Daves Notes

Access Settings in the System

Work Group   All software users are assigned a login name and password. Each user…

Access the Authorisation Centre in the Software

Access the Authorisation Centre in the software. Set the table name to General Ledger Analysis and click on Proposed tab….

Allowances

The Allowances form records any earning allowances which subsidise an employee’s yearly salary value. If the Payroll module…

Amending HR Record Summary Display

The fields displayed when the Summary button is ticked on the HR Record toolbar, can be restricted by the…

Applying Salary Changes

Uplifting the Salary Values by a Percentage   Access the Uplift Salary Scales screen in Personnel > Functions. Select the…

Arrestments

In order to process Arrestment Types of Attachment orders (Note: this is the Scottish version of attachments,…

Attachment of Earnings

All refer to Payroll code AOE for posting details (GL code, etc.). Court Orders The entry…

Auto Allocate Training Needs to Events

QLP001785 Description In Staff Development > Definitions > Training Course > Rules, two new fields called Auto Assign and Assign Based On…

Automated Salary Adjustments

This process can be used where a trigger is needed, to remind the users that…

Average Pay Calculation

1.  The user enters the Expected Date of Confinement. 2. The program converts this to the Sunday…

Back Dated Pay

This wizard is provided to suggest any back-dated pay adjustments arising from post-date changes in salary or changes of terms…

Back Pay Processing

Using this process Back Payments may be made to employees where a retrospective pay adjustment has been…

Basic Details

1. Basic Details a. Employee Number b. Forename c. Surname d. Address e. NI Number…

Building General Ledger Codes

To use the build facility, the following needs to be set up. When entering the nominal code…

Bulk Import of Monthly Payments

The first requirement is to identify the employees for whom the new payment is to…

Buy/Sell Holidays

QLP002318 – Holiday Days Description Three optional fields Payment/Deduction Code, Sell Days Cap and Sell Hours Cap have been…

Capitalise Names and Addresses

This process will tidy up the Surname, Forename and KnownAs fields on pnlempmst and the associated address details…

Child Care

General Requirements Payroll Parameters The controls for the processing of child care payments need to…

Claims Printing – Hereford

The Contract Claims print process has been amended to invoke amendable Crystal Report Definitions The following steps will…

Claims Printing – Solihull

The Contract Claims print process has been amended to invoke amenable Crystal Report Definitions. The following steps will…

Contract Printing – Solihull

The Contract Print process has been amended to invoke an amendable Crystal Report Definitions. The following steps will…

Contract Printing – Worctech

The Contract Print process has been amended to invoke amendable Crystal Report Definitions. The following steps will be…

Creating A CSV File Of Claims Data

The CSV file is created by running the same process you use for printing the Claims themselves. The…

Creating A New Paper Size For Payslip Printing

From the Windows, Start, go to Printers and Scanners. Go to Print Server Properties (Note: you may not have…

Creating Hourly Rate Records

Access Payroll > Definitions > Payroll Codes. Click New to enter a new code. Only the first page of payroll code data will be required….

Creation of BACS File

Download the Format File You will have been sent a file containing the parameters needed…

Crystal Report List

File Menu Entry Description 4a Audit Enquiry (Enquiry menu) Audit by Employee 4b Audit Enquiry…

Date Effective Processing

Date Effective Processing is the means by which an employee’s pay is automatically adjusted during the…

Diary

The screen allows you to display and maintain review dates that have been set againsdt an employee…

Diary Rules

  (Notes in italic are not in latest manual but are being done now). Rules can…

Display Lists

Using this option, it is possible to create a completely user defined menu structure under HR Record for a…

Employee Pension Percentages

1.       Direct entry a.       Pension set to Standard Rates b.       Percentages entered to Hr Record…

Employee Returns

Assuming in this scenario that an employee has left employment and has been issued with…

Employees Employed On A Given Date

Option 1 This requires the production of two queries with the following selection of criteria,…

Employees Not Paid In Last ‘N’ Months

This can be achieved by use of the exceptions query process. The first requirement is to…

Employment Global Changes

Global Changes is provided to allow the operator to change all the occurrences of a given…

Explanation Of Dates

Employment Terms   1. Start Date  – this is the date that the employee started…

Export Templates

One of the uses of export templates is to define the mechanism that the period end is…

Export To A Crystal Report

Export will allow you to complete a series of screen to merge the output into a Crystal…

Fixed Payment To Employment History Link

A field exists in Fixed Payment Maintenance to allow a payroll code to be linked to an Employment…

Function Access

Users access to options help under HR Record are controlled via Function Access in Housekeeping > Definitions. Once accessed, highlight…

Further Education SIR

FE SIR Functions   Create SIR Values The Create SIR Values function is provided for the creation…

GEN

HR Record > Payroll Details > Fixed Payments. Create record witha) Payroll Code = GEN b) Type = Entered…

Globally Changing The Values Of Contract Items

To Change The Value Of Open Contract Items Note: This procedure will not affect items that…

