Open a "Payroll management" window

Under the "Requests to pay" tab, you'll find the requests for the current pay period, as well as any corrections made to requests that have already been paid. For example: payroll is produced every two weeks. A candidate notifies you of an error on the previous payroll, and you correct the request. In this tab, you'll find all the requests to be paid, including the correction reported by the candidate.

Before generating a payroll, make sure that the period's current payrolls have been completed, otherwise PRIM will add the selected items to an existing pay with the status "In progress". The first two steps below are for this verification. If no pay corresponding to the request criteria is in progress, a new payroll will be generated with the status "In progress".

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. you can apply a filter in order to only display the pays with status "In progress".

2.If needed, select the pays to complete, click on and change the status to Completed  in order to avoid additions in these pays.

3.Move back to the Requests to pay tab and select a pay period. If needed, apply a filter to display only the desired items. For example, requests to be paid to a specific candidate.

4.Check one or more items to add in a pay and click on Insert into a payroll.

5.The selected items will be found under the Payroll history tab, in a pay with the status In progress.

6.If needed, under the Payroll history tab, apply a sorting on the column Pay no. if you want the new pays to be displayed on top of the list.

7.If there is no more items to add, you can complete the pay. Check one ore more records and click on (Liste de valeurs) pour afficher la liste de choix.

8.In the list, choose  COMPLETE. Au besoin, répétez ces opérations pour ajouter une nouvelle paie.

9.Click on the icon  in the column Pay no. if you want to display the details of the pay.

The pay process is finished in PRIM, 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 profitability report.

 If a pay is not completed for the candidate for the current period, PRIM will not add a new pay. If you want to add a new pay in the period, make sure to complete the pays in progress first.

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.

The example below shows how to create a pay for a holiday not worked.

1.Open the candidate's file and go to Pay tab.

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

2.Click on or on a blank line in the main zone, and then on Yes on the displayed message.

3.Choose a division in the selection window, and a pay period in the next window.

4.The pay is added in the list with the status In progress. Click on to open the Pay window.

5.In the Pay window, move to the Other paid items tab.

6.Click on  the button or on a blank line in the main zone to call the selection window and choose an item to pay among the proposed items.

7.If needed, change the quantity (Qty) and rate and enter details about the item to pay or any additional information in the column Comment.

8.Click on (Sauvegarder).

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

It is possible to add items to a pay in progress, especially if they are not related to a request or should be calculated outside the request.

 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. However, the method below may be used if something was forgotten on a pay already completed or to add anything to pay that is not related to a request.

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

1.Open a Pay window.

2.Move to the tab Other paid items.

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

4.The window Select an item to pay is displayed. Select the item to add in the list of proposed items and click on OK.

5.Fill in the information  in the columns “Qty” or “Rate”. Add a comment if needed.  

6.Click on (Save).

7.The item has been 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.

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

1.Open a Pay window

2.Move to the Other paid items tab.

3.Select the item to modify in the list.

4.Modify the information in the columns Qty or Rate. In the example below, we changed the rate for the travell expenses.

5.Click on (Save). The item and the amount of the pay are adjusted.

To send pay information by email, you must ensure that the property "Email address used for sending via PRIM" is ticked in the fil of your candidate.  

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

1.Open a Payroll management window.

2.Move to the Pay history tab.

3.Check one or more pay.

4.Click on the button Pay report and on the menu to select your preferred viewing option. You can then  print from the viewed file.  

If you click directly on "Pay", the report will be displayed using the built-in report viewer.  

5.To send pay by email, choost the option TO CANDIDATE: Send pay. An email will be sent to the concerned candidates with gross payroll data as an attachment for the selected pays.

6.The columns Last communication date and Communication type show information about the last communication regarding the concerned pay, to allow a quick follow-up if needed.