---
title: "Intro to Pay Mode"
slug: "intro-to-pay-mode"
updated: 2025-10-07T00:58:37Z
published: 2025-10-07T00:58:37Z
canonical: "knowledgejems.jemini.com/intro-to-pay-mode"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledgejems.jemini.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Intro to Pay Mode

> [!WARNING]
> Who can benefit from this guide?
> 
> Payroll staff who have access to Pay Mode and are responsible for checking and updating an employee’s pay.

## Use Pay Mode to manage an employee’s pay within a pay period

- [Manually add, edit or delete transactions in an employee's pay](/docs/intro-to-pay-mode#how-to-add-a-transaction).
- Check automatically generated transactions, such as the employee’s salary or hourly rate, tax, leave, and superannuation (including KiwiSaver for New Zealand employees).
- [Fix errors and warnings found when running a pay cycle](/docs/clone-intro-to-pay-mode#fixing-errors-and-warnings-found-when-running-a-pay-cycle).
- [Make sure an employee's final pay is correct at termination](/docs/clone-intro-to-pay-mode#terminating-an-employee).

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Pay mode - generic.png)

---

## How to add a transaction

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Pay mode - add transaction allowance(2).png)

1. Open the employee's **Pay Mode:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action >** **Pay Mode**.
2. Under **Controls**, select the **PAY PERIOD** and **PAY CYCLE** you want to edit.
  - The current pay period and pay cycle are the default selection.
3. Select **Add Transaction** to open the ADD PAYROLL TRANSACTION panel.
4. **Select a payroll transaction** to open the PAYROLL TRANSACTIONS backpack.
5. Select a payroll transaction from the list.
  - Use the search function or filter by transaction type to narrow down the list.
  - Once you’ve made your selection, new settings will appear in the ADD PAYROLL TRANSACTION panel. These settings are based on the transaction types and settings applied within [Payroll Transaction Configuration](/docs/intro-to-payroll-transaction-configuration).
6. (Leave plan transaction types only) Set **IS CASH OUT** to **Yes** or **No**.
  - This option only applies to Leave Payment transaction types.
  - Default is **No**. This applies if the employee has taken their leave as time off.
  - Set to **Yes** for the employee to receive payment for their leave instead of taking time off.
7. Set **ONGOING** to **Yes** or **No**.
  - If set to **Yes**, the transaction will be repeated automatically in each pay cycle from the date you set the transaction to start.
  - If set to **No**, the transaction will only apply to the pay cycle you have open.
8. Enter the **START DATE**.
  - The date will default to the start of the pay period.
9. Enter the **END DATE**.
  - The date will default to the end of the pay period unless ONGOING is set to Yes.
  - The end date is optional if the transaction is ongoing.
10. The next steps depend on the [calculation type](https://knowledgejems.jemini.com/docs/whats-a-applicability#there-are-five-calculation-types) applied was applied during the transaction configuration.
  1. If transaction calculation type is **Fixed value**:
    1. Enter the **QUANTITY TO MULTIPLY AMOUNT BY**.
    2. Enter the **AMOUNT**.
  2. If transaction calculation type is **Calculation rule**:
    1. **CALCULATION RULE** will display the rule that was applied during the transaction configuration.
    2. You may have other steps to complete based on this rule.
  3. If transaction calculation type is **Rate code**:
    1. **CALCULATION RULE** will display ‘Rate Code’ in grey.
    2. **RATE CODE** will display the code that was applied was applied during the transaction configuration. You can change this by selecting ‘x’ and choosing another rate code if needed.
    3. Enter the **QUANTITY TO MULTIPLY AMOUNT BY**.
  4. If transaction calculation type is **Range table**:
    1. **RANGE TABLE** will display the table that was applied to the transaction during configuration.
    2. No other action is needed.
11. (Leave payment transaction types only) **Select a leave plan** from the LEAVE PLANS backpack.
12. (Leave payment transaction types only) **Enter the number of leave hours for the first day**.
13. (Leave payment transaction types only) (Optional) **Enter the number of leave hours for the last day**.
14. (Optional) Select **Costing type** to expand the COSTING TYPE section if required.
  1. Select **Add costing**.
  2. Enter the costing **NAME**.
  3. Select cost code for each available costing type as needed.
    - If there are no available options, it means costing codes are not set up. These can be set up in **PAY > COSTING**.
  4. Add more costings if required.
    - If you add more than one costing, a costings percentage bar will appear for each costing. You can adjust this if required.
  5. Select the **Circled tick icon** to close that section.
15. (Taxable earning transaction types only) Set **ADD TO DAYS WORKED** to **Yes** or **No**.
  - Default is **No**. This applies if the employee didn’t work extra days during the pay period.
  - Set to **Yes** if the employee worked an extra day during the pay period. This transaction will be used in the ADP calculation.
  - If set to **Yes**, enter the **NUMBER OF DAYS TO ADD TO DAYS WORKED**.
16. (Australian payroll only) Change the **INCOME STREAM TYPE** if required.
  - The income stream will default to what’s set in the employee’s [Pay Rate](/docs/intro-to-pay-rate).
  - If the transaction you’re adding has a different income stream to the employee’s default set in Pay Rate, you can change it here.
17. Select the **Green Tick Button** to save and close the panel.

