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Utilities - Batches - System Batches - ETI Adjustment Batch

Created on  | Last modified on  Highlight Matches

Summary

This guide will allow you to adjust the ETI Hours, ETI Remuneration, ETI Qualifying Month and ETI Applied amount per pay period

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

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The following screen will be displayed

 

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Once you have selected the applicable employees, click on the OK button. The following screen will be displayed:

 

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Excel sheet

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Fields in the spreadsheet

  • Employee Code

This is a mandatory field. Enter the employee code of the employees to be updated
  • Employee Tax Total

This filed indicates the ID of the tax record to which the payslip is linked.
  • ETI Remuneration Adjustment

Enter the amount to adjust the ETI remuneration applied The ETI Remuneration Total amount will be recalculated.
  • ETI Adjustment

Enter the amount to adjust the ETI Applied. The ETI Hours Total will be recalculated.
  • ETI Hours Adjustment

Enter the amount to adjust the ETI Hours. The ETI Hours Total will be recalculated
  • Tax End Date

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

 

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The following screen will be displayed

 

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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.

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Save the imported record

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The batch will need to be verified in order to validate the data before porcessing

 

On the Ribbon select Verify Batch

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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.

 

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NOTE: Once you have clicked on Process Batch; the Batch cannot be stopped.