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How to allocate and reorder pay elements

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Summary

How to allocate and reorder pay elements in Sage 50 Payroll.

Description

There isn't an option to reorder pay elements at either the company or the employee level. The only way this can be changed is by deleting the pay elements then recreating or reassigning them.

Pay elements can't be deleted from an employee once values have been updated for them, and they can't be deleted at the company level once they've been assigned to an employee's record.

TIP: The best time to delete and then recreate or reassign pay elements is after running the year end procedure. All the year to date values have been removed, and pay elements can be deleted from the employee records.

We'll run you through how to allocate pay elements to an employee, and then how to reorder them in the steps below.

Resolution

To allocate a pay element to an employee

When a customer needs to allocate an existing pay element to one employee, use the following method:

  1. Click Employee, select the required employee, then click Employee Record.
  2. Click the Employment tab, then click Pay Elements.
  3. Click the finder button on a new line, then select the relevant pay element.
    NOTE: The program automatically selects a new line when the Pay Elements window opens.
  4. Click OK to add the pay element to the bottom of the list.

NOTE: You can't add a pay element with a reference number that already exists in the employee record.

To reorder pay elements

  1. Click Employee, select the required employee, then click Employee Record.
  2. Click Employment tab then click YTD Values then Payments or Deductions.
  3. Ensure that the customer has a note of the YTD figures for each pay element so they can be re-entered once the payments have been reordered.
  4. Set all values to zero.
  5. Click OK, then Save, then click Pay Elements.
  6. Press F8 to delete the Pay Elements, then click Save.
  7. Click Pay Elements, then add back in the required order using the steps outlined above.
  8. Re-enter the YTD figures for each pay element.
  9. Click Save, then Close.

NOTE: If you use Global Changes to remove a pay element it also removes the YTD values for the relevant pay element. However, this does not affect any historical reporting.