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HR Record
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Employment History
Employment history and salary history records: overview
Details
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Salary Grades
Duties
Earning Allowance
Apply Grade
Enter Salary
Salary History
Payroll Details
Details
NI and PAYE
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Working File
More Bank Accounts
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Primary Details
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Calculation
Messages
Summary
Advice
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Attachments
Tax & NI Override
Pension Overrides
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P45 Part 3
P14/P60
New
NI
Statutory
History
Advice
Pay
Pensions
Audits
Teachers Pension
Summary
Detail
Personnel
Utilities
Uplift Salary Scales
Apply Grade Changes
Apply Manual Salary
Suggested Salary Changes
Holiday Rollover
Activity Review
Holiday Carry Over
Update Check Lists
Allocate Holiday Allowance
Block Days
Buy/Sell Holidays
Analysis
Absence Analysis
Post Review
Establishment
Employment
HR Record Status
Contract Type
Employment Type
Employment Status
Activity Employment Status
Probation Code
Probation Status
Disciplinary Status
Disciplinary Warning Code
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Single Record Types
Your Organisation
Activity
Activity
Terms
Allowances
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Attributes
Training
Requirements
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SOC
Activity Change Reason
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Location
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Funding
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Salary Grade
Scale Points
Scale Values
Whole Time Equivalent
Salary Review Date
Salary Change Reason
Earning Allowance
Grade Analysis Heading
Holiday Allowances
Working Pattern
Type
Non Working
Pattern
Hours Restriction
Remission Reason
Payment Frequency
Pension Scheme
Personal
Marital Status
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Title
Medical Analysis
Absence Monitoring
Absence Type
Absence Analysis
Absence Action
Certification Type
Equal Opportunities
Ethnic Origin
Colour
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Racial Group
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Religious Belief
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Political Opinion
Permits and Issues
Permit Detail
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Issue Type
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Type
Outcome
Health Checks Definitions
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Type
Outcome
Action
Staff Development
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Attribute
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Need Priority
Check Lists
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Payroll
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NI Table
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Tax
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Audit
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Contact
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General
Controls
Defaults
Calculation
GEN
General Ledger Integration
Pensions
Tables
Back Pay
Replacement Codes
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Pension Scheme
References
Values
General Ledger
Controls
Transfer Template
Bank
Terms and Conditions
Activity
Salary Grade
Salary Review Date
Salary Change Reason
Earning Allowance
Working Patterns
Uplift Salary Scales
Functions
Working File – Quick Import
Calculation
Period End Process
Class 1A NI Calculation
Global Tax Code Update
Reset Week/Month 1 Flag
Statutory Sick Payments
Suggest SSP
Child Care
New Set of Balances
Pension Rate Changes
Payroll Code Rate Changes
RTI Submission
Government Gateway Transfers
Government Gateway Imports
Holiday Payments
Backdated Pay Awards
Apply Manual Salary
Global Salary Import
Apply Grade Changes
NI Category Change
Enquiries
Analysis Reports
Employee Payroll Summary
To Date Figures
Sickness and Childcare Details
Period End Summary
Payroll Journal
Balance Review
Loans, Savings and Attachments
P11
P32
Previous Period Analysis
Detailed Reports
Payroll Input Listing
Payroll Batch Detail
Payroll Batch Summary
Bank and Personal Details
Standard Payments and Deductions
Summary Staff List
Fixed Payments — Employee
Fixed Payment — Category
Historic Transaction Data
Exception Analysis
Employees Paid Child Care This Period
Net Pay Exceptions
Negative Tax Report
Payroll Code Exceptions
New Employee Listing
Mandatory Fields List
Suspended Employee List
Employees Not Paid This Period
Leavers
New HR Records
Static Data Duplicates
Employees Reaching Selected Age
Employees Reaching Retirement Age
Pay Elements Variations
SSP Payments
Audits
Salary Change Audit
Static Data Audit
Fixed Payments/Deductions Audit
Working File Audit
Financial Analysis
Payments Reports
Payment Summary
BACS Processing
BACS Submission Print
Pre-Printed Stationery
Year End Returns
Pension Scheme Analysis
Pension Analysis
Scheme Contributions
Pension Status Analysis
Occupational Sickness
Module Definitions
Occupational Sick Scheme
Scheme
Progression
Priority
Report
Recruitment
Vacancies
Details
Dates
Candidates
Appoint
Resources
Stages
Interviews
Attach…
Staff Development
Utilities
Needs Analysis
