How to Add a HR Record for a Person Who Will Not Be Paid in the Payroll
This guide is suitable for use where there is a need to create a HR record only for a person on staff but this person will not have any pays generated from the Payroll.
An example is a sports coach who is paid from Accounts Payable but a HR record is needed for recording mandatory certifications, e.g. Suitability Card details.
Use program Payroll HRM > Payroll > Setup Information > Payroll Setup on the 'Payrolls' tab to add a new Payroll as follows:
Payroll Number | 99 |
Description | HR Records |
Frequency | select any option |
4 Exception Limits | enter 1 into each field |
Use program Payroll HRM > Payroll > Setup Information > User/Payroll Access to setup access to this Payroll Number.
Use program Payroll HRM > Payroll > Setup Information > Payroll Setup on the 'Awards' tab to add a new Award as follows:
Award Code | HR |
Description | HR Records |
Full Time Days/Hours | enter 1 |
Use program Payroll HRM > Payroll > Setup Information > Payroll Setup on the 'Positions' tab to add a new Position as follows:
Position Code | HR |
|---|---|
Description | HR Records |
4 Amounts | enter 0.00 into each field |
Use program Payroll HRM > Payroll > Employee Information > Employees to create the new employee record as follows:
a. Enter details onto the 'General', 'Address' and 'Next of Kin' tabs as usual.
b. Enter the following on the 'Payroll Details' tab:
Payroll Number | 99 |
|---|---|
Award | HR |
Position Code | HR |
For all other mandatory fields, make an appropriate selection.
c. Enter the following on the 'Tax & Bank' tab:
Pay Method | O – Other |
Tax Scale | D – TFN nor Provided |