Payroll Fundamentals manuals

Use these manuals to learn the basics of PayGlobal Payroll, run standard and manual pays, customise Transaction View, and manage key reports, rates and periods.

Start here:

  1. Introduction to payroll

  2. Standard pay processing

  3. Manual pay processing

  4. Transaction View customisation

  5. Reports, rates and general periods

  6. Shortcut Keys

Introduction to Payroll

This introductory manual explains the Payroll environment using instructions to guide you through basic tasks of Navigating, viewing and editing, grid reports, queries and modelling records and fields.

View Online:

Standard Pay Processing

Learn how to open, process and close a standard pay, including managing transactions and running the Pay Period Calculation Listing report.

View Online:

Manual Pay Processing

Understand how to open, process and close a manual pay, including adjusting the accumulators, adding and editing bonus, irregular and termination transactions.

View Online:

Transaction View Customisation

Get to know how to customise Transaction View by changing the data displayed using queries, sorting, grouping, and filters. It also covers customising the layout by adding columns and toolbars, resizing areas and columns, and saving customised layouts.

Click here to view the manual

Primary Reports

Discover how to use Local Folders for reports, and use the Pay Period Calculation Listing, Direct Credit Schedule and payslip reports.

View Online:

Using Rates

Rates are divided into standard rates and derived default rates. This manual explains both rate categories and shows how they are derived and used.

View Online:

General Periods

This manual provides an overview of the General Periods folder and explains how to use the Period Calendars Creation Tool to quickly and easily create a complete period calendar for a taxation year.

Click here to view the manual

Shortcut Keys

Below is a link to a list of PayGlobal Shortcut Keys and which area in PayGlobal they refer to.

Click here to view the list