Kindly read Payroll Policy - General Settings: Knowledge Base (freshdesk.com) before you continue to read this article as the content of this article is a continuation of the mentioned article.
Step 1
Navigate to Payroll Policy (a) and select one of the existing payroll policies or Add New before navigating to Cut Off (b)
Step 2
At this part, you will come across a few fields that need to be set up correctly. Read the below explanation of each functionality,
i) Statutory Consolidation: It's a tool that is particularly useful in a situation where there are multiple payroll cycles within one payroll month. For example, biweekly payroll.
- Enable: The grand total for all statutory contributions of multiple payroll cycles will be deducted/contributed in the last pay cycle. There won't be any for the first payroll cycle.
- Disable: The amount for statutory contributions will be reflected in each payroll cycle separately.
ii) Enable Process Unlocked Attendance: Enable to process attendance that has the status as Pending to be pulled into the payroll process
iii) Pull Absent into Unpaid Payroll Item: Allocate payroll item to pull attendance that has Absent remarks into the payroll process
iv) Convert Late in as Unpaid Time Off: Convert the Total late In to be pulled as Unpaid Time Off
v) Convert early out as Unpaid Time Off: Convert the Total early out to be pulled as Unpaid Time Off
vi) Convert Unauthorized as Unpaid Time Off: Time off that is not included in the break hour nor time off request will be regarded as unauthorized time off. Convert the Total unauthorized time off to be pulled as Unpaid Time Off
vii) Last Cycle of Period: This is a must field that you need to choose the pay cycle for your payroll process to amount all the figures correctly.
viii) Process Claim By: There are two types of claim processes that you may choose from
- Approved Date: The Claim will be pulled based on the approved date that falls within the cut-off period of the claim
- Transaction Date: The Claim will be pulled based on the Transaction date that falls within the cut-off period of the claim
ix) Pull None into Unpaid Payroll Item: Pull attendance that has the status as None to be deducted as Unpaid Leave
x) Late In into Unpaid Time Off Payroll Item: If you enable (iv), then you need to select a payroll item to enable the Total Late in to be deducted
xi) Early Out into Unpaid Time Off Payroll Item: If you enable (v), then you need to select a payroll item to enable the Total early out to be deducted
xii) Unauthorized into Unpaid Time Off Payroll Item: If you enable (vi), then you need to select a payroll item to enable the Total unauthorized time off to be deducted
Step 3
Scrolling down, you will come across Biweekly Cut Off Period and Monthly Cut Off Period.
- Biweekly = This cut-off table will be used for the Biweekly process that requires you to set the cut-off period for earnings and deductions accordingly while selecting the pay cycle for each
- Monthly = This cut-off table will be used for the Monthly process that requires you to set the cut-off period for earnings and deductions accordingly while selecting the pay cycle for each
Kindly read another article about how to set up cut-off and its explanation in Define Monthly Cut Off in Payroll Policy: Knowledge Base (freshdesk.com)
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