Manage Working Transactions for Payroll

The Working Transaction function gives the user the ability to select the employees who require updates or modifications to their pay details when processing a current pay run. Steps are as follows:

1. Navigate to Working Transactions Section:
   • Go to Payroll/HR > Payroll > Working Transactions.
2. Review Working Transactions:
   • Examine the list of working transactions to ensure they reflect the current payroll period accurately.
   • Check for any discrepancies or errors in the transaction details.
3. Edit Working Transactions:
   • Select any transaction that requires modification.
   • Update the necessary fields such as hours worked, allowances, deductions, and other relevant details.
   • Import timesheet(s), future leave and/or commission for the respective employee if required.
   • Ensure that all changes comply with your organisation’s payroll policies.
4. Verify Accuracy and Completeness:
   • Confirm that all transactions are accurate and complete.
   • Ensure that all employee records are up-to-date and reflect the correct payroll data.
   • Validate that all necessary approvals have been obtained for any changes made.
5. Save and Finalise Transactions:
   • Once all transactions have been reviewed and edited, save the changes.
   • Prepare the transactions for the payroll processing cycle.

For more detailed instructions, please refer to the Payroll/HR > Payroll > Working Transactions article.