This option, as the name suggests, allows access to a copy of a previously stored payslip document. In order for this to be possible, the payslip format must be either a standard K format or if a special format, modified to allow for document archiving. The document archive module must also exist with the document type that by convention is set to PR.
To retrieve a document:
The payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the Payslip documents option.
The Document Retrieval Facility form is displayed.
Select the required Archive Type and click OK.
The Document Retrieval form is displayed.
Select the Sequence and click the Find document button.
A form is displayed.
Click the Search string button.
A list of documents is invoked.
Select the required document and click the OK button.
Click the Display button to display the document.
The Document Retrieval Facility Form is displayed when the Payslip documents option is selected from the PAYROLL menu.
BUTTONS:
Exit: Returns you to the PAYROLL menu.
OK: When you have selected the archive type click this button to invoke the Document Retrieval form.
The Document Retrieval form is displayed when the OK button is clicked on the Document Retrieval Facility form. This form allows either a single document or range of documents to be loaded.
This group box contains the following two radio buttons:
Single document: This option is selected by default, and allows you to find a single document.
Range of documents: This option allows you to find a range of documents.
Select a sequence from one of the following options in order to determine which document is to be loaded. These are the indexes to the document archive, of which there are four as standard:
Unique reference: This is the document archive unique reference which you are not likely know at this stage because it is not printed on the document.
The second, third and fourth options should always be set up as follows:
Employee number: The employee number as used on the payroll record.
Company/type: The payroll company and type.
Tax year/period: The system maintained tax year and period.
Output:
Select one of following radio buttons depending on your choice of output:
Printer
Display
Kprint viewer
Fax
BUTTONS:
Display: Displays the selected document.
Close: Returns you to the Document Retrieval Facility form.
Help: Displays help on the current application using the default browser.
Reset: Resets the form.