Difference between revisions of "How do I add pension company details to my pension letters?"
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*Then press {{KeyPress|A-F8}} to copy the report to a user report. | *Then press {{KeyPress|A-F8}} to copy the report to a user report. | ||
*In the {{DataPrompt|Report Code}} Field type in the same code as you originally searched for (In this case {{DataValue|pAE}}.) but enter this in all upper case letters (i.e. {{DataValue|PAE}}.) and press {{KeyPress|Enter}} then {{KeyPress|Enter}} again | *In the {{DataPrompt|Report Code}} Field type in the same code as you originally searched for (In this case {{DataValue|pAE}}.) but enter this in all upper case letters (i.e. {{DataValue|PAE}}.) and press {{KeyPress|Enter}} then {{KeyPress|Enter}} again | ||
| − | *{{KeyPress| | + | *{{KeyPress|S-Tab}} back to the {{DataPrompt|Report Code}} field, which should now read for example {{DataValue|U PAE}} and press {{KeyPress|S-F10}}. |
*This will take you to a {{DataPrompt|Definable Literals}} page in which you can enter the required pension details. Each D numbered field has an explanation for what that field is for in the {{DataPrompt|Details}} line. This explanation line will need to be removed and replaced with the details relevant to your pension scheme. | *This will take you to a {{DataPrompt|Definable Literals}} page in which you can enter the required pension details. Each D numbered field has an explanation for what that field is for in the {{DataPrompt|Details}} line. This explanation line will need to be removed and replaced with the details relevant to your pension scheme. | ||
* Finally press {{KeyPress|Esc}} then {{KeyPress|Esc}} again and finally click {{Button|Accept}} to save the details. | * Finally press {{KeyPress|Esc}} then {{KeyPress|Esc}} again and finally click {{Button|Accept}} to save the details. | ||
Revision as of 10:00, 2 September 2014
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to add the pension company details into the pension letters that get produced at the end of a payroll period.
More Information
Go to " Payroll Payroll Parameters\Maintenance Payroll Parameters Report Details Configurable Reports".
- Arrow key down to the first Payroll letter report (i.e. 'Eligible Jobholder Info'.)
- <Tab> past the 'S' or 'U' into the 3 character "Report Code" field. (In this case this will read 'pAE'.)
- Make a note of the "Report Code" as you will need this at the next step
- Press <Ctrl+F1> to bring up the search then press <Enter>.
- Scroll down the list and look for the "Report Code" required (In our example 'pAE'.)
- Then press <Alt+F8> to copy the report to a user report.
- In the "Report Code" Field type in the same code as you originally searched for (In this case 'pAE'.) but enter this in all upper case letters (i.e. 'PAE'.) and press <Enter> then <Enter> again
- <Shift+Tab> back to the "Report Code" field, which should now read for example 'U PAE' and press <Shift+F10>.
- This will take you to a "Definable Literals" page in which you can enter the required pension details. Each D numbered field has an explanation for what that field is for in the "Details" line. This explanation line will need to be removed and replaced with the details relevant to your pension scheme.
- Finally press <Esc> then <Esc> again and finally click [Accept] to save the details.
Repeat these steps on the rest of the Payroll reports.
 | Once the details have been filled out once they can be copied (Using <Ctrl+C>.) and pasted (Using <Ctrl+V>.)in the the rest of the reports in the "Definable Literals" page to save time. |
See also
- How do I Prepare for Automatic Enrolment?
- How do I setup a Pension Scheme in Platinum?
- How do I Run a Payroll Period?
