Employee Payments File

From Polygon Back Office,

Access the Employees File by selecting Payroll from the main menu, then selecting Employees File,

Highlight the Employee whose payments you want to create, view or delete,

Click the Employee Transactions button.

Most Recent Records

When this form loads, the transaction list will automatically display a page of the most recently added employee payments.  Older transactions can be viewed by, entering a date in the To and/or From text box (see below).  The number of items which are automatically displayed can be increased or decreased by changing the Auto-Load Transaction Threshold setting in the Polygon POS Management application settings.  See section Polygon POS Management Application Settings > Polygon POS Management > General - Transactional Browse Forms for more information about this setting.  

Filtering by Date

Entering a date in the From text box, will exclude transactions with a week ending date which is earlier than the From date.  Entering a date in the To text box, will to exclude transactions with a week ending date which is later than date.   Entering both a From date and a To date will display transactions which have a week ending date which is within the To and From period.  Leaving the From and To text boxes blank will display a page of the most recently added items (described above).  The To and From date boxes also provide right click pop-up menus for quick access to commonly used date ranges.  See section Navigation > Quick Entry of Commonly Used Dates for more information on this topic.

Get Records

Once you have entered your filtering options, click the Get Records button to apply the filters and display the requested data.  

The following options are available from the Employee Payments File:

•To Create an Employee Payment - Click the New button.  For Salaried Employees this will display the Payslip Details form.  For Wage Earners this will display the Timesheet Details form followed by the Payslip Details form;

For step by step instructions explaining how to create Employee Payments, see section Creating Employee Payments.

•To Edit an Existing Employee Payment - Payroll entries may not be changed. If an error has been made entering a payroll, the payroll must be deleted and re-entered.  This is to ensure that changes are not recorded accidentally when payroll entries are viewed.

•To View an Existing Employee Payment - Highlight the Employee Payment and click the View button.  This load the Employee Payslip Details form which shows payment related information;

•To Delete an Employee Payment - Highlight the Employee Payment and then click on the Delete button, then click Yes to confirm the deletion. It should be noted that this will delete not only the timesheet/payroll entry but also the associated payment type (e.g. If the payment was recorded by cheque, the cheque will also be deleted).

•To View the Employee Payment in the Reference Viewer - Highlight the Payment, click on it with the mouse's right button, select View Reference from the popup menu. Click here for more information about the Reference Viewer.  

•Reload List - This button is used in multi-user installations where multiple users may be entering data at the same time.  Clicking this button will refresh the displayed data and include any changes which have been made by other users;  

•To Print - Click on the Print Payslip button to generate a PDF report which shows the currently listed Employee Payments.  This report can be saved, printed or converted to CSV format.  

•Find Ref - To search for a particular Employee Payment, type the Employee Transaction Reference number into the Find box.  The system will highlight the first listed item to contain this text in its Transaction Reference number. Note: The search only applies to currently listed items.  If an item has been filtered out it will not be included in the search.  See the Filters section below.