Permanent Employees - AU - Revision history

Pinvoicer: /* Set an Employee's Salary & Pay Code Items */

2020-03-26T05:52:08Z

Set an Employee's Salary & Pay Code Items

Pinvoicer: /* Paying Permanent Employees */

2020-03-26T05:14:04Z

Paying Permanent Employees

Pinvoicer: /* Paying Permanent Employees */

2020-03-26T05:06:41Z

Paying Permanent Employees

Pinvoicer: /* Paying Permanent Employees */

2020-03-26T04:28:17Z

Paying Permanent Employees

Pinvoicer: /* How to use */

2020-03-26T03:46:55Z

How to use

Pinvoicer: /* Set an Employee as Permanent */

2020-03-26T03:37:44Z

Set an Employee as Permanent

Pinvoicer: /* How to use */

2020-03-26T03:36:17Z

How to use

Pinvoicer: /* How to use */

2020-03-26T03:35:27Z

How to use

Pinvoicer: /* Set an Employee as Permanent */

2020-03-26T03:17:18Z

Set an Employee as Permanent

Pinvoicer: /* How to use */

2020-03-26T03:16:42Z

How to use

@@ Line 51: / Line 51: @@
 ===Set an Employee's Salary & Pay Code Items===
-Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kb> button;
+Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kbd> button;
@@ Line 78: / Line 78: @@
 [[File:PinvoiceR - Perm Salary Paycode Set up.png |800px]]
 ===Set Daily Average Hours===

@@ Line 121: / Line 121: @@
 [[File:PinvoiceR_-_Change_Perm_Pay_Hours.png|800px]]
 =Related Pages=
 * [[Divisions]]

@@ Line 103: / Line 103: @@
 [[File:PinvoiceR_-_Pay_Permanent_Employees.png|800px]]
 =Related Pages=
 * [[Divisions]]

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-Once you have set up your permanent employees, then
+Once you have set up your permanent employees, then to pay a pay run click on the Pay Employee link from the main toolbar and scroll down and select the relevant entity and pay period ending.
 =Related Pages=
 * [[Divisions]]

@@ Line 71: / Line 71: @@
 [[File:PinvoiceR_-_Set_Leave_Accrual_Rates.png|800px]]
 =Related Pages=
 * [[Divisions]]

← Older revision		Revision as of 03:37, 26 March 2020
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	[[File:PinvoiceR - Set Permanent Employee Options.png\|800px]]		[[File:PinvoiceR - Set Permanent Employee Options.png\|800px]]
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	===Set an Employee's Salary & Pay Code Items===		===Set an Employee's Salary & Pay Code Items===

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 =How to use=
-====Before you start====
+===Before you start===
 Before setting up a permanent employee it is likely that you will want to account for the costs involved with permanent employees in different general ledger accounts to the general ledger accounts used for the costs involved with Temporary/On Hired employees. If this is the case then you should have a separate division set up for internal employees - eg an Agency has an Adelaide office, they would have a division for "Adelaide Office" and "Adelaide Office - Internal"
 Additionally, it is worth setting up a billing location for your agency, as this is needed for assigning costs (as some clients also charge/on hire permanent staff).
 ===Creating the Employee Record===
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 The easiest way to do this is to use the [[On-Boarding an Employee|PinvoiceR Onboarding]] process (ie where they will complete all of the necessary payroll information). The other option is to add them manually.
@@ Line 22: / Line 27: @@
 Once the employee record has been created (ie you do not have to wait to have all of the onboarding information completed), edit the record.
 [[File:PinvoiceR - Edit Employee.png |800px]]
 When editing, if not already done set their employee type to Full Time (also check that you have the correct Pay Frequency set) and click the <kbd>Save Form</kbd> button;
@@ Line 36: / Line 44: @@
 Then edit the employee record again so that the ''Permanent Options'' are visible. Then set the Division & Location and click the <kbd>Save Form</kbd> button;
 [[File:PinvoiceR - Set Permanent Employee Options.png|800px]]
 ===Set an Employee's Salary & Pay Code Items===
 Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kb> button;
@@ Line 51: / Line 63: @@
 Click on the Add/Edit Pay code Items link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.
 [[File:PinvoiceR - Set Salary Pay Code Items.png|800px]]

@@ Line 12: / Line 12: @@
 Additionally, it is worth setting up a billing location for your agency, as this is needed for assigning costs (as some clients also charge/on hire permanent staff).
-====Creating the Employee Record====
+===Creating the Employee Record===
 For a permanent employee, it is unlikely that they will also be in a front end system (eg RecruitOnline) and so you will need to create their record in PinvoiceR.
@@ Line 19: / Line 19: @@
-====Set an Employee as Permanent====
+===Set an Employee as Permanent===
 Once the employee record has been created (ie you do not have to wait to have all of the onboarding information completed), edit the record.
@@ Line 40: / Line 40: @@
 [[File:PinvoiceR - Set Permanent Employee Options.png|800px]]
-====Set an Employee's Salary & Pay Code Items====
+===Set an Employee's Salary & Pay Code Items===
 Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kb> button;
@@ Line 50: / Line 50: @@
-Click on the ''Add/Edit Pay code Items''' link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.
+Click on the Add/Edit Pay code Items link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.

← Older revision		Revision as of 03:17, 26 March 2020
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	[[File:PinvoiceR - Set Permanent Employee Options.png\|800px]]		[[File:PinvoiceR - Set Permanent Employee Options.png\|800px]]
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	====Set an Employee's Salary & Pay Code Items====		====Set an Employee's Salary & Pay Code Items====