Events Workbench
Budget Management
Analysis
Training Event Cost Analysis
CPD Hours Analysis
Setup
Credential
Attribute
Membership Type
Membership Analysis
Training Type
Training Course
Need Priority
HESA
HESA
Person Record
Contracts
Preparation and Submission
Create Empty Staff Contracts
Staff Identifier Creation
Import Values
Process Flood Templates
Integrity Checks
Prepare Submission – Year Ending 2013
Archive Data
Housekeeping
Module Definitions
Validation Toolkits
Synchronise Employees
Flood Templates
Flood Template
Flood Rules
Coding Manual
Import Coding Manual
Individual Table Maintenance
Workflow
Processes
Activated by Data Entry
Scheduled
Actions
Action
Email
Workflow Document Tab
Note/Diary
Change Details
Payroll Processing
Scenarios
Workbench
Changing your password
Using the online help
Using the workbench
Finding and selecting an employee
Requesting support for a specific problem
Workforce Census – Lists
Upgrade Instructions
Unsorted How To
Create and submit P35 P14 annual return 2011-12
Create and Submit P35 P14 Annual Return 2012-13
Process P14 P35 Internet Returns 2009-2010
Block Days
Process the Payroll Year End 2009-2010
Process the Year End 2010-11
Process the year end for 2011-12
Bulk Changes in the HESA
Use the HR Portal and Workflow modules to manage holiday requests
Year End 2011-12
Year End 2012-13
Course content currently under review
Creating a test journal for PSF
Global Tax Code Update
Government Gateway Imports
Hidden Parameters
Occupational Sickness – Allowances
Payroll Legislation 2019-20
Payroll Parameters 2018-2019
PSF – Default Activity Categories
PSF – Default Pay Type Categories
PSF Analysis Code Structures
PSF Integration – Application Tests
PSF Salary Ledger
PSF Suspense Account List – Troubleshooting
Reviewing PSP(Y) Journals in PSF
Salary Grade Set Up
Year End Returns
How To
General
Importing Data
Preparing the data
Data Migration during Implementation
Creating Data Import Templates from the Authorisation Centre
Alternative Ways to Create Data Import Templates
Importing Date to HR Record
Importing Data to Other Employee Files
Important using the Authorisation Centre
Do some basics
Request support
Logging in
Find the software release number
Change password
Export to a file
Import data (using Import button)
Search for and select an employee
Create a new employee record
Queries
Creating a query
Selecting fields
Adding filters to your query
Creating your own date variables
Displaying your query results
Rearranging data in the grid
Grouping Data
Exception Queries
Custom SQL Statements
Application Function
Mail Merge
Exporting A Query
Qualifying Query
System Setup
Access administrator functions
Set up password control
Set up companies
Set up and maintain users
Create and maintain user groups
Define or change access to the menu options for a user or Everyone
Define or change access to the HR Record menu options for a user or Everyone
Create a new HR Record menu group
Create a new HR Record menu structure for a user
Define HR Record data item access for a user or Everyone
Define or change access to the menu options for a user group
Define or change access to the HR Record menu options for a user group
Create a new HR Record menu structure for a user group
Define the HR Record data item access for a user group
Registering a DLL
Remove record locks
Personnel
Check Lists
Salary grades and scales
Create and maintain salary grades and scales
Create and maintain salary review dates
Employment history records
Create definitions of activities (job roles)
Create and maintain employment history records
Copy an employment history record
Salaries
Change Salary Grades for Multiple Employees
Set or increase salary for one employee on a salary grade
Set or increase salary for one employee not on a salary grade
Increase salaries for all employees
Assign Employee Holidays
Create the initial holiday allowance record for a single employee
Revising employee holiday allowances
Manually assigning holiday allowance to an employee
Assigning holiday allowances to multiple employees
Importing holiday allowances
Rolling over holiday allowances
Carrying forward unused holidays
Buying additional holidays
Selling holidays
Payroll
Initial setup tasks
Set up a transfer template for year end submission
Set up the gateway parameters in the module definitions
Set up the gateway parameters for a template
Set up the contact details for a template
Set up the link to Microsoft Dynamics GP
Set up the parameters for Government Gateway Imports (P6/P9/Student Loans)
Set up the parameters for P45s
Set up transfer templates for P45s and P46s
Set up a transfer template for Government Gateway Imports
Set Up Retirement Dates
Everyday or regular tasks
Enter SMP/SPP/SAP Payments
Import payroll transactions
Import new salaries for several employees
Process P45 Part 3 (Starters)
Process P46s (Starters)
Process P45s (Leavers)
Email payslips
Calculate the payroll for an employee
Set up fixed payments/deductions as allowances in an activity
BACS
Create a flexible BACS format file
Set up a transfer template for BACS
BACS – Disbursements
Set Up A Transfer Template For BACS – Disbursements
Set Up of BACS – Disbursements
RTI
Introduction
Set Up
Employee Additional Information
Employer Alignment Submission (EAS)
Full Payment Summary (FPS)
Employer Payment Summary (EPS)
National Insurance Number Verification (NVR)
Reset RTI Flags
RTI Monthly Procedure
Number of Hours Worked
Auto Enrolment
What Is Auto Enrolment?
