PTD/YTD Earnings History
This window is for the viewing of employee's Period to Date and Year to Date earning information. If maintenance needs to be performed on any year to date information, this is done via the YTD Gross, Tax & Net, YTD Hours and YTD Allow/Deduct windows.
Prerequisites
- No prerequisites
Rules and Guidelines
- Values displayed on this window are cleared when the Close Year End Process is run.
- Information entered on this window could be accessible to the employee when logging in to Employee Self Service.
Field Information
This displays the PTD and YTD Total Earnings.
These values are made up of Allowances + Hours - Before Tax Deductions
This displays the employee's PTD and YTD Gross Earnings before tax and not the gross payable.
This displays the PTD and YTD amount of tax that has been deducted from the employee's pay, including any additional tax taken using the Allowance/Deductions facility (e.g. Extra Tax).
This displays the PTD and YTD net amount paid to the employee.
This displays the PTD value of superannuation contributions made by the employer.
This will not include Allow/Deduct codes that have been entered into the Allow/Deduct Codes Excluded Employer Super window.
If a rounding value was setup in the Tax and Rounding window, the result of rounding up or down is kept in this field. It is then taken into account in the next Pay Calculations. That is, the next time the employee is included in a payrun.
This displays the value of the Reportable Fringe Benefit Amount for the employee. Used for reporting on the Payment Summary at year end.
This displays the date of the last pay calculation that the employee was included. The value in the other fields on this window are as of this date.
Example: This could be the date of the last Payrun or if the employee was paid three weeks annual leave in advance, the end date of the employee's leave. This date can be used to automatically suppress an employee's auto pay until after the date has passed.
This displays the Year End Processing Status description of the corresponding employee record.
Code | Description |
---|---|
N | Not Processed |
I | Completely Ignored |
P | Partially Processed |
F | Fully Processed |
This displays the Period to Date and Year to Date breakdown of the hours and earnings by Hours Type that have been paid to the employee during the financial year and can make up the Taxable Gross value.
This displays the Period to Date and Year to Date breakdown of the Allowance/Deductions paid to the employee during the financial year.