Difference between revisions of "How do I assign attachments to an employee?"

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== Summary ==
 
== Summary ==
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This article will explain how deductions from employees pay due to attachment orders and student loans are made using one or more of the 14 [[How do I Set up Payroll Attachments?|period adjustments]] slots (one per [[How do I Set Up Payroll Adjustments?#Example Adjustments|agency]]).
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Deductions from employees pay due to Attachment orders, Special Adjustments or Student Loans are entered as Attachments. The agency for each must be specified and the relevant details entered, e.g. Start and End Dates, Amounts to deduct, Reference numbers etc.
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Please see [[How do I set up payroll attachments?#Attachments/Special Adjustments|this]] article before attempting to record an order for a new agency.
  
 
== More Information ==
 
== More Information ==
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When you have been informed by HMRC to deduct money from an employee, you will need be in ''{{Menu|Payroll|Run Payroll Period}}''.  
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When you receive an order to deduct money from an employee, go to {{Menu|{{PR}}|Run Payroll Period}}.
  
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* Against the employee for whom you want to assign a payroll adjustment, press {{KeyPress|C-F7}}. This will open the {{Menu|Attachment Order Amendments}} screen.
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* Find the employee and press {{KeyPress|C-F7}} to open the {{Menu|Attachment Order Entry}} screen.
  
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{{Note|text=If an attachment already exists on the employee you will need to press {{KeyPress|F6}} to create a new order. If you need to edit an existing attachment you will need to press {{KeyPress|F5}}.}}
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{{Note|text=If an attachment already exists on the employee, press {{KeyPress|F6}} to create a new order. To edit an existing attachment, press {{KeyPress|F5}}.}}
  
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== Creating/Editing a payroll attachment (Order)==
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=== Creating an Attachment (Order) ===
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* On the {{DataPrompt|Agency :}}, enter the Agency that issued the Order, or press ({{KeyPress|C-F1}}) to search for the agency.
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* Enter the {{DataPrompt|Agency}} code, e.g. ''CSA - Child Support Agency'' or ''CSL - Collection of Student Loans''.
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* The {{DataPrompt|Calculation Order}} will be entered automatically from what was set when creating the [[How do I Set Up Payroll Adjustments?#Setting up Standard Period Adjustments|Payroll Adjustment]].
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** Press {{KeyPress|C-F1}} and {{Button|List}} to view existing agency codes.
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* On the {{DataPrompt|Start Date:}}, enter the date at which the attachment takes effect.
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** If you need to add a new Agency, please see [[How do I set up payroll attachments?#Attachments/Special Adjustments|this]] article.
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* On the {{DataPrompt|End Date:}}, enter the end date for this attachment, if applicable.
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* The {{DataPrompt|Calculation Order}} will be entered automatically.
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* On the {{DataPrompt|Reference:}}, enter a reference for the attachment.
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* On the {{DataPrompt|Attachment type:}} enter the attachment type. ''The attachment type determines how the amount of the attachment per period will be calculated:''
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{{Tip|text=Complete as many of the following fields as you have information for. Depending on the paperwork you will have received, you may not be able to complete all the fields. If in doubt, please contact the relevant agency for advice.}}
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* Enter the {{DataPrompt|Start Date}} and {{DataPrompt|End Date}}, if applicable. This information is used for reporting purposes only but may be used to decide the order in which attachments should be calculated.
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* Set the {{DataPrompt|Status}} to {{DataValue|Active}}.
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{{Warning|text=The order will be applied within the current period. If you are entering this in advance, set the status to {{DataValue|On Hold}} until you are in the period in which it should start. You will then need to edit the attachment and change the status to {{DataValue|Active}}.}}
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* Enter the {{DataPrompt|Reference}} if supplied, e.g. the Account Number.
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* Select the {{DataPrompt|Attachment}} type. This determines how the amount of the attachment per period will be calculated.
 
**{{DataValue|01}} '''Amount''' - The amount will be a fixed specified amount per period.
 
**{{DataValue|01}} '''Amount''' - The amount will be a fixed specified amount per period.
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**{{DataValue|02}} '''Percentage''' - The amount will be based on a specified percentage of the nett pay due at that point.  
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**{{DataValue|02}} '''Percentage''' - The amount will be based on a specified percentage of the nett pay due at that point.
 
**{{DataValue|11}} '''Student Loan''' - The amount will be calculated using the HMRC Collection of Student Loans formula.
 
