How can I view previous adjustments for an employee?

Summary

This article will explain how you can view previous adjustments for an employee.

More Information

The way of viewing previous adjustments for an employee you will need to go to " Payroll Payroll Procedures/Reports Payroll Report Generator".

• On the "Filter on:" type 'Previous Adjustments'.
• Press <Enter>.
• A report with the code 'PAD' will appear.

Information:  If the report "PAD - Previous Adjustments Details" does not appear, then you will need to run a Platinum update. Or Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you have recently ran an update and the report is not present.

• Highlight the report and click [Start].
• The Report will ask for the following information:
  • "Employee Code:" enter in an 'employee code' to run for a specific employee else leave it blank to run the report for all employee's.
  • "Year start:" enter in a specific payroll year start to see the adjustments for that year else leave it blank to run the report for all year's.

    PLEASE NOTE:  If you leave these fields blank the report will take longer to run as it has to gather more information. It is advised to only leave one field blank at a time if you are wanting to see all data.

• Click [Start] when you are ready run the report.
• The report goes to screen.
  • It will break down the data via;
    • "Employee".
    • "Payroll Year".
  • The report will display following details.
    • The "Period" the adjustment was enter in.
    • The "Date" enter for the adjustment.
    • The "Comment" entered on the adjustment.
    • The amount entered for "Payment" - which is totalled for the Payroll Year and Employee.
    • The amount entered for "Tax" - which is totalled for the Payroll Year and Employee.
    • The amount entered for "EENI" - which is totalled for the Payroll Year and Employee.
    • The amount entered for "ERNI" - which is totalled for the Payroll Year and Employee.
    • The total amount "Adjusted" - which is totalled for the Payroll Year and Employee.

Tip:  If you wish to print the report press <F2>. To pan the view left or right press <Left Arrow> or <Right Arrow> to move the pages press either <Page-Up> or <Page-Down>.

See Also

• Getting Started - Payroll
• How do I Close a Payroll Period?
• Payroll End of Year
• How do I Delete a Payroll Period?
• How do I Set Up Payroll Adjustments?
• How do I Set up Payroll Attachments?
• How do I Assign Payroll Attachments to an Employee?
• How do I Enter Sick Pay?
• Dealing with Employee Holidays in Payroll

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Keywords AND Misspellings

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