Manual

TT Software Limited
TT Software Limited
Payroll And Personnel
Administrati on
User Manual
Version 3.60

Copyright TT Software Limited 2002-2006
TT Softwar e Limited
Page 1
Table of Contents
Using This Manual...............................................................................................................6
Glossary............................................................................................................................................................................ 6
Starting Up............................................................................................................................7
Osta!les.......................................................................................................................................................................... "
Se!#rity......................................................................................................................................................................... "
$pgrades....................................................................................................................................................................... "
%ain Control &anel........................................................................................................................................................... '
Navigation.............................................................................................................................9
(orms................................................................................................................................................................................ )
%ain Control &anel....................................................................................................................................................... )
*indows %en#s........................................................................................................................................................... )
+e!ords........................................................................................................................................................................... ,0
%o-ing .etween.......................................................................................................................................................... ,0
/nserting...................................................................................................................................................................... ,0
Sa-ing......................................................................................................................................................................... ,0
0eleting....................................................................................................................................................................... ,0
+eports............................................................................................................................................................................ ,,
Short!#t 1eys.................................................................................................................................................................. ,,
Link To Database...............................................................................................................1
(irst Time $se................................................................................................................................................................ ,2
%o-ing The 0ataase..................................................................................................................................................... ,2
%#ltiple 0ataases......................................................................................................................................................... ,2
!"plo#ee $ea%er...............................................................................................................1&
Lights.............................................................................................................................................................................. ,2
View (orm....................................................................................................................................................................... ,2
3d4#stment 5Spe!ial6.................................................................................................................................................. ,7
.enefi!iary.................................................................................................................................................................. ,6
Conta!t........................................................................................................................................................................ ,6
Co#rse......................................................................................................................................................................... ,6
Co#rse Type................................................................................................................................................................ ,'
0ays............................................................................................................................................................................ ,)
0ependant................................................................................................................................................................... ,)
0is!iplinary................................................................................................................................................................. ,)
8ntitlement.................................................................................................................................................................. 20
89am........................................................................................................................................................................... 2,
89pertise..................................................................................................................................................................... 22
:ierar!hy..................................................................................................................................................................... 23
/n-entory..................................................................................................................................................................... 23
;o 0es!ription........................................................................................................................................................... 22
;o :istory.................................................................................................................................................................. 26
%edi!al........................................................................................................................................................................ 2"
%emo.......................................................................................................................................................................... 2"
<e9t Of 1in.................................................................................................................................................................. 2"
&i!t#re......................................................................................................................................................................... 2'
S!heme....................................................................................................................................................................... 2'
Stat#s.......................................................................................................................................................................... 2)
St#dy........................................................................................................................................................................... 2)
!"plo#ees..........................................................................................................................&'
8mployee (orm.............................................................................................................................................................. 30
Spe!ial .#ttons........................................................................................................................................................... 3'
+e=#ired (ields........................................................................................................................................................... 3'
Changing Company.................................................................................................................................................... 3'
Changing 0epartment................................................................................................................................................. 3'
8mployee Short!#t %en#........................................................................................................................................... 3)
Toolar........................................................................................................................................................................ 2,
(%)ust"ents.......................................................................................................................*
0eleting........................................................................................................................................................................... 23
&eriods............................................................................................................................................................................ 22
Calendar %onth.......................................................................................................................................................... 22
<on-Calendar %onth................................................................................................................................................... 22
Page 2
(ortnight...................................................................................................................................................................... 22
*ee>........................................................................................................................................................................... 22
:ow To 0o...................................................................................................................................................................... 27
.asi! &ay Change...................................................................................................................................................... 27
&artial Salary.............................................................................................................................................................. 27
Salary from %#ltiple 0epartments.............................................................................................................................. 27
.enefit Che=#es.......................................................................................................................................................... 27
+olled-$p :oliday &ay................................................................................................................................................ 27
8ntitled :oliday &ay................................................................................................................................................... 2"
%an#al S/ 3d4#stments............................................................................................................................................... 2'
(i9ing %ista>es............................................................................................................................................................... 2)
Generating &ayslips with *rong Val#e...................................................................................................................... 2)
Generating &ayslips with *rong S/ Type.................................................................................................................. 2)
Sear!h .y 3!ti-e 0etails Only........................................................................................................................................ 70
Lea-er Toggle................................................................................................................................................................. 70
3senteeism................................................................................................................................................................... 7,
Ti"esheet...........................................................................................................................+
(%)ust"ent ,ear Sheet......................................................................................................+&
/nserting 3d4#stments..................................................................................................................................................... 73
0eleting 3d4#stments...................................................................................................................................................... 73
(%)ust"ent Calen%ar.........................................................................................................+*
Sample +eport................................................................................................................................................................ 72
Training Sheet....................................................................................................................++
Training :eader.............................................................................................................................................................. 77
Co#rse Ta..................................................................................................................................................................... 76
Co#rse Cost Ta............................................................................................................................................................. 7'
Co#rse Type Ta............................................................................................................................................................ 7)
S#pplier Ta.................................................................................................................................................................... 60
Ven#e Ta....................................................................................................................................................................... 6,
89ams Ta...................................................................................................................................................................... 62
3llo!ation Ta................................................................................................................................................................. 63
$sing the Lists............................................................................................................................................................ 62
89ample...................................................................................................................................................................... 62
Correspon%en-e.................................................................................................................6+
Creating a new Corresponden!e.................................................................................................................................... 67
.a#slip /eneration.............................................................................................................66
Spe!ial Cal!#lations....................................................................................................................................................... 6'
;ersey So!ial /ns#ran!e ? $nder " :o#rs per *ee>................................................................................................. 6'
;ersey So!ial /ns#ran!e ? +et#rns dis!repan!ies...................................................................................................... 6)
:ow To............................................................................................................................................................................ "0
+eprint &ast &ayslips................................................................................................................................................. "0
3dd 3d4#stments after Generation............................................................................................................................. "0
3mend &ayslips after Generation............................................................................................................................... "0
3mend &ay after Generation...................................................................................................................................... "0
Corre!ting Ta9 or S/ after Generation........................................................................................................................ ",
Change the &ay 0ate.................................................................................................................................................. ",
&ro!ess 3d-an!e &ay................................................................................................................................................. ",
&ay 8mployees <on-Calendar-%onthly..................................................................................................................... "3
.ro-ess Menu.....................................................................................................................7*
0ire!tion <oti!e............................................................................................................................................................... "2
3d4#stment /nsert............................................................................................................................................................ "7
3d4#stment +e-iew......................................................................................................................................................... "6
8ntitlement +e-iew......................................................................................................................................................... ""
/mport 0ata..................................................................................................................................................................... "'
.#l> $pdate.................................................................................................................................................................... "'
Setup Menu.........................................................................................................................79
3d4#stment Types........................................................................................................................................................... ")
.an>s.............................................................................................................................................................................. '2
Gro#ps............................................................................................................................................................................ '2
:oliday............................................................................................................................................................................ '2
;#risdi!tions.................................................................................................................................................................... '3
&ay %ethod..................................................................................................................................................................... '6
$nit Types....................................................................................................................................................................... '"
;o Title.......................................................................................................................................................................... ''
;o Title :eader.......................................................................................................................................................... ''
;o Title Tree.............................................................................................................................................................. ')
;o Title (ields............................................................................................................................................................ ')
Grades............................................................................................................................................................................ )0
&ay S!ales...................................................................................................................................................................... ),
Changing 3mo#nts..................................................................................................................................................... ),
<ominal Ledger............................................................................................................................................................... )2
Page 3
Criteria............................................................................................................................................................................ )3
Granting $sers 3!!ess to new Criteria...................................................................................................................... )2
Standard @#ery Lang#age (#n!tions......................................................................................................................... )2
(orms.............................................................................................................................................................................. )7
+eports............................................................................................................................................................................ )6
Companies...................................................................................................................................................................... )"
&ayslip Stationery..................................................................................................................................................... ,0,
Che=#e Stationery.................................................................................................................................................... ,03
0epartments................................................................................................................................................................. ,02
$sers............................................................................................................................................................................. ,07
+e#ilding /nterfa!e (iles......................................................................................................................................... ,0"
0iary.............................................................................................................................................................................. ,0'
3larm %essage......................................................................................................................................................... ,0)
89amples.................................................................................................................................................................. ,0)
0eports..............................................................................................................................11'
&re-iewing..................................................................................................................................................................... ,,0
&rinter 0ri-ers........................................................................................................................................................... ,,,
0ata +estri!tions.......................................................................................................................................................... ,,2
89porting....................................................................................................................................................................... ,,2
*ord......................................................................................................................................................................... ,,2
89!el......................................................................................................................................................................... ,,2
8mployee +eports........................................................................................................................................................ ,,7
Sample +eports........................................................................................................................................................ ,,7
3d4#stment +eports...................................................................................................................................................... ,,'
Sample +eport.......................................................................................................................................................... ,,)
&ayslip +eports............................................................................................................................................................. ,20
Sample +eport.......................................................................................................................................................... ,2,
&ayslip Crossta +eports......................................................................................................................................... ,2,
Training +eports........................................................................................................................................................... ,22
:ow To...................................................................................................................................................................... ,23
3#thority +eports.......................................................................................................................................................... ,22
G#ernsey /n!ome Ta9 and So!ial Se!#rity.............................................................................................................. ,22
;ersey So!ial Se!#rity.............................................................................................................................................. ,27
;ersey /n!ome Ta9.................................................................................................................................................... ,27
;ersey .enefits /n 1ind............................................................................................................................................. ,2'
/sle Of %an /n!ome Ta9 and So!ial Se!#rity........................................................................................................... ,2)
3#dit +eports................................................................................................................................................................ ,30
Charts................................................................................................................................1&1
3sen!e 0ay Spread.................................................................................................................................................... ,3,
3sen!e Type &ie......................................................................................................................................................... ,3,
3ge Spread................................................................................................................................................................... ,3,
Ser-i!e Length.............................................................................................................................................................. ,3,
Tailoring............................................................................................................................1&
The TT &3&3 .o9......................................................................................................................................................... ,32
Creating a +eport.......................................................................................................................................................... ,32
0ata So#r!es............................................................................................................................................................ ,32
The *iAard................................................................................................................................................................ ,32
Granting $sers 3!!ess to new +eports.................................................................................................................... ,37
8diting a +eport............................................................................................................................................................ ,37
+eport 89ample ? Salary :istory................................................................................................................................. ,36
(%"inistration Tools.......................................................................................................1&1
3dministration (orm..................................................................................................................................................... ,3'
.#ttons...................................................................................................................................................................... ,3)
+eferen!es................................................................................................................................................................ ,2,
3dministration %en#..................................................................................................................................................... ,22
$tility &rogram.............................................................................................................................................................. ,22
.a!>#ps.................................................................................................................................................................... ,27
.a#roll /ui%e....................................................................................................................1*6
G#ernsey ...................................................................................................................................................................... ,26
, - Set#p ;#risdi!tion 0etails.................................................................................................................................... ,26
2 - 8nter 8mployee 0etails....................................................................................................................................... ,26
3 - Cal!#lating S/ and /Ta9 ded#!tions ................................................................................................................... ,2"
2 ? 3#thority +et#rns................................................................................................................................................ ,2"
TT 2ie3er..........................................................................................................................1*1
Config#ration................................................................................................................................................................ ,2'
3d4#stment Types..................................................................................................................................................... ,2'
Criteria...................................................................................................................................................................... ,2)
$ser........................................................................................................................................................................... ,2)
(iles........................................................................................................................................................................... ,2)
(ppen%i4 ( 5 2ersion Changes......................................................................................1+'
Version 3.20 Changes.................................................................................................................................................. ,70
Page 4
Version 3.00 Changes.................................................................................................................................................. ,72
Page 5
Using This Manual
This man#al is intended as a referen!e andB altho#gh it !an e read thro#gh from start to finishB we ad-ise the #ser to
fo!#s on the se!tions of interest to them. The se!tions within this man#al resemle the men# str#!t#re of TT &3&3
itself. <ew #sers to TT &3&3 may li>e to !onsider reading the following se!tions firstC
Section Page
Starting $pD.. "
<a-igationD.. )
Set#p CompanyD.. )"
8mployeesD.. 30
3d4#stmentsD.. 22
&ayslip GenerationD.. 66
The following i!ons are #sed to !lassify some se!tions of this man#alC
&ayroll information only. Te!hni!al information.
&ersonnel information only. 3dministrator E S#pport information.
G#ernsey 4#risdi!tion information only. $sef#l tips.
;ersey 4#risdi!tion information only.
/sle Of %an 5%an96 4#risdi!tion
information only.
/lossar#
(%"inistrator 3 top le-el indi-id#al at the !#stomer site 5#s#ally an employee6 responsile for the daily
administration of the TT &3&3 system.
(gent The !ompany or indi-id#al responsile for installingB training and s#pporting TT &3&3 at the
!#stomer site. This may e different from TT Software who is the a#thor of TT &3&3.
Database 3 file !ontaining a !olle!tion of Tales.
6iel% 3 te9t o9 or other list o9 or ti!> o9 or other !ontrol that holds one parti!#lar pie!e of
informationB s#!h as the S#rname field on the 8mployee s!reen.
Form 3 window on the s!reen that is #sed to enter or display informationB s#!h as the 8mployee form.
7nterfa-e 6ile The TT &3&3 program that the #ser r#ns.
8e#s Se!#rity !omponents within a TT &3&3 /nterfa!e (ile that may e different for ea!h #ser.
0eport 3 window displaying informationB #s#ally 32 in siAeB that !an e printed or pre-iewed on s!reen.
0e-or% 3 single page of information !onsisting of at least one field.
(or e9ampleB an employee re!ord refers to all the fields ao#t a single employee. S#!h a re!ord is
#s#ally a!!essed y a #ni=#e !ode or inde9B s#!h as the 8mployee <#mer.
TT .(.( TT SoftwareFs &ayroll 3nd &ersonnel 3dministration program.
Page 6
Starting Up
To start TT &3&3 !li!> the following i!on 5or one similar6 on the *indows 0es>topC
The logon dialog appears into whi!h a -alid TT &3&3 $ser Code and &assword m#st e entered. The &assword is
!ase-sensiti-e so lower!ase and #pper!ase letters sho#ld e #sed !aref#llyC
9bsta-les
Se-eral fa!tors may pre-ent TT &3&3 from starting #p immediatelyC
Se-urit#
The TT &3&3 interfa!e program that starts from a &C !ontains #ser spe!ifi! se!#rity information 5!alled @eys6. /f a
#ser with different se!#rity settings tries to login in they may re!ei-e the following messageC
&ress O> to start the $tility program. /f !ertain that the #ser trying to login sho#ld e #sing TT &3&3 from this &C then
the TT &3&3 interfa!e program !an e #pdated y #sing the following #ttons from the $tility &rogram 5see $tility
&rogram page ,226C
$pgrade the interfa!e
file.
Login again. /f the same message is displayed again then the 3dministrator
may need to +e#ild /nterfa!e (iles 5page ,0"6.
Upgra%es
/f a newer -ersion of the TT &3&3 interfa!e program is a-ailaleB #s#ally d#e to an #pgradeB then the following
message will e displayedC
/f the #ser is not in the 3dministrator gro#p then they will e for!ed to #pgrade the interfa!e. 3fter sele!ting Ges the
$tility program will start 5see $tility &rogram page ,226 and the TT &3&3 interfa!e program !an e #pgraded
a#tomati!ally or y #sing the following #ttons man#allyC
$pgrade the interfa!e
file.
Login again. /f the same message is displayed again then the 3dministrator
may need to +e#ild /nterfa!e (iles 5page ,0"6.
Page 7
Main Control .anel
The TT &3&3 program will start and display the %ain Control &anelC
1 The $ser Code and <ame of the !#rrently logged in #ser is displayed. To !hange the #serB !lose TT &3&3 and log
in again as a different #ser.
Sele!t a Company from the list.
& Sele!tC
a6 C#rrentB to -iew only !#rrent employees on s#se=#ent forms.
6 Lea-ersB to -iew only lea-ers.
!6 3llB to -iew all employeesB past and present.
d6 3ll CompaniesB to -iew employees from all !ompaniesB not 4#st the !ompany sele!ted in step .
* Sele!t a form to openB !hoosing from the list of forms that the !#rrent #ser is permitted to -iewB with the optionsC
a6 8dit GesB means the #ser !an !hange information on the form.
6 8dit <oB means that the #ser !an only -iew information on the form.
The 3dministrator is responsile for setting #p $sers and the list of Companies and (orms that !an
e edited or -iewed. (#rthermoreB the 3dministrator !an set indi-id#al 8mployee and 3d4#stment
fields that !an e -iewed and edited.
/n step * of the %ain Control simply press the first , or 2 letters of the form re=#ired followed y the
H8nterI >ey for speedy form opening. (or e9ampleB press J8F and H8nterI to 4#mp straight to the
8mployee form.
/t !an e easier to find a form #sing the *indows %en#s instead of step *. See the <a-igation !hapter
elow for f#rther details.
Page 8
Navigation
6or"s
This se!tion des!ries how to findB open and !lose all the forms in TT &3&3.
Main Control .anel
Step * in the %ain Control &anel displays a shortlist of forms a-ailale to the !#rrent #ser.
The 3dministrator !an limit the forms displayed in step * of the %ain Control &anel so that a
!on-enient shortlist of forms is displayed to the #ser. This is a!hie-ed from the (orms ta of the $ser
form where the JShowF !ol#mn determines if the form will e shown in step * of the %ain Control
&anel. See the Set#p $sers se!tion for more information 5page ,076.
:in%o3s Menus
8-ery form in TT &3&3 is a-ailale from one of the *indows %en#s.
Page 9
0e-or%s
3 re!ord is a single pie!e of information ao#t something and is displayed as a page or line on a form. /f there are 3)
employees in a !ompany then there will e 3) re!ords 5or pages6 on the 8mployee form.
Moving ;et3een
8a!h form has a <a-igation .ar at the ottom so that the #ser !an mo-e etween re!ords. The re!ords are #s#ally
sorted in alphaeti!al order y one fieldB s#!h as S#rnameB altho#gh this !an e !hanged y #sing the 8mployee
Short!#t %en# 5see page 3)6. The 8mployee formB for e9ampleB is sorted y S#rnameB so re!ord , !o#ld e K3aronL
and the last re!ord KMeediL.
The total n#mer of re!ords a-ailale. 5On the 8mployee form this
wo#ld e the n#mer of employees in the !ompany.6
%o-e to lan> page or line so that a new re!ord !an e entered.
%o-e to last re!ord.
%o-e to ne9t re!ord.
The !#rrent re!ord displayed.
%o-e to pre-io#s re!ord 5noti!e this is greyed o#t in the e9ample ao-e e!a#se re!ord , is the first
re!ord6.
%o-e to first re!ord.
The following >eys on the >eyoard 5short!#t >eys6 !an often e #sed instead of relying on the mo#seC
{PgUp} %o-e to pre-io#s re!ord.
{PgDn} %o-e to ne9t re!ord.
{F6} ;#mp to (ind S#rname in 8mployee :eader.
7nserting
To insert a re!ordB a lan> page or line m#st e fo#nd efore any details are entered otherwise an e9isting re!ord will
e o-erwritten. 3 #tton e9ists on the <a-igation .ar for mo-ing to a lan> page.
Saving
There is no need to e9pli!itly sa-e re!ords or details entered on any form. *hate-er is typed on a form will e sa-ed
a#tomati!ally.
Deleting
To delete a re!ordB !li!> on the re!ord sele!tor ne9t to the re!ord to e deletedB and press the 0elete or 0el >ey on the
>eyoard. The re!ord will e permanently remo-ed from the dataase.
8a!h form has a re!ord sele!tor ar on the
left side so that the #ser !an sele!t the entire
!#rrent re!ord for deletionC
On forms that display more than one re!ord at
a time there will e one re!ord sele!tor for
ea!h re!ord or line. The arrow indi!ates the
!#rrent re!ord and the star indi!ates a lan>
re!ord ready for insertion of a new re!ord or
line. /n the e9ample hereB the third re!ord
down is the !#rrent re!ord.
Page 10
The following messages are some of the ones that may e displayed efore the re!ord is deleted
&ress Ges to deleteB <o to aort.
*hen trying to delete an employee re!ordB this warning e9plains that employees !annot e
deleted if they ha-e had payslips generated e!a#se this wo#ld !a#se a loss of history data.
*hen trying to delete an employee re!ordB this warning e9plains that other data is going to e deleted tooB
s#!h as an employeeFs 3d4#stmentsB Training Co#rses and all other data related to that employee 5e9!ept
payslips6.
0eports
*hen a report is pre-iewed on s!reen the following na-igation ar at the ottom of the s!reen is #sed to mo-e etween
pages.
This na-igation ar wor>s the same way as the +e!ord na-igation ar. To 4#mp dire!tly to a pageB !li!> into the page
n#mer o9 and enter the page n#mer re=#ired.
Short-ut <e#s
Vario#s men# options and toolar #ttons !an e started y #sing a >eyoard short!#tB the most !ommon of whi!h are
listed elowC
{PgUp} %o-e to pre-io#s re!ord.
{PgDn} %o-e to ne9t re!ord.
{F4} Open sele!tion list or pop-#p !alendar in date fields.
{F6} ;#mp to (ind S#rname in 8mployee :eader and %emo field on 3d4#stment form.
{F9} +efresh !ontents of sele!tion list or re!ords 5if !hanged y other #ser or form6.
{Control} {F} (ind. 58mployee form only.6
{Control} {P} 0isplay &rint dialog.
{Control} {W} Close form.
{Control} {Z} $ndo last edit.
{Control} {X} C#t highlighted te9t or re!ord. 5Letter N loo>s li>e a pair of s!issors.6
{Control} {C} Copy highlighted te9t or re!ord.
{Control} {V} &aste highlighted te9t or re!ord. 5Letter V loo>s li>e an insertion pointer.6
{Alt} {F4} 89it TT &3&3.
{Control} {F4} Close !#rrent form.
These >eys are also a-ailale from most forms.
Page 11
Link To Database
The TT &3&3 program !onsists of (ormsB +eportsB @#eries and %a!ros. The dataB howe-erB resides
in Tales stored in a separate dataase. The TT &3&3 program m#st e lin>ed to a dataase fileB
#s#ally !alled &3&3.tdB whi!h is #s#ally in the TT 0ataase folder. The TT &3&3 0ataase file
m#st ha-e the e9tension T0..
