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> Payroll tasks / Paying people / Reset payments
Reset payments
Before you start processing a new period, you may want to
clear the previous payment information from the Enter Payments window.
Using the Reset Payments Wizard you can clear specific hours and rates
from the last processing period before you start working in the next pay
period.
Alternatively, you may want to reset only certain information,
for example, clearing overtime values but retaining basic salary information.
The Reset Payments Wizard enables you to clear, retain or
reset to default, the payments and deductions for all or a specified range
of employees.
Note: The Multiplier
option is available only for Factor pay elements.
To reset payments
Click the appropriate option to see step-by-step instructions:
Clear
existing values for selected employees
- Employee list > select those employees for whom you want to reset payments.
- Payroll > Reset Payments.
- Next > deselect any employee whose payments you don't want to reset.
- To
clear all hours, multipliers and rates, select Clear All > Finish.
- You should now process your payroll to enter the correct
values for the current processing period.
Reset the values to the original ones you set up in the employee record
- Employee list > select those employees for whom you want to reset payments.
- Payroll >
Reset Payments.
- Next > deselect any employee whose payments you don't want to reset.
- To
selectively reset all hours, multipliers and rates, select Selectively
Reset > Next.
- Reset payments:
To
reset the hours for the payment types
- Click into the Hours/No
column adjacent to the appropriate payment description.
- From the drop-down list > select Default
to reset the Hours/No value of the selected item to the default held in
the Employee Record.
To
reset the multipliers for the payment types
- Click into the Multiplier
column adjacent to the appropriate payment description.
- From the drop-down list > select Default
to reset the Multiplier of the selected item to the default held
in the Employee Record.
To
reset the rates for the payment types
- Click into the Rate column
adjacent to the appropriate payment description.
- From the drop-down list > select Default
to reset the Rate of the selected item to the default held in the Employee
Record.
- To
continue > Next.
- Reset deductions:
To
reset the hours for the deduction types
- Click into the Hours/No
column adjacent to the appropriate deduction description.
- From the drop-down list > select Default
to reset the Hours/No value of the selected item to the default held in
the Employee Record.
To
reset the rates for the deduction types
- Click into the Rate column
adjacent to the appropriate deduction description.
- From the drop-down list > select Default
to reset the Rate of the selected item to the default held in the Employee
Record.
- To
continue > Next.
-
You now need to select the values you want to reset for the following items:
- Attachments.
- Statutory
Sick Pay.
- Statutory
Maternity Pay.
- Statutory
Paternity Pay.
- Statutory
Adoption Pay.
- Advance
Pay.
- Pension
Contributions.
- Loans.
-
To reset the values for any of these items, click in
the Action column and from the drop-down list, select Retain or Clear.
Note: The
Reset Payments option does not clear attachment values if you use the
tables to calculate the attachment automatically.
- Next > Finish.
Retain
the existing values from the last processing period
- Follow the steps above, but from the drop-down list, choose Retain instead of Default to retain the values of the selected item.
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