Settings for Payroll Accounting: General Configurations

In this tab the settings for the accounting run can be defined. Below is a list of all the data required to create the payroll run. payroll creation. Procedure for entering the basic payroll data

The settings are saved with the "Apply" button or by exiting this tab. If settings have been have been changed, the accounting run is started.
The following settings can be made:

Remuneration

Here you can select whether shipment data, courier data and/or flat rates are to be taken into account during the settlement run.

• Unit number based (consignment and courier order data)

• Packages

Settlement variants (only applies to shipment data)

Here you select which carriers receive remuneration.
If you select "Only delivered items", the billing data will only be determined on the basis of the item data. Only items with the event "Transfer to recipient" event. No employee district planning is necessary for this.

Events taken into account (applies only to shipment data)

Here you select whether and which events are to be taken into account.

General settings

• Start: Immediately carries out the calculation of the accounting data.

• Remuneration run starts at: Time at which the daily settlement run starts.

• Settle on: Day on which the monthly flat rates are to be settled. This setting is not mandatory for closing the settlements, since this is carried out manually.

• Number of decimal places: The payroll amounts have the corresponding number of decimal places.

Export:

Here you can define which data will be exported.

• Delivery data: The billing data is exported based on the shipment data.

• Billing data: The existing payroll data (days) are exported.

• Settlement item data: The existing settlement data (with detail data) is exported.

Here is a brief description of how to proceed in order to enter all the data that is required for the payroll run.
The following steps are to be carried out one after the other.
All general configurations
Wage type
Flat-rate remuneration (attention: unique numbers)
Remuneration category
Remuneration per consignment (attention: unique numbers)
Assignment of flat-rate remuneration to employee, wage group and district
Assignment of remuneration category to carrier route. (for home delivery remuneration)
Assignment of remuneration category to employee. (for courier drivers)
Wage group: Enter warning amount and maximum amount

Automatic payroll creation (payroll run)

The payroll run is executed daily at a specific time. However, the settlement run can also be triggered by changing certain data

What all leads to the start of the payroll run for all employees?

Changing the general configuration
Change wage type
Change to the wage group
Change in remuneration category
Change in remuneration
Change in flat-rate remuneration
Change to the district (remuneration category, flat-rate remuneration)

What all leads to the start of the payroll run for an employee?

Change in employee district planning
Change to employee wage group
Change to employee flat-rate remuneration
Change in employee remuneration category

During the settlement run, all data that has not yet been manually processed is first deleted.

Then the settlement data is created ()

• Employee district assignments and shipment data are used to create payroll data. For shipments the remuneration category of the current carrier route always applies. In addition, the remuneration weighting of the corresponding carrier route and the corresponding service are also taken into account.

• Courier orders are used to create the settlement data. For courier orders, the remuneration categories of the Courier driver (employee)

• The employee district assignments and the extended order data (UAD: unaddressed items) are used to create the settlement data. The creation of the settlement data is according to the same principle as with addressed items.

The amounts billed can be found in the remuneration data (remuneration per shipment and flat-rate remuneration).
The settlement data up to the current day is always based on shipment data or flat rates. Remuneration is only generated once per employee and day and is only generated once. If one already exists, its quantity is increased.
However, the settlement run takes the calculations even further into the future, up to the next settlement date. So-called preview items are are created, but they are not visible. They are only required for the report "Overview of carrier over warning limit". The amount of these The amount of these preview positions corresponds to the average daily remuneration of the previously calculated settlement days.