PTD/YTD Allow/Deduct
This window provides details about the Allowances and Deductions paid to an employee during the financial year. The values may be included in the calculation of the year to date values shown on the YTD Gross, Tax & Net window.
Prerequisites
Rules and Guidelines
- The Year to Date hours are automatically maintained by the Payrun.
- When first establishing employee data or when a system error occurs, this window is used to correct data.
- When an employee is selected, all Year to Date and Period to Date units and values for the Allowances and Deductions linked to this employee are displayed.
- Details of the Year to Date Allowances and Deduction values used can be viewed from the table or drilled down on the record.
- Year to Date records for an Hours Type Code linked to an employee cannot be deleted.
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Preceda Variable *PAYSLIP_BENEFITS controls the display of the three columns ATD Units, Amount to Date, and Opening Balancing on this screen.
Field Information
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This displays the Allowance/Deduction that has been included in the employee's pay for the year to date. For each Allowance/Deduction listed, its relevant code, description, tax type, and classification type are also displayed.
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This shows whether the Allowance/ Deduction is Before Tax or After Tax.
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This displays if the select entry is an Allowance or a Deduction.
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The total number of Allowance/Deduction units accumulated for the employee for the period to date.
This value can be reset when the Period End (Month End) reports are run.
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This is the Allowance/Deduction value accumulated for the employee for the period to date.
This value can be reset when the Period End (Month End) reports are run.
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This is the total number of Allowance/Deduction units accumulated for the employee for the financial year to date.
This value can be reset when the Close Year Endprocess is run.
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This contains the Allowance/Deduction value accumulated for the employee for the financial year to date.
This value can be reset when the Close Year End process is run.
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This is the total value deducted to date for loans to employees where the fixed total amount is to be repaid.
Drilldown
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This displays the Allowance/Deduction that has been included in the employee's pay for the year to date. For each Allowance/Deduction listed, its relevant code, description, tax type, and classification type are also displayed.
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This displays if the select entry is an Allowance or a Deduction.
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This shows whether the Allowance/ Deduction is Before Tax or After Tax.
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This is the total value deducted to date for loans to employees where the fixed total amount is to be repaid.
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The total number of Allowance/Deduction units accumulated for the employee for the period to date.
This value can be reset when the Period End (Month End) reports are run.
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This is the Allowance/Deduction value accumulated for the employee for the period to date.
This value can be reset when the Period End (Month End) reports are run.
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This is the total number of Allowance/Deduction units accumulated for the employee for the financial year to date.
This value can be reset when the Close Year Endprocess is run.
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This contains the Allowance/Deduction value accumulated for the employee for the financial year to date.
This value can be reset when the Close Year End process is run.