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Created by Guest
Created on Sep 20, 2023

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Change Start Date to IRP5 Start date and add Original Start date

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.

Adding the YTD figures is a very time consuming task and the risk for error is rather high.

If you change the start date then the sick leave accrual will be incorrect - and sometimes this can't be fixed without a datafix. The UIF declaration will also be incorrect. So in the old payroll software you will have employee A - with a start date of 01-10-2002. They have moved over to pastel Payroll in September 2023 and the start date was changed to 01-09-2023. The UIF declaration for August would show the start date of 01-10-2002 and now the UIF declaration for September will show 01-09-2023. This might impact the claiming of benefits for employees.
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  • Daurayne van Wyk
    Reply
    |     Dec 5, 2023

    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.