Related topics
The transfer of day balances to the payroll system consists of two steps:
- Day balances are processed and a transfer file is created.
- The transactions to the payroll system are created from the transfer file.
The system value “payroll transfer steps” determines whether these two steps are performed as one single job or as two separate jobs. Running the transfer process in two steps allows you to check the result before updating the salary system. If there are any errors the transfer job can be cancelled, day balances corrected and the job rerun.
This panel displays one record for each transfer job. From the panel you can view details for the transfer job, start transfer to the payroll system, re-create payroll transactions, cancel a transfer job and delete entries for completed transfers.
Options
| Create trans to payroll system | Select this option to create transactions to the payroll system. This option is only allowed if the status is Not transferred. |
| Print transaction report | Select this option to print the transaction report. |
| Recreate transactions | Select this option to re-create the transactions to the payroll system. This option is only allowed if the status is Transferred. |
| Cancel | Select this option to cancel the transfer job. This option is only allowed if the status is Not transferred. |
Function keys
| Add | Create a new transfer. Note: A new transfer can also be performed via a batch job. |
Selection fields
- Creation date
- Displays the date of the transfer job.
- Status
- Displays the transfer status.
Code Description 1 Not transferred (payroll system not updated) 2 Transferred (payroll system updated) 9 Cancelled
- Wage type
- Displays the wage type.
- Date from
- Displays the start date for the selected day balances.
- Date to
- Displays the end date for the selected day balances.