Maintaining Elements and Relationships

It is recommended that a backup is taken (File>Back up data) prior to modifying relationships and elements are tested to ensure that they operating as you would expect them to prior to running payroll.

An existing field/relationship can be maintained in ‘System>Maintain elements of pay>Maintain relationships’. After adding a field, the software will display which relationship type has been added for each field and will show in the relevant relationship tab :

 ‘Modifying’ an addition/deduction relationship allows you to amend  :

  • Behaviour in period
  • What it counts towards* / what it should be deducted from
  • What the element is for
  • What time it was earned over

*If you would like an element to be included /excluded for Tax/NI or pension, you amend this here

To create a new relationship use the ‘Add wizard’ for more information on this tool see ‘Adding a new pay element’

For a ‘Rate of pay’ relationship -

  • Rate field – The same rate of pay can be assigned to multiple relationships, i.e basic pay. Or a new rate field can be assigned.
  • Rate multiplier – If you wanted an Overtime the rate to be 1.5* basic, for example.
  • Hours field
  • Result field – the total value of pay from the  Rate * Hours calculation

 

If the hours from a ‘Rate of pay’ relationship need to be included in the worked time total for GPG/AHP selecting ‘Include in paid time total’ can be selected. Amending this will retrospectively amend the time for previous periods for GPG and AHP purposes.  For more information on this see ‘Including pay elements in Average Holiday Pay.

If you would like to add/remove any of the fields from a relationship to a display view (tab) in ‘Modify employee details’ or ‘Enter payroll details’ See Maintaining Display Views

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