The Pension details report lists basic employee details plus the period pension details and totals.
See the Pension TAB of the Add/modify payroll records for set up of the pension fields.
See the Miscellaneous options menu option called Pension schemes for the set up of the pension schemes.
To print a pension details report
The Payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the Reports & enquiries option.
The PR REPORTS AND ENQUIRIES menu is displayed.
Select the Period reports menu option.
The PAYROLL PERIOD REPORTS menu is displayed.
Select the Pension details option.
The Pension details form is displayed.
Click OK.
A report status is displayed and the report is output on the current selected printer.
Click Close to return to the PAYROLL PERIOD REPORTS menu.
Pension details form
The Pension details form is displayed when you select the Pension details option from the PAYROLL PERIOD REPORTS menu.
Prompts
There are no prompts.
Click OK followed by Close once the report status is shown.
Files Accessed
PR empee Payroll records
PE empee Employee records
Output type
The report is only printed to the current selected printer.
Output content
The following fields are output:-
Employee number
Initials
Surname
NI number
Joining date
Membership number
Scheme Contracting Out Number (SCON)
Period employee payment
Period employee AVC payment
Period employee total payment
Period employer payment
Period employee and employer total payment
Sort sequence
Employee number
Selection
Payroll records are included when the following condition is met:-
The period total employee and employer pension contribution is non zero.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Returns you to the PAYROLL PERIOD REPORTS menu.
Help: Displays help on the current application in your default company browser.
Schedule: Displays the Timed Operations Scheduler.
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group.