6irst Ti"e Use
The -ery first time a TT &3&3 program is started it may need to as> the #ser for the whereao#ts of the dataase and
one of the following dialogs will e displayedC
/f this dialog is displayedB the &3&3.td file m#st e fo#ndC
/f this dialog is displayedB only the TT 0ataase folder need e fo#ndC
Moving The Database
Sometimes yo#r networ> administrator may de!ide to mo-e the TT &3&3 dataase to a new lo!ation on the file ser-erB
or !hange the dri-er letter or mappings that gi-e yo# a!!ess to the networ>. /f the &3&3.td dataase file is mo-ed to a
new lo!ationB then the Lin> To 0ataase f#n!tion !an e #sed to find it again.
Multiple Databases
Go# may ha-e more than one TT &3&3 0ataase a-ailaleB s#!h as a Jli-eF dataase and an JoldF dataase from a
a!>#p or pre-io#s year end. .y #sing the Lin> To 0ataase f#n!tionB yo# !an swit!h etween dataases =#i!>ly.
Page 12
!"plo#ee $ea%er
The 8mployee header is displayed at the top of all forms that display employee information. /t is #sed to indi!ate the
!#rrent employeeB to find an employee y s#rname or n#mer and to -iew other employee related forms. /nformation in
the 8mployee :eader is for referen!e p#rposes only and !annot e !hanged. To !hange or insert information displayed
in the 8mployee :eaderB the 8mployee form sho#ld e #sed.
Company The !ode of the Company that this employee is in. Company details sho#ld ha-e een set-#p
d#ring installation and training 5see Set#p Company page )" 6.
Dept The !ode of the 0epartment that this employee is in. 0epartment details sho#ld ha-e een set-#p
d#ring installation and training 5see Set#p Company page )" 6.
Section The Se!tion that this employeeFs ;oTitle is in as defined y the ;oTitle hierar!hy. 3 Se!tion is a
way of s#di-iding a 0epartment. <ot all ;oTitles may e in a se!tionB in whi!h !ase the Se!tion
field in the 8mployee :eader will e lan>. Se!tions !an e set-#p at any time 5see Set#p ;oTitle
page ''6.
ame The f#ll name of the employee deri-ed from the S#rnameB Other<ames and Title fields.
!m"er 3 #ni=#e employee n#mer is displayed. 8-ery employee m#st ha-e a n#mer that !onsists of #p
to 6 digits and will a#tomati!ally e filled with Aeros to the left. 8mployee <#mers are entered on
the 8mployee form.
This toggle !an e depressed to instantly set this employee as a lea-erB effe!ti-ely s#spending the
employee from the !ompany. (or lea-ersB this toggle !an e p#lled o#t to instantly ring the
employee a!>.
The most !ommon #se of this toggle is to temporarily s#spend employees who fre=#ently ha-e
#npaid periodsB th#s relie-ing the #ser from !onstantly ha-ing to enter ad4#stments and dates.
5See 3d4#stment se!tion6
Fin# S!rname This list is #sed to find an employee y their s#rname. 8ither the mo#se !an e #sed to s!roll
thro#gh the list followed y a !li!> on the re=#ired employeeB or the first few letters of the s#rname
!an e typed #ntil a mat!h is fo#nd followed y the H8nterI >ey.
Fin# !m"er This list is #sed to find an employee y their n#mer #t will not e displayed if the Company has
t#rned the J3#tomati!ally /n!rement 8mployee <#merF option on. 5See the Set#p Company
se!tion page )".6
Vie$ Form This list offers a range of employee related forms that present e9tra
information ao#t the !#rrently displayed employee. To display one of these
formsB #se the mo#se to sele!t it from the list or type in the first letter of the
name of the form and press H8nterI.
5(or information ao#t these forms see the rele-ant se!tions from page ,2
to page 2).6
%r&'W( This displays the :o#rs per *ee> field as entered on the 8mployee form.
Pay Cycle This displays the &ay Cy!le Code field as entered on the 8mployee form.
Pay This displays the &ay &er $nit field as entered on the 8mployee form.
Unit This displays the &ay $nit field as entered on the 8mployee form.
The !#rsor starts in the (ind S#rname field soB as soon as the form is openedB a !o#ple of letters !an
e typed followed y H8nterI to display the re=#ired employee =#i!>ly.
Page 13
Lights
The 8mployee :eader !an display lights to indi!ate a parti!#lar !ondition of the data. (or e9ampleB the header elow
shows se-eral lightsB the green one indi!ating that the employee has een si!> sometime in the last " daysC
Lights are 4#st Criteria with the field Light Colo#r setB other e9amples in!l#deC
8mployee has a memoO
8mployee irthday this monthO
8mployee +ight To *or> e9pires within the monthO
8mployee starts a Co#rse tomorrowO
The 3dministrator !an set #p as many lights as re=#ired #t too many lights !an slow the 8mployee
:eader down !onsideraly. See the Criteria se!tion on page )3 for more information.
2ie3 6or"
/n the 8mployee :eader is a list !alled JView (ormF that offers a range of employee related forms
that present e9tra information ao#t the !#rrently displayed employee. To display one of these
formsB #se the mo#se to sele!t it from the list or type in the first letter of the name of the form and
press H8nterI.
The following se!tions pro-ide information ao#t ea!h of these forms.
Page 14
(%)ust"ent =Spe-ial>
This form is for &ayroll p#rposes only and is primarily #sed to o-erride the defa#lt amo#nt that
appears on the 3d4#stment form when entering a parti!#lar ad4#stment for a parti!#lar day of the
wee>. This form is opened from the View (orm list in the 8mployee :eader.

Pay )ate& The &ay per $nit , field here !orresponds to the &ay per $nit field on the 8mployee form. 3 se!ond
and third &ay per $nit !an also e entered here so that different ho#rly rates !an e assigned to the
employeeB perhaps for different shifts or types of wor>. *hen setting #p 3d4#stment Types 5see
page ")6 it is possile to set a defa#lt Val#e ased on &ay per $nit ,B2 or 3. y #sing the Cal!
0efa#lt (rom field.
Special Day )ate& A#*!&tment
The 3d4#stment Type that will e treated in a spe!ial way for the !#rrent employee.
Start Day
The day of the wee> from whi!h the ad4#stment will e treated differently.
+n# Day
The day of the wee> to whi!h the ad4#stment will e treated differently.
Pay )ate
The new defa#lt rate for this ad4#stmentB etween these daysB for this employee.
The !omination of different &ay +ates and Spe!ial 0ay +ates means that
howe-er !omple9 the range of pay rates an employee hasB they !an always e
defined in TT &3&3 so that when ad4#stment are entered the !orre!t Val#e is
always !al!#lated !orre!tly.
,alance ,ro!g-t
For
$ar
#
3mo#nts here will e added to the Gear To 0ate fig#res on the printed payslips for any payslip in the
Gear sele!ted. This is most #sef#l when first #sing TT &3&3 to ring in the Gear To 0ate fig#res
from an old payroll system or old payslips.
!4a"ple?
/t has een agreed with the !#rrent employee that on wee>ends their JO-ertimeF rate is P23.00 an ho#r 5see s!reenshot
ao-e6.
Page 15
;enefi-iar#
3 simple list of enefi!iaries.
Conta-t

.el/ %ome The home telephone n#mer of this employeeB with or witho#t a dial !ode or ra!>ets. /n fa!tB any
appropriate te9t !an e entered in this field. This field is a !opy of the same field from the
8mployee formB and is in!l#ded here again for !ompleteness.
.el/ Wor( Direct Dial /f a dire!t dial n#mer is a-ailale for the !#rrent employeeB then it !an e entered here.
.el/ Wor( +0ten&ion The !ompanyFs internal swit!hoard e9tension n#mer of the !#rrent employeeFs #s#al pla!e of
wor>.
.el/ 1o"ile The moile telephone n#mer of this employee. %#ltiple n#mers !an e entered as !an e9tra
te9t.
+mail A##re&& The preferred email address of this employee.
Course
This formB and the others remaining in this se!tionB are #sed for :+ or &ersonnel f#n!tions only. This
form is opened from the View (orm list in the 8mployee :eader. .efore entering informationB the
!o#rses themsel-es m#st e set-#p 5see the Co#rse Ta se!tion page 76.6
Page 16
(or the !#rrent employeeB #p to 2 Co#rses are listed at on!e. 3 s!roll ar pro-ides a!!ess to any n#mer of other
!o#rses. The !#rrent !o#rse is indi!ated y a la!> arrow in the left margin. The 3ward E @#alifi!ation panel !ontains
details that relate to the !#rrent !o#rse.
This 8mployee ? Co#rse form wor>s with one employee and displays e-ery !o#rse allo!ated to them. This is the
re-erse of the Training Sheet 3llo!ation ta that wor>s with one !o#rse at a time and displays ea!h and e-ery
employee related to it. The 8mployee ? Co#rse form is the more effi!ient way for e9amining a single employeeFs
training profile.
Co!r&e ame 3 #ni=#e name for this !o#rseB whi!h may need to in!l#de date or -en#e information to disting#ish
it from other !o#rses with the same name.
Date /f the Co#rse itself has a Start 0ate then that date will e entered a#tomati!ally here when the
employee is allo!ated to the !o#rse. This is est when a n#mer of employees attend a parti!#lar
!o#rse on the same day. :owe-erB !o#rses !an e set#p witho#t any date informationB #s#ally
when any n#mer of employees !o#ld attend on any date. /n this !aseB the date that ea!h
different employee attends sho#ld e entered here.
Co&t& 3ny !osts in!#rred y the employee for this !o#rse.
Cancelle#2 0id the employee !an!el their parti!ipation in this !o#rseQ
Complete#2 0id the employee !omplete the !o#rse f#llyQ
Part o3 St!#y2 /s this !o#rse part of the !ompanyFs offi!ial st#dy poli!y or training plan for this employeeQ
Form Sent2 :as an e-al#ation form een sent to this employeeQ
Deli4ery 3 s!ore from , to ,0 5, worstB ,0 est6 indi!ating what the employee tho#ght ao#t the deli-ery of
the !o#rse. Things s#!h as !o#rse notesB #se of e9amplesB trainerFs !omm#ni!ation s>ills and
tempo sho#ld e part of the deli-ery s!ore.
)ele4ance 3 s!ore from , to ,0 5, worstB ,0 est6 indi!ating what the employee tho#ght ao#t the rele-an!e
of the !o#rse. Things s#!h as !o#rse !ontentB le-el and fore>nowledge sho#ld e part of the
rele-an!e s!ore.
CPD2 %eans Contin#ing &rofessional 0e-elopment. Ti!> this o9 if this !o#rse is part of the employeeFs
C&0 re=#irements.
%o!r& C&0 is often defined y a n#mer of ho#rs. The ho#rs that this !o#rse !o#nts towards the C&0 is
re!orded here.
/f an award or =#alifi!ation is entered in this se!tion then an entry on the 8mployee ? 89pertise form will a#tomati!ally
e !reated.
De&cription 3 des!ription of the award or =#alifi!ation ranging from the informalB s#!h as Jpat on the a!>FB to
the formalC JCertifi!ate of NGM @#alifi!ationF.
5e4el The le-el of the award or =#alifi!ation ranging from the -ag#eB s#!h as Jasi!F to the more definedC
J%.S!. Grade //F.
Date The date that the award or =#alifi!ation was re!ei-ed y the employee.
Apprai&al 1emo 3ny te9t !an e entered here to des!rie the o-erall o#t!ome of the !o#rseC
/f an employee !ompleted the !o#rseB then their trainerFs !omments !an e entered here.
/f an employee !an!elled the !o#rseB then the reasons for asen!e !an e entered.
/f an employee ga-e a -ery low s!oreB then an analysis of the prolem !an e entered.
Page 17
Course T#pe
3n employee listed here is said to e Jwaiting forF or Jenrolled onF a parti!#lar type of !o#rse. The Training Sheet !an
e #sed to display all the employees enrolled on a parti!#lar Co#rse Type y loo>ing at the *aiting List on the
3llo!ation ta 5see e9ample elow6. *hen a s#itale !o#rse e!omes a-ailaleB the employee !an e mo-ed from the
*aiting List to the .oo>ed List.
Co!r&e .ype 3 type of !o#rse as defined on the Training Sheet.
Date A##e# *hen an employee is added to the *aiting List on the Training Sheet then this date is set. This
date !an e regarded as the employeeFs enrolment date or the date they started waiting for a
!o#rse of this type.
Date Complete# /f the employee is not remo-ed from the *aiting List then the 0ate Completed indi!ates the end of
the enrolment period or the end of a!ti-ity for this Co#rse Type.
The *aiting List elow 5from the Training Sheet6 shows 2 other employees enrolled on the Stress %anagement type of
!o#rseC
Page 18
Da#s
Day& per Wee( .y spe!ifying the 0ays per *ee> that the employee is to wor> the 3d4#stment s!reen !an
!al!#late more defa#lts as followsC
3d4#stments entered in 0ays ased on 8mployees with a J*ee>lyF &ay $nit will defa#lt to the
!orre!t amo#nts a#tomati!ally. (or e9ampleB if an employee earns P370 a wee> and JO-ertimeF of
, day is entered then someone wor>ing 7 0ays per *ee> will ha-e a defa#lt of P"0 per day #t
someone wor>ing " 0ays per *ee> wo#ld ha-e a defa#lt of P70 per day.
%o!r& per Day .y spe!ifying the :o#rs per 0ay that the employee is to wor> 5and therefore indire!tly the days
wor>ed and not wor>ed6 the 3d4#stment s!reen !an !al!#late more defa#lts as followsC
3sen!e 3d4#stments entered will ta>e into a!!o#nt the days not wor>ed 5#s#ally wee>ends6
together with :olidays 5see page '26 when !al!#lating the defa#lt n#mer of days asent. (or
e9ampleB a J:olidayF ad4#stment spanning a period of , wee> that in!l#des Sat#rday and S#nday
:o#rs per 0ay of 0 and a an> holiday %onday wo#ld ha-e a defa#lt of 2 days.
Depen%ant
3 simple list of dependants.
Dis-iplinar#
3ltho#gh this s!reen appears simpleB it !an e #sed alongside the 0iary alarm systemB for e9ampleB to warn if any
JLatenessF ded#!tions o!!#r within the 0is!iplinary period. $nfair 0ismissal laws #s#ally re=#ire an employer to
maintain a list of any dis!iplinary a!tions ta>en.
Page 19
!ntitle"ent
The amo#nt of asen!e that the employee is entitled to in any gi-en period is defined on this form. The period does
not ha-e to e a !omplete year and there !an e m#ltiple entitlements for !onse!#ti-e periods. The period does not
ha-e to e a !alendar year. 3!t#al asen!e data is entered #sing the 3d4#stment form 5see the 3senteeism se!tion
page 7,6 or the Gear Sheet 5page 736.
A#*!&tment .ype The type of 3d4#stment that the !#rrent employee has an entitlement toB most !ommonly
J:olidayF. The 3d4#stment Type #s#ally relates to asen!e #t an entitlement !an e set#p for
any 3d4#stment TypeB s#!h as JO-ertimeF.
*hen entering an ad4#stment that has an entitlement #sing the 3d4#stment
formB a warning will e gi-en if the entitlement has een e9!eeded. This helps
to a-oid oo>ing more J:olidaysF than an employee is entitled to or assigning
more JO-ertimeF than an employee is allowed.
For #ate range The start and end date of this entitlement period. The date range !an e of any length 5s#!h
as a 3 month proation period6 or for non-!alendar years 5s#!h as ,
st
3pril 2007 to 3,
st
%ar!h
20066.
!m"er o3 Unit& The total n#mer of #nits of entitlement permitted. (or asen!e this is #s#ally meas#red in
$nits of J0aysF. *hate-er the $nit !hosenB it sho#ld e #sed !onsistently thro#gho#t the rest
of TT &3&3 for ad4#stments of this type.
.a(en 3 !al!#lation of the n#mer of #nits ta>en or spent from the start of the date range #ntil today.
,oo(e# 3 !al!#lation of the n#mer of #nits oo>ed from tomorrow #ntil the end of the date range.
5e3t The total n#mer of #nits of entitlement permitted less the n#mer of #nits Ta>en or .oo>ed.
1emo General notes ao#t how this entitlement was !reated or is to e #sed.
Calc!late !m"er
63
Unit&
/f this is ti!>ed then the <#mer of $nits will a#tomati!ally a!!r#e e-ery time payslips are
generated. TT &3&3 loo>s at the whole entitlement period etween the Start and 8nd date
and for those ad4#stments that are set as Time +e!ording it totals #p the n#mer of #nits
wor>ed.
1!ltiplier 3 fa!tor that t#rns the total n#mer of #nits wor>ed in the entitlement period into the a!t#al
<#mer Of $nits entitled to.
/n order to !onform to minim#m holiday legislationB an employer !an set#p a
holiday entitlement with the Cal!#late <#mer Of $nits set to a#tomati! and a
m#ltiplier of 0.02 to represent a the 2R minim#m holiday pay. 3s the
employee wor>s thro#gh the entitlement period 5typi!ally a !alendar year6 they
a#tomati!ally a!!r#e holiday entitlement whi!h !an e ta>en or spent in the
#s#al way. 3 more detailed des!ription is a-ailale in the 8ntitled :oliday &ay
se!tion on page 2".
Page 20
!4a"
Co!r&e an# +0am
ame
&
The name of the !o#rse that this e9am is part of is !hosen and then a #ni=#e name for this e9am
is entered.
Date /f the 89am itself has a 0ate then that date will e entered a#tomati!ally here. This is est when a
n#mer of employees sit a parti!#lar e9am on the same day. :owe-erB e9ams !an e set#p
witho#t any date informationB #s#ally when any n#mer of employees !o#ld attend on any date. /n
this !aseB the date that ea!h different employee attends sho#ld e entered here.
)e&!lt 3ny te9t !an e entered in this field to indi!ate the o#t!ome of the e9am. /nitially the +es#lt list is
emptyB #t the list JlearnsF from what has een entered on pre-io#s o!!asions.
Co&t& 3ny !osts in!#rred y the employee for this e9am and the !ost of the e9am itself. *hen an 89am
is set#p on the Training Sheet the defa#lt Cost is #s#ally entered.
De3erre#2 /s this e9am deferred and therefore not the original e9amQ 0eferred e9ams !an e set#p on the
Training Sheet first and s#se=#ently sele!ted here or a normal e9am !an e entered again #t
ti!>ed as 0eferred.
)e&it2 /s this e9am a resit and therefore not the original e9amQ +esit e9ams !an e set#p on the
Training Sheet first and s#se=#ently sele!ted here or a normal e9am !an e entered again #t
ti!>ed as a +esit.
Complete#2 :as this e9am een !ompletedQ
Congrat!late#2 :as the employee een !ongrat#lated 5or other post-e9am !omm#ni!ation6Q
Part o3 St!#y2 /s this e9am part of the !ompanyFs offi!ial st#dy poli!y or training plan for this employeeQ
Page 21
!4pertise
J89pertiseF in the !onte9t of this form refers to any aility of the employee that is rele-ant to their employment and !an
in!l#de s>illsB =#alifi!ationsB innate ailities or attit#des.
De&cription 3 short des!ription of the formal or informal e9pertise.
5e4el 3 re!ognised le-elB if anyB of this e9pertise.
Category 3ny te9t !an e entered in this field to indi!ate the type of e9pertise. (or e9ampleB an employee may
ha-e JGerman Lang#ageF e9pertise either from the J@#alifi!ationF or J<at#ralF !ategories. /nitially the
Category list is emptyB #t the list learns from what has een entered on pre-io#s o!!asions.
Date 6"taine# The date that the employee otained this e9pertiseB if rele-ant.
The 89pertise form !an also e -iewed in 0atasheet View that displays information in rows and
!ol#mns li>e a tale or spreadsheet. To !hange the -iewB right !li!> on the 89pertise form and sele!t
0atasheet View from the short!#t men# as shown elowC
3fter sele!ting 0atasheet View the 89pertise form loo>s more li>e a tale or spreadsheet and y
sele!ting a !ol#mn header and right !li!>ing another short!#t men# appears with options s#!h as Sort
3s!endingC
3d-antages of the 0atasheet View in!l#de the following ailitiesC
,. Sorting data y a parti!#lar !ol#mn. 5The new sort order is permanent and will apply e-en in
the normal (orm View.6
2. Moving !ol#mns to different positions.
3. $i%ing !ol#mns that are not re=#ired.
2. Cop#ing and pasting m#ltiple re!ords 5or pasting to *ord and 89!el6.
Page 22
$ierar-h#
The ;o Title form is #sed to estalish the !ompanyFs hierar!hi!al str#!t#re of 0epartmentsB Se!tions and ;o Titles.
*hile the ;o Title s!reen also displays the employees in a parti!#lar ;o TitleB it is sometimes more !on-enient to
display the employees pla!e in the hierar!hy relati-e to their !olleag#es. /n this way an employeeFs immediate
s#periors and inferiors !an e seen.
7nventor#
The 8mployee ? /n-entory form is a simple list of those items in the possession of the employee.
De&cription 3 short des!ription of an item. /nitially the 0es!ription list is emptyB #t the list learns from what
has een entered on pre-io#s o!!asions. This ens#res that des!riptions of in-entory items are
!onsistent.
7!antity The n#mer of items the employee has.
Date 6"taine# The date that the employee otained the items.
Criteria ' Diary +0ample&8
K8mployees who ha-e a J(irst 3id 1itF older than , year.L
K8mployees lea-ing within the ne9t month who still ha-e >eys.L
K8mployees dri-ing li!en!e will e9pire soon.L
Page 23
@ob Des-ription
This form is #sed to rea> an employeeFs 4o des!ription down into a n#mer of 3!ti-ity re!ords. 8a!h a!ti-ity has a
JS!ope of +esponsiilityF thatB if employees are also set-#p as TT &3&3 #sersB !an e #sed to prompt indi-id#al
employees to perform an 3!ti-ity. This is a powerf#l wor>flow management feat#reO The S!ope !an also e #sed to
remind a different TT &3&3 #ser 5#s#ally a manager6 that some employee somewhere needs to do something spe!ifi!O
Acti4ity One or more 3!ti-ities !an e entered that des!rie the employeeFs 4o.
1emo Spe!ifi! details ao#t this a!ti-ity for the !#rrent employee.
A##re&& The lo!ation of the 3!ti-ity.
