Difference between revisions of "How can I view previous adjustments for an employee?"

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{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
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This article will explain how you can view ''previous adjustments'' for an employee.
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This article will explain how you can view previous adjustments in {{PR}} for an employee.
  
 
== More Information ==
 
== More Information ==
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The way of viewing previous adjustments for an employee you will need to go to {{Menu|Payroll|Payroll Procedures/Reports|Payroll Report Generator}}.
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Go to {{Menu|{{PR}}|Payroll Procedures/Reports|Payroll Report Generator}}.
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* On the {{DataPrompt|Filter on:}} type {{DataValue|Previous Adjustments}}.
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* On the {{DataPrompt|Filter on:}}, type {{DataValue|Previous Adjustments}}.
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* Press {{KeyPress|Enter}}.
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* Press {{KeyPress|ENTER}}.
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* A report with the code {{DataValue|PAD}} will appear.{{Information|iconsize=small|If the report '''"PAD - Previous Adjustments Details"''' does not appear, then you will need to run a [[Downloading a Platinum Update|Platinum update]]. Or {{SupportContact}} if you have recently ran an update and the report is not present.}}
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* A report with the code {{DataValue|PAD}} will appear.
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{{Information|text=If the report {{DataValue|PAD - Previous Adjustments Details}} does not appear, then you will need to run a [[Downloading a Platinum update|Platinum update]], or {{SupportContact}} if you have recently run an update and the report is not present.}}
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* Highlight the report and click {{Button|Start}}.
 
* Highlight the report and click {{Button|Start}}.
 
* The Report will ask for the following information:
 
* The Report will ask for the following information:
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** {{DataPrompt|Employee Code:}} enter in an {{DataValue|employee code}} to run for a specific employee else leave it blank to run the report for all employee's.
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** {{DataPrompt|Employee Code:}} enter an {{DataValue|employee code}} to run for a specific employee or leave it blank to run the report for all employees.
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** {{DataPrompt|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.{{Note|iconsize=small|text=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.}}
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** {{DataPrompt|Year start:}} enter a specific payroll year start to see the adjustments for that year or leave it blank to run the report for all available years.
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*Click {{Button|Start}} when you are ready run the report.
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* The report goes to screen.
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{{Note|text=If you leave both these fields blank the report will take longer to run as it has to gather more information.}}
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**It will break down the data via;  
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***'''''"Employee".'''''
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*Click {{Button|Start}} to run the report.
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***'''''"Payroll Year".'''''
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* The report will be displayed on screen first and then may be printed if required.
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**The data will be listed by;
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***"Employee".
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***"Payroll Year".
 
**The report will display following details.
 
**The report will display following details.
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***''The '''"Period"''' the adjustment was enter in.''
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***''The {{DataValue|Period}} in which the adjustment was entered.''
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***''The '''"Date"''' enter for the adjustment.''
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***''The {{DataValue|Date}} of the adjustment.''
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***''The '''"Comment"''' entered on the adjustment.''
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***''The {{DataValue|Comment}} entered on the adjustment.''
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***''The amount entered for '''"Payment"''' - which is totalled for the Payroll Year and Employee.''
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***''The {{DataValue|Payment}} - this is totalled for the Payroll Year and Employee.''
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***''The amount entered for '''"Tax"''' - which is totalled for the Payroll Year and Employee.''
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***''The {{DataValue|Tax}} - this is totalled for the Payroll Year and Employee.''
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***''The amount entered for '''"EENI"''' - which is totalled for the Payroll Year and Employee.''
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***''The {{DataValue|EENI}} - this is totalled for the Payroll Year and Employee.''
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***''The amount entered for '''"ERNI"''' - which is totalled for the Payroll Year and Employee.''
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***''The {{DataValue|ERNI}} - this is totalled for the Payroll Year and Employee.''
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***''The total amount '''"Adjusted"''' - which is totalled for the Payroll Year and Employee.''
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***''The {{DataValue|Adjusted}} - which is totalled for the Payroll Year and Employee.''
  
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{{Tip|If you wish to print the report press {{KeyPress|F2}}. To pan the view left or right press {{KeyPress|Left Arrow}} or {{KeyPress|Right Arrow}} to move the pages press either {{KeyPress|Page Up}} or {{KeyPress|Page Down}}.}}
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{{Tip|text=If you wish to print the report, press {{KeyPress|F2}}. To pan the view left or right press {{KeyPress|LEFT}} or {{KeyPress|RIGHT}}; to move up and down the pages, press either {{KeyPress|PG-UP}} or {{KeyPress|PG-DOWN}}.}}
  
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== See Also ==
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== See also ==
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* [[Getting Started - Payroll]]
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* [[How do I close a payroll period?]]
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* [[How do I Close a Payroll Period?]]
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* [[How do I set up payroll adjustments?]]
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* [[Payroll End of Year]]
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* [[How do I set up payroll attachments?]]
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* [[How do I Delete a Payroll Period?]]
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* [[How do I assign attachments to an employee?]]
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* [[How do I Set Up Payroll Adjustments?]]
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* [[How do I add sick pay?]]
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* [[How do I Set up Payroll Attachments?]]
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* [[Dealing with employee holidays in Platinum Payroll]]
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* [[How do I Assign Payroll Attachments to an Employee?]]
 
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* [[How do I Enter Sick Pay?]]
 
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* [[Dealing with Employee Holidays in Payroll]]  
 
  
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{{KB_Tags|View, Previous, Old, Employee, Adjustments, Adjust, Alterations, Amendments, Adjustment, Alteration, Amendment, History, Historical, See}}{{KB_PR}}
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{{KB_Tags|view, previous, old, employee, adjustments, adjust, alterations, amendments, adjustment, alteration, amendment, history, historical, see}}
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{{How}}{{KB_PR}}

Latest revision as of 06:29, 9 November 2019

Summary

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

More Information

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.
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 run 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 an 'employee code' to run for a specific employee or leave it blank to run the report for all employees.
    • "Year start:" enter a specific payroll year start to see the adjustments for that year or leave it blank to run the report for all available years.
If you leave both these fields blank the report will take longer to run as it has to gather more information.
  • Click [Start] to run the report.
  • The report will be displayed on screen first and then may be printed if required.
    • The data will be listed by;
      • "Employee".
      • "Payroll Year".
    • The report will display following details.
      • The 'Period' in which the adjustment was entered.
      • The 'Date' of the adjustment.
      • The 'Comment' entered on the adjustment.
      • The 'Payment' - this is totalled for the Payroll Year and Employee.
      • The 'Tax' - this is totalled for the Payroll Year and Employee.
      • The 'EENI' - this is totalled for the Payroll Year and Employee.
      • The 'ERNI' - this is totalled for the Payroll Year and Employee.
      • The 'Adjusted' - which is totalled for the Payroll Year and Employee.
If you wish to print the report, press <F2>. To pan the view left or right press <Left Arrow> or <Right Arrow>; to move up and down the pages, press either <Page-Up> or <Page-Down>.

See also


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Keywords AND Misspellings
view, previous, old, employee, adjustments, adjust, alterations, amendments, adjustment, alteration, amendment, history, historical, see
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