QRG Calculate a single Payee within a Pay Batch

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Purpose

The purpose of this quick reference guide is to step through the process of calculating a single Payee within a Pay Batch instead of using the Calculate on the entire Pay Batch. The intended audience for this document is Standard Payroll Users. The ability to calculate a single Payee is used mainly when adjustments have been made to a Payee’s Pay Batch, such as Pay Transactions, Superannuation Withholding, PAYG Withholding, or other related records, and therefore the Payee Pay Batch needs to be recalculated.

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Steps

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Calculate a single Payee within a Pay Batch

To Calculate a single Payee within a Pay Batch, the following steps should be completed. Please skip to the next page if you already have the Pay Batch Manager UI open on your screen:

1. Click on the App Launcher icon (see Figure 1).

2. Go to the Pay Batches object by using the Search function (see Figure 2).

3. From the List View, select a Pay Batch with the status of Part Calculated suggesting that changes have already been made to the records since the last calculation was performed, or, a status of Calculated if there are changes that are yet to be applied to one of the Payee Pay Batches, which will then change the status to Part Calculated, and click the Launch button (see Figure 3).

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Calculate a single Payee’s Pay Batches via the Manual Adjustments screen

1. Under the Review screen of the Pay Batch Manager, locate the Payee Pay Batch that requires adjustments and/or recalculation, and click the action button at the end of the row (see Figure 4).

2. Click on the Adjustments option (see Figure 5).

3. From the Manual Adjustments screen, new Pay Transactions can be created if needed, and/or existing Pay Transactions can be edited/deleted if required. If no manual changes are required, please proceed to Step 7 (see Figure 6).

4. Click on the icon on the right-hand side and select Calculate Payee (see Figure 7).

5. The Payee Pay Batch - Calculate popup will automatically appear with a Status of Calculating, and a confirmation message saying ‘Calculation process has started. Please wait.’ (see Figure 8).

6. Once the Calculation has been completed, the Payee Pay Batch - Calculate popup will display an update of the Status to either Calculated or Calculate Failed, based on the successful completion of the Calculation Process (see Figure 9).
7. Click on the Ok button.

8. If the calculation was successful, the status of the Manual Adjustments screen will change to Calculated (see Figure 11).
9. Click on the Cancel button to exit this Payee Pay Batch Adjustments screen.

10. Once all Payee Pay Batches have been Calculated successfully, the Status of the Pay Batch will change to Calculated, and the Pay Batch will be ready to Finalise (see Figure 12).

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Calculate an Individual Payee Pay Batch via the Standard UI List

1. Go to the Review navigation icon.
2. From the All Employee, Uncalculated, Calculate Failed, or Calculated tab, click the action dropdown button at the end of the row for the Payee Pay Batch record that requires recalculation (see Figure 13).

3. Select the Calculate Payee option. The Payee Pay Batch - Calculate page will be displayed to show the progress of the Calculation (see Figure 14).

Once the Calculation is complete the Payee Pay Batch - Calculate page will reflect the updated Status to either Calculated or Calculate Failed based on the successful completion of the process (see Figure 15).

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Field Descriptions

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Further Information