Scope 9
+
m
p
l
o
y
e
e
3 normal Criteria that a#tomati!ally defines the s!ope or range of employees that m#st e !onsidered
as part of this 3!ti-ity.
/n the e9ample s!reenshot ao-eB an employee 5who wo#ld also need to e a #ser of TT &3&36B !an
re!ei-e a 0iary reminder when their ;o 0es!ription 3!ti-ity !alled J*el!oming new employeesF needs
attention e!a#se of the e9isten!e of J8mployees who ha-e 4oined this month.F
Scope 9
A
#
*
!
&
t
m
e
n
t
3 normal Criteria that a#tomati!ally
defines the s!ope or range of
ad4#stments that m#st e
!onsidered as part of this 3!ti-ity.
5See e9ample s!reenshot to right.6
Page 24
Scope 9
C
o
!
r
&
e

.
y
p
e
3 normal Criteria that a#tomati!ally
defines the s!ope or range of
!o#rses that m#st e !onsidered as
part of this 3!ti-ity. 5See e9ample
s!reenshot to right.6
Page 25
@ob $istor#
/f an employeeFs CompanyB 0epartmentB ;o TitleB GradeB &ay S!ale or :o#rs per *ee> is !hanged then a ;o :istory
re!ord !an e !reated to store the old details. ;o :istory details from pre-io#s employers !an also e entered to
prod#!e a more !omplete employment history.
The ;o Title form will a#tomati!ally !reate a ;o :istory re!ord when the ;o TitleFs <ameB Grade or :o#rs per *ee>
is !hanged.
Pre4io!& Company 3ny te9t !an e entered here so that a pre-io#s employerFs name !an e typed in. 3lternati-elyB
an e9isting Company !an e !hosen from the list.
Pre4io!& Dept 3ny te9t !an e entered here so that a pre-io#s employerFs department !an e typed in.
3lternati-elyB an e9isting 0epartment !an e !hosen from the list.
Pre4io!& :o" .itle 3ny te9t !an e entered here so that a pre-io#s employerFs position !an e typed in. 3lternati-elyB
a e9isting ;o Title !an e !hosen from the list.
+4ent Date The date that this &re-io#s ;o Title 5or other item6 started. /n the ao-e e9ampleB the employee
e!ame the J%anaging 0ire!torF on ,
st
(er#ary 2002. :is !#rrent ;o Title !an e seen on the
8mployee form.
;ra#e The Grade in effe!t at this point in time in the employeeFs 4o history.
Pay Scale The &ay S!ale in effe!t at this point in time in the employeeFs 4o history.
%r&'W( The :o#rs per *ee> in effe!t at this point in time in the employeeFs 4o history.
De&cription 3 short des!ription of the reason for this ;o :istory re!ord. /nitially this list is empty #t it learns
from what has een entered into for s#se=#ent o!!asions.
C!rrent Company 3s displayed on the 8mployee form.
5ea4e Date 3s displayed on the 8mployee form #t !an also e entered here.
5ea4e )ea&on 3 short des!ription e9plaining why the employee left the C#rrent Company and is now a Lea-er.
Page 26
Me%i-al
This form is mostly self-e9planatory. :owe-erB !onsideration sho#ld always e gi-en to the Criteria and 0iary feat#res
e!a#se they are -ery powerf#l tools. Some e9amples areC
K8mployee oo>ed on !o#rse that in!l#des l#n!h #t they are a -egetarian.L
K8mployee &la!e of *or> is dangero#s #t we do not >now their .lood Type.L
1e#ical Con#ition (ree te9t area.
Me"o
This form is a free te9t area for any mis!ellaneo#s notes ao#t an employee.
Ne4t 9f <in
e0t 63 <in <ameB +elationship to the employeeB 3ddress and Telephone details of the nearest memer of the
employeeFs family.
6t-er Contact 0etails of another indi-id#al who !an e !onta!ted in the e-ent that the <e9t Of 1in is #na-ailale
or li-es in another !o#ntry.
Spo!&e 6t-er
ame
&
/f the employee is married then the name of the Spo#se !an e entered.
Page 27
.i-ture
There are two ways to insert pi!t#resC
,. LinkC This displays the pi!t#re #t does not store it in TT &3&3B th#s sa-ing m#!h memory. 8mployee
pi!t#res files m#st e lo!ated in the TT 0ataase folder and !an then e sele!ted from the list as shown
elow. The pi!t#re remains in the TT 0ataase folder and !an e #pdated as re=#ired with the !hanges eing
a#tomati!ally displayed in TT &3&3 witho#t the need for Jre-lin>ingF.
2. !"be%C This is not re!ommended e!a#se a large amo#nt of dis> spa!e is !ons#med #t remains an option
for !ompatiility with earlier -ersion of TT &3&3.
The 3dministration form displays the lo!ation of the TT 0ataase folder.
S-he"e
3 range of in-estment and enefit s!hemes or plans !an e entered here.
)elate# A#*!&tment
.ype
.y simply entering the a!t#al 3d4#stment Type that the !#rrent S!heme relates toB a list of
!ontri#tions made y the employee 5+econtri"6 and employer 5+rContri"6 will e !al!#lated from
the payroll.
Sc-eme Statement& *hen #nits of a f#nd or s!heme are p#r!hased or transferred from an old s!heme the Val#e of the
s!heme !an logged so that -al#ation statements !an e prod#!ed.
Page 28
Status
This form is a series of JyesF or JnoF answersB all of whi!h are optional.
Stu%#
The employeeFs !ontra!t of employment may stip#late a !ertain in-estment from the !ompany towards that employeeFs
training. /n TT &3&3 this is !alled a St#dy &oli!y. The in-estment is #s#ally for a defined period of time and itsF
finan!ial -al#e is often estimated.
The St#dy form monitors the a!t#al !ost of Co#rses and 89ams that are part of the employeeFs St#dy &oli!y. /f an
employee lea-es the !ompany efore the end of the St#dy &oli!y 5i.e. in the training in-estment period6 then an
employer may wish to re!o#p some of the !osts of training and !an #se this form to determine the amo#nt.
Start Date The date that the employeeFs St#dy &oli!y startsB often the same as the date that the employee
4oined the !ompany.
+n# Date The date that the employeeFs St#dy &oli!y ends. 3fter this date the !ompany is #nli>ely to re!o#p
any of the training !osts sho#ld the employee lea-e.
Co&t +&timate 3 estimate of the !ost of training that the !ompany will in-est in the employee d#ring the spe!ified
period.
Co!r&e& 3 total of the Co#rse Cost field for ea!h !o#rse with there the St#dy field een ti!>ed. 5See the
Training Sheet and 8mployee - Co#rse se!tions.6
+0am& 3 total of the 89am Cost field for ea!h e9am with there the St#dy field een ti!>ed.
1i&cellaneo!&
Co&t&
3 total of the %is!ellaneo#s Cost field for ea!h !o#rse with there the St#dy field een ti!>ed.
Page 29
!"plo#ees
To open the 8mployee form sele!t 8mployees from the View men#. Company and 0epartment details sho#ld ha-e
een set-#p d#ring installation and training 5see Set#p Company page )" 6. Se!tionsB whi!h are deri-ed from the
;oTitle hierar!hyB !an e set-#p at any time 5see Set#p ;oTitle page ''6.
!"plo#ee 6or"
The 8mployee form is #sed to enter all asi! employee informationB and differs slightly etween 4#risdi!tions. Some
field are always re=#ired while others are optional.
The s!reenshot ao-e shows an employee in a
G#ernsey !ompany.
3n employee in a ;ersey !ompany will ha-e a
different 3#thority 0etails panelC
3s of ,
st
;an#ary 2006 the new /n!ome Ta9 +ate
field is re=#iredC
3n employee in an /sle of %an !ompany will ha-e
a different 3#thority 0etails panelC
Page 30
Company The !ode of the Company that this employee is in. To mo-e an employee to a different !ompany
simply !hange the Company field.
!m"er 3 #ni=#e employee n#mer is re=#ired. <#mers of #p to 6 digits !an e entered and will
a#tomati!ally e filled with Aeros to the left.
/f the Company has t#rned the J3#tomati!ally /n!rement 8mployee <#merF option onB then the
ne9t free n#mer will e a#tomati!ally inserted when a new 8mployee re!ord is !reated.
OtherwiseB a n#mer that has not een #sed efore m#st e entered man#ally. /f a d#pli!ate
n#mer is entered an error will e displayed and the n#mer m#st e !hangedC
$nless n#mers m#st e entered man#ally to !omply with another systemB the re!ommended
option is to set the J3#tomati!ally /n!rement 8mployee <#merF option on. 5See the Company
se!tion.6
S!rname The family name of the employee.
6t-er ame& 3ny first or middle names.
.itle Title means %r or %rs et!B not to e !onf#sed with ;o Title that refers to the name of the post that
the employee holds within the !ompany.
A##re&& 3ny n#mer of lines !an e entered for the addressB #t a limit of 2 or 7 will ens#re easy lael
printing. &ressing H8nterI in this field will !reate a new address lineB pressing HTaI will mo-e to
the ne9t field.
HTaI is the #ni-ersally re!ognised >ey for mo-ing to the ne9t field. :olding HShiftI
and pressing HTaI will mo-e to the pre-io#s field. Get into the hait of #sing HTaI.
.el/ %ome The home telephone n#mer of this employeeB with or witho#t a dial !ode or ra!>ets. /n fa!tB any
te9t appropriate !an also e entered in this field.
,irt- Date The date the employee was orn.
0ates !an e entered in a -ariety of waysB the
shortest and =#i!>est eing dayEmonth for any dates
this year or dayEmonthEyear for any other dates. (or
e9ampleC
2E3 S 2th %ar!h 2006 5d#ring 2006O6.
,7E2E)' S ,7
th
(er#ary ,))'.
The H(2I >ey !an e #sed to display a monthly
!alendar that !an e #sed to sele!t a date graphi!ally
y !li!>ing on the day re=#ired. The H(2I >eys wor>s
for all date fields.
0ates are displayed in long and short formats whi!h are oth defined y the &CFs
+egional Settings in *indows Control &anel. /f dates are not eing displayed
!orre!tly then these settings m#st e !hanged. 3 typi!al prolem is a date s#!h as
3,
st
;an#ary 2000 eing displayed in 3meri!an format as ,E3,E2000 instead of
3,E,E2000. This is e!a#se *indows is sometimes installed with the defa#lt $S
settings.
Se0 %ale or (emale options only.
1arital Stat!& The !#rrent marital stat#s of the employee. Vario#s !hoi!es !an e sele!ted with the mo#se y
!li!>ing or the >eyoard y pressing the first letter of the !odeT s#!h as % for J%arriedF.
:oin Date The date that the employee 4oined the !ompany. +e=#ired.
5ea4er Date /f the employee has left or will e lea-ing soon then their lea-e date sho#ld e entered. TT &3&3
Page 31
!he!>s to see that all payroll 3d4#stments ha-e een ended y the Lea-e 0ate efore a!!epting
the Lea-e 0ate.
5ea4er2 *hen the employee has a!t#ally left this o9 is ti!>ed.
/f an employee ret#rns to wor> for the !ompany then their details sho#ld not e re-
entered. /nsteadB find the original employee re!ord and !lear this Lea-er field. This
has the ad-antage of >eeping the employeeFs original history and payslips. The step
y step pro!ed#re is o#tlined elowC
,. Set step & of the %ain Control &anel 5see page '6 to JLea-ersF so that old
employees !an e displayed.
2. Open the 8mployee form and find the original employee re!ord.
3. +emo-e the ti!> from the Lea-er field and lan> o#t the Lea-er 0ate field.
8nter a new ;oin 0ate.
2. Close the 8mployee form.
7. Set step & of the %ain Control &anel to JC#rrentF so that only the !#rrent
employees are again displayed.
/n order to preser-e histori!al information the ;o :istory form 5page 266 !an e
#sed to enter the datesB ;oTitleB 0epartment and other details of the employeeFs
pre-io#s employment.
Pre4io!& ame 3ny pre-io#s nameB perhaps d#e to marriage. Optional.
Pay Cycle Co#e Choose %onthlyB *ee>ly or (ortnightly. %onthly applies to periods that are !alendar months as
well as non-!alendar monthsB s#!h as ,7
th
;an#ary to ,2
th
(er#ary.
Pay 1et-o# Co#e Choose from the listB whi!h !an e e9tended to in!l#de other methods of pay that the !ompany
may #se. 5See Set#p &ay %ethods page '6.6 Some &ay %ethods will !a#se a file to e !reated
d#ring &ayslip Generation that !ontains ele!troni! payment instr#!tions.
Pay per Unit 3 monetary amo#nt that is paid for ea!h &ay $nit 5see &ay $nit field elow6. The &ay per $nit
sho#ld mat!h the pay details in the employeeFs !ontra!t of employment. 89amples for oth fields
in!l#deC
P,2B000 per Gear.
P200.00 per *ee>.
P'.00 per :o#r. 5Sometimes !alled the Kpay rateL.6
Changing an employeeFs &ay per $nit will not a#tomati!ally !hange their payroll details and a
warning message will instr#!t the #ser to also amend any rele-ant 3d4#stments to refle!t the new
ratesC
Pay Unit 3 $nit that pay is ased #ponB s#!h as Gear or :o#r 5see ao-e e9amples6. Other $nits !an e
set-#pB for e9ampleC
J&eriodFT so that a tea!her !an e paid an amo#nt per period s#!h as P32.70 per J&eriodF.
J%in#teFT for -ery a!!#rate time >eeping s#!h as P0.'' per J%in#teF.
+=!i4alent Pay This shows how the &ay per $nit translates to pay per monthB wee> and ho#r.
Page 32
Pay Scale Co#e This allows &ay per $nit to e !lassified into ands and is only re=#ired in larger !ompanies with
!learly defined pay ands. The &ay S!ale ands m#st first e set-#p #sing the &ay S!ale form
5see page ),6.
*hen pay s!ale !odes are #sedB the employee form !he!>s that the employeeFs pay details fall
inside the pay s!ale and. (or e9ampleB if pay details of P26B000 a Gear are entered with a &ay
S!ale of &221 5set-#p as P22B000 fi9ed6 then the following warning will e displayedC
/f the &ay S!ale assigned to an employee is for a fi9ed rate of pay 5as opposed to a range of pay6
then the employeeFs &ay per $nit field sho#ld not e !hanged man#ally. /nsteadB the &ay S!ale
itself sho#ld e !hanged #sing the &ay S!ale form 5see page ),6. This will !a#se the rates of pay
for all employees with the pay s!ale to e !hanged a#tomati!ally.
,an( Co#e .y sele!ting the !ode for a an>B s#!h as J:S.C-GsyFB the .an> Sort Code field will e entered
a#tomati!ally. <ew an>s !an e set-#p #sing the .an> form. 5See Set#p .an>s page '2.6 /f the
employee is not eing paid dire!tly into their an> a!!o#nt then this and other an> details are
optional.
,an( Sort Co#e 3 6 digit !ode witho#t hyphens s#!h as J202227F.
,an( Acco!nt The employeeFs .an> 3!!o#nt <#merB #s#ally ' digits #t !an e as many as ,0 digits for some
an>s.
,an( Acct ame The name of the a!!o#nt that the employee holds. This defa#lts to the employeeFs own name.
+e=#ired y some &ay %ethods so that ele!troni! payment instr#!tions will e a!!epted.
A!topay )e3 +e=#ired y some &ay %ethods s#!h as <atwestFs 3#topay or :S.CFs %idtel. Some an>s refer
to this referen!e as a Jlirary n#merF e!a#se it is a n#mer that the an> has assigned the
employee.
Social >n&!rance
.ype
Standard types are .l#eB Class2B GreenB Orange or +ed depending on the 4#risdi!tion of the
employeeFs Company. 8a!h type !orresponds to a !ertain employee and employer rate with their
respe!ti-e !eilings. (ig#res are posted ann#ally from the rele-ant a#thorities and !an either e
typed in #sing the So!ial /ns#ran!e Types form or loaded from an #pgrade dis>. <ew or tailored
So!ial /ns#ran!e Types !an also e !reated to help !al!#late So!ial /ns#ran!e !ontri#tions for
spe!ial employeesB s#!h as self employed or fi9ed rate !ontri#tors. 5See Set#p So!ial /ns#ran!e
Types page '3.6
Social >n&!rance
)e3er
ence
3 !ode otained from the rele-ant a#thority. This referen!e !ode #ni=#ely identifies the employee
to the a#thorities.
>ncome .a0 Co#e This is a n#mer that indi!ates the amo#nt of ta9 relief an employee is awarded efore their ta9 is
!al!#lated at the #s#al per!entage.
>ncome .a0
)e3er
ence
3 !ode otained from the rele-ant a#thority. %a>e s#re the 2
nd
!hara!ter is a letterB eing !aref#l
to enter the letter JOF instead of the n#mer J0F 5Aero6. The 3
rd
!hara!ter sho#ld always e a spa!eB
e-en tho#gh sometimes the a#thorities omit the spa!e themsel-es. /f yo# enter the /n!ome Ta9
+eferen!e in!orre!tly yo# will see the warningC
Page 33
)ig-t .o Wor(
)e3er
ence
3 referen!e otained from the rele-ant a#thorities. /f an employee 4oined the !ompany after ,
st
0e!emer ,)') then they m#st ha-e this referen!e otherwise the following error will e displayedC
)ig-t .o Wor(
+0pir
y Date
This field does not insist on a date and !an hold any free te9t -al#e. 3 -al#e li>e J<3F !an
therefore e entered to mean that a +ight To *or> 89piry 0ate is not appli!aleT s#!h is the !ase
for lo!als.
3s of ,
st
;an#ary 2006 the new /n!ome Ta9 +ate field is re=#ired. The 3nn#al +et#rn has een
repla!ed y a %onthly +et#rnB the first of whi!h is re=#ired for ;an#ary 2006.
>ncome .a0 )ate 3 per!entage for the rate of ta9 to e applied. The ;ersey ta9 rate is 20R #t d#e to personal
allowan!es this rate will #s#ally e lower. /f the employee has arrears then the rate may e
higher.
>ncome .a0
)e3er
ence
3 referen!e re=#ired y the /n!ome Ta9 3#thority and #sed in the %onthly +et#rns. This /n!ome
Ta9 referen!e field was rarely filled in #t will e essential from ,
st
;an#ary 2006. 5$p #ntil the end
of 2007 the ;ersey /n!ome Ta9 3#thority relied on the So!ial /ns#ran!e <#mer.6
TT &3&3 does not a!!ept lan> Ta9 +eferen!es e!a#se the ;ersey /TS +et#rns
program !#rrently does not 5;#ly 20066. This is despite the fa!t that the ;ersey
/n!ome Ta9 0epartment says that lan> Ta9 +eferen!es are allowed. /n !ases
where yo# do not >now the Ta9 +eferen!e and TT &3&3 will not allow a lan> Ta9
+eferen!eB the ;ersey /n!ome Ta9 3#thority has !onfirmed that entering a ma>e-
shift Ta9 +eferen!e is permittedT s#!h as J.M0,F or J.M02F and so on.
To assist larger employers in entering the /n!ome Ta9 +ates and /n!ome Ta9
+eferen!es for all their employeesB simply follow these stepsC
,. Login to TT &3&3 and do#le-!li!> the TT logo to open the 3dministration
form.
2. /n the +#n %a!ro o9 !hoose J89port8mployee/T/SF. This will send an email
to the ;ersey /n!ome Ta9 3#thority !ontaining a spreadsheet that lists all yo#r
;ersey employees.
3. The ;ersey /n!ome Ta9 a#thority will enter into the spreadsheet ea!h
employeeFs /n!ome Ta9 +ate and /n!ome Ta9 +eferen!e for yo#. They will
then ret#rn the spreadsheet to yo#.
2. Copy the ret#rned spreadsheet to the top of yo#r CCU dri-eB login to TT &3&3
and do#le-!li!> the TT logo to open the 3dministration form again.
7. /n the +#n %a!ro o9 !hoose J/mport8mployee/T/SF. 3ll yo#r employee
details will now e #p-to-date. $se the 8mployee form to !he!> that the
employeesF /n!ome Ta9 +ate and /n!ome Ta9 +eferen!e ha-e een imported
!orre!tly.
%o!&ing )e3erence 3n optional referen!e from the rele-ant a#thority.
5ocal )e&i#ence
Start
Date
3n optional dateB #sed to monitor how long an employee has een resident in ;ersey in order to
satisfy lo!al legislati-e re=#irementsB spe!ifi!allyB the +eg#lations of $nderta>ings.
3ll the 3#thority information ao#t ea!h employee will e sent to the employer on form T6 at the
start of the year.
Social >n&!rance
.ype
This is also >nown as the </ Letter. Some Types are JContra!ted O#tF whi!h means that the
employee has a pension and has opted o#t of the normal State Se!ond &ension. There are two
methods of Contra!ting O#t 5CO6T Salary +elated 5COS+6 and %oney &#r!hase 5CO%&6. *hen
an employee 4oins or lea-es the !ompanyFs pension s!heme their </ Letter may !hange. The
;#risdi!tion form #nder the Set#p men# des!ries ea!h </ Letter in more detail.
>ncome .a0 Co#e There are 3 parts to the Ta9 CodeC
,6 3 n#merT indi!ating the amo#nt of (ree &ay efore ta9 is applied.
26 3 letterT indi!ating the type of employeeB ieT % for %aleB ( for (emale. This letter is #sef#l
at year end when #pdating the (ree &ay n#mer e!a#se all the %Fs will in!rement y the
same amo#ntB li>ewise the (Fs and so on.
36 3 Ta9 .andT normally JS.F for Standard .and #t some employees may start on the
:igher .andB !ode J:.F. /f this Ta9 .and is not indi!ated on form T6 then enter JS.F.
Page 34
Page 35
Dept Co#e 3 -alid 0epartment Code m#st e !hosen from the list. 0epartment Codes !an e tho#ght of as
!ost !entres and are set-#p on the Company form 5see Set#p Company page )"6. 0epartment
Codes m#st e planned !aref#lly when setting #p TT &3&3 for the first time and generally sho#ld
not e !hanged m#!h thereafter #nless the !ompany itself #ndergoes some restr#!t#ring or
introd#!es new 0epartments.
.e!a#se this field is re=#iredB fail#re to enter a -alid !ode will res#lt in an error messageC
/f an employee wor>s in more than one department then !hoose the JmainF department. LaterB the
3d4#stment form !an e #sed to assign that employeeFs time to different departments.
