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Update Employees button in Payroll Setup Lists

Summary

What does the Update Employees button do in Payroll > Setup Lists?

Detailed Description

  • If you make changes to the Pay Type, Allowances or Deductions and click Update Employees button, these changes will automatically flow through to the pay rates, allowances and deductions setup for your employees in the  Default Pay Rates (Cashbook Connect) and Applicable Pay Rates (Cashbook Platinum) section of Employee setup.

For example: Car Allowance: The cents per kilometre rate changed from 66c per kilometre to 68c per kilometre for the 2018-19 year.

  • Click on the Payroll toolbar button.
  • Click on Setup Lists tab.
  • Click on the Allowances tab.
  • Click on Car Allowance to highlight.
  • Click on the Edit button.
  • Change the Rate from 0.6600 to 0.6800.
  • Click OK to save.
  • Click on the Update Employees button.
  • Click Yes to the Confirm message: ' Are you sure that you want to update all standard pays with current details?'

 

  • Click on the Employees tab.
  • Click on the employee to highlight.
  • Click on the Select Employee button.
  • Click on the Default Pay Rates tab in Cashbook Connect or Applicable Pay Rates in Cashbook Platinum.
  • Click on the Allowances tab.
  • The Rate for Car Allowance has automatically been updated.

 

  • Note: the name of the pay rate or allowance and the "per" field must match exactly to cause the rate on the employee record to be updated.
  • Note: It will only make changes to future pays, not historical ones.

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