Year to date pension details (PR/rgK30)

The Year to date pension details report lists basic employee details plus the year to date pension details and totals for the current tax year.

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 Year to date pension details report

1. From the Rev.8 Master Menu, select the Payroll option and Company you require.

   The Payroll Password form is displayed.

2. Enter your payroll password.

   The PAYROLL menu is displayed.

3. Select the Reports & enquiries option.

   The PR REPORTS AND ENQUIRIES menu is displayed.

4. Select the Year-end reports menu option.

   The PAYROLL YEAR-END REPORTS menu is displayed.

5. Select the Year to date pension details option.

   The Year to date pension details form is displayed.

6. Click OK.

A report status is displayed and the report is output on the current selected printer.

7. Click Close to return to the PAYROLL YEAR-END REPORTS menu.

Year to date pension details form

The Year to date pension details form is displayed when you select the Year to date pension details option from the PAYROLL YEAR-END 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)

Year to date employee payment

Year to date employee AVC payment

Year to date employee total payment

Year to date employer payment

Year to date employee and employer total payment

Sort sequence

Employee number

Selection

Payroll records are included when the following condition is met:-

• The year to date 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 YEAR-END 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.