;ro!p Co#e 3 -alid Gro#p Code !an optionally e !hosen from the list. 3 Gro#p is a way of !ategorising
employees other than y department. (or e9ampleB a hotel !o#ld set-#p the Gro#ps J&ort#g#eseFB
J(ren!hF and J8nglishF or an offi!e !o#ld define the Gro#ps JLo#dFB JO#tgoingF and J&resentaleF. 5To
set-#p and maintain a list of #sef#l gro#ps see Set#p Gro#ps page '2.6
:o" .itle 3 ;o Title !an e entered as free te9t or !hosen from the list if any 4o titles ha-e een pre-io#sly
set-#p #sing the ;o Title form. 5See Set#p ;oTitles page ''B this form !an e fo#nd in the Set#p
men# #nder Organisation.6 ;o titles that ha-e already een set-#p may ha-e defa#lts for &ay
S!aleB Grade and :o#rs per *ee> that will e !ompared to the employeeFs &ay S!aleB Grade and
:o#rs per *ee>. 3 warning will e displayed if there is a dis!repan!y.
(or e9ampleB a ;o Title is defined as eing 20 :o#rs per *ee> #t the employee is set to wor>
36T the following warning message will e displayedC
;o Titles entered from the list will ha-e a ;o Title /d whi!h will e displayed #nder the ;o Title
list for referen!eC
.y !li!>ing on the ;o Title /d the ;o Title form opens a#tomati!ally and the
rele-ant ;o Title is displayed within the hierar!hy.
;o Titles are lin>ed to the 8mployee not y name #t y ;o Title /d. ;o Title
/ds are set when entering a new ;o Title. This is so that ;o Titles with the same
nameB s#!h as J*aitressFB !an e entered m#ltiple times #nder different Se!tions
or 0epartments.
:o" .itle Starte# The date that the employee started this ;o Title. Optional. /f an employee !hanges ;o Titles
then the ;o :istory form !an e #sed to re!ord the old ;o Title and other details.
/f oth the ;o Title and the ;oTitle Started 0ate is !hanged then a ;o :istory
re!ord 5see page 266 will e a#tomati!ally !reated. /t is re!ommended that yo#
also !hange &ay S!aleB Grade and :o#rs &er *ee> at the same time 5if re=#ired6
so that the ;o :istory re!ord refle!ts this.
;ra#e 3n optional Grade for the ;o Title. Choose from the list or enter an ad-ho! Grade des!ription.
Choosing a Grade from the list may impose !ertain limits on the range of -alid &ay S!alesB and
therefore payB a-ailale to this employee. 5See Set#p Grades page )0B this form !an e fo#nd in
the Set#p men# #nder Organisation.6
Page 36
%o!r& per Wee( The standard or !ontra!t#al n#mer of ho#rs per wee> that the employee is to wor>. +e=#ired. /n
any gi-en wee>B for payroll p#rposesB the a!t#al n#mer of ho#rs wor>ed !an e different and
these a!t#al ho#rs wo#ld e entered on the 3d4#stment form. The :o#rs per *ee> field is #sed to
determine different rates of payB s#!h as ho#rly rates from wee>ly paid employeesB and therefore
m#st e entered !orre!tly.
(or e9ampleC 3n employee has a &ay per $nit of P370 per wee> and :o#rs per *ee> of 37.
*hen entering an JO-ertimeF ad4#stment 5whi!h is meas#red in ho#rs6 the ho#rly rate will defa#lt to
P,0.
Che!> the 8=#i-alent &ay o9 to ens#re alternati-e rates are eing !al!#lated
!orre!tly. *hen doing so the n#mer of wee>s in the year is importantB and this is
determined y the *ee>s per Gear field on the Company form.
Place 63 Wor( 3n optional &la!e Of *or> !ode !an e !hosen from the list or a new pla!e of wor> des!ription
entered. This list JlearnsF from whate-er has een entered efore so any new &O*s entered are
displayed in the list the ne9t time the list is opened. This JlearningF does away with the need for a
separate set-#p form.
Page 37
Spe-ial ;uttons
This #tton =#i!>ly opens the 3d4#stment form and displays ad4#stments for the !#rrent employee
displayed. $sing this #tton does not !lose the 8mployee formC *hen the 3d4#stment form is no
longer needed it !an e !losed so that wor> !an !ontin#e from the 8mployee form.
0eAuire% 6iel%s
/f any of the fields are re=#ired #t left lan> then a warning message will e displayed similar to the one elowC
Changing Co"pan#
3n employee may mo-e etween !ompaniesB for e9ampleC
3 retail !hain has se-eral shopsB ea!h set-#p as a different CompanyB and an employee mo-es from one shop
to another.
3 Channel /slands organisation has a G#ernsey and ;ersey offi!eB ea!h set-#p as a different CompanyB and
an employee mo-es etween islands.
To mo-e an employeeB simply edit the Company field on the 8mployee form 5not the 8mployee :eader6. The following
!larifi!ation message will e displayedC
TT &3&3 may as> for a new 0epartment Code to e entered e!a#se the new Company may ha-e a different list of
0epartment Codes defined. 3 ;o :istory re!ord 5see page 266 will e a#tomati!ally !reated for the employee
re!ording the fa!t that they were on!e in the old !ompany.
Changing Depart"ent
3n employee may permanently mo-e departmentB perhaps d#e to promotion or !hange in ;o Title. To !hange
department simply edit the 0epartment Code field on the 8mployee form. 3ll re!#rring a!ti-e ad4#stments will also
need to e ro#ght into the new department and this !an e done a#tomati!ally when the following message is
displayedC
(inallyB if a predefined 4o title was assigned to this employee and if this 4o title does not e9ist in the new department
then the following =#estion will e displayedC
Page 38
!"plo#ee Short-ut Menu
.y !li!>ing the right mo#se #tton in the main part of the 8mployee form a short!#t men# will e displayedB as shown
elow. 3ltho#gh other short!#t men#s are a-ailaleB only this one sho#ld e #sedC
;o :o" .itle /f the employee has a 4o title !hosen from the ;o Title list 5and therefore a ;o Title /d6 then this
men# item will 4#mp to the ;o Title form and display the 4o title together with all the detailed
information ao#t that 4o title. 3ny other employees with this same 4o title !an also e seen.
5See the ;o Title se!tion.6
Criteria For Fiel# The field in whi!h the !#rsor is flashing is the !#rrent field. 3 Criteria !an e assigned to a!t as a
(ield Light whi!h is ased on a spe!ifi! (ield <ame. /f the !#rrent field mat!hes a Criteria (ield
<ameB then the Criteria will Jwat!hF this fieldB #sing the following formC
/f there is more than one (ield Light for the !#rrent field then the na-igation #ttons at the ottom
of the form !an e #sed to find the re=#ired !riteria.
/f there are no (ield Lights for the !#rrent field 5i.e. no !riteria with mat!hing Tale <ames and
(ield <ames6 then the following message will e displayed insteadB in whi!h !aseB the Criteria
form 5page )36 !an e #sed to !reate a rele-ant !riteriaC
*hene-er a field with a (ield Light is !hanged 5i.e. %arital Stat#s !hanged to J%arriedF6 the !riteria
is !he!>ed and if fo#nd to e tr#e a message will e displayedB s#!h asC
3!tion sho#ld then e ta>enT perhaps as>ing the employee if they wish to #pdate their health
s!heme. Thereafter a more s#tle (ield Light 5a la!> lo6 will e pla!ed alongside the field to
indi!ate its stat#sC
Page 39
(ield Lights !an therefore e #sed to dete!t spe!ifi! !hanges in the dataase that may re=#ire
a!tion. /n this way wor>flow !an e etter managed. Other e9amples in!l#deC
8mployee :o#rs per *ee>C This employee wor>s more ho#rs than anyone else and
sho#ld e gi-en offi!e >eys.
8mployee &la!e Of *or>C %o-ing this employee to re!eption will re=#ire e9tra networ>
reso#r!es.
8mployee 0epartmentC This employee is a smo>er and sho#ld not e mo-ed to this
department.
(ield Lights are not only assigned to one spe!ifi! fieldT they !an also e assigned to one or more
spe!ifi! employees as elowC
/n this !aseB only when one of the 2 employees listed has a pay rise to o-er P20B000 will a
message and (ield Light e displayed.
See the Criteria se!tion for more information.
Filter ,y Selection The !#rrent field is #sed as a filter to narrow down the n#mer of re!ords displayed. (or e9ampleC
(ilter .y Sele!tion while in the 0epartment field !ontaining J3dminFB shows only those
employees in the J3dminF department.
(ilter .y Sele!tion while in the &ay Cy!le field !ontaining J*ee>lyFB shows only wee>ly
paid employees.

Filter For 3 -al#e m#st e typed in ne9t to this men# option. The !#rrent field is filtered y this -al#e.
Filter +0cl!#ing
Select
ion
The !#rrent field is #sed to e9!l#de re!ords. (or e9ampleC
(ilter 89!l#ding Sele!tion while in the ;o Title field !ontaining J0ire!torFB e9!l#des
dire!tors so that only non-dire!tors are shown.
(ilter 89!l#ding Sele!tion while in the %arital Stat#s field !ontaining J%arriedFB e9!l#des
all the married employees.
)emo4e Filter'Sort This !lears any filter or sort !#rrently applied so that all employees !an e seen again.
C!t *indows C#tB short!#t >ey HControlI N.
Pa&te *indows &asteB short!#t >ey HControlI V.
Copy *indows CopyB short!#t >ey HControlI C.
Sort A&cen#ing 3ll employee re!ords will e displayed in as!ending alphaeti!al order ased on the !#rrent field.
(or e9ampleC
Sort 3s!ending while in the 8mployee &ay per $nit fieldB sorts the employees y their
payB so that as ea!h ne9t re!ord is displayed the &ay per $nit is more than the pre-io#s
re!ord.
Sorting and (iltering !an e applied together in !omination to !reate a #sef#l
-iew of the employees. (or e9ampleB s#ppose it is the wee>end and something
has gone wrong and yo# need to telephone yo#r longest ser-ing people first to
see who !an !ome in #rgently to help. (irstB find an employee with a lan> Tel.
:ome field and !hoose (ilter 89!l#ding Sele!tion 5yo# !annot !all employees if
yo# do not >now their n#merO6. Se!ondB !hoose Sort 3s!ending on the
Company ;oin 0ate so that the longest ser-ing employees are displayed first.
<owB simply mo-e thro#gh the employees telephoning one after the other #ntil
someone -ol#nteers to helpO
Page 40
Sort De&cen#ing +e-erse of Sort 3s!endingB #t a little tho#ght is re=#ired when sorting dates. (or e9ampleC
The 8mployee 0ate Of .irth field sorted des!ending means that the yo#ngest are
displayed first.
Toolbar
The toolar !ontains many of the options fo#nd on the 8mployee formFs Short!#t %en# #t some other #sef#l #ttons
are to e fo#ndC
Print Pre4ie$
0isplays the form in print pre-iew
format ready for printing or &age
Set#p
Fin#
Sear!hes for re!ords ased on te9t entered y the #ser. The following
e9ample sear!hes for employees with JsmithF in any part of their
S#rnameC
This toolar is also a-ailale from other forms.
Page 41
(%)ust"ents
To open the 3d4#stment form sele!t 3d4#stments from the View men#. The 3d4#stment form is #sed to enter all payroll
instr#!tions and asen!e. The 8mployee :eader is displayed at the top of the 3d4#stment form and employees are
fo#nd #sing the #s#al (ind S#rname list.
The payslips !reated y the system are dri-en y the ad4#stments entered on the 3d4#stment form.
3ltho#gh the employee pay details are inp#t on the 8mployee formB no pay is gi-en to an employee
#ntil at least one ad4#stment has een set-#p in the 3d4#stment form. The pay details on the
8mployee form are for referen!e only.
The following e9planation of the 3d4#stment form !on!erns payroll #sers only.
Co#e The !ode of the re=#ired ad4#stment instr#!tion. <ew ad4#stment types !an e inserted and the
eha-io#r of e9isting ones amended y #sing the 3d4#stment Type form fo#nd in the Set#p men#
5see page ")6.
/f an 3d4#stment Type e9ists #t is not -isile in this Code list then it may not ha-e
een assigned to a :eading on the Company form. 5See Set#p Company page
)".6
Start Date The date from whi!h payslips are to e generated from this ad4#stment.
+e!#rring ad4#stments are ones that span more than one period and their Start and 8nd 0ates
m#st e at the start and end of !omplete periods respe!ti-ely. 3n 8nd 0ate !an e lan> where
the span of periods is indeterminateT th#s indi!ating an open-ended ad4#stment. The JSalaryF
defa#lts to a re!#rring ad4#stment 5no 8nd 0ate and the One-Off o9 ti!>ed.6
(or one-off ad4#stmentsB the Start and 8nd 0ates !an e mid-periodB as long as the dates are oth
within a single periodB then one payslip re!ord will e generated. The JO-ertimeF ad4#stment
defa#lts to one-off for this reason.
+n# Date The date after whi!h payslips m#st not e generated from this ad4#stment.
Unit& This field wor>s with the Type field to spe!ify the =#antity of the ad4#stmentB s#!h as 7 ho#rs or ,
month.
Page 42
.ype 3 $nit Type s#!h as ho#rsB dayB wee> or month. 8a!h different ad4#stment has a defa#lt #nit typeT
th#s JO-ertimeF always appears as ho#rs. The #nit type !an e !hanged if re=#ired. <ew #nit
types !an e set-#p if re=#ired 5see page '"6.
Val!e The monetary amo#nt of the ad4#stment. This will often ha-e a defa#lt -al#e that !an e ased on
the employee pay detailsB ta9ale gross or some !onstant -al#e. (or e9ampleC
J&ensionF defa#lts to 7R of the employeeFs monthly pay.
JO-ertime20F defa#lts to twi!e the normal ho#rly rate.
5a&t U&e# *hen an ad4#stment instr#!tion has een #sed to generate a payslip re!ord the Last $sed date
field is set to the period end dateB i.e. the last day of the monthB fortnight or wee>. The Last $sed
date therefore indi!ates whi!h period has een generated and safeg#ards against do#le
generation. Only S#per-isory #sers !an !hange this field 5see $ser form page ,076.
S-o$ on Slip&2 /f yesB then the res#lting payslip re!ord will show on the final printed payslips.
6ne 6332 /f yesB then an 8nd 0ate is re=#ired and the period spanned y the Start and 8nd 0ates sho#ld e
no more than a single wee>B fortnight or month. ThereforeB the total of the $nits entered sho#ld
also e less than a single wee>B fortnight or month.
S> /f yesB then the -al#e of this ad4#stment will e #sed to determine the S/ d#e. Only S#per-isory
#sers !an !hange this field 5see $ser form page ,076.
.AX /f yesB then the -al#e of this ad4#stment will e #sed to determine the /T3N d#e. Only S#per-isory
#sers !an !hange this field 5see $ser form page ,076.
Dept Co#e The 0epartment Code defa#lts to the department entered on the 8mployee form #t !an e
!hanged. This is #sef#l when e9a!t time and monetary -al#es m#st e logged against se-eral
departments or !ost !entres. The payslip reports !an then e #sed to analyse !osts y
department. 0epartments are set-#p from the Company form 5see page )"6.
1emo 3or c!rrent
a#*!&t
ment
This is a free te9t area where any !omments ao#t the !#rrent ad4#stment line !an e entered.
+0planation o3 t-i&
a#*!&t
ment
This o9 displays a nat#ral lang#age des!ription that s#mmarises the !#rrent ad4#stment line.
+mployer&
Contri
"!tio
n
The !#rrent ad4#stment line has a Val#e for the employeeB #t for ad4#stment types s#!h as
J&ensionFB there may e an amo#nt that the employer is !ontri#ting also. The 8mployers
Contri#tion field will not affe!t payslips #t will e in!l#ded in -ario#s !ost analysis reports s#!h
as the &ayslip Crossta +eports.
Deleting
3d4#stments are deleted li>e any other re!ordsT y !li!>ing on the re!ord sele!tor and pressing the H0eleteI >ey. See
the +e!ords se!tion on page ,0 for more details. Only ad4#stments that ha-e not een #sed to generate payslips !an
e deletedT i.e. their Last $sed date is lan>.
*hen trying to delete an ad4#stment re!ordB the error elow e9plains that ad4#stments from whi!h payslips
ha-e already een generated !annot e deleted e!a#se this wo#ld !a#se in!onsisten!y etween the
ad4#stment instr#!tions and the payslips a!t#ally prod#!edC
TT &3&3 >nows when an ad4#stment has een #sed to generate a payslip e!a#se the Last $sed date field is set.
+e-erse ad4#stments m#st e #sed to !orre!t ad4#stments that !annot e deleted. (or e9ampleB instead of deleting a
#sed ad4#stment for 7 ho#rs of JO-ertimeFB a re-erse ad4#stment m#st e entered for ?7 5min#s fi-e6 ho#rs of
JO-ertimeF.
Page 43
.erio%s
Calen%ar Month
3 !omplete !alendar monthB s#!h as ,
st
%ar!h to 3,
st
%ar!h.
*hen entering a new one-off ad4#stment for an employee with a J%onthlyF &ay Cy!leB the 8ffe!ti-e Start and 8nd dates
will span the !#rrent month 5i.e. ,
st
;an to 3,
st
;an6.
NonBCalen%ar Month
3 period of 2 or 7 wee>sB s#!h as ,,
th
(er#ary to ,0
th
%ar!h.
&ayslip are generated wee>ly #t printed on!e e-ery 2 or 7 wee>s.
6ortnight
3 period of ,2 daysB s#!h as ,
st
;an#ary to ,2
th
;an#ary.
*hen entering a new one-off ad4#stment for an employee with a J(ortnightlyF &ay Cy!leB the 8ffe!ti-e Start and 8nd
dates will defa#lt to the !#rrent fortnight 5i.e. ,
st
;an to ,2
th
;an6. /f this is !hanged to the ne9t fortnightFs date range
5i.e. ,7
th
;an to 2'
th
;an6 then the following =#estion will appearC
3nswering JGesF will ma>e the newly entered fortnight the !#rrent one 5i.e. the !#rrent fortnight e!omes ,7
th
;an to 2'
th
;an6. This will sa-e time when entering dates later in the period. The dates of the !#rrent fortnight !an e -iewed on the
Company s!reen in the 0ates ta.
:eek
3 period of " days.
*hen entering a new one-off ad4#stment for an employee with a J*ee>lyF &ay Cy!leB the 8ffe!ti-e Start and 8nd dates
will defa#lt to the !#rrent wee> 5i.e. ,
st
;an to "
th
;an6. /f this is !hanged to the ne9t wee>Fs date range 5i.e. '
th
;an to
,2
th
;an6 then the following =#estion will appearC
3nswering JGesF will ma>e the newly entered wee> the !#rrent one 5i.e. the !#rrent wee> e!omes "
th
;an to ,2
th
;an6.
This will sa-e time when entering dates later in the period. The dates of the !#rrent wee> !an e -iewed on the
Company s!reen in the 0ates ta.
Page 44
$o3 To Do
3sol#tely e-ery >ind of payslip !an e generated from lines on the 3d4#stment form. 89plained elow are some of the
less o-io#s.
;asi- .a# Change
*hen an employee has a pay !hange and is eing paid with a re!#rring ad4#stment 5an ad4#stment with no 8nd 0ate6
then the following a!tions m#st e ta>enC
,. On the 8mployee formB #pdate the &ay 0etails panel to refle!t the new ho#rly rateB wee>ly wage or ann#al
salary.
2. On the 3d4#stment formB find the old J*ageF or JSalaryF ad4#stment and enter an 8nd 0ate that !orresponds to
the end date of the last period to ha-e this old pay. This stops the employee eing paid the old amo#nt
anymore.
3. On the 3d4#stment formB enter a new open-ended J*ageF or JSalaryF ad4#stment with a Start 0ate that
!orresponds to the start of the ne9t period with the new pay. The new employeeFs &ay 0etails will e #sed to
!al!#late a new Val#e whi!h is why they were entered eforehand.
2. Generate payslips as normal.
.artial Salar#
Sometimes a new employee 4oins d#ring a month and re=#ires a JSalaryF for a fra!tion of a period. Li>ewiseB an
employee may lea-e mid-month and re=#ire a JSalaryF in proportion to the days wor>ed that month. 3 JSalaryF
ad4#stment type defa#lts to a re!#rring ad4#stment with a #nit type of monthB #t this !an e !hangedC
(or e9ampleC 3n employee 4oins on ,7
th
;an#ary and wor>s only ,0 days that monthB then in (er#ary they start their
normal f#ll monthly pay. The following ad4#stments are re=#iredC
<oti!e that the $nit Type in the first line has een !hanged from J, %onthF to F,0 0aysF. The Val#e is still a#tomati!ally
!al!#lated.
The same prin!iple applies to partial wee>s or fortnights.
Salar# fro" Multiple Depart"ents
Sometimes a single employee may e paid from more than one department. The following e9ample #ses 3 ad4#stment
lines to split the JSalaryF a!ross 3 different departmentsC
The printed payslip will show only one JSalaryF line for the total amo#ntT P2B000.
;enefit CheAues
3n employee may re!ei-e payment from the So!ial Se!#rity 3#thority for a n#mer of reasonsB the most !ommon of
whi!h is a si!>ness enefit. <ormally this payment is re!ei-ed as a !he=#e y the employee who sho#ld then gi-e the
!he=#e to the employer. .enefit !he=#es do not re=#ire S/ !ontri#tions to e paid. ThereforeB it is ne!essary to enter
the following JSi!>&ayF and JSi!>0edF ad4#stments in addition to the normal J*ageF ad4#stmentC
<oti!e that in one ad4#stment the S/ field is ti!>edB in the other it is not. The *age ad4#stment !an e left alone. The
net effe!t is that the employee pays less S/ and the employer >eeps the !he=#e.
0olle%BUp $oli%a# .a#
(or staff with -aried ho#rs or pay rates or fre=#ent days away 5i.e. temporary staff6 it may e easier to pay the
employees a little e9tra ea!h wee> or month to !o-er their paid holiday lea-e. This allows staff to ta>e a rea> from
wor> in the >nowledge that they ha-e already een paid any holiday pay that is d#e to them.
