HR 5.3.5 - EOFY

Marlin HR 5.3.5 EOFY

Released: 03-Jun-2024

View Feature Highlights below the Changes List for explanations of some of the more significant changes in this update.

Summary List

HR-1206: Add new Tax Scales for 2024-25 FY.
HR-1208: Add new Superannuation Guarantee Rate of 11.5% for 2024-25 FY.
HR-1176: Opening and closing the Reminders screen causes an access violation error opening other programs.
HR-1177: Deductions Report fails to load and shows an 'Invalid property value' message.
HR-1179: Address missing modules in HR MSU and mbackup restore error.
HR-1180: Add Balance (Hours) and Date Started columns to the Leave Entry summary screen to enable instant analysis of leave balances.
HR-1185: On the Superannuation Report, include monthly sub-totals for easier reconciliation with the ATO.
HR-1187: Enhance STP-2 check tool to prevent payruns and STP submissions if the BMSID2 value is missing.
HR-1188: Update layout of Payroll Liability Account screen to clarify the purpose of each field and section.
HR-1192: After Tax Deductions in Employee Maintenance are trying to enforce selection of a GL Expense code in a read only field.
HR-1195: On the Pay Analysis Report, include monthly sub-totals for easier reconciliation with the ATO.
HR-1196: Bold the frame headings on various pages for improved consistency and readability.
HR-1202: Enhance the GL Reconciliation Report to include additional automation and identification of the source of discrepancies.
HR-1204: GL Accounts refresh from Marlin GTX may fail with duplicate key error.
HR-1205: Remove the ability to range select in the Payrun, PayAdvice and Employee picker frames using Shift, Control, PgUp, PgDn, End keys.
HR-1210: Tax may be incorrect when using an Adjustment Pay to reverse a before tax allowance type that is configured with a tax method of ATO Defined Rate.
HR-1201: On the Employee Leave Report (Summary option), active employees are not displayed if their leave balance is currently zero.
HR-1212: On the GL Reconciliation Report, the leave accrual opening balances change when employee pay rates are changed.

Feature Highlights

HR-1206: Add new Tax Scales for 2024-25 FY.
HR-1208: Add new Superannuation Guarantee Rate of 11.5% for 2024-25 FY.

ATO Reconciliation

The ATO groups your STP submissions by calendar month according to the Date Paid of the payrun (not the pay period as some people assume).

This will be reflected on the ATO business portal when your view your STP submissions.

We have enhanced the "Report By Payrun" option on the Payrun Analysis Report and the Superannuation Report to automatically provide sub-totals beneath the last payrun paid in each month (i.e. Date Paid).

This means you can select payruns across multiple months and easily reconcile Marlin HR against the ATO business portal.

GL Reconciliation

Previously the GL Reconciliation Report highlighted any discrepancy between the total amount processed in Marlin HR and the current balance in that expense account in the GL.

However, you then needed to determine whether the discrepancy was due to an issue with a journal sent from Marlin HR (e.g. not posted, double-posted or altered during posting) or entries posted to the expense account that did not come from Marlin HR.

For PAYG withheld, the report now compares the total processed in Marlin HR with the total postings in the PAYG GL account that came from Marlin HR.

Therefore, a $0 discrepancy means that all pay journals were posted correctly to the GL and it is reconciled with HR.

For the Expense Account postings, a Non-HR Postings column now shows the total of any postings in the GL account that did not come from Marlin HR.

A $0 in this column means that a discrepancy is due to an issue with a journal from Marlin HR but an amount in this column means the discrepancy is due to postings in the account that did not come from Marlin HR.

Managing Leave

On the Leave Entry summary screen we have added 4 new columns to display the current balance for each accruable leave type and the employee's Date Started (the earlier of their Joined Date and Continuing Service Date).

Without needing to open and review each employee individually, you are now able to identify at a glance certain situations that may require your attention:

• Employees that are entitled to leave but do not have any entitlements set up
• Casual employees that are not entitled to leave but do have entitlements set up
• Terminated employees that have a leave balance
• Employees that have very large leave balances
• Employees that are eligible for LSL but do not have an LSL entitlement set up
• Employees that you have allowed to accrue a negative leave balance