Merging Payroll Categories

Question

Hi Brains Trust

With changes to our industry award every year or so, payroll categories are duplicated when importing from our timesheeting system. Is there a way of MERGING payroll categories that are exactly the same bar a extra space in the description?

Thanks

Simone

Sam_R · Answer

Hi @BineBarDining,

Thanks for letting me know, sorry that does not work for your situation.

Unfortunately, there wouldn't be a way to do this currently, however, you can put this suggestion forward to our developers for a potential future enhancement via the Idea Exchange Board.

If there was anything further I could assist with, please feel free to reach out.

BineBarDining · Answer

Hi Sam

Thank you for the suggestion, however that won't work as there is last year data as well. Even if the payroll category isn't used over financial years, it isn't removed from the employees timesheets.

Can this be recommended as an improvement? Much like General Ledger accounts can be merged, this would be a handy inclusion.

Sam_R · Answer

Hi @BineBarDining,

Thank you for your post.

If you were wanting to merge payroll categories and they are the exact same, the only way I would know how to do this would be to transfer the YTD totals (hours & $) from 1 category to the other with a payroll adjustment, similar to the steps in the Adjusting leave entitlements help article. However, you would be transferring the YTD $ figure AND the YTD hours by placing a negative total hours and $ in the payroll category you're transferring from, and a positive figure in the payroll category you're transferring to. The net pay should then zero out and balance, and no super or PAYG should be calculated

Hope this helps, but do let me know if you need further assistance with that, or if I have misunderstood your query.

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