Page 45
(or e9ampleB in ;ersey from the ,
st
;#ly 2007 the minim#m holiday entitlement is 2 wee>s per year. This e=#ates to
2R of pay and y paying this 2R e9tra ea!h wee> or month the staff is said to e re!ei-ing K+olled-$p :oliday &ayL.
<oti!e that normal J*ageF ho#rs are entered as #s#alB and that an e9tra ad4#stment !alled J+olled$pF is #sed to pro-ide
the +olled-$p :oliday &ayB in this !ase at 2R.
(or 4#risdi!tions where the n#mer of ho#rs wor>ed in a wee> is important 5s#!h as ;ersey6B the J+olled$pF ad4#stment
type m#st e set#p as not Time+e!ordingB so that the +olled$p ho#rs do not get added to the *age ho#rs when
determining the n#mer of ho#rs wor>ed. The Time+e!ording setting is fo#nd in the Set#p 3d4#stment Type s!reen
5see page ")6.
Page 46
!ntitle% $oli%a# .a#
/f an employee is entitled to a n#mer of paid holidays and if that n#mer is ased on their time wor>ed then TT &3&3
!an a#tomati!ally !al!#late the paid holiday entitlement so that we >now how m#!h :oliday &ay !an e paid o#tB as
shown elowC
The <#mer of $nits is ,.2 e!a#se at the time this s!reenshot was ta>en the employee had wor>ed for " wee>s.
.ased on the Cal!#lation %#ltiplier of 0.02 ao-e 5representing 2R6 and ass#ming this employee wor>s 7 0ays &er
*ee> then he has a!!r#ed an entitlement of ,.2 days. *hen the employee re=#ests a holiday it !an e seen
immediately how m#!h paid holiday entitlement they ha-e and how m#!h is Left.
/n the ao-e e9ample the employee has Ta>en more :oliday &ay than they are entitled to. They sho#ld only ha-e
een paid for ,.2 days of their 2 days ta>enB #t perhaps in this e9ample the employer has great faith in the employee
remaining at the !ompany long eno#gh to a!!r#e the e9tra holiday entitlement on their ret#rn. /n this !ase we wo#ld
enter the following ad4#stmentsC
<oti!e we ha-e stopped his normal f#ll J*ageF for the wee> ,)
th
(e to 27
th
(e and repla!ed it with the amo#nt of
J:oliday&ayF that the employee is entitled to at that time.
/f the employee !o#ld not e tr#sted to ret#rn to wor> and we wanted to play safe and not pay the employee any more
holiday pay than they were entitled to then the following lines wo#ld ha-e een #sedC
<oti!e that the e9tra J:olidayF line is #sed to re!ord the e9tra #npaid holiday asen!e.
The J:oliday&ayF ad4#stment type m#st e set#p as not Time+e!ordingB so that it
does not effe!t the employeeFs time a!t#ally wor>ed.
Page 47
Manual S7 (%)ust"ents
/t is possile to enter an 3d4#stment line #sing the !ode JS/F in order to a#gment the a#tomati!ally !al!#lated S/ &ayslip
re!ords that are generated with the payslips. This is most #sef#l for self-employed staff that may re=#ire a non-
standard S/ ded#!tion ased on a spe!ifi! -al#e s#pplied y the So!ial /ns#ran!e 3#thority. :owe-erB !aref#l attention
m#st e paid to the Ceilings entered on the Set#p ;#risdi!tion form as these will always apply.
S/ Ceilings
On the Set#p ;#risdi!tion formB the Ceilings are always appliedT e-en if man#al S/ 3d4#stments ha-e een entered.
This means that if the Ceiling is Aero then any a#tomati!ally !al!#lated S/ &ayslip re!ords will re-erse o#t the man#al
3d4#stments in order to >eep to the Ceiling. (or e9ampleT if a man#al S/ 3d4#stment of -P70 is entered while the
Ceiling is AeroB then the a#tomati!ally !al!#lated S/ &ayslip will ha-e a Val#e of P70. /f yo# wish the man#al S/
3d4#stments to ignore the Ceilings then the Ceilings m#st e set to a -al#e that is o#r of rea!hB s#!h as P)B))).
Page 48
6i4ing Mistakes
The se!tions elow detail how to !orre!t some of the more !ommon mista>es that are made y #sers. /f there is any
#n!ertainty it is #s#ally est to !all o#r S#pport 0es> as !arrying on lindly may ma>e matters worse.
/enerating .a#slips 3ith :rong 2alue
The %ista>eC
3d4#stments are entered as #s#al.
&ayslips are generated.
/t is realised that a line on an employeeFs payslip sho#ld ha-e had a different Val#eB s#!h as ' :o#rs of
O-ertime for P'0 instead of 7 :o#rs of O-ertime for P70O
The (i9C
,. $se the 3d4#stment form to enter a new line for O-ertime for the !#rrent period only for 3 :o#rs for P30.
2. +egenerate the payslips.
3. The two O-ertime ad4#stments entered will add #p to the !orre!t O-ertime re=#iredO
/enerating .a#slips 3ith :rong S7 T#pe
The %ista>eC
3n employee has S/ Type set to J.l#eF.
&ayslips are generated.
/t is realised that the employee sho#ld ha-e had an S/ Type set to something elseB s#!h as J+edFO
The (i9C
,. $se the 8mployee form to !hange the S/ Type to the !orre!t oneB s#!h as J+edF.
2. +egenerate the payslips.
3. The in!orre!t S/ ded#!tions will ha-e een repla!ed with !orre!t onesO
Page 49
Sear-h ;# (-tive Details 9nl#
/f pressed inB only those 3d4#stments that lead to the generation of payslips and any #n#sed ad4#stments 5Last $sed
0ate field lan>6 will e displayed. This >eeps the 3d4#stment form as #n!l#ttered as possile.
/f not pressed inB all old 3d4#stments from past periods are displayed. /n this wayB a history of last wee>Fs JO-ertimeF or
last yearFs JSalaryF !an e e9amined.
Leaver Toggle
This toggle !an e pressed in to instantly set this employee as a lea-erB effe!ti-ely s#spending the employee from the
!ompany. (or lea-ersB this toggle !an e p#lled o#t to instantly ring the employee a!>. The most !ommon #se of
this toggle is to temporarily s#spend employees who fre=#ently ha-e #npaid periodsB th#s relie-ing the #ser from
!onstantly ha-ing to enter ad4#stments and dates. .y setting an employee as a lea-erB no payslips will e generated
e-en if a!ti-e ad4#stments e9ist.
Step & of the %ain Control &anel !an e #sed to display !#rrent employees andEor lea-ers 5page '6.
!4a"ple 5 7nter"ittent 3orking 3eeks
3n employee wor>s for a wee>B then has a wee> offB wor>s for another wee>B then another wee> offB and so on.
/nstead of setting #p an ad4#stment for e-ery wee> wor>ed with start and end dates for ea!h wee> 5ao#t 26
ad4#stments a year6 one ad4#stment !an e entered with no end date. (or the wee>s that the employee is away they
are set to lea-er with the Lea-er ToggleB for the wee>s where payment is re=#iredB they are reset a!> to eing a
!#rrent employee.
3d-antagesC Only need enter , ad4#stment instead of lots.
0isad-antagesC %#st rememer to toggle lea-er on and off.
!4a"ple 5 ;ulk (%van-e .a#
3d-an!e &ay is re=#ired for ao#t 30 staff o-er " wee>s of holiday aro#nd Christmas. LetFs say another ,0 staff do not
re=#ire 3d-an!e &ay as they will e wor>ing. TT &3&3 handles 3d-an!e &ay y generating f#t#re wee>s for a single
employee at a timeB and then generating for e-eryody in the !#rrent wee> in order to !onsolidate the f#t#re wee>s.
5See page ", for details.6 .#t with 30 employees and " wee>s this wo#ld in-ol-e sele!ting 2,0 dates andEor
employees and pressing the Generate &ayslips #tton ea!h time.
3 etter approa!h is to #se the Toggle Lea-er #tton at the top of the 3d4#stment form to effe!ti-ely t#rn off payroll
pro!essing for the ,0 employees who do not ha-e any 3d-an!e &ayT res#lting in 30 remaining a!ti-e employees. Then
for ea!h of the " holiday wee>s the Generate &ayslips #tton needs to e pressed 4#st on!e e!a#se only the 30
employees re=#iring 3d-an!e &ay are a!ti-eO The other ,0 employees are temporarily ina!ti-e so that payslips are not
generated for them in ad-an!e. This wo#ld sa-e a lot of time as " generates is m#!h faster than 2,0O
3fterwardsB the employees toggled as ina!ti-e 5lea-ers6 wo#ld need to e reset to a!ti-e 5!#rrent6 again #sing the same
toggle at the top of the 3d4#stment s!reen. 3lternati-ely the Lea-er ti!> !an e reset from the 8mployee form. 0#e to
the fa!t that the toggle effe!ti-ely mar>s the employee as a lea-erB J3llF 5oth !#rrent and lea-ers6 employees m#st e
-iewed in order to reset the toggle. Step 3 of the %ain Control &anel !an e #sed to -iew J3llF employees.
Page 50
(bsenteeis"
The 3d4#stment form !an e #sed to enter asen!e detailsB as e9plained elow. 3 =#i!>er way to
enter asen!e detailsB howe-erB is to #se the Gear Sheet form 5see page 736.
Co#e The !ode of the re=#ired asen!e s#!h as J:olidayF or JSi!>F.
Start Date The date the asen!e started.
+n# Date The date the asen!e endedB re=#ired.
*hen entering asen!es that ha-e an entitlementB and where the lo!> of asen!e
!rosses from one entitlement period into anotherB the lo!> of asen!e sho#ld e
split into two lo!>s so that ea!h entitlement period !ontains a single lo!> of
asen!e. This a-oids the prolem where a holiday that starts on 0e! 30th and
ends on ;an 7th allo!ates the asen!e to the old yearVs entitlement instead of
splitting it #p !orre!tly etween the two entitlement periods.
(ort#natelyB the Gear Sheet form 5see page 736 splits asen!e a!ross different
entitlement periods a#tomati!ally.
Unit& This is the n#mer of #nits asentB s#!h as J,0F days. *hen entering a date range for asen!eB
the n#mer of days asent will e !al!#lated a#tomati!ally ased on the a!t#al days that the
employee wor>s 5see elow6 and an> holidays 5see Set#p :olidays page '26.
The following 8mployee 0ays s!reen shows the employee does not wor> wee>ends. /n this !aseB
entering a J:olidayF from %onday to S#nday will generate a defa#lt of J7 daysF. This form is
opened from the View (orm list on the 8mployee :eader 5page ,36.
.ype 3sen!e is #s#ally re!orded in $nit Types of J0aysF.
Val!e The monetary amo#nt of an asen!e is #s#ally AeroB #t it is possile to #se the one ad4#stment
as oth an asen!e entry and payroll entry y in!l#ding an amo#nt.
5a&t U&e# The Last $sed date will e set y the &ayslip Generation ro#tine e-en tho#gh no payslips are
generated from it. .e!a#se of thisB old asen!e details are not !onstantly !l#ttering #p the
3d4#stment form and the Sear!h .y 3!ti-e 0etails Only ti!> o9 m#st e #sed in the #s#al way to
e9amine the history.
S-o$ on Slip&2 Set to J<oF.
6ne 6332 Set to JGesF.
S> <3.
.AX <3.
Dept Co#e /f the employee is eing paid from m#ltiple departmentsB then the asen!e !an e allo!ated to any
department for f#t#re report analysis.
1emo This is a free te9t area where any !omments ao#t the asen!e line !an e enteredB s#!h as
reason for JSi!>F asen!e or p#rpose of JSt#dyF lea-e.
Page 51
Ti"esheet
To open the Timesheet form sele!t Timesheet from the View men#. The Timesheet form is a =#i!> way of entering
one-off ad4#stments. 3 one-off ad4#stment is one with an 8nd 0ate that is effe!ti-e for 4#st one periodB s#!h as
JO-ertimeF or J:olidayF. 3ll times entered on this form !a#se a normal 3d4#stment re!ord to e inserted on the
3d4#stment form from where it !an e f#rther edited if re=#ired.
The following s!reenshot shows time eing enteredC
? This step is performed on!e. /n the e9ample ao-e the J*ee>lyF period 0,-;an-2007 to 0"-;an-20007 has een
entered.
@ This step is performed on!e. $p to " different one-off ad4#stment types !an e sele!ted here. .elow ea!h
ad4#stment !ode is the $nit Type that the ad4#stment is in. 3 list of employees with ad4#stments in this period is
displayed.
A This step is performed repeatedly for ea!h employee re=#iring a timesheet line. 3n employee name is !hosen
from the green list and the $nits for ea!h of the ad4#stment type !ol#mns are entered. This pro-ides a m#!h
faster way of entering data from timesheets than the !on-entional 3d4#stment form.
Page 52
(%)ust"ent ,ear Sheet
To open the Gear Sheet form sele!t Gear Sheet from the View men#. The Gear Sheet displays one year of ad4#stments
for a single employee showing #p to 2 different 3d4#stment Types in different !olo#rsC
8-ery !olo#red area on the !alendar represents a normal ad4#stment on the 3d4#stment form. The dar> grey o9es are
p#li! holidays as defined in the :oliday form in the Set#p men# 5see page '26.
7nserting (%)ust"ents
,. Choose a year.
2. Sele!t an employee.
3. Choose any 3d4#stment Type for ea!h of the redB l#eB green or yellow lists.
2. 8nter the siAe of #nits to e #sed 5normally 4#st , or 0.76.
7. *ith the !#rsor in one of the !olo#red listsB !li!> a day on the !alendar.
&la!e the mo#se pointer o-er any !olo#red or dar> grey part of the !alendar to see e9tra details. The
Gear Sheet !an e printed y #sing the &rint #tton in the toolar at the top of the s!reen.
!4a"ple?
<ot only asen!e information #t JO-ertimeF !an e insertedB perhaps with $nits of ".7 to represent a wor>ing day of
".7 ho#rs. The Gear Sheet !o#ld then e #sed to display a graphi!al representation of JO-ertimeF thro#gho#t the year
and printed #sing the Print #tton in the toolar.
Deleting (%)ust"ents
The pro!ess of deleting 3d4#stments is simply the re-erse of inserting themC
,. Cli!> on a !olo#red 3d4#stment Type list 5s#!h as J:olidayF6.
2. Cli!> on any of the same !olo#red lo!>s in the !alendar to delete.
Page 53
(%)ust"ent Calen%ar
To open the 3d4#stment Calendar form sele!t Calendar from the View men#. The Calendar displays one month of
ad4#stments for m#ltiple employees showing #p to 3 different 3d4#stment Types in different !olo#rsC
? Choose a department to limit the employees listed or lea-e lan> to display all employees.
@ 8nter the start of the !alendar month re=#ired.
A Choose 3 different 3d4#stment Types that will e represented y the respe!ti-e !olo#rs in the !alendar.
4 &rint o#t the !alendar 5optional6. To print o#t a yearly !hartB repeat steps @ and 4 for ea!h month re=#ired.
Sa"ple 0eport
Page 54
Training Sheet
To open the Training Sheet form sele!t Training Sheet from the View men#. The Training Sheet form
is a one-stop data entry s!reen for all training information. .efore #sing the Training Sheet for the
first time some !o#rse types m#st e defined y #sing the Co#rse Type form in the Set#p Training
men# 5see page 7' for details6.
Training $ea%er
The Training :eader is displayed at the top of the training sheet and is #sed to find Co#rses and display pertinent
information ao#t the !#rrent Co#rse.
Co!r&e .ype Choose an e9isting type of !o#rse that will e #sed to filter the !ontents of the Co#rse list elow.
Co!r&e Choose the Co#rse <ame re=#ired. <ew !o#rses !an e inserted or e9isting ones amended y
#sing the Co#rse Ta 5see page 766.
@BB@ This is a year toggleB designed to ma>e finding a !o#rse easier. *hen depressedB only those
!o#rses in that year will e shown in the Co#rse listB otherwise all Co#rses will e shown in the list.
Start Date 0isplayed onlyB #t !an e !hanged from the Co#rse Ta 5see page 766. This field in the header
helps to identify the parti!#lar !o#rse.
Ven!e 0isplayed onlyB #t !an e !hanged from the Co#rse Ta 5see page 766. This field in the header
S!pplier 0isplayed onlyB #t !an e !hanged from the Co#rse Ta 5see page 766. This field in the header
Space& This is the n#mer of free spa!es on the !o#rse. /f the !o#rse is o-er-s#s!ried then the Spa!es
field will e shown as a red negati-e n#mer.
.otal Co&t This is the total !ost of the !o#rse so farB ased on data entered to dateB spe!ifi!allyC
+ Co#rse Cost
+ +eso#r!es Cost
+ Trainer 3!!ommodation Cost
+ Ven#e Cost for 89tras
+ Total Cost for +oom
+ Total Cost for Catering
Co&t pp This is the !ost per personB ased on the total !ost of the !o#rse so far di-ided y the n#mer of
people allo!ated to the !o#rse so far.
Page 55
Course Tab
This ta !ontains the main !o#rse details that m#st e entered efore an 8mployee !an e assigned to a Co#rse.
*hen entering Co#rse details any new Ven#es and S#ppliers re=#ired will e !reated a#tomati!ally as needed. *hen
entering a new !o#rseB this ta sho#ld e #sed firstB followed y any other tas as re=#ired 5i.e. Ven#eB S#pplier et!.6.
Co!r&e .ype 3 Co#rse Type is a !ode that defines the spe!ifi! type of the !o#rseB e9amples in!l#de J*ord
&ro!essing Co#rsesFB J.an>ingF or J3CC3F. 3 Co#rse is 4#st a spe!ifi! instan!e of a Co#rse Type
pinned down to a parti!#lar dateB -en#eB s#pplier or !osts.
6or !4a"ple?
Co#rse TypeC JCompany &oli!y /ntrod#!tionF
Co#rsesC JCompany &oli!y /ntrod#!tion ;an 2000FB
JCompany &oli!y /ntrod#!tion ;an 2000 ;ersey Offi!eFB
JCompany &oli!y /ntrod#!tion O!t 200,F and so on.
/n this way an employee allo!ated to a Co#rse Type only !an e said to e waiting for a spe!ifi!
Co#rse of that type.
<ew !o#rse types !an e inserted y #sing the Co#rse Type form in the Set#p Training men# or
amended #sing the Co#rse Type Ta 5see page 7'6.
ame 3 #ni=#e name for this !o#rseB whi!h may need to in!l#de date or -en#e information to disting#ish
it from other !o#rses with the same name.
De&cription 3 formal des!ription of the !ontents of this !o#rseB altho#gh any te9t !an e entered. /f more than
3 lines are re=#ired then 4#st >eep typing and a s!roll ar will appear in the 0es!ription te9t o9.
Prere=!i&ite& 3ny past !o#rsesB s>ills or =#alifi!ations that people attending this !o#rse may need.
Certi3ication The !ertifi!ationB if anyB that wo#ld res#lt from the s#!!essf#l !ompletion of this !o#rse. This list
learns from what has een entered into it on pre-io#s o!!asions and is initially lan>.
5e4el The diffi!#lty le-el or e9perien!e le-el that the !o#rse is design for. This list learns from what has
een entered into it on pre-io#s o!!asions and is initially lan>.
S!per4i&or The name of an employee within the !ompany responsile for organising this !o#rse.
Page 56
Ven!e The pla!e where the !o#rse is to e held. Choose from the list or enter a new -en#e. There is no
separate set-#p s!reen for -en#esC /f a new -en#e is re=#ired simply enter a name for the -en#e
then #se the Ven#e ta to enter f#rther details ao#t that -en#e.
/f an e9isting Ven#e is sele!ted and that -en#e has a !apa!ity restri!tion then the following %a9.
&eople field will defa#lt to this limit.
To !a#se defa#lt -en#e related !osts to e !al!#lated on the Co#rse Cost ta the -en#e m#st e
sele!ted from the Co#rse Cost taB otherwise those !osts m#st e entered man#ally.
1a0/ People The ma9im#m n#mer of people that !an e allo!ated to this !o#rse. This fieldB less the a!t#al
n#mer of people allo!atedB e=#als the n#mer of Spa!es on the !o#rse as displayed in the
Training :eader. /f the !o#rse is o-er-s#s!ried then the Spa!es field will e shown as a red
negati-e n#mer.
S!pplier Choose from the list or enter a new s#pplier. There is no separate set-#p s!reen for s#ppliersC /f a
new s#pplier is re=#ired simply enter a name for the s#pplier then #se the S#pplier ta to enter
f#rther details ao#t that s#pplier.
.rainer ame The name of the person pro-iding the a!t#al trainingB #s#ally an indi-id#al from the S#pplier of the
!o#rse.
>nc/ 5!nc-2 0oes the !o#rse in!l#de l#n!hQ
Con3erence2 /s the !o#rse more li>e a !onferen!e than a !o#rseQ
1eeting )e=!ire#2 /s a meeting re=#ired with the attendees either efore or after the !o#rseQ
Score The a-erage o-erall rating of this !o#rse as deri-ed from ea!h attendeeFs s!ores.
Start Date The day this !o#rse starts. /f this date is in the f#t#re then the !o#rse is a planned !o#rse and has
not happened yet and the employees allo!ated to this !o#rse ha-e not yet attended the !o#rse.
*hen an employee is allo!ated to this !o#rse the 0ate on the 8mployee ? Co#rse form will e set
to this Start 0ate to indi!ate their a!t#al date of attendan!e.
Co#rses !an e set#p witho#t a Start 0ateB #s#ally when any n#mer of employees !o#ld attend
on any date. /n this !aseB the date that ea!h different employee attends sho#ld e entered
man#ally on the 8mployee ? Co#rse form 5see page ,66.
Start .ime The time that attendees m#st start the !o#rse. Times are entered as ::C%% in 22 ho#r format.
+n# Date The day that the !o#rse ends. This !an e the same as the Start 0ate for !o#rses of less than ,
day in d#ration.
+n# .ime The time that the !o#rse ends. Times are entered as ::C%% in 22 ho#r format.
5engt- The d#ration of the !o#rse in $nitsB i.e. J7 0aysF.
Unit& The way that the length of the !o#rse is meas#redB #s#ally J0aysF. /f the $nits for the length of the
!o#rse and the $nits for the !ost of the room are the sameB then the Co#rse Cost ta will
a#tomati!ally !al!#late the f#ll room !osts for the total d#ration of the !o#rse.
