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114 . Modules
2. Net pay
Net pay is executed starting from gross pay earnings. It calculates the statutory deductions (e.g. taxes) and other deductions
such as benefits and union dues.
Umana has its own net pay system, but can also export data to an external payroll service. See below.
Use the Net pay module to view, generate and adjust net pay.
An important difference between gross pay and net pay
Gross pay is recorded every day, while net pay is only recorded per pay period. When gross pay transactions are processed by
net pay, they are identified at the pay period. Accordingly, transactions (and therefore costs) can be analyzed per pay period or
per month, even if the pay periods are weekly.
Net pay: integrated or external?
The Umana integrated net pay system is available, along with the possibility of exporting the data to an external net pay service.
At installation, one or the other can be installed.
Umana net pay
With the Umana integrated net pay system, you use the net pay calculation and finalization of temporary pay functions to finalize
payroll. You also use the Net pay window, and the gross pay and net pay reports.
External net pay
With an external net pay service, you only use the Umana gross pay, which you export to your net pay provider. To finalize the
period, you do the update after the payroll.
In both cases
Regardless of whether you use the Umana integrated net pay system or an external net pay service, the Attendance and gross
pay module, generation of salaries, pay calendar, employee pay information (payroll parameters), and gross pay reports will be
used.
Data
Gross pay and attendance transactions come from the TIMEDT file.
Net pay transactions are entered via the time sheet into the temporary file TEMPPAY. Once finalized, they are transferred to the
net pay detail file: PAYDT.
The PRPAR file completes the employee file with information such as the bank account number (for direct deposits), statutory
deductions, etc.
Operation
Input screen
To access the Employee info input screen:
Data | Net pay | Employee info... main menu
Person navigation pane
This is where information that affects the employee's payment is entered, e.g. bank account numbers for direct
deposits.
To access the Pay calendar input screen:
Data | Net pay | Pay calendar... main menu
Pay navigation pane
The pay calendar defines the pay periods by pay group. The pay calendar is also the starting point for the whole
process. Click the Tools buttons to access the operations available for payroll.
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