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Staff Loans

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8 comments

  • Louise Wilson

    Hi {@005D000000AK8tjIAD}​ ,

     

    The payroll will not automatically deduct outstanding loans at the point of termination, you will need to build a Custom Report to gather this information.

     

    Once the Custom report Template has been set up, you will be able to use this again in the future to monitor permanent payments & Permanent Deductions.

     

    Please go to Payroll Module> Reports> Custom Reports> Create Template.

     

    Name the Template something that you will recognise, such as 'Payments/ Deductions in current tax year'.

    Change the Report Type to: Payslip Data (current Tax Year).

    Add a 'Template Description' for future reference, such as 'Report to look at specific Payment/ Deduction type processed in the Current Tax Year. '

    Then Save.

     

    On the first page, please select the following fields:

     

    Company

    Payment Units

    Payment Rate

    Pay Basis

    Employee Number

    First Name

    Surname

    Payment Description - Please change the Condition to 'LIKE' for this field.

    Payment Value

    Pay Period

    Tax Year

     

    Then Save.

     

    Do not select any fields on the second page 'Pensions'. Just press save.

     

    Select 'Run Report'.

     

    You will be prompted to add a value for the 'Payment Description' field. Please enter the exact name of the Loan deduction type. Then press 'Run'.

     

    This report should give you everything you need.

     

    Many Thanks

    Louise Wilson

     

     

     

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  • Sharon Harkins

    Thanks I have built the report which is looking great. I can only see Week 18 (last week) at what stage in the process will we be able see week 19?

     

    There have also been a few errors in the past where we have made a mistake a ticked the variable button in error meaning the loan deducts only the first week but then does not deduct the following week - is there a report that would pick this error up ?

     

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  • Louise Wilson

    Hi @Sharon Harkins​ ,

     

    You will be able to see week 19 on the custom report once the payroll has closed. Any deductions in the current week will need to be viewed on the current payroll summary (payslip) or payroll preview.

     

    In terms of looking for loans with a zero contribution in the current period, this can be more difficult to spot. I would use your custom report and identify employees with an outstanding 'Initial Value', then cross match this with your current payroll preview to spot any employees that should have a deduction, but do not.

     

    Many Thanks

    Louise Wilson

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  • Sharon Harkins

    Do I need to create another cutom report to find Initial Value ?

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  • Sharon Harkins

    ?

     

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  • Shannon Marsh

    Hi @Sharon Harkins​ ,

     

    You can get the inital total by running the Payroll Deduction by PayBasis export (Payroll > Reports > Exports).

     

    Please ensure that you select a pay basis and a pay run in order for the report to return information.

     

    If you have any further questions, please do let me know! 😊

     

    Thanks,

    Shannon

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  • Sharon Harkins

    Hi @Shannon Marsh​  This can only be run per hotel ...

     

    I am looking for an overall report for all hotels if possible but per hotel would be ok to show all loans ever added to the system and remaining balance to be paid on them ?

     

    Is that possible ?

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  • Shannon Marsh

    Hi @Sharon Harkins​ ,

     

    I'm afraid this is the only report that allows you to see the initial total and amount remaining.

     

    The only other report which you may find helpful is the Payroll Deduction and Attachment Report (Payroll > Reports > View Reports) where you can view all locations, all deductions and enter a date range for your search which will bring back all the deductions made during the entered date period.

     

    I hope this helps,

    Shannon

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