3ll the lists in this Stat#s panel are #sed to indi!ate the !#rrent stat#s of -ario#s aspe!ts of the !o#rse. The !odes that
!an e entered are entirely the !hoi!e of the #ser. The lists are lan> initiallyB #t learn from what has een typed into
them on pre-io#s o!!asions.
6or !4a"ple?
3fter J.oo>edF has een enteredB s#se=#ent -al#es in the list will in!l#de J.oo>edF. *hen entering a oo>ed stat#s on
a se!ond o!!asionB the #ser only needs to press J.F e!a#se J.oo>edF will e in the list.
The power of these Stat#s !odes e!omes e-ident when they are #sed to !reate 0iary and Criteria entries.
6or !4a"ple?
0iaryC K3larm when S#pplier is J.oo>edF #t Ven#e JCan!elledFOL
CriteriaC KShow Co#rses where Co#rse is J3ppro-edF #t Ven#e is lan>.L
0iaryC K3larm when +eso#r!es Cost e9ist #t +eso#r!es are not JConfirmedF.L
CriteriaC KShow Co#rses with a Ven#e that is not J.oo>edF.L
Page 57
Course Cost Tab
Co!r&e Co&t The !ost of the asi! !o#rse from the S#pplier
Co&t +&timate#2 /s this an estimated !ost or the a!t#al !ost paidQ
Acco!nt& )e3/ /f the !o#rse has een paid for then this pro-ides a way of mat!hing the payment to a!!o#nts
)e&o!rce& 3 des!ription of any reso#r!es re=#ired for this !o#rse.
Co&t The !ost of the additional reso#r!es.
.rainer ame The name of the trainer from the S#pplier.
Accommo#ation The address of the a!!ommodation for the trainer if any.
Accommo#ation
Co&t
The !ost of the trainerFs a!!ommodation.
Ven!e This is a !opy of the Ven#e field from the Co#rse ta.
Co&t For )oom The !ost of the Ven#e per $nit. /f the $nit is the same as the #nit for the !o#rse length then a
Total +oom Cost will e a#tomati!ally !al!#lated.
Co&t For Catering The !ost of any !atering per person. The n#mer of people allo!ated to the .oo>ed List on the
3llo!ation ta will e #sed to a#tomati!ally !al!#late the Total Catering Cost.
Co&t For +0tra& 3ny other -en#e related !osts.
.otal Co&t This is the total !ost of the !o#rse so farB ased on data entered to dateB spe!ifi!allyC
+ Co#rse Cost
+ +eso#r!es Cost
+ Trainer 3!!ommodation Cost
+ Ven#e Cost for 89tras
+ Total Cost for +oom
+ Total Cost for Catering
Page 58
Course T#pe Tab
<ew Co#rse Types m#st e set-#p #sing the Co#rse Type form in the Set#p Training men#. The Co#rse Type form
loo>s e9a!tly li>e the Co#rse Type ta elowC
ame 3 #ni=#e name for this type of !o#rse. 3 Co#rse Type is a !ode that defines the spe!ifi! type of
the !o#rseB e9amples in!l#de J*ord &ro!essing Co#rsesFB J.an>ingF or J%anagement S>illsF.
Family The (amily !ode is #sed to identify the nat#re of this type of !o#rse in the most general sense.
89amples in!l#de J&C :ands-OnFB J&ra!ti!alF or J+ole &layingF. This list learns from what has een
entered into it on pre-io#s o!!asions and is initially lan>.
De&cription 3 des!ription of this type of !o#rse.
Prere=!i&ite& 3ny past !o#rsesB s>ills or =#alifi!ations that people attending this type of !o#rse may need.
Certi3ication The !ertifi!ationB if anyB that wo#ld res#lt from the s#!!essf#l !ompletion of this type of !o#rse.
This list learns from what has een entered into it on pre-io#s o!!asions and is initially lan>.
Criteria This defines the set of employees that m#st ta>e !o#rses of this type and !an e #sed in a 0iary
alarm to remind the #ser to oo> the employee on the !o#rse.
1a0/ People The ma9im#m n#mer of people that !an e oo>ed on a !o#rse of this type.
Page 59
Supplier Tab
ame 3 #ni=#e name for the organisation or indi-id#al s#pplying the !#rrent !o#rse.
A##re&& The postal address of the s#pplier that !an e #sed in the prod#!tion of laels and other #ser-
defined or tailored reports.
Co!ntry The s#pplierFs !o#ntry of originB i.e. G#ernseyB /sle Of %anB ;ersey or $1. This !an e #sed in
!riteria to filter !o#rses for reports.
.elep-one
Fac&imile
+mail A##re&&
The s#pplierFs !onta!t information.
1emo General information ao#t this s#pplier.
C-arge Detail& 3n amo#nt 5per $nit of time6 that this s#pplier !harges. /f the !o#rse Length is meas#red in the
same #nits then a defa#lt Co#rse Cost will e !al!#lated. /f a spe!ifi! !o#rse type has a defa#lt
!ost then that !ost will o-erride the s#pplierFs normal !harge details.
Co!r&e .ype& 3 list of the different types of !o#rses that this s#pplier pro-ides together with a defa#lt !ost for
ea!h !o#rse type. Only enter a !ost for a !o#rse type if !ertain that this will e the Co#rse Cost
e!a#se whene-er a s#pplier is sele!ted on the Co#rse ta this defa#lt !ost will e a#tomati!ally
entered as the Co#rse Cost.
Page 60
2enue Tab
ame 3 #ni=#e name for the !o#rse -en#e.
A##re&& The lo!ation address of the -en#e that !an e #sed in the prod#!tion of information sheets and
other #ser-defined or tailored reports.
Contact ame The name of an indi-id#al at the -en#e.
.elep-one
Fac&imile
+mail A##re&&
The -en#eFs !onta!t information.
1a0/ People The ma9im#m n#mer of people that !an e a!!epted at this -en#e.
1emo General notes ao#t this lo!ation or -en#e.
C-arge Detail& 0efa#lt !harges for the +oom per $nit of timeB Catering per &erson and 89tras. These !harges
will e #sed to !al!#late defa#lt !osts for the rele-ant fields on the Co#rse Cost ta when a Ven#e
is sele!ted from the Co#rse Cost ta. The Cost (or +oom fieldB howe-erB will only e
a#tomati!ally !al!#lated if the !o#rse Length is meas#red in the same #nits as the +oom $nit
Type. 5/.e. Only if the !o#rse length and room !harge #nit are oth in J0aysF.6

Page 61
!4a"s Tab
ame The name of an e9am that is part of this !o#rse.
Date The date of the e9am.
Co&t The !ost of sitting this e9am.
De3erre#2 /s this e9am on a different date or at another -en#eQ This is re=#ired e!a#se sometimes not all
the employees on the !o#rse !an attend the same e9am.
)e&it2 /s this a se!ond sitting of the same e9amQ This is re=#ired e!a#se sometimes an employee
misses or fails an e9am #t is allowed another attempt.
Page 62
(llo-ation Tab
This is the most important of the -ario#s tas and is #sed to allo!ate employees to the !o#rse in -ario#s ways.
The 3llo!ation Ta wor>s with one !o#rse at a time and displays ea!h and e-ery employee related to it. This is the
re-erse of the 8mployee ? Co#rse form that wor>s with one employee and displays e-ery !o#rse allo!ated to them.
The 3llo!ation Ta is =#i!>er than the 8mployee ? Co#rse form for allo!ating -ario#s employees to a single !o#rse.
Can#i#ate& Optional. This is a holding pen for potential employees that may e mo-ed to the .oo>edB
*aiting or Can!ellations lists. This Candidates list !an e filled y sele!ting a Criteria from the
grey list ao-e and pressing the 0el >ey on the >eyoard. 89amples of #sef#l !riteria areC
K3ll new employees.L
K8mployees who ha-e not done a J(irst 3idF !o#rse in o-er a year.L
K8mployees that wor> in finan!e #t ha-e not done anti-fra#d.L
K8mployees who ha-e een in management for o-er 7 years.L
3ll these !riteria prod#!e a list of !andidates li>ely to re=#ire a parti!#lar !o#rse.
/f yo# are !ertain that the Criteria yo# ha-e sele!ted !ontains all the li>ely employees for this
!o#rse then yo# !an press the :ome or /ns >eys to dire!tly mo-e the employees to the *aiting or
.oo>ed lists.
Waiting This list indi!ates those employees that are not allo!ated to an a!t#al Co#rse #t are waiting to e
allo!ated to a !o#rse of this Co#rse Type. The employee is effe!ti-ely lin>ed only to the Co#rse
Type instead of a real Co#rse.
To oo> an employee from the waiting list onto a !o#rseB highlight their name and press the /ns
>ey on the >eyoard. The employee will mo-e from the *aiting List to the .oo>ed List and the
Co#rse 0etails panel !an e filled o#t.
Booked This list indi!ates those employees that are oo>ed on an a!t#al Co#rse. The Co#rse 0etails
panel will ha-e the Can!elled field #n-ti!>ed.
Cancellations This list indi!ates those employees that were oo>ed on an a!t#al Co#rse #t ha-e !an!elled and
therefore not attended. The Co#rse 0etails panel will ha-e the Can!elled field ti!>ed and the
3ppraisalEO#t!ome %emo !an e #sed to mention why the employee !an!elled. 5i.e. 0#e to
illness.6
Page 63
See the 8mployee Co#rse se!tion for an e9planation of the fields in this panel.
Using the Lists
To mo-e employees etween lists follow these simple g#idelinesC
(irstB highlight one or more employeesB 5to sele!t more than one employee #se the HControlI or HShiftI >eys6 or
sele!t a single employee from the small grey list 5ao-e the .oo>ed List6B then
&ress the {>n&} >ey on the >eyoard to mo-e the employee5s6 to the .oo>ed list.
&ress the {%ome} >ey on the >eyoard to mo-e the employee5s6 to the *aiting list.
&ress the {+n#} >ey on the >eyoard to mo-e the employee5s6 to the Can!ellations list.
&ress the {Del} >ey on the >eyoard to mo-e the employee5s6 a!> to the Candidates list.
!4a"ple
+eferring to the s!reenshot ao-eB the 3llo!ation form shows 3 people oo>ed on a !o#rse 5.enalB Giles W Tren>er6
and one person waiting for a !o#rse of this type 5Mena6 and one !an!ellation 5Smith6. The employee JGilesF is
highlighted and the Co#rse 0etails panel shows that not only did JGilesF !omplete this !o#rse #t he spent P7.)0 in
e9penses. (ort#nately for JGilesFB he has earned another 7 ho#rs towards his Contin#ing &rofessional 0e-elopment
5C&06.
Page 64
Correspon%en-e
To open the Corresponden!e form sele!t Corresponden!e from the View men#. This form is #sed to !reate and
emed one or more *ord do!#ments or 89!el spreadsheets against an employee. The s!reenshot elow shows an
emedded spreadsheet eing #sed to !al!#late an employeeFs !ommissionC
Doc!ment Area The main area on the form where the *ord do!#ment or 89!el sheet !an e -iewed or edited.
Corre&pon#ence
De&cr
iption
3 short title or des!ription of the do!#mentEsheet.
Create# The date that the do!#mentEsheet was !reated from within this form.
Printe# The date that the do!#mentEsheet was last printed from this form.
Cla&& Choose *ord.0o!#ment or 89!el.Sheet. &ressing HTaI ne9t will mo-e the !#rsor to the
0o!#ment 3rea where the do!#mentEsheet !an e edited.
Sele!t an e9isting do!#mentEsheet and press this #tton to edit the do!#mentEsheet within the
!onfines of the 0o!#ment 3rea. 3 toolar will appear at the top of the s!reen !ontaining either
*ord or 89!el #ttons.
/f the 0o!#ment 3rea is too small to edit the !#rrent Corresponden!e then press the 8dit with
3ppli!ation #tton to la#n!h *ord or 89!el. *hen finished editingB !li!> the JClose W +et#rnF
option in the (ile men#C
&ressing this #tton prints the first page of the do!#mentEsheet witho#t the need to !all *ord or
89!el. /f the do!#mentEsheet is longer than , page then *ord or 89!el m#st e #sed to print it.
Creating a ne3 Correspon%en-e
,. (ind a new line in the Corresponden!e list whi!h will e lan> and indi!ated y a JXF in margin.
2. 8nter -al#es for the Corresponden!e 0es!ription field first.
3. Choose a Class.
2. &ress HTaI so that the !#rsor mo-es to the 0o!#ment 3rea.
7. 8ither !reate the do!#mentEsheet in the 0o!#ment 3rea or press the J8dit with 3ppli!ationF #tton.
Page 65
.a#slip /eneration
To open the &ayslip Generation form sele!t &ayslips from the &ro!ess men#. *hen employees and
their ad4#stment instr#!tions ha-e een enteredB payslips !an e generated and pre-iewed and other
=#i!> reports !an e opened. Steps 1 to & are #sed to define the pay !y!leB period and employee5s6
that will apply to the #ttons eneath.
1 Sele!t %onthlyB *ee>ly or (ortnightly. Only employees with this &ay Cy!le will ha-e payslips generated.
3n ed#!ated g#ess of the date range for the !#rrent period will appear ased on the !#rrent date and the last
payroll period r#n. 3mend or a!!ept a -alid period date rangeB depending on the pay !y!le. (or wee>ly periodsB it
is important to ha-e a !alendar at hand to ens#re that the !orre!t dates are entered. The &ay 0ate will e
!al!#lated ased on the period start or end date and the CompanyFs date settings and sho#ld not e !hanged.
5See the Company se!tion.6 Generally spea>ingB the &ay 0ate sho#ld ne-er e !hanged.
& Lea-e lan> for all employees or sele!t a single employee in whi!h !ase the #ttons elow will generate or print
payslip information for the sele!ted employee only.
* 3n optional message !an e entered that will e displayed on the K*entworthLB YVerose 32YB Y37Y and Y37 y
0epartmentY payslips.
/n step the H(2I >ey !an e #sed in oth the &eriod Start and 8nd
dates to display a !alendar that !an e #sed to sele!t a date graphi!ally
y !li!>ing on the day re=#ired. (or e9ampleT if wee>ly period , starts
on a %onday then the !orre!t date !an e fo#nd y pressing H(2I and
loo>ing for the first %onday 5,
st
;an#ary6. The 8nd date will
a#tomati!ally e entered as "
th
;an#ary e!a#se there are " days in a
wee>ly periodO
The &ay 0ate is the lyn!hpin for all the reports on this formB in!l#ding the printing of the a!t#al payslips
themsel-es. *hen loo>ing at a list of payslipsB thereforeB the res#lts are ased on the &ay 0ate and not
the period date range. 0ifferen!es etween the &ay 0ate and period dates will arise when there has
een 3d-an!e &ay. 5See the 3d-an!e &ay se!tion on page ",.6 /f yo# re=#ire the &ayslip Crossta
reports to mat!h the reports from this form 5i.e. refle!t what was a!t#ally paid not what period it was for6
then the &ayslip Crossta reports m#st e ased on the &ay 0ate and not the period dates. 5See the
&ayslip +eports se!tion.6
Page 66
<ot enaled if period date range is for more than , period.
This #tton will perform the following a!tionsC
,. Create a &ayslip re!ord from ea!h 3d4#stment that applies to this period and has not een #sed
already.
2. Create an /T3N &ayslip re!ord and !al!#late -al#e 5G#ernsey only6.
3. Create an S/ &ayslip re!ord and !al!#late -al#e.
2. /f the employee is paid ele!troni!allyB !reate a payments file for the an>. 5The CompanyFs 3#to
&ay %ethod and 0ata &ath <ame fields m#st e set-#p !orre!tly.6
7. /f the CompanyFs 3!!o#nts Software is set and the <ominal Ledger defined then !reate an a!!o#nts
nominal ledger e9port file.
6. 0isplay a final messageC
<ow that some payslips e9ist for the periodB -ario#s reports !an e pre-iewed y #sing the #ttons
elow or from the &ayslip +eports form 5see the +eports Se!tion6.
This #tton prints a test page to ens#re that the !orre!t printer is !onne!ted and wor>ing. /n a
networ>ed en-ironment this test page will ens#re that real payslips are not printed on the wrong printerB
where perhaps any employee !an see themO
5See the +eport se!tion for printing optionsB page ,,0.6
This #tton prints a!t#al paper payslips. To pre-iew a different payslip layo#tB amend the &referred
&ayslip field on the Company form. To ens#re that payslips are printed !orre!tly yo# may need to
ens#re that the paper siAe and margins are set !orre!tly. (#rther information ao#t the range of payslip
layo#ts !an e fo#nd in the Company se!tion on page )".
Only enaled if there are employees with &ay %ethod JCashF.
This #tton prints a report that rea>s down the different monetary denominations re=#ired for ea!h
employeeFs pay pa!>et and the total monetary denominations that the !ompany m#st get from the an>.
This reportB li>e any otherB !an e fa9edB i.e. to the an>.
This #tton prints a report that !learly shows ea!h employees <et &ay gro#ped y the different &ay
%ethods in effe!t for that period. This report !an e #sed as a !he!> list.
Only enaled if there are employees with &ay %ethod JChe=#eF.
This #tton prints a!t#al paper !he=#es. To set the !he=#e layo#tB #se the &referred Che=#e field on
the Company form. To ens#re that !he=#es are printed !orre!tly yo# may need to ens#re that the paper
siAe and margins are set !orre!tly.
Only enaled if there are employees with &ay %ethod J3#topayF or J%idtelF.
This report prints payment instr#!tions that are a!!eptale to a range of an>s. 8ns#re that ea!h
employee has their !orre!t 3#topay +eferen!e 5s#pplied y the an>6 and that the date ne9t to this
#tton is the pay date re=#ired 5allowing the an> 3 days to !lear6. This reportB li>e any otherB !an e
fa9edB i.e. to the an>.
5See the +eport se!tion for printing options.6
Page 67
This #tton is not -isile #nless the #ser is an 3dministrator or 3gent. This #tton
opens a list of payslip re!ords that !an e #sed d#ring a s#pport !all or y the -ery
!onfident 3dministratorB to manip#late the final payslips. &ayslip manip#lation is only
performed to fi9 errorsB !orr#ptions or otherwise diffi!#lt to fi9 prolems. 3dministrators
? 0o <OT play with this feat#reO
3gents !an do#le-!li!> the logo to open the &ayslip 3dministration form 5shown
elow6 to display a log of all the e-ents ehind the last &ayslip GenerationC This !o#ld
highlight any prolems or reasons why things may e different than e9pe!ted.
<oti!e the #tton at the ottom of this form that allows an entire period to e rolled-
a!> or #ndone. 0o not #se this #tton #nless ad-ised to do so y an e9pert.
Spe-ial Cal-ulations
This short se!tion deals with spe!ifi! !al!#lations #sed in the &ayslip Generation form.
@erse# So-ial 7nsuran-e 5 Un%er 7 $ours per :eek
/f an employee wor>s " ho#rs 5or less6 in a wee> then they do not need to pay an S/ !ontri#tionO
58-en if they earn P,20 E ho#rO6 TT &3&3 a#tomati!ally determines the length of the wor>ing wee>
and if there are " ho#rs 5or less6 TT &3&3 will !an!el any S/ payslip re!ords.
!4a"ple?
8mployee has &ay 0etails of P,'0 per J*ee>F and wor>s ) :o#rs per *ee>. :e has two
ad4#stmentsC J*ageF for , *ee> and Lateness for ?2 :o#rs. <o S/ will e !reated.
7"portantC
(or this r#le to wor> !orre!tly and a#tomati!ally ma>e s#re that ea!h ad4#stment type that !o#nts
towards the wee>ly time wor>ed has a $nit Type 5or .ase $nit Type6 of Jho#rsFB JdaysF or Jwee>sF
and that the Time+e!ording o9 is ti!>ed on the Set#p 3d4#stment Type s!reen for ea!h of those
ad4#stment types. 5See page ")6. /f in any gi-en wee> there are Time+e!ording items that are
not in Jho#rsFB JdaysF or Jwee>sF then this may !a#se !onf#sion and so S/ will always e ded#!ted in
this !ase.
This r#le also ta>es into a!!o#nt any other $nit Types that ha-e a .ase$nitType in Jho#rsFB JdaysF
or Jwee>sF 5ie , VShiftV of 7 V:o#rsV6. These spe!ial #nit types !an e seen on the Set#p $nit Types
s!reen 5see page '"6.
Page 68
@erse# So-ial 7nsuran-e 5 0eturns %is-repan-ies
There a n#mer of reasons why the amo#nt that the ;ersey So!ial Se!#rity 3#thority ill an
employer !an e different to what TT reports. This differen!e is normal and little !an e done
ao#t it.
3 rather lengthy e9planation of one of the reasons as to why this happens !an e fo#nd elowC
Lets say an employee earns P32).)' in one wee> of the month.
This gets ro#nded down to P32)."7 and 6R applied to get an S/ ded#!tion of P,)."6
a!!ording to the offi!ial method of !al!#lation.
3t the end of the =#arter the S/ +et#rns are then printed omitting pen!e from the GrossB
shown as P32). This is the offi!ial way.
The S/ +et#rns show a primary -al#e of P,)."6B whi!h is !orre!t.
The prolem is that 6R of Z32) is not P,)."6 and so the So!ial Se!#rity 3#thority may ill the
employer a different amo#nt than e9pe!ted.
The ao-e e9ample is perfe!tly !orre!t and simply highlights prolems with the ;ersey So!ial
Se!#rity system whi!h TT Software has no !ontrol o-er.
Page 69
$o3 To
0eprint .ast .a#slips
Sometimes an employee may lose their payslips and re=#ire another. This is parti!#larly !ommon in 0e!emer when
the employee re=#ires a payslip to see their year to date fig#res.
To reprint a payslipB pro!eed as followsC
,. /n step enter the date range of an old period.
2. /f a payslip is re=#ired for 4#st one employee then sele!t that employee in step &.
3. &ress the &re-iew &ayslips #tton.
0o <OT !li!> on the Generate &ayslips #tton for past periods #nless a !orre!tion is eing made. 0oing so may res#lt
in in!orre!t /T3N and S/ fig#resT ad-ersely affe!ting yo#r data.
(%% (%)ust"ents after /eneration
Sometimes there are things missing from a payslip that !annot wait #ntil ne9t period. This often happens when
o-ertime ho#rs are s#mitted late.
To add ad4#stments after generationB pro!eed as followsC
,. /nsert a new ad4#stment on the 3d4#stment form as normal.
