How do I process a Year To Date Take-on?
A YTD take-on may be processed using the YTD Take-on functionality or updated on monthly payslips.
If the Total Pay To Date and Total Tax To Date is captured on the Employee Take On Year To Date Figures screen, the user is not expected to add it on the Previous Employment Details custom form on the Tax Profile screen.
Navigate > Employee > Payroll Processing > Take On Year To Date Figures
The preferred method during a year-to-date take on is to capture all the year-to-date information on the Take On Year To Date screen with the exception of the Total Pay To Date and Total Tax To Date, as it is preferred for it to be captured on the Previous Employment Details screen.
Navigate > Employee > Basic Information > Tax Profile
Related Articles
Will an employee's Basic Pay automatically be prorated if the effective date on their Pay Rate Details screen falls in the middle of a month?
An employee's Basic Pay will not automatically be prorated if the effective date on their Pay Rate Details screen falls within the middle of a month. Navigate > Employee > Basic Information > Tax Profile > Employment Navigate > Employee > Payroll ...Employment Record Details
There are several fields to complete on the Basic Profile screen of an employee, including statutory or custom fields. The mandatory fields marked with an asterisk on the Employee Details tab need to be filled in before completing Employment Record ...Rolled-up Holiday Pay
Overview Rolled-up holiday pay allows employers to include an additional amount with every payslip to cover a worker’s holiday pay, as opposed to paying holiday pay when a worker takes annual leave. The regulations allow employers to use Rolled-up ...Employment Record Details
There are various fields to be completed on an employees Basic Profile screen including statutory or custom fields. The mandatory fields marked with an asterix on the employees Details tab would need to be completed prior to completing the Employment ...Can the Increase Reason field on the Pay Rate Details screen be made a mandatory field?
To make the Increase Reason field a mandatory field on the Pay Rate Details screen, enable the below company setting. Navigate > Configuration > Basic Settings > Company Settings > General Settings > Employee required field options Navigate > ...