Payslip | Show month-shifted time posting in monthly reporting

Task #9978 | 5057.000

‘Monthly reporting’ (movements of the time in the month) and ‘Balancing’ can be displayed on the payslip at the end of the document. Monthly reporting display is managed in time types and that of balancing in payroll area.

Monthly reporting display is always related to payroll period. This means that if, for example, holidays were recorded on a day in May 2021, this movement will be shown on the payslip of May 2021. However, some customers work with month-shifted period for time recording. If no down-payment payroll process is created (recommended when time postings used and integrated), holiday pays starting from the end of May 2021 (document date is decisive) will not appear in the payslip of May 2021, since it will be created on May 20, 2021. This means that these holiday pays will neither be shown on the payslip of May 2021 nor on the June statement.

There is the ‘Period Start Day’ field in payroll area under the ‘Installments’ tab.

Example:

The definitive pay process is created on the 20th of the month. Hourly bookings from the 18th of the previous month to the 17th of the current month are taken into account from time recording. Please set the ‘Period start day’ to ‘18’. Only time postings with the document date of 18th of the previous month to the 17th of the current month are taken into account during wage accounting.

If the movements of the whole previous month are to be taken into account, set the value to ‘1’.

Customers that create a down-payment and a definitive pay process do not have to take these settings into account, since time recording and wage period always match 1:1.