Permanent Transactions

Permanent transactions are used to ensure an employee receives the same transaction every pay period. These transactions are particularly useful for handling consistent allowances or deductions.

Key Features

Automatic Repetition: Permanent transactions repeat every pay period, regardless of circumstances.
Unchanging Amounts: They remain consistent and do not vary between pay periods.
Transaction Types: They can be either allowances or deductions.
Auto-Copy Functionality: The system automatically copies permanent transactions to standard transactions when you open a pay period in PayGlobal.
Temporary Suspension: You can suppress the auto-copy process for a specified period by setting a "Suppress auto pay until" date in the employee's annual leave transaction.

Benefits

Eliminates the need for manual entry of recurring transactions.
Reduces processing time.
Minimizes the risk of keying errors.

Steps to Add a Permanent Transaction

Select Employee Record:
- In the Transaction View window, locate the employee for whom you wish to add the permanent transaction.
- Click on the employee's record to select it.
Go to Payroll > Permanents and select Edit and right click and select Add Record on press the Ins button
Insert Permanent Transaction:
- With the employee's record selected, press Insert or the "+" button to open the Select Allowance box or the “-” button to open the Select Deduction box.
- Enter the specific transaction code for the permanent transaction (e.g., any deductions, allowances, etc.) and press Enter.
Fill Transaction Details:
- In the transaction details window, input required fields such as:
  - Amount
  - Effective date
  - Any pertinent codes (e.g., reason codes)
- Ensure all fields are appropriately completed based on the specifics of the transaction.
Verify and Close:
- Revisit the employee's record to ensure the transaction appears correctly.
- Exit the Transaction View after confirming all changes.

Key Notes

Permanent transactions should be created before the pay is opened to ensure that it flows into the Pay correctly.
Management of permanent transactions is accessible via:
- The Permanents tab in employee records.
- Transaction View for broader oversight.
If Auto-pay is set to no the permanent will appear only when an attempt is made to enter the first Standard transaction for the employee.
If a permanent has been created once the pay is already open, you can use the Copy to Sequence command to copy the permanent into the open standard pay See Help Topic: 2722

This structured approach streamlines payroll processes, ensuring accuracy and efficiency for repetitive entries.