The Period NI totals report lists basic employee details plus all of the NI earnings band values, net NI employee and employer deductions and SMP, SPP and SAP claim and compensation values for the current payroll period.
Tip : This report will normally be included in the mandatory report batch printed when using the Execute EOP options option.
To print a Period NI totals 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 Period NI totals option.
The Period NI totals 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.
Period NI totals form
The Period NI totals form is displayed when you select the Period NI totals 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
Employee name
Left status
Suspended status
Latest NI code
NI number
Period earnings to the Lower Earnings Limit (LEL)
Period earnings between the LEL and the Employee Earnings threshold (EET)
Period earnings between the EET and the Employer Earnings threshold (ERT) - normally 0
Period earnings between the ERT and the Upper Earnings Limit (UEL)
Period net NI employer ( takes account of NI rebates)
Period net NI employee ( takes account of NI rebates)
Period SMP, SPP and SAP claimed
Period SMP, SPP and SAP compensation
Sort sequence
Employee number
Selection
Payroll records are included when the following conditions are met:-
The left flag is set to neither Y or P and thus should be set to N.
The suspended flag is not set to Y and thus should be set to N.
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.
