Payday Filing - Employee Details

This screen enables you to generate the required Employee Details file in CSV format.

Prerequisites

  • No prerequisites.

Rules and Guidelines

  • When all selection criteria fields are left empty, this process will include all employees who have Send Data to IRD set to Y on Tax Information screen and do not have KiwiSaver Status = C.

  • If any selection criteria field is populated, this process will only include employees with a matching Cost Level 1 and Cost Level 2 as at Today's date, who also have Send Data to IRD set to Y on Tax Information screen and do not have KiwiSaver Status = C.

  • Once completed the generated CSV file is made available to the User who ran the process via the Datafiles tab of the Console. If the process includes employees from different Legal Entities a separate CSV file is created for each Costing Level 1, with all CSV files saved in a ZIP file.

  • The label for the fields on this screen are sourced from the records on Level Code Descriptions screen as they can be customised in each Customer database

Field Information

By default this field is empty, and all Level 1 values are included.

If this field is populated, the process will only include the selected Level 1.

This field is read-only unless a value has been populated in the Level 1 field.

By default this field is empty, and all Level 2 values are included.

If this field is populated, the process will only include the selected Level 2.

By default this field is unticked. The process will generate CSV files and update employee records.

If ticked, the process will only generate the Report in Spoolfiles.

 

Select Run Process.