Summary
Description
To capture adjustments for previous Tax Years, it is necessary to process adjustments in the final pay period of the specific Tax Year. For this purpose, a bulk Tax Adjustment payslip can be processed for multiple employees, using a User Defined Batch
Resolution
On the Navigation pane
Expand Utilities
Expand Batches
Double Click User Defined Batches
Select New
Click on Next
Enter Applicable Information
Feild | Description | |
Code |
| |
Short and Long Description | Table text Enter a description for the batch. The length of the short description may be up to a maximum of 35 characters, and the long description up to 100 characters. | |
Batch Instance Type | Select the required batch type. The options are:
|
Batch Filters
Field | Description | |
Company Rule |
| |
Payslip Type | Select the applicable payslip type (pay run) that must be updated:
| |
Pay Run Definition Option | Select the pay run for which values will be entered, such as the Main or Bonus Run:
| |
Pay Run Definition | This field will become enabled when the Pay Run Definition Option is Specific Pay Run. Select the pay run that must be updated. When updating multiple companies and/or company rules the codes of the pay run definitions must be the same. |
The following fields are editable on the adjustment payslips:
- Amount columns for all payslip lines.
- The Active flag and Total Beneficiaries field on the Medical Aid History screen.
Click Next then click Finish; Thereafter Save.
Once the User Defined Batch template has been created, the batch can be exported.
On the Navigation pane
Expand Utilities
Expand Batches
Double Click Batch Instance Management
Click Create New Batch
Click Next
Select were the export file should be saved
Once all adjustments have been captured onto the batch, the batch can be imported.
On the Navigation pane
Expand Utilities
Expand Batches
Double Click Batch Instance Management
Click Create New Batch
Click to browse for and import the import file
Map the Field Name to the corresponding Import sheet field
Click on Verify Batch
Click Verify and Save
Click Process Batch
Check that all employees have been processed successfully