Create and manage the pay

Open a ''Payroll management'' window.

1.Move under the ''Payroll history'' tab to check the pays with the status ''In progress'' to ensure not to add new items in an existing pay, if you prefer PRIM to produce a new pay for your candidate.

2.Apply a filter in the list  to display only the pays with the status ''In progress''.

3.If needed, select the pays to complete and manually change the status for ''Completed'' to avoid additions in this pay.

4.Move back to the ''Requests to pay''.

5.Select a payroll period. If necessary, apply a filter to display only the desired elements. For example, requests to be paid to a specific candidate.

6.Check one or more items to add in a pay and click on .

7.The selected items will be found under the ''Payroll history'' in a pay with the status ''In progress''.

8.Under the "Payroll history", apply a sort on the column ''Pay no.'' if you want to display the new pays at the top of the list.

9.If there is no more items to add, you can complete the pay.

10.Select a record and click on the icon (List of values) to display the list of choices.

11.In the list, choose ''Completed''. If necessary, repeat these operations to add a new pay.

At first, make sure that the pay for the period is completed before adding a new pay, otherwise PRIM will add the selected items to a pay with the status "In progress".

12.Click on the icon  (Open file) in the column ''Pay no.'' if you want to display the details of the pay.

It is finished for PRIM for the process of the pay, the data can be exported to the payroll software of your company.

It is possible to add a pay from the file of a candidate, however this pay should not be related to a request in order not to distort the report of profitability.

If a pay is not completed for the candidate for the current period, PRIM will not add a new pay. You will be able to manually add the new item in the current pay, see the section below "Add items in a pay".

Take note that the example below is presented to illustrate the procedure to follow at the addition of a new pay. According to your configuration, it is possible that this example is not representative, however the procedure remains the same.

For example, the refund of the expenses engaged by a candidate for a special training.

1.Open the candidate's file.

2.Move under the "Pay" tab.

If needed, apply a filter on a column in the main zone to decrease the number of displayed records.

3.Click on and then on "YES" in the displayed message.

4.Choose a division in the window of selection.

5.Select a pay period in the next window of selection.

6.The pay is added in the list with the status "In progress".

7.Click on the icon (Open file) to open the "Pay" window.

8.Move under the "Other paid items" tab.

9.Click on or on a blank line in the main zone to open the window of selection and select "Other item to pay" among the proposed items.

10.Change the quantity and the rate and enter the item details in the column "Comment".

11.Click on (Save).

12.The pay will be found under the "Payroll history" tab of the "Payroll management" window with the status "In progress".

Additions made directly to a payroll will not be counted in the profitability report of the request, it is preferable to make the additions directly to the request, either a replacement or a term.

To add a new item in an existing pay, it must have the status “In progress”.

1.Open an ''Pay'' window.

2.Move under the ''Other paid items'' tab.

3.Click in the main zone or on the icon (Insert) to add an item.

4.The ''Selection of value'' window is displayed.

5.In the list, select the item to add and click on .

6.Fill the information in the columns “Qty” or “Rate”.

7.In the example below, we added traveling expenses.

8.Click on (Save). The item is added and the amount of the pay is adjusted.

The modifications in a pay will not be recorded in the report of profitability of the request. It is preferable to make the additions directly in the request, a replacement, a term or a job offer.

To modify an item in an existing pay, it must have the status “In progress”.

1.Open an ''Pay'' window.

2.Move under the ''Other paid items'' tab.

3.In the list, select the record.

4.Modify the information in the columns “Qty” or “Rate”.

5.In the example below, we modified the traveling expenses.

6.Click on (Save).  The amount of the pay is adjusted.

For the sending of the pays by email, you must ensure that the property ''Email address used for sending via PRIM'' is checked in the file of your candidate.

You can print, view or send by email a pay no mather what the status is.

1.Open a ''Payroll management'' window.

2.Move under the ''Pay history'' tab.

3.Check one or more pays.

4.Click on and select your choice in the list.

5.If you choose the option ''Send'', an email will be sent with the attached pay to the selected candidate.