**{{DataValue|11}} '''Student Loan''' - The amount will be calculated using the HMRC Collection of Student Loans formula.
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* On the {{DataPrompt|Attachment Rate :}}, enter the rate for this attachment.
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**{{DataValue|12}} '''DEA''' - The amount will be calculated using the DWP Direct Earnings Attachments formula.
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**If the attachment type is {{DataValue|Amount}} then this value should be the amount to deduct per period.  
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* Enter the {{DataPrompt|Attachment Rate}}.
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**If the attachment type is {{DataValue|Percentage}} then this value should be the percentage of nett pay to deduct per period.  
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**If the attachment type is {{DataValue|Amount}}, then this value should be the amount to deduct per period.
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**''For other attachment types this value is not used.''
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**If the attachment type is {{DataValue|Percentage}}, then this value should be the percentage of nett pay to deduct per period.
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*On the {{DataPrompt|Total Amount :}}, enter the total amount to be deducted on this attachment, if applicable.
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**''For other attachment types, this value is not used.''
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{{Information|text=''If a total amount is set then the attachment will automatically stop when the total paid reaches the amount specified here.''}}
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* If applicable enter the {{DataPrompt|Total Amount}} to be deducted.
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*On the {{DataPrompt|Protected Earnings :}}, enter the protected earnings status for this attachment. This can be set to:
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**{{DataValue|N}}o  Protected earnings do not apply to this order.
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{{Information|text=If a total amount is entered, the attachment will automatically stop when the total paid reaches the amount specified here.}}
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**{{DataValue|Y}}es  The protected earnings amount specified below applies to this order.
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**{{DataValue|I}}nherit Used for Student Loans if other attachment orders (with an earlier order of calculation) have a protected earnings amount then that same amount should also apply when the student loan deduction is made, otherwise none.
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* If applicable enter the {{DataPrompt|Protected Earnings}} status. This can be set to:
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**{{DataValue|N}}one - Protected earnings do not apply to this order.
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**{{DataValue|A}}mount - The protected earnings amount specified below applies to this order.
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**{{DataValue|P}}ercent - The protected earnings percentage specified below applies to this order.
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**{{DataValue|I}}nherit - Used for Student Loans if other attachment orders (with an earlier order of calculation) have a protected earnings amount then that same amount should also apply when the student loan deduction is made, otherwise none.
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{{Information|text=Protected earnings specify a minimum value of nett pay. Any deductions from this order will be limited to make sure this employee's nett pay does not fall below the protected earnings amount.}}
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* If applicable, enter the {{DataPrompt|Protected}} amount or rate.
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* Choose{{DataValue|Y/N}} if {{DataPrompt|Carry Forward}} applies. This specifies whether protected earnings and deductions should be carried over to the next period if not used.
  
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{{Information|text=''Protected earnings specify a minimum value of nett pay. Any deductions from this order will be limited to make sure this employee's nett pay does not fall below the protected earnings amount.''}}
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{{Information|text=For ordinary CSA deduction of earnings attachments this should be set to {{DataValue|Y}}. For student loans this should be set to {{DataValue|N}}.}}
  
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*On the {{DataPrompt|Protected Amount :}}, enter the Protected Earnings amount for this attachment as explained above.  
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* Click {{Button|Done}}.
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*On the {{DataPrompt|Carry Forward :}}, enter {{DataValue|Y/N}} for whether or not the protected earnings and deductions should be carried over to the next period if not used.
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* Click {{Button|Accept}} to save the new record.
  
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{{Information|text=''For ordinary CSA deduction of earnings attachments this should be set to {{DataValue|Y}}. For student loans this should be set to {{DataValue|N}}.''}}
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=== Editing/Stopping an Attachment (Order) ===
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To edit or stop an attachment order, go to {{Menu|{{PR}}|Run Payroll Period}}.
  
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* Finally make sure that the attachment is set to {{DataValue|Active}}. If not press {{KeyPress|F2}} until {{DataValue|Active}} appears at the top of the order. Press {{KeyPress|Esc}} which a prompt will appear asking ''"Do you want to accept or ignore any changes made?"'', click {{Button|Accept}}.
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* Find the employee and press {{KeyPress|C-F7}} to open the {{Menu|Attachment Order Entry}} screen.
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* Press {{KeyPress|F5}} against the order to amend or stop.
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* Make any changes then click {{Button|Done}} and {{Button|Accept}}.
  
