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

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== Summary ==
 
== Summary ==
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The following article explains how to create attachments in {{PR}}.
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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).
  
 
== More Information ==
 
== More Information ==
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To create a new attachment, use the following steps.
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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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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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*Cursor down to the next free line.
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*In the {{DataPrompt|Description}} column, enter a description for the attachment. This will be the description shown on the payslip when this attachment is used.
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Go to {{PayrollSettings|Company Parameters|Period Adjustments}}.
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*In the {{DataPrompt|Attachments/Special Adjustments}} field, enter a code for the attachment. There are some statutory ones already set up such as {{DataValue|CSA}} for the Child Support Agency.
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* Move down to the next free line.
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{{Note|If the code you have entered doesn't exist, press {{KeyPress|S-F10}} to create one.}}
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** If the attachment is for Tax Credits, press {{KeyPress|F7}}.
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Press {{KeyPress|ESC}} to save the changes.
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** If the attachment is for Student Loans, press {{KeyPress|S-F7}}.
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* For any other attachments:
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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.
  
 
== See also ==
 
== See also ==
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*[[Getting Started - Payroll]]
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* [[Getting started - Payroll]]
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*[[How do I Assign Payroll Attachments to an Employee?]]
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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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* [[How do I set up payroll adjustments?]]
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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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{{KB_Tags|attachment, attachments, add, create, government, ccj, student loans, csa, tax credit, agency, child support, eao, earnings order, court}}
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{{KB_PR}}
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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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