Payroll

Send for calculation

Send for calculation

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Send for calculation

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You can find Send for calculation in three places:

•the topmost toolbar: via Layout-nieuw-1-export at the top right

•the main menu: via Recurring actions

•the middle screen: under Quick actions

 

There are three or four groups of data that you can forward to SD Worx separately:

•only fixed data (e.g. in the case of employees with reduction cards, suspensions)

•pay data and corrections

•corrections (you want to process corrections to previous months and pay out before the original calculation)

•advances (option).

 

The filter shown at the top of the screen (all employers, all groups, saved filters) makes it easy for you to forward the salaries for the correct file or (group of) employees.
If you saved a filter on the Employees screen, it will also be displayed here.

1.Click on Send for calculation.

2.Make your choice under What info do you want to send on?:.

3.Click on Next.

4.Select the employees, pay period, group or firm you wish to forward.
If you use an employee filter only the contracts belonging to a group in the employee filter will be visible!

5.Click on Next.

6.Select the people you wish to forward. Everyone is ticked as standard.
Use the buttons Select everyone or Select no-one.

7.Via the button Select a later date of calculation, you can ensure that the pay and/or advances are calculated at a later time.
For more info: see below.

8.Click on Confirm and send.

 

When you forward details of a contract to SD Worx, the contract will be frozen in Payroll.

It is still possible to:

1)forward pay details of this contract to SD Worx, so long as your Payroll Officer has not taken any action to deal with the contract.

2)the monthly calendar and people calendar  of this contract to be changed

•in the future and

•in the current pay period (if you have forwarded only the fixed data or corrections).

 

hmtoggle_plus0        Select a later date: more info

If the button Select a later date of calculation is not available, contact your payroll consultant.

You can only select select a later calculation date for

•wage data and correction

•advances.

When you click on the button, a pop-up appears in which you can enter a date after Delay calculation date to.

The delayed date you choose may be a maximum of 30 days in the future (to prevent any errors) and may not lead to a calculation date in the past.
The delayed date = the day when the payslips are issued and, if SD Worx has the necessary powers, the net pay and/or invoices are presented to the bank.
If that day coincides with a day when SD Worx is closed, then the task will be executed on the next working day.

It is not possible to provide several different delayed dates in the same calculation. If you have different dates, then you have to send the calculations for each date separately, with each calculation indicating the desired delayed date.

You can find the delayed date after sending in the pay/advances to the Company – Overview of info to be sent screen: the date is now with the employees for processing. Account is taken of the closing days of SD Worx.
Example: You enter Saturday 22/04/2017. On the screen, you see: Monday 24/04/2017.

As long as the pay has not been sent through, you can

•reverse the delayed date by clicking on the button Select a later date of calculation again and ticking back to the original date, followed by OK;

•change the delayed date by clicking the Select a later date of calculation button again, and selecting a different date, followed by OK.

If additional changes are required after the pay has actually been sent through, please contact your payroll officer.  

 

Advances

If you want to make use of the advance calculation, you need to make an appointment with your payroll consultant.

Your payroll consultant will take the necessary action to allocate the correct advance to one or more employees.

Three types of advances exist:

A fixed advance

The advance is a fixed amount per employee. You can deviate from this amount every month.

An advance based on hours actually worked

The advance is calculated on the basis of the hours actually worked in the calendar for a certain period.
The result can be capped at a specified (fixed) percentage.

An advance that is a percentage of the pay

The advance is calculated by multiplying the hourly wage by a fixed number of hours.
The result can be capped at a specified (fixed) percentage.

Once the advance has been allocated to one or more employees, the advance payment can be consulted, changed and/or forwarded to SD Worx.

Contact your payroll consultant if you want to delete an advance for one or more employees.

 

hmtoggle_plus1        Allocating advances

Consult your payroll consultant if you want to make use of the advance calculation for one or more employees.
An advance can be consulted, changed and/or forwarded to SD Worx.

You cannot allocate or delete an advance yourself.

hmtoggle_plus1        Consulting advances

You can always consult an advance at contract level or per pay period.

hmtoggle_plus1        Consult advance at contract level

1.Go to Employees and select the employe.

2.Go to Master data - tab Pay package.
This field is only displayed if you have made an appointment with your payroll consultant.

hmtoggle_plus1        Consult advance per pay period

1.Go to Employees and select the employee.

2.Click on Monthly calendar.

3.In the detail panel, click on the tab Advances.
The tab Advances is only displayed if you have made an appointment with your payroll consultant.

hmtoggle_plus1        Changing advances

So long as the advance has not been sent to SD Worx, you can change the advance at contract level or per pay period.

You can also change an advance when forwarding the data to SD Worx.

 

hmtoggle_plus1        Chance advance at contract level

1.Go to Employees and select the employe.

1.Go to Master data - tab Pay package.
This field is only displayed if you have made an appointment with your payroll consultant.

2.Click on the field of the advance you wish to change.

3.Click on Save.

hmtoggle_plus1        Chance advance per pay period

1.Go to Employees and select the employee.

2.Click on Monthly calendar.

3.In the detail panel, click on the tab Advances.
The tab Advances is only displayed if you have made an appointment with your payroll consultant.

4.Change the Value of the Advance.

5.Click on Save.

 

An asterisk will appear next to an amount that has been changed but not saved.

hmtoggle_plus1        Sending advances to SD Worx

hmtoggle_plus1        SD Worx performs the advance calculation

Important! You can't forward several advances for the same contract simultaneously to SD Worx. You can only forward a subsequent advance once the previous one has been processed.
 

1.Click on Send for calculation.

2.Click on Advances under What details do you want to forward.

3.Click on Next.

4.Select the group for which you wish to pay advances.
If you use an employee-filter only the contracts belonging to a group in the employee filter will be visible.
You cannot tick boxes in light grey.
Click on the question mark in order to see which employees are in the group.

5.Click on Next.

6.If necessary, fill in or change the Amount of advance .

7.Select the employees you wish to forward. You can make use of the buttons Select everyone or Select no-one.

8.Click on Forward.

Your payroll consultant will process the request further.
Once the data are sent, you can no longer change the amount. This amount will be deducted automatically when the actual wage is calculated.

hmtoggle_plus1        The employer pays the advances himself

Even if you pay the advances yourself, you still need to forward the advances to SD Worx.

Sending the advances to SD Worx means that:

•a report is prepared. You can use this report for the payment of the advances.

•the amount of the advance is blocked in the monthly calendar.

•the amount of the advance is deducted when the actual wage is calculated.

 

1.Click on Send for calculation.

2.Click on Advances under What details do you want to forward.

3.Click on Next.

4.Select the group for which you wish to pay advances.
If you use an employee-filter only the contracts belonging to a group in the employee filter will be visible.
You cannot tick boxes in light grey.
Click on the question mark in order to see which employees are in the group.

5.Click on Next.

6.If necessary, fill in the Amount of advance .

7.Select the employees you wish to forward. You can make use of the buttons Select everyone or Select no-one.

8.Click on Forward.

hmtoggle_plus1        Removing advances

Consult your payroll consultant if you want to delete the advance calculation for one or more employees.
An advance can be consulted, changed and/or forwarded to SD Worx. You cannot allocate or delete an advance yourself.

 

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