Difference between revisions of "How do I create payroll attachments?"
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== Summary == | == 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). | + | 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 == | ||
The following article explains how to enable an attachment in {{PR}}. | The following article explains how to enable an attachment in {{PR}}. | ||
| − | To enter an attachment record against a specific employee please see [[How do I Assign Payroll Attachments to an Employee?|this]] article. | + | To enter an attachment record against a specific employee, please see [[How do I Assign Payroll Attachments to an Employee?|this]] article. |
Go to {{PayrollSettings|Company Parameters|Period Adjustments}}. | Go to {{PayrollSettings|Company Parameters|Period Adjustments}}. | ||
* Move down to the next free line. | * Move down to the next free line. | ||
| − | ** If the attachment is for Tax Credits press {{KeyPress|F7}}. | + | ** If the attachment is for Tax Credits, press {{KeyPress|F7}}. |
| − | ** If the attachment is for Student Loans press {{KeyPress|S-F7}}. | + | ** If the attachment is for Student Loans, press {{KeyPress|S-F7}}. |
* For any other attachments: | * For any other attachments: | ||
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** The Description and Settings for the attachment will be completed for you. | ** 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 {{Button|Add}}. | + | If the attachment you wish to enter is not shown in the list, click {{Button|Add}}. |
* Enter a code for the {{DataPrompt|Attachment Agency}}. | * Enter a code for the {{DataPrompt|Attachment Agency}}. | ||
* Enter the agency {{DataPrompt|Description}}. | * Enter the agency {{DataPrompt|Description}}. | ||
Revision as of 06:03, 8 June 2017
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
- Getting Started - Payroll
- How do I Assign Payroll Attachments to an Employee?
- How do I Set Up Payroll Adjustments?