2. Open the &ayslip Generation form and fill o#t steps 1 and as pre-io#sly done for this period.
3. &ress the Generate &ayslips #tton.
This wo#ld e the se!ond time that the Generate &ayslips #tton has een pressed. .#tB than>s to the ad4#stmentFs
Last $sed date there will e no d#pli!ation. Only newly entered ad4#stments will !a#se a payslip re!ord to e entered.
!4a"ple
3n employee sho#ld ha-e an o-ertime payment for 3 ho#rs at their standard ho#rly rate #t the payroll has een
pro!essed witho#t the ad4#stmentB leading to the o-ertime eing omitted from the payslips.
This is the easiest error to !orre!t. Simply add the JO-ertimeF ad4#stment as a one off with the !orre!t start and end
dates as shown elowC
("en% .a#slips after /eneration
Sometimes too m#!h or too little has een paid whi!h m#st e fi9ed in the !#rrent period.
To amend payslips after generationB pro!eed as followsC
,. /nsert a new ad4#stment on the 3d4#stment form as normal with an amo#nt that re-erses or amends an e9isting
ad4#stment to gi-e a different total amo#nt for that ad4#stment type.
+0ample
3n employee has a payslip for ' ho#rs of JO-ertimeF #t is only entitled to 7. To !orre!t this a re-ersing ad4#stment of ?
3 ho#rs is made 5see elow6 and the payslips regenerated to in!l#de the re-ersal.
The ad4#stment ao-e ser-es to red#!e the o-ertime payment from P'0 to P70. The !orre!tion m#st e done in this
way e!a#se !hanging the first o-ertime ad4#stment to 7 ho#rs wo#ld ha-e no effe!t.
The printed payslip will show only one JO-ertimeF entry for 7 ho#rs 5the net of the two amo#nts6.
("en% .a# after /eneration
Sometimes an employee has an alteration to their asi! payB s#!h as a pay rise or !hange in their pension
!ontri#tionB #t the alteration was not entered efore the payslips were generated. This #s#ally happens when the
Page 70
asi! pay is represented y an open-ended ad4#stment 5i.e. no 8nd 0ate6 and the #ser forgets to end that ad4#stment
and enter a new one.
To amend the pay after generationB pro!eed as followsC
,. Open the 3d4#stment form
2. (ind the old open-ended ad4#stment and p#t an 8nd 0ate to it.
3. 8nter a new open-ended ad4#stment with the new amo#nt.
2. 8nter a one off ad4#stment for the shortfall or e9!ess for the !#rrent period.
!4a"ple
(or the wee> ending 03-(e-2002 an employee was paid P360 instead of P200. (irstB the old wage is ended 5yellow
highlight elow6B then a new J*ageF line entered starting ne9t wee> 502-(e-20026. (inallyB a one-off !orre!tion for the
!#rrent wee> is re=#ired of P20 so that the total wages for the wee> ending 03-(e-2002 is P200C
Corre-ting Ta4 or S7 after /eneration
Sometimes an employeeFs /n!ome Ta9 Code 5G#ernsey only6 or So!ial /ns#ran!e Type !hanges #t it is only after
payslip generation that this is noti!ed. The payslip will now ha-e in!orre!t /T3N and S/ fig#resO
To !orre!t ta9 or S/ after generationB pro!eed as followsC
,. Open the 8mployee form and enter the !orre!t a#thority details.
The ao-e pro!ed#re wor>s e!a#se e-ery time the Generate &ayslips #tton is pressedB oth /T3N and S/ fig#res are
re!al!#lated afresh.
Change the .a# Date
0o not attempt this witho#t first !alling for s#pport e!a#se there are many impli!ations to e !onsidered.
.ro-ess (%van-e .a#
Sometimes an employee re=#ires one or more periods of pay in ad-an!e. This often happens when a wee>ly paid
employee is ao#t to go on holiday and wants their pay eforehand. The pro!ed#re is as followsC
,. 8ns#re that a!ti-e 3d4#stments e9ist for the !#rrent period and f#t#re holiday periods. *here one-off 3d4#stments
are in-ol-ed this will re=#ire the early entry of e9tra 3d4#stments for the holiday periods.
2. Generate &ayslips for the indi-id#al onlyB for the !#rrent period.
3. Generate &ayslips for the indi-id#al onlyB for the f#t#re holiday periods.
2. Generate &ayslips for all employees in the normal way for the !#rrent period. The payslips in the f#t#re holiday
periods will e dete!ted and a message will appear as>ing if these f#t#re payslips are to e paid in the !#rrent
period. 3nswering JGesF will !a#se the &ay 0ate for the f#t#re holiday periods to e set to the !#rrent &ay 0ate #t
the *ee> and %onth <#mers will remain set to those of the f#t#re holiday periods 5to e !orre!t for So!ial
/ns#ran!e and /n!ome Ta96.
@uris%i-tions?
The ao-e &ay in 3d-an!e pro!ed#re applies to oth G#ernsey and ;ersey 4#risdi!tions. The ad-antage of this
method is that there will e no missing wee>s in the employeeFs !ontri#tion s!hed#le. %issing wee>s wo#ld !a#se a
loss of enefit in the long term for the employee.
Page 71
!4a"ple?
The !#rrent period ends 0"-;an-2002. The 3d4#stment form elow shows GordonFs J*ageF and JO-ertimeF for his last
wor>ing wee> 50,-;an-2002 to 0"-;an-20026 efore he goes on holiday for 2 wee>s 50'-;an-2002 to 2,-;an-20026.
The J*ageF ad4#stments for oth f#t#re wee>s ha-e already een enteredC
ThenB payslips are generated for Gordon for ea!h of the
3 wee>s 5!#rrent wee> pl#s 2 f#t#re wee>s6. On the
&ayslip Generation formB
Step & is
JGilesB Gordon %rF.
Step sho#ld e
0,-;an-2002 to 0"-;an-20002B then
0'-;an-2002 to ,2-;an-20002B then
,7-;an-2002 to 2,-;an-20002.
(inallyB payslips are generated as normal for e-eryone
else at the normal wee>-endC
Step is
0,-;an-2002 to 0"-;an-20002
Step & is
.lan>
Then the following messages will appearC
This message has dete!ted GordonFs #npaid J*ageF payslips in the f#t#re wee>s 0'-;an-2002 to ,2-;an-20002 and
,7-;an-2002 to 2,-;an-20002. Cli!> JGesF to see GordonFs payslips for the f#t#re wee>s to ens#re that they are
!orre!tD
Page 72
Cli!> JGesF to pay GordonFs f#t#re wee>s J*agesF now.
*hat a!t#ally happens is that the f#t#re wee>Fs &ay 0ates are set to 0"-;an-2002 5the &ay 0ate of the !#rrent wee>6.
Gordon will re!ei-e a payslip grossing P62'.77 this wee> and no payslips in the s#se=#ent 2 wee>s while he is away
5e!a#se he will ha-e no payslips with the f#t#re &ay 0ates6.
.a# !"plo#ees NonBCalen%arBMonthl#
(or employees whose ad4#stments are entered on a wee>ly asis #t are only paid e-ery 2 or 7 wee>s pro!eed as
followsC
,. 8nter normal wee>ly ad4#stments and #se the &ayslip Generation form to !reate payslips e-ery wee>. This
m#st e done wee>ly so that S/ !ontri#tions are !al!#lated !orre!tly.
2. 3t the end of the non-!alendar monthB enter a period of 2 or 7 wee>s in step of the &ayslip Generation form
to !o-er all the wee>s in the non-!alendar month. 5<oti!e that the Generate &ayslips #tton is disaled for
safety reasons.6
3. &ress the &re-iew &ayslips #tton to print !onsolidated payslips.
Page 73
.ro-ess Menu
This !hapter deals with the &ro!ess men#B altho#gh the &ayslips option has a !hapter all to itself 5page 666.
Dire-tion Noti-e
To open the 0ire!tion <oti!e form sele!t 0ire!tion <oti!e from the &ro!ess men#. 3 0ire!tion <oti!e
applies to G#ernsey payrolls only. The States of G#ernsey /n!ome Ta9 3#thority send 0ire!tion
<oti!es to employers instr#!ting them to alter the way ta9 is ded#!ted. The 0ire!tion <oti!e form
ma>es entry of this information simpleB altho#gh the final prod#!t is 4#st an J/T3NF line on the
3d4#stment form.
The following form shows how to enter a type J0F 0ire!tion <oti!e of P77 for the whole of 2007.
<oti!e that a <#mer is re=#ired and this !an e fo#nd on the 0ire!tion <oti!e itself.
(inallyB an J/T3NF ad4#stment m#st e entered on the 3d4#stment formB where the dates sho#ld mat!h the period that
the 0ire!tion <oti!e applies to. /n the e9ample elowB the J/T3NF ded#!tion applies only to a range of wee>sC
Page 74
(%)ust"ent 7nsert
To open the 3d4#stment /nsert form sele!t 3d4#stment /nsert from the &ro!ess men#. This form is #sed to insert many
ad4#stments of the same type witho#t the need to repeatedly enter the same ad4#stment for many different employees.
This is parti!#larly #sef#l when first #sing TT &3&3 when all employees m#st e gi-en a JSalaryF or J*ageF ad4#stment
at least. (#rthermoreB the 3d4#stment /nsert form !an e #sed to insert one-off ad4#stment types s#!h as JNmas.on#sF
or J@82 :olF.
The following e9ample ill#strates how all J*ee>lyF paid employees in the JSalesF department will !an e allo!ated a
J*ageF ad4#stment effe!ti-e from the start of 0,-;an-2002. .y pressing the #tton in step & a total of 2 ad4#stments
will e inserted into the 3d4#stment form with the Start 0ates and Val#es shown. <oti!e that the Val#e is !al!#lated
e9a!tly as if the J*ageF ad4#stment was entered dire!tly on the 3d4#stment formC
The following e9ample ill#strates how all J%onthlyF paid employees in the J3dminF department !an e allo!ated a
JN%a9.on#sF ad4#stment effe!ti-e from the start of 0,-0e!-2002 #ntil 3,-0e!-2002 only. .y pressing the #tton in step
& a total of 2 ad4#stments will e insertedC
Page 75
(%)ust"ent 0evie3
To open the 3d4#stment +e-iew form sele!t 3d4#stment +e-iew from the &ro!ess men#. *hen many
employees ha-e a pay !hange 5i.e. a Kre-iewL6 and they are eing paid with a re!#rring ad4#stment
5an ad4#stment with no 8nd 0ate6 then this form will do a J.asi! &ay ChangeF for all the employees
a#tomati!ally 5see the .asi! &ay Change se!tion6. This sa-es a !onsiderale amo#nt of data entry.
The following e9ample shows how all J%onthlyF paid employees in department J3dminF !an e gi-en a JSalaryF re-iew of
,,0R 5whi!h !orresponds to a ,0R pay rise6 effe!ti-e from 0,-;an-03. .y pressing the #tton in step * the listed
ad4#stments will e Kre-iewedL a#tomati!allyC
The l#e o9es show the re-iewed pay amo#nts that will e set in the 8mployee formFs &ay 0etails panel and the
3d4#stment formFs Val#e field. The l#e totals indi!ate what the impa!t of a ,0R pay rise will ha-e on the !ompanyFs
payroll. /n the ao-e e9ample a ,0R pay rise will !ost the !ompany an e9tra P"B600 per JGearF or P632.30 per J%onthF.
The employees eligile for the re-iew !an also e sele!ted y a &ay S!ale !ode. /f a &ay S!ale !ode is set at a fi9ed
rate 5instead of a range of possile rates6 then !hanging the rate of that &ay S!ale !ode on the &ay S!ale form will
a#tomati!ally open this 3d4#stment +e-iew form.
/f the employees are not re!ei-ing a #niform re-iewB s#!h as ,0R in the ao-e e9ampleB the
3d4#stment +e-iew form !an still e #sed to sa-e some data entry effortC 3fter applying the re-iewB
indi-id#al employeeFs &ay 0etails on the 8mployee form and the newly inserted ad4#stments on the
3d4#stment form !an e man#ally fine t#ned.
The !orre!t order to Generate &ayslips when doing a re-iew is as followsC
,. Generate payslips as normal for the last period of the year 5period ending 3,
st
0e!emer 2002 in
the ao-e e9ample6.
2. The end of the year is normally an e9!ellent time to perform a !omplete a!>#p.
3. &ro!ess the 3d4#stment +e-iew with a date starting at the eginning of the new year 5,
st
;an#ary
2003 in ao-e e9ample6.
2. %an#ally enter any off ad4#stments 5s#!h as O-ertime6 for the first period of the new year. These
ad4#stments will pi!> #p the new re-iewed rates from the 8mployee form.
7. %an#ally enter or !hange any other new 3d4#stment Val#es re=#ired for the new year. (or
e9ampleB &ension !hanges that !o#ld not e done a#tomati!ally with the 3d4#stment +e-iew form.
6. Generate payslips for the first period of the new year 5i.e. ,
st
;an#ary 20036.
Page 76
!ntitle"ent 0evie3
To open the 8ntitlement +e-iew form sele!t 8ntitlement +e-iew from the &ro!ess men#. *hen
8ntitlement for J:olidayF and other asen!e types needs re-iewing or renewing for a new yearB this
form will a#tomati!ally insert 8ntitlements for the new yearB optionally allowing left o-er $nits to e
ro#ght forward. The new 8ntitlements !an then e tailored for any new year !hanges.
The following e9ample shows how a !omplete list of old J:olidayF 3d4#stments for the year 2002 !an e displayed for
re-iewingC
3fter pressing the #tton in step * and eing warned that permanent !hanges are ao#t to e madeB the following
message is displayedC
The form elow is then displayed. <oti!e that the Left o-er $nits ha-e een !arried forward to the new year. 3ny of
the new yearFs 8ntitlements !an now e edited in the $nits !ol#mn to refle!t the new 8ntitlements allowedC

Page 77
Some J0aysF are Left o-er 5not
ta>en6.
7"port Data
To open the /mport 0ata form sele!t /mport 0ata from the &ro!ess men#. This form imports data as
ad4#stments from the following 3
rd
party systems onlyC
Ser-itorB
Monal.
/f yo# already ha-e Time 1eeping or ;o Control data on a 3
rd
party system that !ontains information similar to TT
&3&3 then TT Software !an write a spe!ial import ro#tine.
The >ind of data that TT &3&3 !an import 5from the /mport 0ata form6 isC
Time and O-ertime dates and d#rationsB
:oliday and Si!>ness asen!esB
St#dy Lea-e and Training asen!e.
The ad-antages of importing data from a 3
rd
party systemC
<o d#pli!ation of effortB
<o h#man error d#ring data entry.
;ulk Up%ate
To open the .#l> $pdate form sele!t .#l> $pdate from the &ro!ess men#. 0o <OT attempt a #l>
#pdate #nless a a!>#p of the dataase has 4#st een !ompleted and there are no other $sers logged
in to TT &3&3. (#rthermoreB do <OT perform a .#l> $pdate witho#t s#per-ision from an 3gent. 3s
the name of the pro!ess s#ggestsB a lot of data !an e !hanged. 3n intimate >nowledge of how TT
&3&3 handles its data is re=#ired to #se this form effe!ti-ely.
&rimarily the .#l> $pdate form is #sed to fi9 a mass of data that is slightly in!orre!tB s#!h as when payslips for wee> 6
ha-e een generated with an in!orre!t &ay 0ate that then needs to e reset to the !orre!t date. /t !an also e #sed as
a way of performing large s!ale #pdates of informationB s#!h as when the !ompany adopts an ele!troni! method of
payment and all 8mployee &ay %ethods need to e !hanged to J.3CSF.
The following e9ample shows how the /n!omeTa9[= field in the &ayslip taleB for JSalaryF !ode payslip re!ords onlyB
!an e set to JTr#eF. The form indi!ates that o#t of 22 &ayslip re!ordsB 7 will e editedC
Page 78
Setup Menu
This !hapter details with the items in the &ro!ess men#.
(%)ust"ent T#pes
To open the 3d4#stment Type form sele!t 3d4#stment Types from the Set#p men#. The 3d4#stment Type form defines
how ad4#stment types are #sed and displayed and how defa#lt -al#es for them are !al!#lated.
Co#e 3 short !ode to #ni=#ely identify the ad4#stment type. This !ode will e #sed to sele!t ad4#stment
types on the 3d4#stment form and others. The shorter the !ode the etter for speed reasons
d#ring data entry.
De&cription This des!ription will appear on the printed payslips.
>n3ormation General notes for the TT &3&3 #ser to des!rie how this ad4#stment type sho#ld e #sed. This is
espe!ially #sef#l when !reating tailored ad4#stment types.
Pay )ate Per Unit /f AeroB then this field is not #sed.
/f an amo#nt is entered then that amo#nt will e the defa#lt amo#nt for ad4#stments entered of this
type. 3n amo#nt in this field effe!ti-ely sets an ad4#stment at a fi9ed rate. 5See the JO-ertime(,F
ad4#stment type s#pplied with TT &3&3.6
Unit .ype The #nits that this ad4#stment type defa#lts to. (or e9ampleB JO-ertimeF is normally as Jho#rFB
J*ageF as J*ee>F and JSalaryF as J%onthF.
6ne 6332 /s this ad4#stment type normally a one-offQ 5See 3d4#stments page 22.6
Allo$ance2 /s this ad4#stment type normally an allowan!eB i.e. a positi-e -al#eQ /f not then the ad4#stment is
!onsidered to e a ded#!tionB i.e. a negati-e -al#e. This helps -alidate data entry. The printed
payslips JGross /n!ome GT0F fig#res are ased on 3llowan!e ad4#stments only.
Social >n&!rance2 0oes S/ normally apply to ad4#stments of this type. Some lateral thin>ing is re=#ired when setting
this field.
>ncome .a02 0oes /T3N normally apply to ad4#stments of this type. Some lateral thin>ing is re=#ired when
setting this field. The printed payslips JTa9ale GT0F fig#res are ased on these ad4#stments only.
.ime )ecor#ing2 0o the #nits 5s#!h as Jho#rsFB JdaysF or Jwee>sF6 !o#nt towards a!t#al time wor>ed for ad4#stments
of this typeQ This is important for those 4#risdi!tions that need to >now the n#mer of ho#rs
wor>ed in a wee>. (or e9ampleB ;ersey employees who wor> #nder ' ho#rs in a wee> do not
re=#ire a So!ial /ns#ran!e ded#!tion in that wee>. /n this !aseB any ad4#stment type that
!ontri#tes towards an employeeFs wee>ly time m#st ha-e the Time +e!ording field ti!>ed so that
TT &3&3 >nows whi!h ad4#stments !o#nt towards the a!t#al time wor>ed.
Pen&ion2 /s this ad4#stment type pension relatedQ The printed payslips J&ension &aid GT0F fig#res are
Page 79
ased on these ad4#stments only.
A"&ence2 Can this ad4#stment e #sed to log asen!e details.
St!#y2 Can this ad4#stment e #sed to log training asen!e detailsQ 5sometimes !alled JSt#dy Lea-eF.6
De3a!lt Dept Co#e *hen an ad4#stment of this type is entered on the 3d4#stment formB the 0epartment field will
normally defa#lt to the employeeFs department #nless this field spe!ifies otherwise. This is #sef#l
when time in a spe!ifi! ad4#stment type is always analysed against the same department.
Appear 6n Pay&lip2 .y defa#ltB sho#ld ad4#stments of this type appear on payslipsQ <ormally only ti!>ed for payroll
related ad4#stments.
Print Se=!ence The n#mer in this field determines where on the printed payslip the allowan!e or ded#!tion will
appear. JSalaryF and J*ageF ha-e een defined as &rint Se=#en!e , so that they always appear at
the top of the payslip.
Appear 6n Cro&&ta"
)epor
t&2
Sho#ld ad4#stments of this type appear on the &ayslip Crossta +eports in one of the !ol#mnsQ
S-o$ Unit& 6n
Pay&li
p&2
On the printed payslipB sho#ld the n#mer of #nits e shown as part of the des!riptionQ This is
#sef#l for ad4#stment types s#!h as JO-ertimeF where the des!ription sho#ld spe!ify the n#mer of
ho#rs of o-ertime.
Calc!late De3a!lt *hen entering an ad4#stment on the 3d4#stment formB sho#ld a defa#lt -al#e e !al!#latedQ /f
this field is ti!>edB then the defa#lt -al#e will e ased onC
The employeeFs pay details 5see Cal! 0efa#lt (rom field elow6B
The $nit Type of this ad4#stment type 5see ao-e6B
The Cal!#lation %#ltiplier for this ad4#stment type 5see elow6.
Calc!lation
1!ltip
lier
$sed to !hange the defa#lt -al#e. (or e9ampleB o-ertime at do#le the ho#rly rate will ha-e a
m#ltiplier of 2.
!4a"ple?
8mployee J(redF has the following details on his 8mployee formC &ay per $nit JP"00FB $nit Type
J*ee>F and :o#rs per *ee> J37F. 5Therefore ho#rly rate is P20.6
3d4#stment Type JO-ertime20F has the following details on the 3d4#stment Type formC $nit Type
J:o#rsFB Cal!#late 0efa#lt JGesF and Cal!#lation %#ltiplier J2F.
3d4#stments entered on the 3d4#stment form for (redFs O-ertime20 will res#lt in a defa#lt -al#e of
P20 per :o#r.
Calc De3a!lt From $s#ally set to J8mployee &ay 0etailsF.
/n e9!eptional !ir!#mstan!esB this field !an e set to JTa9ale Gross for &eriodF
in whi!h !ase any ad4#stments entered on the 3d4#stment form will defa#lt 5and
!onstantly !hange as more ad4#stments are entered6 to a -al#e e=#alling the
ta9ale gross for the period of the ad4#stment. 3 m#ltiplier !an e applied. This
is #sef#l when an employee is to re!ei-e a on#s of 7R of their ta9ale gross for
a pay period #t the ta9ale gross is not >nown #ntil all other ad4#stments are
entered. /n effe!tB the defa#lt -al#e is ased on the -al#e of other ta9ale
ad4#stments.
The 3dministrator !an set #p as many new 3d4#stment Types as re=#ired #t e!a#se 3d4#stment
Types are f#ndamental to the way m#!h of TT &3&3 wor>sB it is often est to !all for s#pport and
ad-i!e when !reating them.
Page 80
!4a"ple 5 .ension?