Auto Enrolment Set Up
Auto Enrolment Process
LGPS Requirements from 1st April 2014
Useful Links
Pensions
Set up and maintain pension schemes
Pensionable Status
Define whether pension contributions are subject to NI or tax
Define caps for employee and employer pension contributions
Create and maintain employee pension records
Define pensionable pay
Override settings for a payroll code
Update employee pension records with pension scheme changes
View employee’s pension deductions and pension scheme breakdown
View pension contributions history for an employee
Produce report of payments to pensions schemes in current pay period
Produce report of pension status exceptions
Produce report of pension scheme contributions
Yearly tasks
Year End 2018-19
Import Payroll Legislation
Increase salaries for all employees
Maintain salary review dates
Print or email P60s
Process The Year End For 2012-13
Less frequent tasks
Taxing Benefits via Payroll
Attachments and arrestments
Set up an attachment
Set up an arrestment
Employment Allowance
NI Category C Change
Occupational Sickness
Occupational Sick
Set up payroll definitions
Set up payroll codes for Occupational Sick
Set up sickness absence records
Example: set up the Occupational Sick submodule
Occupational Sickness Hourly
Record occupational sickness without any absence records
Setting Up Occupational Sickness Summary
Parameters – Application Functions
Set up the Occupational Maternity Pay Schemes
Set up the payroll codes for Occupational Maternity Pay
Implementing Occupational Maternity Pay
Set up and use Occupational Maternity Pay
Staff Development
Define a training course used at induction
Define a training course as requiring a refresher course
HR Portal
Add Image to a Portal Page
Adding Links to Content Pages in the HR Portal
Amending HR Portal Roles
Amending the Filter for Drop Down Items on a Form
Company Documents
How to Enable Employees a View of Entitlement in Hours
Setting up an Alternative Authoriser
Upgrading the REST Web Service
Re-sequence the columns on a grid
Setting Up Employees to use the Portal
Setting up Passwords for Multiple Users
Setting a Password for an Individual User
How Employees Change their own Password
Setting up Employees as Authorised Users (Line Managers)
Setting up an Employee as a Portal Administrator
Adding new content pages to the Portal
Edit Text on an Existing Page
Locking the Portal for Payroll Purposes
Workflow
Workflow Process
Detailed Example – Create a New Workflow Process
Workflow Actions
Detailed Example – Create Actions
Adding a Signature to an Email
Email certificate request to employee
Email certificate request to manager
Send letter threatening suspension to employee
Send letter informing suspension to employee
Mark employee as suspended
Email acknowledgement of receipt of certificate to employee
Detailed Example – Creating the Flow
Detailed Example – Create Actions – Waiting
Multiple Workflow Actions
Setting Up a Workflow – Detailed Example
Workflow
Scenario
Flow Diagram
The Workflow Workbench
Responses
Workflow Examples
Workflow Example
Workflow Example
Workflow Example
Workflow Example
Workflow Example
Daves Notes
Access Settings in the System
Access the Authorisation Centre in the Software
Allowances
Amending HR Record Summary Display
Applying Salary Changes
Arrestments
Attachment of Earnings
Auto Allocate Training Needs to Events
Automated Salary Adjustments
Average Pay Calculation
Back Dated Pay
Back Pay Processing
Basic Details
Building General Ledger Codes
Bulk Import of Monthly Payments
Buy/Sell Holidays
Capitalise Names and Addresses
Child Care
Claims Printing – Hereford
Claims Printing – Solihull
Contract Printing – Solihull
Contract Printing – Worctech
Creating A CSV File Of Claims Data
Creating A New Paper Size For Payslip Printing
Creating Hourly Rate Records
Creation of BACS File
Crystal Report List
Date Effective Processing
Diary
Diary Rules
Display Lists
Employee Pension Percentages
Employee Returns
Employees Employed On A Given Date
Employees Not Paid In Last ‘N’ Months
Employment Global Changes
Explanation Of Dates
