View Payroll Rules

The Payroll Rules screen provides a comprehensive list of all the existing payroll rules within the system. It serves as a common platform where you can view and manage the various payroll rules that have been created.

Note: You should have payroll rules permissions to allow access, add, edit, and delete. Refer to permission for more details.

 

New Payroll Rule

Edit Payroll Rule

• Note: Best practice is to avoid making changes to payroll and overtime parameters until the current pay period has been approved and processed.

Delete Payroll Rule

 

 

Click Payroll Rules below Setup.  

The View Payroll Rules screen displays the rule name, OT1 condition, OT2 condition, and Impacted Employees. There will be a "Default" payroll rule.

 

"Default" payroll rule

• By default, all the employees will be assigned to a "Default" rule. The calculation method and the pay code field for regular hours will be set to 'none'.

• The "Default" rule cannot be deleted but it can be edited. To edit, click on the rule name - "Default" and update the rule. Refer to the Edit Payroll Rules topic.

Note: Make sure that you define and associate all Pay Codes with the respective Payroll Rules prior to users beginning to clock in or punch in on the product. The application includes a default payroll rule, and it is important that once you have added all Pay Codes, you access the payroll rules screen to modify the default Payroll Rule. This modification should include the assigning pay code for regular hours and, if necessary, for overtime. Additionally, keep in mind that you have the option to create a new payroll rule if needed.

 

 

The screen also provides a provision to add, edit, or delete payroll rules. 

1. New - This button allows you to add a new payroll rule. To add a new Payroll rule, click on New. Refer to the New Payroll Rule topic. 

 

2. Edit - To edit a payroll rule, click on the payroll rule name. The name is a link that will navigate to the View/Edit Payroll rules screen. Refer to the Edit Payroll Rules topic for more details. 

 

3. Delete - The Delete button allows you to delete one or multiple payroll rules.

Note: You cannot delete a payroll rule if it is assigned to an employee.

• To delete, select Payroll rule (s) by checking on the checkbox. 

• Click Delete. 
• On the confirmation message, click on the Delete button again. To cancel the deletion, click Cancel.

• A message appears on deletion.

 

 

Filter

Each column on the view screen has a sorting and a search option. You will see a search text box in each column where you can type and search. In some cases, the column will only have a sorting option. The search box in each column in an application provides users with a more precise and granular way of filtering data, making it easier to navigate and find the information they need. Enter the text/value that you want to search. You can also enter multiple search terms across different columns. The application will apply all search criteria to filter the data, showing the rows (on the top) that match all the selected criteria.

This approach enables you to filter data based on multiple criteria simultaneously, making it easier to find the specific information you are looking for.

 

• You can use the filter funnel icon to select - Starts with, Is equal to, Is not equal to, Contains, Does not contain, and Ends with.

• Filter/Sorting Applied - This feature is an indicator in the application to show you that sorting or a filter/set of filters has been applied to a list. This indicator can help users keep track of the filters that are currently in use and understand which items are being displayed because of those filters.

 

Export

Click on the Export button to download the list of payroll rules.