The Overheads tab contains overhead entries for the employee currently selected in the Payrun.
Overhead entries use Overhead codes configured in the Codes screen. They are used to apply additional costing values to an employee's pay without adding those values to the employee's earnings or net pay.
How an overhead is calculated depends on the configuration of the selected Overhead code. The resulting overhead can then be allocated using the costing fields available on the transaction.
For more information about configuring and using overheads, refer to:
<Overheads>
Making changes
Overhead entries are maintained using the interaction bar below the transaction column.
Use the + button to add a new Overhead entry.
Use the - button to remove the selected Overhead entry.
Use the Edit button to make changes to the selected Overhead entry.
Overhead entries added to the employee's current pay are displayed in the transaction column when the Overheads tab is selected.
Selecting an Overhead entry displays its information in the detail panel.
Options, settings and fields
Date
Type: Date field
Purpose: Records the date the Overhead entry applies to.
Dependency: Defaults to the current period end date.
Other functionality: None
Type
Type: Dropdown menu
Purpose: Selects the Overhead code used for the entry.
Dependency: Depends on available Overhead codes configured under the Overheads category in the Codes screen.
Other functionality: None
Units
Type: Numeric field
Purpose: Records the quantity or value used as the basis for calculating the Overhead entry.
Dependency: How this field is used depends on the calculation method configured for the selected Overhead code.
Other functionality: None
Rate
Type: Numeric field
Purpose: Records the rate or amount used to calculate the Overhead entry.
Dependency: How this field is interpreted depends on the calculation method configured for the selected Overhead code.
Other functionality: None
Value
Type: Calculated monetary field
Purpose: Displays the resulting value of the Overhead entry.
Dependency: Calculated using the applicable Units, Rate and calculation method.
Other functionality: None
Department
Type: Dropdown menu
Purpose: Assigns a Department to the Overhead entry for costing and reporting purposes.
Dependency: Depends on available Department codes configured in the Codes screen.
Other functionality: None
Cost centre
Type: Dropdown menu
Purpose: Assigns a Cost centre to the Overhead entry for payroll costing.
Dependency: Depends on available Cost centre (account) codes classified as expense accounts in the Codes screen.
Other functionality: None
Job
Type: Dropdown menu
Purpose: Assigns a Job to the Overhead entry for additional costing or accounting analysis.
Dependency: Depends on available Job codes configured in the Codes screen.
Other functionality: Depending on the accounting configuration, this field may be displayed as Tracking 1.
Activity
Type: Dropdown menu
Purpose: Assigns an Activity to the Overhead entry for additional costing or accounting analysis.
Dependency: Depends on available Activity codes configured in the Codes screen.
Other functionality: Depending on the accounting configuration, this field may be displayed as Tracking 2.
For more information about payroll costing, refer to:
<Accounting integration>
Payslip note
Type: Text field
Purpose: Records a note against the individual Overhead entry.
Dependency: None
Other functionality: This field is displayed in the detail panel after the Overhead entry has been created.