Export Templates
Export To A Crystal Report
Fixed Payment To Employment History Link
Function Access
Further Education SIR
GEN
Globally Changing The Values Of Contract Items
Historical NI Changes
HMRC Download
HMRC Validation Software
Holiday Allowances From Employment History
Holiday Carry Over
Holiday Pay For Weekly Employees
Holiday Payments
Holiday Rollover & Carry Over
Hourly Rate Based On Annual Salary
How To Authorise
HR Query Copy
Importing Attachments
Importing Salary Grade Details
Installing An Amended Crystal Report
Late Notification Of Change Of NI Category
Letter Writing
Making A Fixed Input Date Dependent
Merging NI Details
Minimum Requirements To Pay A New Employee
NI Category C
Notional Salary And Whole Time Equivalent
Organisation Structures
P35 Sort Parameters
P60’s via Crystal
Passwords For Payslips
Pay Code that pays a value based on WTE_Factor
Payment Grouping
Payroll Ticklist
Payslip Crystal
Payslip Process
Payslips via Email
Payslips via Email
Pension
Pension Processing
Pension Rate Change
Pensions To Be Calculated On Mutliple Salaries
Procedure Sheet For Payroll Cycle
Produce CSV at End of Period
QLP to QLS
Re-Instating An Employee
Rebuilding Commitments
Recruitment
Refunding Student Loans
Registers
Removing Employee From Pension Scheme
Rename HR Record Menu Entries
Replacement Payroll Codes
Retirement
Salary Sacrifice
Salary Sacrifice (Bespoke)
Salary Sacrifice (Simple)
Salary Sacrifice Reclaim
Salary Sacrifice VAT Payments
SIR
SIR
SIRFE Extract
Sixteen Percent Deduction
Software and HR Portal Payslips via Email
Software Reports
Software to ABW Link
Staff Development Training
Start of Day Processes
Statutory Sick Pay
Tax And NI Errors
Term Time Only Pension Percentages
To Apply A Leaving Date To A Group Of Existing Staff
To Apply A Training Need To A Group Of Existing Staff
To Apply An Absence To A Group Of Existing Staff
To Create A New Pension Record Based On An Existing Pension Record
To Produce A New Query
To Replace General Ledger Records
TPA Details
UDF File Relationships
Union Deductions
User Define Field With Cross Reference Validation
User Defined Data
User Defined Data (HR Record)
Variables in Filenames
Workflow
Working File Load
WTE
Year To Date Data Requirements
Link
Definition – Authorised User
Definition – Self Service
Description
Exclude If
First Action
Interval Diary Rule
Monitor Changes To
Monitoring Changes to the HR Record
Qualifying Type
Reference
Review
Start
When to Start
When to Start
Next Action Date
Standard Employee Documents
Bradford Factor – Parameters – Application Functions
Examples: grouping entries
Unknown from ‘Online Help’
Payroll Entity Codes
Personnel Entity Codes
Recruitment Table Codes
System Requirements – Portal/Web Server
Unpublished Pages
Absence Review – Parameters – Application Functions
Action Date Based On
Fields that should not be repurposed
Images and Screenshots
Jane HR Desktop
P60 Layouts 2013-14
Payroll Parameters 2014/2015
Year End 2013 – 14
Year End 2013/2014
General
I’ve had a ‘Serious Error’ message. What do I do?
Why is there a large blank area in the middle of the desktop?
How do I get access to the online help?
How do I change my password?
How do I find out what version of the software I am on?
HR Record
It won’t let me enter a new starter
Summary of employee’s details down the right-hand side of the screen has disappeared
Personnel
Payroll
Occupational Sickness
Recruitment
Staff Development
I purchased the Staff Development module but can’t see it in the modules on my desktop.
HR Portal
How do I get this year’s P60 to appear on the Portal?
Our new portal is not sending out any workflows
Queries
Can I add Queries to the dashboard?
How do I delete Queries from the dashboard?
Workflow
I need to add a lot of absence records to my employee’s records but I don’t want them to receive a lot of emails. How do I switch off the workflows?
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Year End 2013 – 14
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Year End 2013 – 14
Year End 2013 – 14
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