The Collection of Student Loans report lists basic employee details plus the period and year to date student loan collection totals of the current tax year.
Tip : This report will normally be included in the mandatory report batch printed when using the Execute EOP options option.
See the Enter court orders / CSL option for the court order records which is where Collection of Student Loans should be set up.
To print a Collection of Student Loans 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 Year-end reports menu option.
The PAYROLL YEAR-END REPORTS menu is displayed.
Select the Collection of Student Loans option.
The Collection of Student Loans 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 YEAR-END REPORTS menu.
Collection of Student Loans form
The Collection of Student Loans form is displayed when you select the Collection of Student Loans 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
Period student loan value collected
Year to date student loan value collected
Sort sequence
Employee number
Selection
Payroll records are included when the following conditions are met:-
The left flag is not set to P - Previous year leaver thus current employees and current year leavers are included.
The year to date student loan collection value 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.
