Scheme Details (Type 11)
Enables you to view pay period details for the employee's type 11 scheme for a selected tax year.
Post Details
Start Date
Display only. The employee's start date.
Alpha Start Date
Display only. The start date of the employee's Alpha membership.
Tax Year
Enter the tax year for which you want to view pay period details, or select one from the drop-down list.
Tapered Date
Display only. The Alpha membership Tapered Date.
Prev. Scheme
Enter the employee's previous part 1 scheme ID.
Classic
Select this check box to indicate that the employee was a previous Classic scheme member.
Membership Ref
Enter the employee's Alpha membership number for this scheme.
<= £15000
Select this check box if the employee earns less than £15000.
Opt Out Date
Display only. If the employee has been opted out of the scheme, the QPS Opt Out date used for the CARD process.
Period Details
Period
Display only. The pay period. These are listed in reverse order by pay date.
Ees
The employee's contributions for this period.
Ees %
The employee's contribution percentage for this period.
Ers
The employer's contributions for this period.
Ers %
The employer's contribution percentage for this period.
EPA
The employee's EPA contributions for this period.
AVC2
The employee's AVC2 contributions for this period.
AVC2M
The employee's AVC2M contributions for this period.
Additional
Click expand to display the following fields:
PP
Notes
Payslip
Buttons
Summary
Click this button to display Summary, where you can view the cumulative amounts for the selected tax year.
User Fields
Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.
Click this button to display Output Selection, where you can select the report output options and print the Individual CARE Scheme Details report, which contains the pay period details and the cumulative amounts for the selected post, scheme and tax year combination.
Notes
Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.
Delete Dets
Click this button to delete the selected post and all related details (including fixed pay elements) that are held against this scheme. You must delete post details before you can delete a type 11 scheme from an employee's record.
MD78G200