Utilities - ETI Take-on- How to update ETI values for history periods
Description

The main reason was that ETI values can be imported when new customers had to take on values to reconcile to previous payroll syste

It is important to remember that only periods where the company status was ‘BCEA & Financial Take on’ or ‘Financial Take on’, can be imported

Cause
Resolution

On the Navigation Pane

Expand               Utilities

Expand               Batches

Expand               System Batches

Double click on ETI Take-On Batch

 

On the menu ribbon, click on, Create Import Batch File

 

The following screen will be displayed

 

Once you have selected the applicable employees, click on the OK tab. The following screen will be displayed. Select the applicable tax year and click on OK.

 

 

Excel sheet

Fields in the spreadsheet

Field

Description

Employee Code

This is a mandatory field. Enter the employee code of the employees to be updated

Tax End Date

If the employee is terminated before the Tax End date, that value should be captured.

Tax Year

The Tax which should be updated.e.g 2020

Calendar Month

The month Number in which this should be updated. e.g3 (March)

SIC Type

Capture Standard Industrial Classification

SEZ Type

Capture Special Econmic Zone

ETI Qualifying Month BF

This is the number of periods the employee has qualified for ETI purposes excluding the current period. Ex: In Premier Total will show that this employee is in Period Set 2 Period Count 4 This means that an ETI incentive has been claimed for 16 periods.

ETI Qualifying Month Adjustment

Enter the Tax End Date of the Tax Record that must be updated.

ETI Month

Indicate whether an employee quilifies for ETI . True or False

ETI Type

Is the ETI calculated according to an SEZ type? Currently we only have the option of normal. Ensure this field shows N.

ETI Remuneration

Total Remuneration that the employee received.

ETI Remuneration Applied

Total Remuneration after Gross up.

ETI Remuneration Total

Remuneration that the incentive was calculated on. ETI Remuneration Applied and ETI Remuneration Total should always be the same.

ETI Applied

This is the incentive amount calculated that the company can withhold.

ETI Total

This is the Total amount of ETI to be claimed for this employee.

ETI Rate Per Hour

The employee’s Rate per hour.

ETI Temporary Employee

Indicate whether this is a Temporary employee or not. ETrue or False

ETI Hours Calculated

Hours the employee worked, this will include Overtime, and exclude Unpaid.

ETI Hours Total

Hours the employee worked, this will include Overtime, and exclude Unpaid.

Min Monthly Wage

Min Wage Type the employee is linked to

Min Wage Calculated

if the minimum wage should be grossed up indicate the value

ETI Actaul Wage  Calculated

Employees total earnings used to define the ETI min wage
Min Wage Type

Min Wage Type the employee is linked to

ETI Min Wage Rate Per Hour

The Hourly Wage of the minimum wage type applicable to the employee. The Hourly Wage will be used to determine if the employee qualifies for ETI.

ETI Wage Hours Calculated

Employees ETI Hours

ETI Wage Hours Total

Total calculated ETI Hours

ETI Reason

The only ETI Reason that may be updated via the batch is the COVID ETI reason. A validation error will occur when this reason code is used for any period other than April, May, June and July 2020.

 

Import Batch

On the Navigation Pane

Expand           Utilities

Expand          Batches

Expand          System Batches

Double click on  ETI TakeOn Batch

Click on        New

The following screen will be displayed

 

 

Field

Description

Code

Enter the code for the ETI Take On batch. The code may contain a maximum of 15 characters

Short Description

Enter a short description for the ETI Take On batch. The short description may contain a maximum of 35 characters.

Long Description

The Long description will default to what is entered on the Short Description field, this can be changed if required. The Long Description may contain a maximum of 100 characters.

Company

Select the company to which the employees are linked to that must be updated.

Company Rule

Select the company rule to which the employees are linked that must be updated

Batch Option

The option available is Create. The ETI Take On values can only be created.

 

Click on “Load File” to locate and import the spreadsheet, then click on OK

 

 

Click on “Verify Batch”

Once the batch has been verified, click on “Process”

 

 

Steps to duplicate
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