---

## How to edit a transaction

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Pay mode - edit transaction allowance.png)

1. Open the employee's **Pay Mode:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action >** **Pay Mode**.
2. Under **Controls**, select the **PAY PERIOD** and **PAY CYCLE** you want to edit.
  - The current pay period and pay cycle are the default selection.
3. Find the transaction you want to edit, then select the **Edit icon** in that row. This will open the PAYROLL TRANSACTION panel.
4. Jemini has three options for editing a transaction, which is different from typical payroll software functionality. You can:
  1. **Override the amount:**
    - Available on all transactions.
    - Enter a new amount and a comment explaining the change. ![Override the amount](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Override%20the%20amount.png)
  2. **Enter a new amount or end date ongoing transactions:**
    - Available on all ongoing transactions that are added by a user.
    - Select **This period** to override the amount for the current pay cycle.
    - Select **Ongoing** to change the **End date.** You may also have the option to change the **Value** of the ongoing transaction. When you select **Value**, you can set a new amount that will be applied from a date you choose. ![New amount or end date ongoing transaction1](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/New%20amount%20or%20end%20date%20ongoing%20transaction%281%29.png)
  3. **Edit an hourly pay rate transaction**.
    - Select **Hourly Pay** to change the hourly rate and hours worked**.**
    - Select **Override Amount** to enter a new amount and a comment explaining the change. ![Edit Hourly pay rate transaction1](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Edit%20Hourly%20pay%20rate%20transaction%281%29.png)
5. When you’ve finished editing the transaction, select the **Green Tick Button** to save and close the panel.

---

## How to delete a transaction

You can delete a transaction if the Delete icon on the transaction line is red.

1. Open the employee's **Pay Mode:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action >** **Pay Mode**.
2. Under **Controls**, select the **PAY PERIOD** and **PAY CYCLE** you want to edit.
  - The current pay period and pay cycle are the default selection.
3. Find the transaction you want to delete, then select the **Delete icon** in that row.
4. Read the confirmation message, then select **Go ahead**.

---

## Fixing errors and warnings found when running a pay cycle

When you run a pay cycle (**Pay > Pay cycles**), you may need to manage individual pays that have been processed with errors or warnings. ![Pay cycles screenshot with errors and warnings highlighted](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Pay%20cycles%20screenshot%20with%20errors%20and%20warnings%20highlighted.png)

Select **Manage individual issues** to see which employees were affected. You can then navigate to that employee's **Pay Mode** (People > Employees > Employee > Action).

- **Errors** in an employee's pay status will be outlined in **red**.
- **Warnings** in an employee's pay status will be outlined in **orange**. ![Pay mode screenshot showing errors and warnings](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Pay%20mode%20with%20errors%20and%20warnings.png)

---

## Terminating an employee

When an employee is terminated in the [Termination](/docs/intro-to-termination) bubble, Jemini will automatically generate a termination pay cycle for the employee. You can go to their Pay Mode to check that the automatically applied transactions are correct, and edit any that aren’t. The pay date will be automatically set based on the ‘date to pay termination’ entered when the termination was submitted.

All leave payments that are legislatively required to be paid on termination will automatically be generated. For New Zealand, this is annual leave and alternative holiday.

Other leave plans can have ‘Pay out leave on termination’ set to ‘Yes’. This means that if the employee has a balance greater than 0 for this leave plan, the balance will also be paid out.

You can add any further termination payments by adding transactions to the termination pay cycle.

If the termination pay cycle has been paid to the employee, you can’t add more payments to the termination pay cycle. Instead, the ‘Add a transaction after termination’ button will appear on Pay Mode. Use this button to add any payments that need to be made to the employee after the termination pay cycle has been paid.

![circled tick bg](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/circled%20tick%20bg.png)Select this icon when you're done making changes in the panel. Your changes will be saved, and the panel will close.

Average Daily Pay (ADP) in New Zealand payroll is used to pay public holidays, sick leave, bereavement leave, and alternative holidays. It's calculated by dividing an employee's total gross earnings in the past 52 weeks by the sum of whole or part days they worked or were on paid leave during that time. It's used as an alternative to Relevant Daily Pay (RDP) when RDP can't be calculated.

![save or submit icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/save%20or%20submit%20icon.png)

Select this button to save and submit your content and close the panel.

![edit content icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/edit%20content%20icon.png)

Select this edit (pencil) icon to make changes to your content or configuration

![delete content icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/delete%20content%20icon.png)

Select this rubbish bin icon to delete your content or configuration. If the icon is greyed out, the delete function is deactivated.

## Related

- [Intro to employee Work Patterns](/intro-to-employee-work-patterns.md)
- [Intro to Pay Rate (New Zealand only)](/intro-to-pay-rate.md)