NI adjustment

The main function of the NI adjustment utility is to allow you to retrospectively change the NI code of an employee in order to correct a range of previous tax periods National Insurance employee and National Insurance employer payments for the current tax year. For example, an employee contracted out and should have been paying NI using NI code D instead of A.

To access the NI adjustment option:-

From the Rev.8 Master Menu, select the Payroll option and Company you require.
The Payroll Password form is displayed.
Enter your payroll password.

The PAYROLL menu is displayed.
Select the Miscellaneous options option.

The PR MISCELLANEOUS OPTIONS menu is displayed.
Select the Utility options option.

The UTILITIES menu is displayed.
Select the NI adjustment option.

The NI adjustment form is displayed.

NI adjustment Form

The NI adjustment form is displayed when the NI adjustment option is selected from the UTILITIES menu.

Field: The up to eight character field name as used in the payroll records database.

Tip: Click the Ellipsis button to select a field from the payroll records database.

Occurrence: The occurrence number of the chosen field. Most fields only have a single occurrence and in these cases 001 is automatically filled in. If the field however has two or more occurrences you need to choose the occurrence number, enter the number as a three digit number with leading zeros.

Create mode write: Tick if an audit record is to be created when creating the payroll record. Audit records created will have a type Create and a description of New payroll record.

Amend mode write: Tick if an audit record is to be created when amending the field on a payroll record. Audit records created will have a type Amendment.

Retention time in days: The number of days the data is to remain in the change control log file. Audit data may be retained anywhere from 365 to 999999 days.

Effective date type: Enter one of the following options:-

A: Audit date - no effective date prompt, effective date is set to the audit date.
P: Prompt - effective date is prompted for, defaults to the audit date.

Tip : Click on the Drop down to select.

Default reason code: A three character default reasons code used when no user input is required otherwise leave blank to force the user to be prompted for an change reason.

Tip : Click on the Drop down to select from the Audit reasons file.

The Change control log form

The Change contol log form is displayed when you select the Change control log option from the CHANGE CONTROL MENU.

Each magic number represents a record of a change to an employees payroll. This may take the form of an incresed salary, or a change in an employees tax code.

The change control record is then shown, it consists of:-

Magic number: The Next change control log number.

Employee/Company: Normally blank.

Employee number: The employee number.

Company number: The company number.

Field/Occurence: The field name and occurence code.

Field name: The field name.

Occurrence: The occurence code.

User id: The user identification of the operator who made the amendment.

Date of change: The date that the amendment was made.

Time of change: The time that the amendment was made.

Reason: The reason for mahing the amendment. Either user entered in amend mode or left blank or in create mode system generated as 'New payroll record'.

Before: The payroll record before the amendment.

After: The payroll record after the amendment.

Note: The before and after states convert all fields into text fields.

Record type: The record type code.

Reason code: The reason type code.

Effective date: The date that the amendment was effective from.