Historical NI Changes

This facility has been provided to cater for the situation where an employee has been…

HMRC Download

Parameter Settings Payroll In Payroll > Module Definitions > Gateway, it will be necessary to enter a value into field Verify…

HMRC Validation Software

Access the website – https://www.hmrc.gov.uk/ebu/Its-techpack.htm Access the Guide to installing and running. Download the software from the…

Holiday Allowances From Employment History

The first time that a Holiday Grade is put against an Employment History Record, an equivalent Holiday Allowance Record will…

Holiday Carry Over

Holiday Rollover   A Holiday Grade will need to be set up with the correct dates in…

Holiday Pay For Weekly Employees

Weekly Employee’s Holiday Pay Processing   QLP processing for giving employees multiple weeks pay in a single pay…

Holiday Payments

A new facility has been provided which will allow for the generation of holiday payments based on…

Holiday Rollover & Carry Over

Holiday Rollover   Access each of the Holiday Grades via Personnel > Definitions > Employment, and set the details for the…

Hourly Rate Based On Annual Salary

Create a payment code, with a Type of Rate, Payment/Deduction as Payment, Calculation Type as Hourly WTE, Factor as 1.00…

How To Authorise

Access the Authorisation Centre in software. Set the table name to Amend Existing HR Records. Click Proposed. Click…

HR Query Copy

Procedure for sending a copy of a HR Query to another user:   For the…

Importing Attachments

The file to be updated is pnlempdoc. Field name Data Example Variation_id   DEM Emp_id From…

Importing Salary Grade Details

1. Set up Salary Grades (Definitions > Personnel > Terms and Conditions > Salary Grade). There…

Installing An Amended Crystal Report

The following steps will be required to import the amended Crystal Report: Store the report format xxxxxx.rpt included…

Late Notification Of Change Of NI Category

Change the employee to the new NI Category. Run Payroll > Functions > Historical NI Category Changes….

Letter Writing

Wherever you wish to create letters, the basic principle is the same, in that you…

Making A Fixed Input Date Dependent

Payroll > Definitions > Module Setup > Payment/Deduction. Click Edit. Click Controls. Select the type of dates that the processing…

Merging NI Details

Merging Employee’s NI Records This utility is required where a site has multiple NI records…

Minimum Requirements To Pay A New Employee

Create a new employee via New Employee. This assigns an employee number and any default details that…

NI Category C

The repayment of the employee’s NI needs to be done of their old NI Category, as it…

Notional Salary And Whole Time Equivalent

It is possible in Employment History > Terms to show both the actual and notional salary and whole time equivalent factor based on…

Organisation Structures

An Organisation Structure within the software can be built using one of three methods. Multiple structures can…

P35 Sort Parameters

An entry is required on the ADMCNTRL table in the following format: Control Type – P Variation…

P60’s via Crystal

The P60 print process has been amended to invoke amendable Crystal Report Definitions. The following steps will be…

Passwords For Payslips

QLP001878 – Payslips and P60’s Description A new field PDF – Encoding Software has been added to HR…

Pay Code that pays a value based on WTE_Factor

Pay Code based on value factored by WTE Payroll Code a) Type – Automatic b) Payment/Deduction…

Payment Grouping

This can be achieved by following this procedure: Access Item Group in Payroll > Definitions > Module Setup. Click New. The Code…

Payroll Ticklist

Stage 1 HR Parameters Payroll Parameters Payroll Templates Transfer Templates Categories Pension Details Payroll Codes…

Payslip Crystal

Installing Payslip Crystal Report Definition The following steps will be required to set up the payroll…

Payslip Process

Pre-Printed Documents Payslips (Crystal) This series of pages presented by the report wizard, allows you…

Payslips via Email

Notes Hull Parameters a) Provider – Microsoft CDO b) Server Address – 10.1.1.152 c) Port – 25…

Payslips via Email

Set Up You will need to set the email parameters in System Setup > Housekeeping > System Definitions – Email tab. There…

Pension

Direct Entry Use HR Record > Payroll Details > Pensions and enter the percentage to be deducted, for the employee.  …

Pension Processing

Pension Processing – LGPS Requirements   Pension Maintenance The References tab of Pensions has been extended to include three…

Pension Rate Change

Pension Percentage Update This wizard is provided as a utility to update the Pension Contribution Criteria…

Pensions To Be Calculated On Mutliple Salaries

Multiple Salaries It is now possible to specify that a Salary that is a composite figure…

Procedure Sheet For Payroll Cycle

Run Period End, which opens up a new period. a) The Working File is cleared…

Produce CSV at End of Period

It is possible to specify that the End of Period process should create a CSV file, that…

QLP to QLS

Housekeeping > Definitions > HR Parameters > Students Students allows the user to define the settings required for the transfer of Staff…

Re-Instating An Employee

This is the process to be followed if an employee has incorrectly been set as Left,…

