Defaults

Use this tab to set up the following defaults for the selected payroll code.

Limits

Limit Type

This parameter determines validation rules that can be exerted upon transactions with the selected payroll code. It can contain one of the following values:

  • None
  • Value – Mandatory
  • Units – Mandatory
  • Value – Warn
  • Units – Warn
  • Value – Report
  • Units – Report
None

No validation or exception reporting is performed on either the units or the total value of a transaction.

Value – Mandatory

If the total value of a transaction is greater or less than the defined value range, then the transaction is rejected at the point of entry and the user is prompted to re-enter the details of the transaction or to cancel it.

Units – Mandatory

If the total number of units (hours) of a transaction is greater or less than the defined range, then the transaction is rejected at the point of entry and the user is prompted to re-enter the details of the transaction or to cancel it.

Value – Warn

If the total value of a transaction is greater or less than the defined value range, then the user is warned of such an issue but is prompted as to whether they wish to continue regardless. This presents the user with an opportunity to amend or cancel the transaction if they so decide to after receiving the warning.

Units – Warn

If the total number of units (hours) of a transaction is greater or less than the defined value range, then the user is warned of such an issue but is prompted as to whether they wish to continue regardless. This presents the user with an opportunity to amend or cancel the transaction if they so decide to after receiving the warning.

Value – Report

If the total value of a transaction is greater or less than the defined value range, then the transaction is selected for inclusion in a user-invoked exception report. No controls or warnings are exercised in the data entry process.

Units – Report

If the total number of units (hours) of a transaction is greater or less than the defined value range, then the transaction is selected for inclusion in a user-invoked exception report. No controls or warnings are exercised in the data entry process.

Upper Limit

If validation or exception reporting ranges is to be applied as defined in the previous parameter, then this value represents the upper range, above which an invalid transaction is rejected, warned or reported upon. This value may represent the ceiling of either the hours or the total transaction value depending on the settings of the control parameter.

If a zero value is recorded, then no check is performed on the upper limit of the value as no ceiling is assumed.

Lower Limit

If validation or exception reporting ranges is to be applied as defined in the previous parameter, then this value represents the lower range, below which an invalid transaction is rejected, warned or reported upon. This value may represent the lower limit of either the hours or the total transaction value depending on the settings of the control parameter.

If a zero value is recorded then no check is performed on the lower limit of the value as no limit is assumed.

Defaults

Default Units

This is the default number of units (hours) provided in the absence of any other default values. When a transaction for the payroll code is either being issued as part of the default transaction set for an employee or is being entered manually the system will attempt to provide a default number of units (hours). This may initially come from the payroll code definition against either an employee or a payroll category. In the absence of any value in these areas this value is applied.

This is only applicable if the number of units is fairly predictable and as such is more likely to be entered against an employee where the specifics may be known. Leave this field blank if no default is applicable.

Default Rate

This is the default hourly rate provided in the absence of any other default values. When a transaction for the payroll code is either being issued as part of the default transaction set for an employee, or is being entered manually, the system attempts to provide a default rate for each unit (hours). This might initially come from the payroll code definition against either an employee or a payroll category. In the absence of any value in these areas, this rate is applied. Leave this field blank if no default is applicable.

Value

This is the default value provided in the absence of any other default values. When a transaction for the payroll code is either being issued as part of the default transaction set for an employee or is being entered manually, the system attempts to provide a default value. This can initially come from the payroll code definition against either an employee or a cost centre. If no default value is held against the employee or the payroll category, the default you enter is used.  Leave this field blank if no default is applicable.

For information about the details you enter on the Calculation tab, click here.