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The current masterfile only has the one start date. This start date is used for everything, the tax calculation, the Sick Leave accrual, the UIF electronic file, periods worked etc.
I am suggesting that you change the Start date field to read IRP5 Start date.
Then underneath it add an Original Start date where the original start date for the employee can be added.
The IRP5 Start date (the old start date field) should be used for:
Tax Calculation
Periods Worked
The original start date should be used for:
Sick Leave calculations
Exported as the start date for the UIF electronic file
Years of Service calculation
AME - Site Code | U57432 |
AME - System | Pastel Payroll |
AME - Category | Payroll (Processing/Calculaions/Input/changes) |
Customer Contact Name | Beyond Payroll 365 |
AME - Idea type | Enhancement to existing functionality/feature |
Please explain how this would benefit you and your firm and the impact it would have.
When moving over to Pastel Payroll from a different software solution you only have 2 options, to create YTD figures OR to change the start date for the employee - otherwise the PAYE will be incorrect. |
Also to add to the original start date vs irp5 start date. It will also make ETI take on's easier. Currently if the client uses ETI and moves Payroll systems in the middle of the tax year, the only way to correctly take on ETI is to add YTD figures for the financials.
If you change the start date to the period start date (that you would do if you aren't capturing YTD) then you can't do a ETI take on.
If there is a original start date vs the IRP5 start date then the system can match the ETI start date to the original start date. The ETI Take on screen can check the IRP5 Start date to see what dates can be 'available'. And the ETI in previous tax years can be changed to ETI before IRP5 start dates.