“Payroll Periods” scenario
Payroll period is the period for which wages are established, calculated and paid. The current version of the system supports the use of a payroll period of 1 month. During the specified period, there may be one advance payment made taking into account the time worked. For reporting purposes and periods of accrual of certain salary parts (various types of bonuses), payroll periods of 1 quarter, 1 half-year, 1 year are used.
| Field | Description |
|---|---|
| Code | Payroll period code: Month: • Before January 1, 2002 – the field value is generated automatically in the ordinal numbering of period creation. That is, the early period has the number 0001, 0002, 0003, and so on. This numbering is necessary for creating earlier periods in the system. Previously, the year available for creation in the system was 1986. • Since January 1, 2002: the field value is generated automatically and has the following format: "YYMM", where "YY" is the last two digits indicating the year of the payroll period, "MM" is the two digits corresponding to the month of the payroll period. Payroll period code: Quarter: The field value is generated automatically and has the following format "QYYN", where "RR" is the last two digits indicating the year of the payroll period, "N" is the quarter number (1st, 2nd, 3rd, 4th). Payroll period code: Half-year: The field value is generated automatically and has the following format "HРPN", where "РР" are the last two digits indicating the year of the payroll period, "N" is the half-year number (1st, 2nd). Payroll period code: Year: The field value is generated automatically and has the following format "YEYY", where "РР" are the last two digits indicating the year of the payroll period. |
| Name | The name of the payroll period. For the payroll period code - Month: the field value is generated automatically and contains the month and year of the payroll period. For the payroll period code - Quarter: the value contains the quarter number and year of the payroll period. For the payroll period code - Half-year: the value contains the half-year number and year of the payroll period. For the payroll period code - Year: the value contains the year of the payroll period. If necessary, the field can be changed manually. |
| Period Duration | Set automatically in accordance with the payroll period code and may contain the following values: "Month", "Quarter", "Half-year", "Year". |
| Start Date | Start date of the payroll period. The field is automatically filled in and cannot be edited. |
| End Date | End date of the payroll period. The field is automatically filled in and cannot be edited. |
| Advance Date | Advance date set in the company. The advance date is specified for a payroll period with a duration of "Month". Determined manually or using the Set Advance Date function. |
| Employees | The number of employees who worked for the company in this payroll period. The field value is determined automatically. |
| New Payroll Year | The setting applies only to payroll periods with a duration of "Month". If the field is enabled, then the payroll period is the first payroll period of the year. In the current version of the system, it is assumed that the payroll period begins on January 1 of the calendar year. |
| Closed | If the field is enabled, then the payroll period is closed. In a closed period, registration, approval and posting of documents in the module is impossible. |
Creating a new payroll period
Path: Administration / Payroll Periods
Payroll periods are formed per year. To initiate a new payroll year, on the Payroll Periods page, on the Actions tab, click the New Year button.
All fields in the form are filled in automatically. It is not recommended to change the value of the Start Date field. To initiate the procedure for creating a period, click OK. At the moment of creating new payroll periods, they are updated in accordance with the current settings of the payroll calendars, planned timesheets of employees for the new year are generated. After completing the procedure, all payroll periods of different durations will be created for the current year, namely: Months, Quarters, Half-Years and Years of the corresponding year.
Payroll Period Administration
Path: Administration / Payroll Periods
To correctly calculate wages and protect against accidental, unauthorized changes, as well as to perform a number of automatic operations after the end of payroll calculation, payroll periods must be closed regularly. At the time of closing a payroll period, the payroll periods for vacations are checked and initialized. To successfully close the period, all employees' timesheets must be in the Issued state, and the final payroll calculation must have been made. The payroll status must be Posted.
To close a payroll period, on the Payroll Periods page, on the Actions tab, click the Close Period button. In the message, click Yes.
A closed period can be opened. To open a payroll period, on the Payroll Periods page, on the Actions tab, click the Open Period button.
For open payroll periods, you can set the Advance Date using the Set Advance Date function. The Set Advance Date function determines the advance date for each payroll period, starting with (and including) the selected one, within the month with the day from the start. If there is no such date, the last day of the month is specified.