Difference between revisions of "Entering P45 details/new starters"
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Jeremy Shave (talk | contribs) (New page: {{Incomplete}} == Summary == This article explains how to enter a new starters P45 details into the payroll system. == Details == Get into "Payroll" -> "Payroll Parameters/Maintenance" ->...) |
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== Details == | == Details == | ||
| − | + | Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments" | |
| − | + | * Enter the Employee's Code and press {{KeyPress|Enter}}. | |
| − | * Enter the Employee's Code and press {{KeyPress|Enter}} | + | * Press {{KeyPress|F8}} Adjustment Entry. |
| − | * Press {{KeyPress|F8}} Adjustment Entry | ||
* Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started). | * Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started). | ||
* Press {{KeyPress|Enter}} to move to the Comment field. | * Press {{KeyPress|Enter}} to move to the Comment field. | ||
* Enter a Comment relevant to the adjustment entry e.g. P45 Details. | * Enter a Comment relevant to the adjustment entry e.g. P45 Details. | ||
| − | * Press {{KeyPress|F2}}. | + | * Press {{KeyPress|F2}}. {{DataPrompt|Previous Employment Adj.:}} needs to be set to {{DataValue|Yes}}. |
| − | * Pressing {{KeyPress|F2}} will change this field from | + | * Pressing {{KeyPress|F2}} will change this field from {{DataValue|No}} to {{DataValue|Yes}}. This is important as it tells the system that any values entered are from a P45 - this is especially important if you have already included this employee in one or more payroll runs. |
| − | * Press {{KeyPress|Enter}} to move to | + | * Press {{KeyPress|Enter}} to move to {{DataPrompt|Payment:}}. |
* Enter the Payment to date, from the P45. | * Enter the Payment to date, from the P45. | ||
| − | * | + | * On {{DataPrompt|TAX}} enter the Tax to date, from the P45. |
* Press {{KeyPress|Escape}} and you will be asked to confirm this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this. | * Press {{KeyPress|Escape}} and you will be asked to confirm this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this. | ||
* Accept the entry by pressing {{KeyPress|Enter}}. | * Accept the entry by pressing {{KeyPress|Enter}}. | ||
Revision as of 21:34, 28 September 2008
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to enter a new starters P45 details into the payroll system.
Details
Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Employee Amendments"
- Enter the Employee's Code and press <Enter>.
- Press <F8> Adjustment Entry.
- Enter the date of the Adjustment entry, which must be within the current period date range (this does not reflect the date the employee started).
- Press <Enter> to move to the Comment field.
- Enter a Comment relevant to the adjustment entry e.g. P45 Details.
- Press <F2>. "Previous Employment Adj.:" needs to be set to 'Yes'.
- Pressing <F2> will change this field from 'No' to 'Yes'. This is important as it tells the system that any values entered are from a P45 - this is especially important if you have already included this employee in one or more payroll runs.
- Press <Enter> to move to "Payment:".
- Enter the Payment to date, from the P45.
- On "TAX" enter the Tax to date, from the P45.
- Press <Esc> and you will be asked to confirm this is a ‘Previous Employment Adjustment’ - say ‘Yes’ to this.
- Accept the entry by pressing <Enter>.
- You will be taken to an Adjustment box, which shows all Adjustments for this employee, for this period.
- Press <Esc> to return to the Employee Details.
