How can I view previous adjustments for an employee?

From Catalyst
Revision as of 11:29, 8 November 2019 by Les Ward (talk | contribs) (Les Ward moved page How can I View Previous Adjustments for an Employee? to How can I view previous adjustments for an employee?: Lower case (except for Platinum menu options))
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
view, previous, old, employee, adjustments, adjust, alterations, amendments, adjustment, alteration, amendment, history, historical, see