NextGen | Reinstating an Employee

NextGen | Reinstating an Employee

About

An employee may have been incorrectly terminated or may have decided to return to the company to continue employment.  In these scenarios, the employee’s record needs to be reinstated.    Reinstating an employee is also processed on the Tax Profile Screen.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Reinstating an Employee for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains the same for the Classic version, please select this link:  Classic | Reinstating an Employee

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.





Reinstating an Employee Starting a New Record

Reinstating an employee starting a new tax record, will create a new set of YTD accumulations and is relevant when the employee’s employment record constitutes a break in service.

Ensure the correct employee is selected.

The Location Menu


The History Grid: Before


Select the option, Reinstate Starting a New Record.  Capture the new Engagement Date and then click on Save.

The Tax Profile Screen: Reinstating Starting a New Record


Once saved, the two tax records will disply on the History Grid.

The History Grid: After


Tips
  1. The employee will receive separate tax certificates for the old and new record within the same tax year.
  2. There are no restrictions to the amount of tax records an employee can have on the payroll.
  3. You may not terminate an employee, provide final termination pay, and then reinstate the employee with a new tax record in the same effective run, since it does not constitute a break in service.

Reinstating an Employee Resuming This Record

Reinstating an employee resuming this tax record will add new current figures to the existing YTD accumulations and is used when there has been no break in service.

Ensure the correct employee is selected.

The Location Menu


The History Grid: Before


Select the option,  Reinstate Resuming This Record.  Click on Save.

The Tax Profile Screen: Reinstate Resuming This Record


Once saved, the Termination Date will be removed.

The History Grid: After


Tip
An employee may be terminated and reinstated resuming the existing tax record within the same effective run.
Reversal of Encashment of Leave
Reinstating an employee resuming the existing tax record will not reverse the encashment of leave.

Payslip Edit Screen


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