Difference between revisions of "How do I create payroll attachments?"

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== Summary ==
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==Summary==
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An Attachment is used to calculate specific deductions on behalf of an agency, e.g. Child Support,  Student Loans and County Court Judgments (CCJ's).
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The following article explains how you create attachments in Payroll.
 
  
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==More Information==
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== More Information ==
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In Payroll, all required attachments should be set up automatically for you, however, if you have a need to create a new one, use the following steps to do so.
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The following article explains how to enable an attachment in {{PR}}.
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Go to {{Menu|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Company Parameters|Period Adjustments}}.
 
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*Cursor down to the next free line.
 
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*In the {{DataPrompt|Description}} column, enter in a description for the attachment.
 
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*In the {{DataPrompt|Attachments/Special Adjustments}} field, enter in a code for the attachment.
 
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{{Note|If the code you have entered doesn't exist, press {{KeyPress|Shift+F10}} to create one.}}
 
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Press {{KeyPress|Exit}} to save the changes.
 
  
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To enter an attachment record against a specific employee, please see [[How do I assign attachments to an employee?|this]] article.
  
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==See Also==
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Go to {{PayrollSettings|Company Parameters|Period Adjustments}}.
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*[[Getting Started - Payroll]]
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* Move down to the next free line.
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*[[How do I Assign Payroll Attachments to an Employee?]]
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** If the attachment is for Tax Credits, press {{KeyPress|F7}}.
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*[[How do I Set Up Payroll Adjustments?]]
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** If the attachment is for Student Loans, press {{KeyPress|S-F7}}.
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*[[Where can I Store my Company Bank Details?]]
 
  
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{{KB_Tags|Attachment, attachments, add, create, government}}
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* For any other attachments:
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{{KB_PR}}
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** Arrow key across to the column headed {{DataPrompt|Attachments/Special Adjustments}}.
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** Press {{KeyPress|C-F1}} then click {{Button|List}}.
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** Select the attachment from the list and click {{Button|Choose}}.
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** The Description and Settings for the attachment will be completed for you.
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If the attachment you wish to enter is not shown in the list, click {{Button|Add}}.
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* Enter a code for the {{DataPrompt|Attachment Agency}}.
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* Enter the agency {{DataPrompt|Description}}.
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* Click on the {{Tab|Settings}} tab and complete the {{DataPrompt|Contact Information}}.
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* Enter the {{DataPrompt|Defaults}} for this type of attachment. Your paperwork should provide you with the information you require else contact the agency directly if you are unsure which settings apply.
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* Click {{Button|Done}} and {{Button|Accept}} the agency.
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* Make sure the settings to apply to this attachment are correct.
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== See also ==
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* [[Getting started - Payroll]]
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* [[How do I assign attachments to an employee?]]
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* [[How do I set up payroll adjustments?]]
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{{KB_Tags|attachment, attachments, add, create, government, ccj, student loans, csa, tax credit, agency, child support, eao, earnings order, court}}
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{{How}}{{KB_PR}}

Latest revision as of 06:29, 9 November 2019

Summary

An Attachment is used to calculate specific deductions on behalf of an agency, e.g. Child Support, Student Loans and County Court Judgments (CCJ's).

More Information

The following article explains how to enable an attachment in Payroll.

To enter an attachment record against a specific employee, please see this article.

Go to " Payroll Maintenance Options Payroll Settings Company Parameters Period Adjustments".

  • Move down to the next free line.
    • If the attachment is for Tax Credits, press <F7>.
    • If the attachment is for Student Loans, press <Shift+F7>.
  • For any other attachments:
    • Arrow key across to the column headed "Attachments/Special Adjustments".
    • Press <Ctrl+F1> then click [List].
    • Select the attachment from the list and click [Choose].
    • The Description and Settings for the attachment will be completed for you.

If the attachment you wish to enter is not shown in the list, click [Add].

  • Enter a code for the "Attachment Agency".
  • Enter the agency "Description".
  • Click on the [Settings] tab and complete the "Contact Information".
  • Enter the "Defaults" for this type of attachment. Your paperwork should provide you with the information you require else contact the agency directly if you are unsure which settings apply.
  • Click [Done] and [Accept] the agency.
  • Make sure the settings to apply to this attachment are correct.

See also


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Keywords AND Misspellings
attachment, attachments, add, create, government, ccj, student loans, csa, tax credit, agency, child support, eao, earnings order, court
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