Summary
Description
ETI values are calculated per tax record per pay period. Where an employee has multiple tax records in the same pay period, you must select the applicable tax record for which you need to capture ETI adjustment values for.
Cause
Resolution
TIP: You must create a batch template for the correct pay period to ensure that the correct pay period is updated
NOTE: ETI is always calculated in the last pay period for non-monthly company rules, however, when an employee in a non-monthly company rule is terminated, the ETI values will be calculated in the termination period
Create Batch import file
This functionality allows you to create a template (MS Excel) spreadsheet that can be used to capture the ETI adjustment values. Where an employee has multiple tax records, multiple employee records will be included in the spreadsheet. The Tax Year End date of the closed tax record will be exported.
On the Navigation Pane
Expand Utilities
Expand Batches
Expand System Batches
Expand ETI Adjustment Batch
On the menu ribbon, click on, Create Batch Import File
The following screen will be displayed
Once you have selected the applicable employees, click on the OK button. The following screen will be displayed:
Excel sheet
Fields in the spreadsheet
| This is a mandatory field. Enter the employee code of the employees to be updated |
| This filed indicates the ID of the tax record to which the payslip is linked. |
| Enter the amount to adjust the ETI remuneration applied The ETI Remuneration Total amount will be recalculated. |
| Enter the amount to adjust the ETI Applied. The ETI Hours Total will be recalculated. |
| Enter the amount to adjust the ETI Hours. The ETI Hours Total will be recalculated |
| Enter the Tax End Date of the Tax Record that must be updated. |
Import Sheet
Click on the New button to import ETI adjustment batch
The following screen will be displayed
Field | Description |
Code | Enter the code for the ETI adjustment batch. The code may contain a maximum of 15 characters |
Short Description | Enter a short description for the ETI adjustment 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 Update. The ETI adjustment values can only be updated. |
NOTE: You cannot select the pay period to update. This information is contained in the batch.
Click onth OK button to impoirt the spreadsheet.
Save the imported record
The batch will need to be verified in order to validate the data before porcessing
On the Ribbon select Verify Batch
Once the batch has been verified, click on the Process Button. During the processing, any information that does meet the ETI criteria will be unsuccessful.
NOTE: Once you have clicked on Process Batch; the Batch cannot be stopped.