Allowances may need to be pro-rated to take into account employee shorttime or caused by being engaged or discharged during a period.
Use these options if the policy applies across either the entire payroll or significant groupings of employees. Otherwise, it may be easier to simply edit the transactions using the manual edit ability on Payslip Input.
Once the pro-rated allowances have been established the adjusted allowances are automatically calculated when they are processed on an employee's Payslip Input.
Period Payroll
To pro-rate an allowance for employees are being paid on a period basis:
•Go to 'Edit', 'Transaction Codes'
•Select the Allowance to be pro-rated.
•Click on the 'Dependencies' button
•Select 'Basic' and 'Shorttime'
This would cause the allowance to be calculated on the value of Basic less the value of Shorttime.
Daily or Hourly Payroll - Method 1
To pro-rate an allowance for employees are being paid on a Daily or Hourly basis:
•Go to 'Edit', 'Transaction Codes'
•Select the Allowance to be pro-rated.
•Enter the amount of the Allowance, the 'Employee Amount'.
•Click on 'Pro-Rate Amount based on'
•Tick all that apply
•Press 'OK' to save the change
Daily or Hourly Payroll - Method 2
Another method to pro-rate an allowance for employees are being paid on a Daily or Hourly basis:
•Go to 'Edit', 'Transaction Codes'
•Select the Allowance to be pro-rated.
•Click on the 'Dependencies button
•Select the 'Basic' Transaction Code
•Enter the Employee Daily or Hourly Amount
•Tick 'Base on Units'
•Click 'OK', then 'Close' to save changes.
