You must create a batch template for the correct pay period to ensure that the correct pay period is updated.

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1 ETI Adjustment System Batch How to create an ETI Adjustment System Batch This batch allows you to adjust the ETI Hours, Remuneration and ETI Applied amount for previous months. The ETI adjustments can be done per pay period. You must create a batch template for the correct pay period to ensure that the correct pay period is updated. Note: ETI is always calculated in the last pay period for non-monthly company rules. However, when an employee in a non-monthly company rule is terminated the ETI values will be calculated in the termination period. ETI values are calculated per tax record per pay period. Where an employee has multiple tax records in the same pay period you must select the applicable tax record for which you need to capture ETI adjustment values. Create Batch Import File This functionality allows you to create a template MS Excel spreadsheet that can be used to capture the ETI adjustment values. Where an employee has multiple tax records, multiple employee records will be included in the spreadsheet. The Tax Year End date of the closed tax record will be exported. On the Navigation pane: Expand Expand Expand Double-click on Utilities Batches System Batches ETI Adjustment Batch On the Ribbon select Create Batch Import File button Sage 300 People Support Templates Page 1 of 6

2 The following screen will be displayed: 1. Select the Company. 3. Select the Pay Period To Update. 2. Select the Company Rule. 4. Select employees for which the template must be created. Once you have selected the applicable employee, click on the OK button. The following screen will be displayed: Excel Sheet:. Sage 300 People Support Templates Page 2 of 6

3 Fields in the spreadsheet: Employee Code: This is a mandatory field. Enter the employee code of the employee to be updated. Employee Tax Total: This field indicates the ID of the tax record to which the payslip is linked. ETI Remuneration Adjustment: Enter the amount to adjust the ETI Remuneration Applied. The ETI Remuneration Total amount would be recalculated. ETI Adjustment: Enter the amount to adjust the ETI Applied. The ETI Total will be recalculated. ETI Hours Adjustment: Enter the amount to adjust the ETI Hours. The ETI Hours Total will be recalculated. Tax End Date: Enter the Tax End Date of the tax record that must be updated. Import Sheet Click on the New button to import the ETI adjustment batch. The following screen will be displayed: Sage 300 People Support Templates Page 3 of 6

4 Field Explanation Code Enter the code for the ETI adjustment batch. The code may contain a maximum of 15 characters. Short Description and Long Description Enter a short and a long description for the ETI adjustment batch. The short description may contain a maximum of 35 characters and the long description may contain a maximum of 100 characters. Company Select the company to which the employees are linked that must be updated. Company Rule Select the company rule to which the employees are linked that must be updated. Batch Option The field will default to Update. The ETI adjustment values can only be updated. Note: You cannot select the pay period to update. This information is contained in the batch. Click on the OK button to import the spreadsheet. Save the imported record. Sage 300 People Support Templates Page 4 of 6

5 The batch will need to be verified in order to validate the data before processing. On the Ribbon select Verify Batch. Once the batch has been verified click on the Process button. During the processing, any information that does not meet the ETI criteria will be unsuccessful. Note: Once you have clicked on Process Batch; the Batch cannot be stopped. Sage 300 People Support Templates Page 5 of 6

6 Processed Batch Results: Sage 300 People Support Templates Page 6 of 6