Pro forma calculation in Enter wage entries

A potential employee often asks the question ‘What is my net pay?’, when the employee is informed of his/her gross wage. You can use a pro forma calculation to make a quick calculation without processing it.

There are two ways in which you can perform a pro forma calculation, as follows:

• From the employee’s master data

  A pro forma calculation from the master data of the employee is based on the current period and uses the current calculation rules.

• Based on the wage entries entered

  For a pro forma calculation from Enter wage entries, select a (random) period for the calculation. Profit includes the variable entries from the selected period in the calculation.

Pro forma calculation in Enter wage entries

1. Go to: HR / Payroll / Enter wage entry.
2. Select the entry layout:
   • Wage entries per wage component (Profit)

     Select this entry window if you want to post to a single wage component for different employees.  

   • Wage entries per employee (Profit)

     Select this entry window screen if you want to post to different wage components for a single employee.

3. Click on: OK.
4. Select the employer.
5. Select the employee; this field is only available if you selected the Wage entries per employee entry layout.
6. Select the period table.

   You can only select a period table if a salary processing plan exists for the selected employer.

7. Enter the entry’s year and period.
8. Click on the action: F5. Select.

   Profit activates the section containing the entry lines. Any entry lines recorded previously are displayed as well.

9. Click on the action: Pro forma.

   The pro forma calculation is based on the selected period and that period’s calculation rules.

   Note:

   The period over which the pro forma calculation takes place is something you determine yourself. Profit includes the variable entries from the selected period in the pro forma calculation.

   You can also perform a pro forma calculation for a period in the future this way. If you perform a calculation for a future period, the calculations based on cumulatives, such as VCR, will not be correct. That is because Profit is not able to perform the calculations between the current and future period.

10. This takes you to the window with the wage check cockpit, which contains all of the data for the salary calculation.
11. Click on: Close.