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Build Allocations when opening roster

You can determine if PayGlobal will build allocations when you click the Open Roster command. You need to configure the Build allocations when opening roster period field on the Periods entity.

To set this field:

  1. Navigate to Organisation | General Periods | Periods.
  2. Double-click the required period.

    The View Periods form appears.

  3. Click Edit.

    Edit Periods

    By default, Build allocations when opening roster period is set to "No".

    Note: If this field is set to "No", you can still use the Maintain Allocations command to build allocations after you have opened a roster.

  4. If you want PayGlobal to build the allocations when you open the roster, click "Yes".

Topic: 9824