The Display detailed history option will only be shown on the Archive options menu if the detailed history option is switched on for the current payroll type.
The detailed history is an optional history data file allowing far more detailed payroll analysis. Detailed history records are created when you use the select new period option.
To access Display detailed history
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 Archive options option.
The ARCHIVE menu is displayed.
Select the Display detailed history option.
The Detailed history form is displayed.
Detailed history form
The Detailed history form is displayed when you select the Display detailed history option from the ARCHIVE menu.
What do you want to do or be advised about?
Display of the detailed history
The detailed history record consists of four TABs called Rates, Additions/deductions, Benefits and Accumulators.
Rates Tab
The Rates form is displayed when you select the Rates TAB from the Detailed history form.
Employee number: The six digit employee number.
Tip : Click the Ellipsis button
to search for an employee number from the detailed history file.
Company number: The two character company identifier. This is normally the current payroll company identifier. The first available payroll company used for the employee will be pre-filled for you. The payroll company identifier may be different to the current payroll company identifier if the payroll Miscellaneous options, Utility options menu option called Change employee company/type has been used.
Tip : Click on the Drop down
to select.
Tax year: The four digit starting tax year, for example, 2006 is the starting tax year for the PAYE 2006/2007 tax year. The first available tax year will be pre-filled for you.
Tip : Click on the Drop down
Period: The tax period number. This will be pre-filled in for you as the first available period.
Tip : Click on the Drop down
Payroll type: The one character payroll type identifier such as M = Monthly or W = Weekly. This is normally the current payroll type. The first available payroll type used for the employee for the chosen payroll period will be pre-filled for you. The payroll type may be different to the current payroll type if the payroll Miscellaneous options, Utility options menu option called Change employee company/type has been used.
Tip : Click on the Drop down
The following data is available for each of the twenty rates lines on a payroll record:-
Hours: The number of hours or units of pay logged.
Value: The rate value.
Rate analysis
Each rate may be analysed by nine methods - eight represent the analysis categories on the nominal grade posting tables and the final category is for those who use a specific nominal ledger posting. For each of these analysis categories the detailed history records the following:-
Hours: The total number of hours.
Value: The total value.
What do you want to do?
Additions/Deductions Tab
The Additions/Deductions form is displayed when you select the Additions/deductions TAB from the Detailed history form.
The following data is available for each of the twenty addition/deduction lines on a payroll record:-
Code: The addition/deduction code.
Value: The addition/deduction value.
Additions/deductions analysis
Each addition/deduction may be analysed by nine methods - eight represent the analysis categories on the nominal grade posting tables and the final category is for those who use a specific nominal ledger posting. For each of these analysis categories the detailed history records the following:-
Hours: The total number of hours.
Value: The total value.
What do you want to do?
Benefits Tab
The Benefits form is displayed when you select the Benefits TAB from the Detailed history form.
The following data is available for each of the forty benefit lines on a payroll record:-
Code: The benefit code.
Value: The benefit value.
What do you want to do?
Accumulators Tab
The Accumulators form is displayed when you select the Accumulators TAB from the Detailed history form.
The following data is available for each of the four global accumulators used by additions/deductions on a payroll record:-
Value: The accumulator value.
What do you want to do?
PUSH BUTTONS:
Exit: Returns you to the ARCHIVE menu without deleting archiving records.
Help: Displays help on the current application in your default company browser.
Confirm: Not used.
Cancel: Not used.
Ad-hoc: Allows for reporting on the detailed history records.
Delete of the detailed history
You have control of the record retention by specifying a range of tax years and tax periods for record deletion in the Miscellaneous options menu, Archive options menu option called Delete detailed history.
What do you want to do?
Set up of the detailed history
The detailed history file is switched on if the General - 2 TAB payroll type parameter called Detailed history is ticked by a software supplier user at payroll priority 9 user and the data file is created.
What do you want to do?