Rebuilding Commitments

The form FRMEADM017 will need to be added to the user’s menu structure. It is called Uniface Form…

Recruitment

Recruitment Definitions   Administrators Administrators Definition is provided to view, create, amend, delete and import…

Refunding Student Loans

There is currently no means of entering a Student Loan Refund via the use of a reversal…

Registers

QLS/QLP Links (Contracts) There are 6 parameters on the QLP Payroll Parameters file: Sessional Contractors…

Removing Employee From Pension Scheme

The situation regularly arises where an employee has been on a pension scheme for a period of…

Rename HR Record Menu Entries

HR Record – Menu Title Changes   System Setup > Housekeeping > HR Record Group Options Highlight your User in the…

Replacement Payroll Codes

It is now possible to add a list of Payroll Codes against a Parent Payroll Code. The effect…

Retirement

Retirement Date Processing   Personnel > Definitions > Personal > Gender In order for the process…

Salary Sacrifice

Create a new Payroll Code with the following settings: Payment/Deduction = SAC – User defined Description…

Salary Sacrifice (Bespoke)

Salary Sacrifice (Bespoke Payslip)   Payment Code Maintenance Create a new Payroll Code with the following…

Salary Sacrifice (Simple)

Salary Sacrifice   Payment Code Maintenance Create a new Payroll Code with the following settings:   1….

Salary Sacrifice Reclaim

The basic idea of Salary Sacrifice, is that you give up part of your salary each…

Salary Sacrifice VAT Payments

HMRC document suggests that VAT should be payable if the salary sacrifice is being used for…

SIR

1. System Setup > Housekeeping > System Definitions – SIR tab. a) HE or FE – Must be FE b) Institute…

SIR

FE SIR   HR Parameters – SIR tab This tab maintains the values needed for the control…

SIRFE Extract

HR Record   Introduction to the Human Resource Record   The HR Record set of options allows…

Sixteen Percent Deduction

Payroll Code Maintenance   General tab   a) Code, Description, Payslips Description, Input Prompt – As…

Software and HR Portal Payslips via Email

Payslips via Email   Set Up You will need to set the email parameters in HR…

Software Reports

Payroll Reports   Balance Review Occupational Sick P11/P32 Report Payroll Breakdown To Date Figures P35…

Software to ABW Link

Software to ABW Link   HR Parameters a) Financial Application = ABW_NI Transfer Template  a) Transfer…

Staff Development Training

Simple Code Maintenance a) Appraisal Types b) Appraisal Analysis (Note: Appraisals on code screen) c) Achievements…

Start of Day Processes

Each day when a user accesses the software for the first time, a series of housekeeping…

Statutory Sick Pay

General Requirements   Payroll Parameters The controls for the processing of Statutory Sick payments need to be…

Tax And NI Errors

NI and Tax Queries These are very few in number and usually due to user…

Term Time Only Pension Percentages

The pension processing within the software has evolved to attempt to cover the requirements of…

To Apply A Leaving Date To A Group Of Existing Staff

A HR Query will need to be created to identify the employees to be updated. The only…

To Apply A Training Need To A Group Of Existing Staff

A HR Query will need to be created to identify the employee to be updated. The…

To Apply An Absence To A Group Of Existing Staff

A HR Query will need to be created to identify the employees to be updated. The only…

To Create A New Pension Record Based On An Existing Pension Record

A HR Query will need to be created: a) Based on the table Pension. b) Select to output any…

To Produce A New Query

Select New.   Select which module – Personnel, Payroll or Recruitment, is required.       A list of…

To Replace General Ledger Records

1. Run a HR Query to output the current details. only Employee, Payroll Code, Gen Code and…

TPA Details

TPA CSV Output Details   Created by running 40 and selecting a Template that has…

UDF File Relationships

ADMUDCAT This holds the data from the first page of the UDF set up screen….

Union Deductions

Create a Payroll Code with the following details: a) Payment/Deduction – UNIS b) Description – Unison…

User Define Field With Cross Reference Validation

Use General Codes in System Setup > Housekeeping > Definitions > General to define a Cross Reference table, to hold the valid…

User Defined Data

The process is adding fields to HR Record, such as Employment History.   Defining the fields The…

User Defined Data (HR Record)

User Define Data as Extra Group on HR Record   Defining the fields The extra…

Variables in Filenames

BACS   <variation> outputs the date in format yyyymmdd, (e.g. <variation>.txt will give a filename…

Workflow

Workflow Processes   The fields required to create a Workflow Process are as follows: Description – A free text…

Working File Load

Click Utilities. Use SQL to remove the payindept records for the specified variation_id. Highlight Launch Form. Set Form as FRMMPAY228 in…

WTE

WTE – Based On Hours/Weeks   Use the following steps to set up Whole Time Equivalents to…

Year To Date Data Requirements

Year to Date File 1 (1 Record per Employee) Employee Number Taxable Gross Previous Employment…