Enables you to view, and update if necessary, employees' details at the end of the financial year. Modifications to employee details may be made here prior to running year-end return reports.

The system automatically updates this screen at the end of the tax year when you run the year-end process, described in Process Year-End. Employees' details for any number of years can be held on the system.

Information is also copied to this screen when a previously employed person rejoins, as explained under Employment Detail. The first previous employment in a tax year has occurrence 001, the second 002 etc. The year-end copy is always 999.

When you first receive the system, you can enter details into this screen for the previous tax years, to give you some employee history details on the system. You can also change details if you discover any missing or incorrect data. Therefore, fields on this screen are maintainable, not display only. Remember that details on this screen are not the current employee details, but those correct at the end of the selected tax year or employment.

To access this window, enter fast path HR62S1.

Paging Area

Tax Year

Enter the tax year in four-digit form. For example, 2011, if adding an entry for a previous tax year.

Occ No

The occurrence number. A 999 value in this field shows that the data in the screen was generated during year-end processing. The field only shows a different value if data in the screen was derived by some other form of processing – for example, the processing that occurs when an employee leaves your organisation and then rejoins it. In this case the field shows the number of updates of this type that occurred.

Employee Number

The employee's company or alternate identification number.

Initials

The employee’s initials.

Title

The employee’s title.

Notes

Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.

Additional

Click EXPAND to display the following fields.

Surname

The employee’s surname.

First Name

The first name of the employee.

Sex

The employee's gender.

Other Forenames

The employee's middle names.

Date of Birth

The employee’s date of birth.

National Identity Number

Enter one of the following national identity numbers, depending on the person's legislation type:

• Nat. Ins. Number - Enter the person's nine character National Insurance number. This must be in the format ‘aannnnnna’ where a is a letter and n is a number. (UK and Isle of Man)
• PPS Number - Enter the person's nine character social insurance number. This must be in the format ‘nnnnnnnxz’ where n is a number, x is a letter and z is null, ‘W’, ‘X’, or ‘T’. (Ireland)
• Soc. Sec. No. - Enter the person's nine character social security number. This must be in the format ‘aannnnnna’ where a is a letter and n is a number. (Jersey)
• Soc. Sec. No. - Enter the person's eight character social security number. This must be in the format ‘aannnnnn’ where a is a letter and n is a number. (Guernsey)
• Soc.Sec.No. - Enter the person's twenty character social security number. This must be in the format 'aannnnnnnnnnnnnnnnn' where a is an alpha character and n is a numeric character. (Gibraltar)

Note: You can use a duplicate National Identity Number if the appropriate flag is set in Default Parameters.

Address

Click window to display Maintain Address Detail, where you can enter address details.

Passport No

The employee's passport number.

Issue Cntry.

Enter the code of the country that issued the employee's passport or select one from the drop-down list. The options are set up in the ADCTRY narrative category.

Original Date Started

The start date for the employee as of the time of the Year End Snapshot process.

Date Started

The date the employee started with the organisation during this tax year.

Date Left

The date the employee left the organisation during this tax year.

Control Group

Display only. The employee's pay control group.

Pay Group

The employee's pay group. If the employee's pay group is changed, the corresponding control group and pay type are pulled through.

Payroll Type

Display only. The pay type associated with the employee.

Last Paid

Display only. The pay period in which the employee was last paid during the year.

Base Currency

The base currency associated with the employee.

Pay Elements

Click WINDOW to display Year-End Pay Elements, where you can maintain details of any pay elements that have generated payments or deductions for the employee during the tax year or employment.

More

Click WINDOW to display one of the following windows, where you can maintain additional details depending on the employee's legislation type:

• Additional Year-End Information (UK)
• Additional Year-End Information (Jersey and Guernsey)
• IOM Additional Year-End Information (Isle of Man)
• Ireland Additional Year-End Information (Ireland)
• Gibraltar Year-End Tax Details (Gibraltar)

MD62S1