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Employee Management - Employees - How to backdate the Medical Aid History

Created on  | Last modified on  Highlight Matches

Summary

How to backdate the Medical Aid History on Sage 300 People

Description

The number of Medical Aid beneficiaries can be changed for the history periods on the Medical Aid History screen. This will then recalculate the Medical Aid Tax Credit accordingly. You can also make a history period Inactive if required.

Resolution

 

On the Navigation pane:

Expand  Employee Management

Double-click on Employees

Select   the Employee record

Click on  Payslip Detail

Select   Medical Aid History

To backdate the amount of Beneficiaries:

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 Active

When you enter the employee’s medical information including Private Medical Aid amounts in the current period, the checkbox next to the  current month will automatically be checked. If the Medical Aid must be backdated to previous pay periods for the current Tax Year, check the checkbox next to the applicable months.

Total Beneficiaries

The total number of beneficiaries default from the beneficiaries defined on the Beneficiaries tab of the employee’s Contracts and Benefit Funds screen.

If the employee has a Private Medical Aid,  you must enter the number of beneficiaries on the Employee Rule screen.

Changing the Active status:

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If you have entered information incorrectly and would like the Medical Aid History to default to as it was in the applicable months, you can Rebuild from History Payslips.

To do this:

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