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== See Also ==
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== See also ==
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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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* [[How do I Add a New Employee to the Payroll?]]
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* [[How do I set up payroll attachments?]]
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* [[How do I close a payroll period?]]
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* [[How do I set up a child support attachment?]]
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* [[How do I Add a New Employee to the Payroll?#Adjustments|How do I Add a New Employee to the Payroll?]]
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* [[How do I set up a direct earnings attachment?]]
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* [[How do I add a student loan?]]
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* [[How do I set up a council tax attachment?]]
  
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{{FAQ}}{{KB_Tags|Employee, Attachment, Attachments, Period, Adjustments, Payroll, Parameters, Attach, Adjustment, Adjust }}
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{{KB_Tags|employee, attachment, attachments, period, adjustments, payroll, parameters, attach, adjustment, adjust, ccj, csa, child support, student loans}}
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{{KB_PR}} {{ZN_Admin}}
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{{How}}{{KB_PR}}{{ZN_Admin}}

Latest revision as of 14:42, 27 January 2023

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

Deductions from employees pay due to Attachment orders, Special Adjustments or Student Loans are entered as Attachments. The agency for each must be specified and the relevant details entered, e.g. Start and End Dates, Amounts to deduct, Reference numbers etc.

Please see this article before attempting to record an order for a new agency.

More Information

When you receive an order to deduct money from an employee, go to " Payroll Run Payroll Period".

  • Find the employee and press <Ctrl+F7> to open the " Attachment Order Entry" screen.
If an attachment already exists on the employee, press <F6> to create a new order. To edit an existing attachment, press <F5>.

Creating an Attachment (Order)

  • Enter the "Agency" code, e.g. CSA - Child Support Agency or CSL - Collection of Student Loans.
    • Press <Ctrl+F1> and [List] to view existing agency codes.
    • If you need to add a new Agency, please see this article.
  • The "Calculation Order" will be entered automatically.
Complete as many of the following fields as you have information for. Depending on the paperwork you will have received, you may not be able to complete all the fields. If in doubt, please contact the relevant agency for advice.
  • Enter the "Start Date" and "End Date", if applicable. This information is used for reporting purposes only but may be used to decide the order in which attachments should be calculated.
  • Set the "Status" to 'Active'.
The order will be applied within the current period. If you are entering this in advance, set the status to 'On Hold' until you are in the period in which it should start. You will then need to edit the attachment and change the status to 'Active'.
  • Enter the "Reference" if supplied, e.g. the Account Number.
  • Select the "Attachment" type. This determines how the amount of the attachment per period will be calculated.
    • '01' Amount - The amount will be a fixed specified amount per period.
    • '02' Percentage - The amount will be based on a specified percentage of the nett pay due at that point.
    • '11' Student Loan - The amount will be calculated using the HMRC Collection of Student Loans formula.
    • '12' DEA - The amount will be calculated using the DWP Direct Earnings Attachments formula.
  • Enter the "Attachment Rate".
    • If the attachment type is 'Amount', then this value should be the amount to deduct per period.
    • If the attachment type is 'Percentage', then this value should be the percentage of nett pay to deduct per period.
    • For other attachment types, this value is not used.
  • If applicable enter the "Total Amount" to be deducted.
If a total amount is entered, the attachment will automatically stop when the total paid reaches the amount specified here.
  • If applicable enter the "Protected Earnings" status. This can be set to:
    • 'N'one - Protected earnings do not apply to this order.
    • 'A'mount - The protected earnings amount specified below applies to this order.
    • 'P'ercent - The protected earnings percentage specified below applies to this order.
    • 'I'nherit - Used for Student Loans if other attachment orders (with an earlier order of calculation) have a protected earnings amount then that same amount should also apply when the student loan deduction is made, otherwise none.
Protected earnings specify a minimum value of nett pay. Any deductions from this order will be limited to make sure this employee's nett pay does not fall below the protected earnings amount.
  • If applicable, enter the "Protected" amount or rate.
  • Choose'Y/N' if "Carry Forward" applies. This specifies whether protected earnings and deductions should be carried over to the next period if not used.
For ordinary CSA deduction of earnings attachments this should be set to 'Y'. For student loans this should be set to 'N'.
  • Click [Done].
  • Click [Accept] to save the new record.

Editing/Stopping an Attachment (Order)

To edit or stop an attachment order, go to " Payroll Run Payroll Period".

  • Find the employee and press <Ctrl+F7> to open the " Attachment Order Entry" screen.
  • Press <F5> against the order to amend or stop.
  • Make any changes then click [Done] and [Accept].

See also


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Keywords AND Misspellings
employee, attachment, attachments, period, adjustments, payroll, parameters, attach, adjustment, adjust, ccj, csa, child support, student loans
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