Difference between revisions of "How do I add a student loan?"
From Catalyst
(Created page with "{{Review}} == Summary == The following article explains how to enter and keep track of an employee's student loan. {{Note|title=PLEASE NOTE|text=If you are unsure whether to en...") |
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The following article explains how to enter and keep track of an employee's student loan. | The following article explains how to enter and keep track of an employee's student loan. | ||
| − | {{Note|title=PLEASE NOTE|text=If you are unsure | + | {{Note|title=PLEASE NOTE|text=If you are unsure about student loans, please refer to the information you will have been provided with by HMRC explaining the rules governing statutory pay or visit the HMRC web site [http://www.hmrc.gov.uk/employers here]. You will have received a notice to start collecting student loan repayments from an employee, and you will receive a stop notice once it has been repaid.}} |
== More Information == | == More Information == | ||
| − | Go to {{Menu|Systems|{{PR}}|Run Payroll Period}} | + | Go to {{Menu|Systems|{{PR}}|Run Payroll Period}}. |
* Enter {{KeyPress|Y}} against the employee's pay frequency or click the {{Button|Down arrow}} and select {{Button|Yes}} then click the {{Button|OK}} button to go into the payroll. | * Enter {{KeyPress|Y}} against the employee's pay frequency or click the {{Button|Down arrow}} and select {{Button|Yes}} then click the {{Button|OK}} button to go into the payroll. | ||
| − | * Choose the relevant employee and | + | * Choose the relevant employee and press{{KeyPress|C+F7}} to take you through to the Adjustment Entry screen. |
{{Tip|iconsize=small|title=Tip|text=If a screen appears saying 'Attachment orders' showing other attachments, if this is the existing student loan attachment you can press {{KeyPress|F5}} to edit it or if it is not the required attachment you can press {{KeyPress|F6}} to create a new one.}} | {{Tip|iconsize=small|title=Tip|text=If a screen appears saying 'Attachment orders' showing other attachments, if this is the existing student loan attachment you can press {{KeyPress|F5}} to edit it or if it is not the required attachment you can press {{KeyPress|F6}} to create a new one.}} | ||
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* This will take you to a screen asking for the required {{DataPrompt|Agency}}. This is where you enter {{DataValue|CSL}} for 'Collection of Student Loans'. | * This will take you to a screen asking for the required {{DataPrompt|Agency}}. This is where you enter {{DataValue|CSL}} for 'Collection of Student Loans'. | ||
| − | {{Tip|iconsize=small|title=Tip|text=If you type in CSL in upper case but you get a message saying 'Agency Not Found' please {{SupportContact}}.}} | + | {{Tip|iconsize=small|title=Tip|text=If you type in {{DataValue|CSL}} in upper case but you get a message saying 'Agency Not Found', please {{SupportContact}}.}} |
| − | * | + | * Enter the start and end dates from the paperwork supplied to you by HMRC in the {{DataPrompt|Start Date}} and {{DataPrompt|End Date}}. |
| − | * In the {{DataPrompt|Reference}} field enter a description for the Attachment (e.g. "Student loan - JB" i.e. initials of employee.) | + | * In the {{DataPrompt|Reference}} field, enter a description for the Attachment (e.g. "Student loan - JB" i.e. initials of employee.) |
| − | * On the {{DataPrompt|Attachment type}} enter {{DataValue|11}} for Student | + | * On the {{DataPrompt|Attachment type}}, enter {{DataValue|11}} for Student Loan. |
| − | * | + | * If the total amount owed is shown on the HMRC paperwork, enter this in the {{DataPrompt|Total Amount}} field. |
| − | * | + | {{Note|title=Note|text=Generally the {{DataValue|Total Amount}} is not provided, and a stop notice will be issued to you once the loan has been repaid in full. You can therefore leave this field blank.}} |
| + | * Press {{KeyPress|Esc}} and {{Button|Accept}} to complete. | ||
== See also == | == See also == | ||
Revision as of 07:48, 11 June 2012
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how to enter and keep track of an employee's student loan.
 | PLEASE NOTE: If you are unsure about student loans, please refer to the information you will have been provided with by HMRC explaining the rules governing statutory pay or visit the HMRC web site here. You will have received a notice to start collecting student loan repayments from an employee, and you will receive a stop notice once it has been repaid. |
More Information
Go to " Systems Payroll Run Payroll Period".
- Enter <Y> against the employee's pay frequency or click the [Down arrow] and select [Yes] then click the [OK] button to go into the payroll.
- Choose the relevant employee and press<C+F7> to take you through to the Adjustment Entry screen.
 | Tip: If a screen appears saying 'Attachment orders' showing other attachments, if this is the existing student loan attachment you can press <F5> to edit it or if it is not the required attachment you can press <F6> to create a new one. |
- This will take you to a screen asking for the required "Agency". This is where you enter 'CSL' for 'Collection of Student Loans'.
| Tip: If you type in 'CSL' in upper case but you get a message saying 'Agency Not Found', please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page. |
- Enter the start and end dates from the paperwork supplied to you by HMRC in the "Start Date" and "End Date".
- In the "Reference" field, enter a description for the Attachment (e.g. "Student loan - JB" i.e. initials of employee.)
- On the "Attachment type", enter '11' for Student Loan.
- If the total amount owed is shown on the HMRC paperwork, enter this in the "Total Amount" field.
| Note: Generally the 'Total Amount' is not provided, and a stop notice will be issued to you once the loan has been repaid in full. You can therefore leave this field blank. |
- Press <Esc> and [Accept] to complete.
See also
