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Pay Details

This screen allows you to make adjustments to the selected pay/deduction item if the pay code is configured to allow this.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

Rules and Guidelines

  • Double click on an individual record for more details or use the drilldown window.
  • Only codes that are not Type 'F' (Fixed) are allowed to be entered on the Early Pay/ Modelling screen.
  • For Tax Year 2017 to 2018, the Personal Allowance for employees in UK (England, Wales & North Ireland) and Scotland will be raised to £11,500 per annum. In rUK, the Basic Rate Earnings limit will go up to £33,500 per annum. However, in Scotland this will decrease to £31,500.
  • For 6th April 2017, the Higher Rate Tax Threshold in rUK will be at £45,000 whilst in Scotland, this will remain at £43,000.
  • For 6th April 2017, the NICs Upper Earning Limit (UEL, UST, AUST) for employees in UK will be raised to £45,000. This will also be the case in Scotland.

Field Information

ClosedDept

This field displays the employee's department code.

ClosedGrade

This field displays the employee's salary grade, if used.

ClosedUnits

This field displays the employee's organisation unit, if used.

ClosedNI. CAT

This field displays the National Insurance table letter of the employee.

ClosedTax Code

This is the employee's tax code in cumulative or non cumulative.

ClosedDue

This indicates the month or week tax period that the employee is next due for payment.

ClosedPeriod No

This field displays the pay period the employee is currently in.

ClosedLast Paid

This field displays the date the employee was last paid.

ClosedOCC

This is the employee's occupation code, if used.

ClosedHol Rem

This field displays the remaining number of holidays entitled for the employee.

ClosedHol Wks

This displays the number of holiday weeks that the employee is taking. The system will advance the tax period and pro rata NI, and all standard deductions. Holiday weeks are valid for weekly payrolls only. The system will not allow the early pay/modelling facility in the advanced period until the holiday expires.

ClosedTax Prd

The tax period field will normally show the pay period due. It may be advanced or decreased if required but it will affect the tax calculation on the employee's pay.

 

Pay Items

ClosedPay Code / Rate / Unit / Amount*

This field displays the Pay Code attached to the employee.

ClosedRate/Unit

This is the hourly/daily Rate applied to the pay code.

ClosedUnits

This is the number of units applied to the pay code.

ClosedAmount

The value held in this field denotes the number of hours the employee is to be paid each period. The field should be left blank if the hours the employee works vary hours for these employee types can be added on the Timesheet screen. When a negative is applied to this field, the employee's pay will be reduced. The maximum value of hours is '99999999.99'.

ClosedStatus

This displays the pay status of the code. Valid statuses are:

  • C - Value changed
  • F - Formula calculation

 

ClosedNotional

Indicates if the payment is:

  • M: Maternity
  • P: Paternity
  • A: Adoption
  • X: Additional Paternity

*Notional items may NOT result in a payment to the employee. The value, however, may be used in the calculation of taxable, pensionable, child care, NI'able pay, etc.

 

Deductions

ClosedDeduction Code*

This field displays the Deduction Code attached to the employee.

ClosedAmount

The value held in this field denotes the number of hours the employee is to be deducted each period. The field should be left blank if the hours the employee works vary hours for these employee types can be added on the Timesheet screen. When a negative is applied to this field, the employee's pay will be reduced. The maximum value of hours is '99999999.99'.

ClosedStatus

This displays the deduction status of the code. Valid statuses are:

  • C - Value changed
  • F - Formula calculation

 

ClosedNotional

This field is used primarily on formula type codes and is used to denote the method of calculation. Some examples are:

  • A - CSA Court Order
  • F - Court Order Fines
  • P - Priority Court Order
  • % - Scottish Arrestment Order
  • T - RTI Trivial Payment
  • U - RTI Unpaid Absence

* Notional items may NOT result in a deduction to the employee as they may be used in a calculation only.

 

Drilldown Window

Net to gross

This option allows specifying a required "net pay" or "additional net pay" for the employee, not both. The system will calculate the gross pay required to achieve the net specified, and update the relevant codes.

*Only use with guidance of relevant codes.

ClosedAddition to net pay

This refers to the net pay required in addition to the current net pay.

ClosedRequired net pay

This refers to the net pay required in place of the current net.

ClosedPay code to receive adjustment

This refers to the pay code used for the gross adjustment required for the net pay specified. The pay code must be an "Amount" type and cannot be derived (i.e. must be defined as automatic and not prompt).

ClosedReset code if unsuccessful

The system will reset all employee details if the exact values cannot be calculated in the specified number of iterations when Y is selected. If set to N, it will leave codes as they stand at the iterations specified.

ClosedMaximum number of iterations

This refers to the maximum number of calculation attempts. This must be greater than ten.

 

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Click this link --> Early Pay/ Modelling if you want to go to the Wizard's Help.