AX7 T&A: Pay agreements


Pay agreements are the settings for what pay types or cost elements that should be generated based on the workers approved registrations, profile and calculation parameters.

Pay types:
First you have to create the Pay Types (Time and attendance > Setup > Payroll > Pay Types). If the ID in AX differs from ID in the external payroll system you can enter External Pay Type to translate the pay type to the correct type. You can also have to pay types in AX become have the same External pay type.

AX7_TA_PayTypes.png

You can set up generic rates for the pay types by clicking Rates in the menu.

AX7_TA_PayTypeRates

You can also go even more granular and set a rate for each worker by clicking Worker rates from the rates item.

AX7_TA_PayTypeWorkerRates.png

The worker rates are in relation to the pay type generic rate.
You can use percentage variance from the generic pay type or set a specific rate.

There is also a job on the pay type rates form to do an all over pay increase (“Change pay”) by setting a percentage, amount increase or a direct new value. Running this will update the generic and corresponding worker rates.

AX7_TA_PayTypeRatesChangePay.png

Pay agreements:
The pay agreements are a header/line type of configuration. I try to keep as few pay agreements as possible. Preferably only one. I rather use delimitations to restrict for each employee grouping within the same pay agreement. The reason for this is that if you need to apply a new rule for everyone you just need to do it once.

Go to Time and attendance > Setup > Payroll > Pay agreement to create a new agreement.

You need to put in a valid period in the header to be able to use the pay agreement.

AX7_TA_PayAgreement.png

Pay agreement lines:
Keep in mind that the registered time and the profile limit the range of the payment type. So entering records should be taking in to account and cover all the different profiles. In the example below the pay type 1201 is generated for all standard time being triggered.

AX7_TA_PayAgreementLines.png

There is a section for filtering each wage type (Sat to “Standard time” in the example above). The relation between these and transactions from the profile calculation is set in the calculation parameters. Keep in mind that as a part of the standard configuration; overtime also triggers standard time. If you don’t want to do this, you can change this in the calculation paramters (Time and attendance > Setup > Calculation parameters).

The pay agreement lines has a day by day setup as well as a “Special day”. This is a setup done in the profile calendar that defines if a day is a special day. Christmas might fall on a Tuesday, so this is pretty important to notice.

Pay agreement lines delimitations:

AX7_TA_PayAgreementDelimitation.png

As you can see there is a wide range of delimitations you can do and I’ll run through what I normally do in my next blogpost.

Go to the AX 7 – Time and Attendance guide page

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