static salaries here, as these require you to add an end date to the previous element first. Refer to Salary Modelling for further details.
You can only add other static pay elements (ones with no end date) here as a one-off set-up.
Example: You wish to add Car Allowance as a static pay element.
As a one-off set-up, you can add via the Matrix.
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Select the element from the Element list.
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Add the start date and the monthly total (not annual).
If the Car Allowance requires amendment, you must do this on an individual basis via the employee's Payroll tab:
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Under the Payments, add an end date to the existing element.
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Select Create New and add the new details.
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