Allowance amount amendment not changing in employee set up.

Gayle_10863666
Gayle_10863666 Member Posts: 61 Reckoner Reckoner
in Reckon Payroll

Hello, when the amount of an allowance is changed in the Pay Items, what prevents it from updating in the employee record? If I delete the allowance from the employee details and then add it again it changes. In Payroll Premier you could change the amount and it would update in the employee records. Maybe because the employee is on a Pay Schedule??

Thank you - Gayle

Best Answers

  • klaura
    klaura Reckon Staff Posts: 314 Reckon Staff Reckon Staff
    edited March 23 Answer ✓

    Hi @Gayle_10863666,

    You are right. As you mentioned, the pay run is generated from the Pay set up. You need to update the rate in the pay set up everytime you make changes to the pay items.

    Best regards,

    Karren

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,640 Reckon Community Manager Community Manager
    Answer ✓

    It is all done now, but I was just curious of the procedure seeing it didn't work how I thought it would.

    Gotcha thanks for clarifying @Gayle_10863666, you did the right thing.

    Just to explain, changing the default rate or other settings within the pay item settings will change the default rate when the item is added (or re-added) to an employee. It won't however change the rate for any employees who currently have the item added to them already, they will retain any settings when the item was initially added to them.

    This is to prevent rates or other item settings updating/changing across the board for all employees who may not necessarily require it. Where required, its recommended to update the individual employee's rate in their Pay Setup, or in the Pay Template if its being used.

    Hope that helps but let me know if you have any questions.

  • Gayle_10863666
    Gayle_10863666 Member Posts: 61 Reckoner Reckoner
    Answer ✓

    Thanks for clarifying Rav, good to know for future changes

    Many thanks - Gayle

Answers

  • Gayle_10863666
    Gayle_10863666 Member Posts: 61 Reckoner Reckoner

    FYI - I use the below in all pay runs - Regards Gayle

    image.png
  • Rav
    Rav Administrator, Reckon Staff Posts: 13,640 Reckon Community Manager Community Manager

    Hi @Gayle_10863666

    How did you update the allowance amount? Did you update the default rate of the item?

    Or

    Did you update the allowance item that is loaded on the specific employee's Pay Setup?

    image.png
  • klaura
    klaura Reckon Staff Posts: 314 Reckon Staff Reckon Staff

    Hi @Gayle_10863666,

    I recommend creating a pay template that will enable you to create a standard format applicable to one or more employees. This way, whenever you make changes to the pay items, you will only need to update the template once.

    We have detailed information about the Pay Template here.

    Pay Templates are now available in Reckon Payroll! ✨ — Reckon Community

    I hope it helps.

    Best regards,

    Karren

  • Gayle_10863666
    Gayle_10863666 Member Posts: 61 Reckoner Reckoner

    Hello Rav

    I updated the default rate in Payroll settings / Allowance pay item. When it didn't change to the new rate in the employee pay set up, I deleted the allowance from the employee pay set up, and then entered it back in to the employees pay details and it was then at the new default rate. The employees were on an existing pay schedule, but I did it prior to creating the pay run. It is all done now, but I was just curious of the procedure seeing it didn't work how I thought it would.

    Hello Karren

    Unfortunately I can't use a template, our employees work offshore on 15 day cycles, they are paid fortnightly, with one fortnight they are paid 11 days and the next fortnight they are paid 4 days. Each fortnight pay I have to enter the quantity for each pay item (normal, overtime & allowances) these quantities vary each fortnight, this is between 6 - 8 items for 40 employees. If you could enter these quantities on the one page (like we did in Payroll Premier) it would be so much less time consuming than having to go in to every item (6-8) to enter the quantities.

    Regards - Gayle

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