The following s!reenshot shows how a J&ensionF ad4#stment type has een defined to !al!#late a defa#lt employee and
employer -al#e of 7R.
Page 81
;anks
To open the .an> form sele!t .an>s from the Set#p men#. TT &3&3 is installed with a range of !on-enient .an>
Codes that !an e #sed to sele!t a parti!#lar an> or ran!h and !a#se the Sort Code field to e filled o#t
a#tomati!ally on the 8mployee form. Setting #p an>s is optionalB e!a#se sort !odes !an e entered dire!tly on the
8mployee form witho#t the need for the .an> Code.
/roups
To open the Gro#p form sele!t Gro#ps from the Set#p men#. 3 list of gro#ps !an e entered and #sed on the
8mployee form.
$oli%a#
To open the :oliday form sele!t :oliday from the Set#p men#. 3 list of p#li! holidays !an e entered and is #sed y
the Gear Sheet 5see page 736 when displaying an ann#al !alendar.
Page 82
@uris%i-tions
This form is for &ayroll p#rposes only.
To open the ;#risdi!tions form sele!t ;#risdi!tion from the Set#p men#. 8a!h ;#risdi!tion has a range
of Codes that define the so!ial ins#ran!e rates and !eilings that apply to a gi-en year together with
any ta9 rates and ands.
G#ernsey re=#ires S/ Types and a single Standard .and of Ta9C
The 4#risdi!tion of the !ompany that the employee is in determines the range of So!ial /ns#ran!e and
Ta9 Types a-ailale from the 8mployee form. <ear the end of the yearB new fig#res will e s#pplied
that m#st e entered efore payslips are generated for the that year.
<ew So!ial /ns#ran!e Types !an e added in -ery parti!#lar !ir!#mstan!es. S#pport and ad-i!e
sho#ld e so#ght efore !reating new ones. .e -ery !aref#l to preser-e the integrity of the -al#es on
this s!reen e!a#se any !hange may res#lt in in!orre!t Ta9 or S/ !al!#lations.
(or information ao#t how these rates are #sed to !al!#late a!t#al Ta9 ded#!tions and S/
!ontri#tions please !ons#lt the rele-ant a#thorities.
Page 83
;ersey re=#ires similar S/ Types to G#ernsey #t no Ta9 andsC
Manual S7 (%)ust"ents
The Ceilings are applied e-en if man#al S/ 3d4#stments ha-e een entered. This means that if the
Ceiling is Aero then any a#tomati!ally !al!#lated S/ &ayslip re!ords will re-erse o#t the man#al
3d4#stments in order to >eep to the Ceiling. (or e9ampleT if a man#al S/ 3d4#stment of -P70 is
entered while the Ceiling is AeroB then the a#tomati!ally !al!#lated S/ &ayslip will ha-e a Val#e of P70.
/f yo# wish the man#al S/ 3d4#stments to o-erride the Ceilings then !hange the Ceilings from P0.00 to
P)B))).
Page 84
/sle of %an re=#ires n#mero#s S/ Codes 5similar to the $1Fs </ Tale Letters6 and two ta9 andsT
Standard and :igher. The So!ial /ns#ran!e Limits 5l#e panel elow6 are entered for the Gearly
amo#nts only.
Page 85
.a# Metho%
To open the &ay %ethod form sele!t &ay %ethod from the Set#p men#. This form lists a f#ll array of pay methods and
rarely needs to e !hanged.
Co#e 3 short !ode to #ni=#ely identify the payment method. This !ode will e #sed to sele!t pay
methods on the 8mployee form and others.
De&cription 3 !lear e9planation of the pay method.
;enerate File /f ti!>edB then d#ring &ayslip Generation a payments file will e !reated that !ontains payment
instr#!tions in a format #ni=#e to that pay method. (or employees to appear in the payments fileB
the employee &ay %ethod field and the Company 3#to &ay %ethod field m#st e the same and of
a type that Generates a (ile.
*hen adding new pay methodsB the Generate (ile sho#ld not e ti!>ed e!a#se there will e no
!orresponding file generation ro#tine in the &ayslip Generation form.
Page 86
Unit T#pes
To open the $nit Type form sele!t $nit Types from the Set#p men#. This form lists a f#ll array of #nit types and rarely
needs to e !hanged.
Co#e 3 short !ode to identify the $nit Type.
De&cription 3 helpf#l des!ription of the $nit Type.
Sym"ol 3 single !hara!ter to e appended to the end of n#mers so that the $nit Type !an e #nderstood.
(or e9ample 37h means 37 ho#rs. The $nit Type Symol may appear on printed payslips for
those 3d4#stments that show the <#mer Of $nits on the payslip.
There are a n#mer of asi! $nit TypesC GearB %onthB *ee>B 0ay and :o#r. TT
&3&3 !an !al!#late defa#lts etween these asi! $nit Types y drawing on the
following informationC
Company *ee>s &er GearB
8mployee :o#rs &er *ee>B
8mployee 0ays &er *ee> 5was fi9ed at 7 efore -ersion 3.006.
,a&e Unit .ype Other $nit Types !an e ased on the asi! types so that defa#lt -al#es !an e !al!#lated for
them too. (or e9ampleB a J(ortnightF is ased on J*ee>sF so that any 3d4#stment entered in
J(ortnightsF !an ha-e a defa#lt -al#e.
,a&e 1!ltiplier 3ny $nit Types ased on the asi! $nit Types are #s#ally a m#ltiple of that .ase $nit Type. (or
e9ampleB a J(ortnightF is a m#ltiple of 2 J*ee>sF.
Page 87
@ob Title
This form !an e fo#nd in the Set#p men# #nder Organisation. The ;o Title form is #sed to estalish the !ompany
hierar!hy of 0epartmentsB Se!tions and ;o Titles. This hierar!hy !an e -iewed as an organisation !hartB and some
of the 8mployee +eports print employee details in a hierar!hi!al style.
@ob Title $ea%er
Select Company This defa#lts to the !#rrent !ompany #t !an e !hanged so that ;o Titles in other !ompanies
!an e -iewed.
Select Department 3 0epartment m#st e sele!ted e!a#se the tree 5or hierar!hy6 represents only those Se!tions
and ;o Titles within a single 0epartment.
Searc- ,y ># 8a!h ;o Title has a #ni=#e n#meri!al /d allo!ated to it 5displayed immediately eneath the tree6.
.y sele!ting an /dB the re=#ired ;o Title will e instantly displayed.
Searc- ,y S!rname .y sele!ting an employeeB their ;o Title will e displayed.
Searc- ,y :o" .itle /t is possile to sear!h for a ;o Title y its name. .e!a#se more than one ;o Title !an ha-e the
same nameB the list also shows the Company and 0epartment that the ;o Title is in and whether
that position is J(reeF. 5J(reeF eing defined as no employee ha-ing this ;o Title /d.6
This #tton mo-es the !#rrently sele!ted part of the tree #p while >eeping it on the same le-el.
This is so that the ;o Titles in the tree !an e sorted man#ally as re=#ired.
This #tton mo-es the !#rrently sele!ted part of the tree down while >eeping it on the same le-el.
Page 88
@ob Title Tree
/nitially only the JTopF of the tree e9ists and new Se!tions or ;o Titles m#st e inserted #nderneath as represented y
the following i!ons in the treeC
The JTopF node is the lyn!hpin for the whole treeC 0o <OT edit or delete itO
3 Se!tionB !#rrently !ollapsed to sa-e s!reen spa!e.
3 Se!tionB !#rrently open so that all other se!tions and 4o titles #nderneath !an e seen.
3 ;o TitleB !#rrently !ollapsed to sa-e s!reen spa!e.
3 ;o TitleB !#rrently open so that all other 4o titles #nderneath !an e seen.
The following >eys perform !ertain operations when a part of the tree is sele!tedC
{>n&} This >ey inserts a new item #nderneath the !#rrent oneB yo# will then need toC
,. Spe!ify the name of the Se!tion or ;o Title.
2. Change the type to Se!tion or ;o Title.
3. 8nter f#rther details in the other fields as re=#ired.
{Del} This >ey deletes the !#rrent item from the tree. .e !aref#l when deleting a part of the tree that has
other nodes #nderneath itO
{Control} {X} This >ey is similar to H0elI #t the part of the tree deleted 5or !#t o#t6 !an e pasted into the tree at a
different lo!ation. This is a way of mo-ing parts of the tree ao#t.
{Control} {V} The >ey is similar to H/nsI e9!ept that whate-er was !#t o#t with HControlI HNI is inserted instead.
@ob Title 6iel%s
The fields on this part of the ;o Title form are mainly #sed as defa#lts that !ontrol the range of options a-ailale on
the 8mployee form.
Changing the <ameB Grade or :o#rs per *ee> will res#lt in a re=#est to a#tomati!ally #pdate the employeeFs details
and !reate a ;o :istory re!ord for the employeeFs old detailsC
The list of J8mployees with sele!ted ;o TitleF shows any n#mer of employees with the ;o Title
!#rrently sele!ted in the tree. Cli!> on the 8mployee <#mer to instantly ring #p that employeeFs
details on the 8mployee form.
Page 89
/ra%es
This form !an e fo#nd in the Set#p men# #nder Organisation. Grades are #sed to !ategorise the importan!e and le-el
of reward for ;o Titles.
Grades m#st e set-#p efore the ;oTitle or 8mployee form !an refer to the grades. Conse=#entlyB some tho#ght will
e re=#ired when entering grades to ens#re that they !orre!tly refle!t the str#!t#re of the organisation.
3lternati-elyB no grades need e set-#p and ad-ho! free te9t grades !an e entered on the 8mployee form. This is
re!ommended where no formal grade str#!t#re e9ists in the organisationB #t o!!asional grades are re=#ired.
Some e9ample grades are shown in the s!reenshot elowC
Co#e 3 short #ni=#e !ode to identify the grade.
StartPayScaleCo#e Optional. 8a!h grade may e defined y a range of -alid &ay S!alesB 4#st as ea!h &ay S!ale is
defined y a range of a!!eptale pay rates. 8nter the lower end of the range.
89ampleC
/n the ao-e s!reenshotB the gro#p J;#niorF ranges from pay s!ale J&201F to J&221F. 8a!h of these
pay s!ales will ha-e een set-#p with a -alid range of pay rates s#!h as 20B000 year to 22B000
year. 5See &ay S!ales page ),.6

+n#PayScaleCo#e Optional. 8a!h grade may e defined y a range of -alid &ay S!ales. 8nter the #pper end of the
range.
Page 90
.a# S-ales
This form !an e fo#nd in the Set#p men# #nder Organisation. &ay S!ales are #sed to define parti!#lar fi9ed rates of
pay or ands of pay.
&ay S!ales m#st e set-#p efore the ;oTitle or 8mployee form !an refer to them. Conse=#entlyB some tho#ght will
e re=#ired when entering pay s!ales to ens#re that they !orre!tly refle!t the pay str#!t#re within the organisation.
Co#e 3 short #ni=#e !ode to identify the pay s!ale.
De&cription 3 more easily #nderstood e9planation of how this pay s!ale is applied.
5o$er Amo!nt The ottom end of the pay and that this pay s!ale defines.
Upper Amo!nt The #pper end of the pay and that this pay s!ale defines.
/f the $pper and Lower 3mo#nts are the same then the pay s!ale is fi9ed at a !ertain rate. (or
e9ampleB pay s!ale !ode J8&:F in the s!reenshot ao-e is fi9ed at P'.20.
/f the $pper and Lower 3mo#nts are different then an employee with this &ay S!ale Code m#st
ha-e pay details that fall within the and. (or e9ampleB in the s!reenshot ao-eB employees with a
&ay S!ale of J&,F m#st ha-e pay details in the range P300 to P200 per wee> on the employee
form.
Unit .ype The #nits that this pay s!ale is defined in.
Changing ("ounts
/f a pay s!ale with a fi9ed rate of pay 5s#!h as J8&:F fi9ed at P'.20 per ho#r6 is !hanged to a different amo#nt 5s#!h as
P'.30 per ho#r6 then all employees with &ay S!ale J8&:F will a#tomati!ally ha-e their pay details !hanged. This
pro!ess is a!!omplished y the 3d4#stment +e-iew form 5see page "66 whi!h a#tomati!ally starts after a pay s!aleFs
3mo#nt is !hanged. The 3d4#stment +e-iew form also performs the ne!essary !hanges to the employeeFs
ad4#stments y !losing open-ended ad4#stments at the old rate and inserting new ones at the new rate.
The a#tomati! re-iew pro!ess eliminates the need for !onsiderale man#al editing and is one of the main reasons for
ha-ing !learly defined pay s!ales. The larger the !ompanyB the more #sef#l pay s!ales are li>ely to e.
Page 91
No"inal Le%ger
To open the <ominal Ledger form sele!t <ominal Ledger from the Set#p men#. To !orre!tly set-#p TT
&3&3 to a#tomati!ally e9port payroll period transa!tions to an a!!o#nts system the s#pport 3gent
sho#ld e !alled. 89pert a!!o#nting ad-i!eB TT &3&3 >nowledge and familiarity with the 3
rd
party
a!!o#nts system is re=#ired. 5S#pport for 3
rd
party a!!o#nts systems is not !o-ered y the TT &3&3
li!en!e.6
;ro&& +mployee
Amo!
nt
/f ti!>ed then the &ost 3mo#nt is ased on 8mployee Val#esC
(or 3ll 3llowan!e 3d4#stmentsB e9!l#ding /T3N.
(or sele!ted 0epartment Codes.
/f ti!>ed then no other ti!>s sho#ld e entered.
;ro&& +mployer
Amo!
nt
/f ti!>ed then the &ost 3mo#nt is ased on 8mployer Val#esC
(or all 3d4#stments and
et Pay /f ti!>ed then the &ost 3mo#nt is ased on 8mployee Val#esC
+mployee
Amo!nt
/f ti!>ed and an 3d4#stment Code has een enteredB then the &ost 3mo#nt is ased on 8mployee
Val#esC
(or sele!ted 3d4#stment and 0epartment Codes.
.oth the 8mployee and 8mployer 3mo#nt fields !an e ti!>ed to pro-ide a Gross fig#re.
+mployeer Amo!nt /f ti!>ed and an 3d4#stment Code has een enteredB then the &ost 3mo#nt is ased on 8mployer
Val#esC
(or sele!ted 3d4#stment and 0epartment Codes.
.oth the 8mployee and 8mployer 3mo#nt fields !an e ti!>ed to pro-ide a Gross fig#re.
Page 92
Criteria
To open the Criteria form sele!t Criteria from the Set#p men#. Criteria are #sed mainly as a way of filtering the
!ontents of reportsB #t they !an also e #sed as Lights.
De&cription 3 #sef#l des!ription of the Criteria.
Stan#ar#
7!ery
5ang!age
3lso >nown as S@L. The te!hni!al engine that is the heart of all Criteria !onsisting of e9pressions
that are either tr#e or falseB s#!h asC
8mployee.0epartmentSF3dminF or
8mployee.&ay&er$nit \ ,0.00
0esigning S@L from s!rat!h !an e diffi!#lt #t TT &3&3 will type in S@L for
yo# when yo# do#le !li!> on any field in the 8mployee or 3d4#stment related
forms while the Criteria form is open.
(or e9ampleB open the Criteria form and the 8mployee form then do#le !li!> on
the 8mployee S#rnameB 0ate Of .irth and &ay &er $nit fields. The S@L
appears a#tomati!ally on the Criteria form and !an e man#ally edited and
refined.
The S@L synta9 for a !riteria entry !orresponds to the synta9 of an S@L *:8+8
!la#se.
The 3dministrator may need help with designing the more !omple9 !riteria.
0esigning !riteria to meet indi-id#al needs is one of the areas !o-ered y the
S#pport 3gentB who will e only too happy to pro-ide the S@L part of a new
!riteria.
1emo $sef#l notes ao#t how this !riteria !an e #sed. This is espe!ially #sef#l when other #sers
dis!o-er a new !riteria and wonder how it !an e #sed.
5ig-t Colo!r /f a !riteria is assigned a Light Colo#r then the 8mployee :eader will display a light of that !olo#r
if the !riteria is tr#e for the !#rrently displayed employee.
5ig-t Fla&- The light !an e set to flash in order to attra!t a #serFs attention.
Fiel# 5ig-t /f ti!>edB then this !riteria !an optionally e #sed as a (ield Light. .efore f#n!tioning as a field
lightB howe-erB the !riteria m#st e assigned to a field from one of the 8mployee related forms.
This is a!!omplished y #sing the 8mployee Short!#t %en# 5see page 3) for more information6.
(ield lights do not ha-e a !olo#r and are displayed as la!> los ne9t to fields on a form.
.a"le ame The main tale that this !riteria is ased on. 3#tomati!ally filled. <ot all !riteria !an e #sed for all
reports e!a#se the report and the !riteria m#st e ased on the same tales.

Fiel# ame The field name 5if any6 that this !riteria is ased on. 3#tomati!ally filledB altho#gh this !an e
!hanged. This field will e the one to ha-e a la!> lo ne9t to it when this !riteria is #sed as a
(ield Light.
Page 93
All )ecor#& 3 (ield Light !an apply to all employee re!ords or a limited list of !hosen employees. This 3ll
+e!ords field indi!ates the defa#lt setting #sed when assigning the !riteria to a field.
/ranting Users (--ess to ne3 Criteria
The $ser who !reated the !riteria will a#tomati!ally e granted a!!ess to itT #t they may e the only oneO To grant or
deny other $sers a!!essB the 3dministrator sho#ld login as TT/nstaller and #se the Criteria ta of the $ser form to add
the new !riteria to the list of #seale !riteria.
Stan%ar% 8uer# Language 6un-tions
3 range of ad-an!ed f#n!tions !an e #sed in the S@L area.
!ntitle"ent5CompanyCodeB8mployee<#merB3d4#stmentCodeB0ate6
This ret#rns the 8ntitlement 5in JdaysF for e9ample6 for a spe!ifi! H3d4#stmentCodeI 5s#!h as J:oliday6 as it
wo#ld e on a parti!#lar H0ateI.
!ntitle"entUse%5CompanyCodeB8mployee<#merB3d4#stmentCodeB0ate6
This ret#rns the total n#mers of JdaysF $sed or allo!ated. The total JdaysF $sed e=#als the JdaysF Ta>en and
.oo>ed.
!ntitle"entTaken5CompanyCodeB8mployee<#merB3d4#stmentCodeB0ate6
This ret#rns the total n#mers of JdaysF Ta>en from the start of the period of entitlement #p #ntil H0ateI
!ntitle"ent;ooke%5CompanyCodeB8mployee<#merB3d4#stmentCodeB0ate6
This ret#rns the total n#mers of JdaysF .oo>ed from H0ateI #p #ntil the end of the period of entitlement.
!ntitle"entLeft5CompanyCodeB8mployee<#merB3d4#stmentCodeB0ate6
This ret#rns the total n#mers of JdaysF Left or remaining that ha-e yet to e $sed.
Page 94
6or"s
To open the (orm s!reen sele!t (orms from the Set#p men#. (rom time to time TT Software may
s#pply spe!ially written forms for a !#stomer that add f#n!tionality or perform pat!hes and #pgrades.
To import s#!h forms the /mport #tton is #sed on the form elowC
The other #ttons are for ad-an!ed #sers of %i!rosoft 3!!ess who wish to !reate their own forms within TT &3&3. (or
e9ampleB a form !an e !reated that s#mmarises -ario#s aspe!ts of the payroll period or displays a different data entry
me!hanism for ad4#stments.
Page 95
0eports
.y sele!ting +eports from the Set#p men# the following form is displayedC
To Delete a 0eport?
&la!e the !#rsor in the line representing the report to e deleted and press the 0elete #tton. The 3dministrator will
need to open the TT &3&3 .o9 and delete the report from there too. (inallyB the 3dministrator sho#ld remo-e ea!h
$sersF a!!ess rights to the now deleted reportB altho#gh this is not stri!tly ne!essary e!a#se the report no longer
e9ists.
To Design a 0eport?
&la!e the !#rsor in the line representing the report to e refinedB then press the 0esign #tton. This man#al does not
!o-er the %i!rosoft 3!!ess report designer. &lease refer to the %i!rosoft 3!!ess man#al.
.o +0port a )eport
+eports !an e shared with other TT &3&3 !#stomers y sele!ting the report to e e9ported and pressing the 89port
#tton. 3 spe!ially prepared floppy dis> will e re=#ired.
.o >mport a )eport
TT Software may from time to time write spe!ial reports for !#stomers that !an e imported from a s#pplied floppy dis>
y pressing the /mport #tton.
.o p!"li&- a report to t-e .. PAPA ,o0
/f for any reason yo#r tailored report has not een pla!ed into the TT &3&3 .o9 then the $pdate #tton will ens#re that
all #ser-defined reports are pla!ed there. 3lternati-ely the 3dministrator !an #se the 3dministration form to open the
TT &3&3 .o9 dire!tly.
Page 96
Co"panies
To open the Company form sele!t Companies from the Set#p men#. One or more !ompanies will ha-e een set-#p
when TT &3&3 was installed. <ew !ompanies !an e added at any time or e9isting details amended. 3mending
!ompany details m#st e done with !areB howe-erB e!a#se nearly e-erything on the Company form has far rea!hing
effe!ts.
Co#e 3 short !ode to #ni=#ely identify the !ompany.
ame The f#ll name of the !ompany as will e printed on payslips and 3#thority +eports.
A##re&& The !ompany address.
Pre3erre# Pay&lip This is the payslip layo#t that will e #sed when payslips are printed from the &ayslip Generation
form. Some layo#ts re=#ire spe!ial paper siAeB page margins and printer dri-er settings to e
printed !orre!tly. The range of a!t#al payslipsB their asso!iated stationery 5in!l#ding printer and
page set-#p information6 is detailed elow in the &ayslip Stationery se!tion page ,0,.
The most !ommon payslip layo#t #sed y !ompanies is J&ayslip Verose 32 ]F as shown in the
s!reenshot ao-e.
Pre3erre# C-e=!e This is the !he=#e layo#t that will e #sed when !he=#es are printed from the &ayslip Generation
form. Some layo#ts re=#ire spe!ial paper siAe and page margins to e !orre!tly defined. This is
a!hie-ed when pre-iewing the a!t#al !he=#e report y #sing the &age Set#p f#n!tion from the
toolar.
:!ri&#iction Sele!t G#ernseyB /sleOf%an or ;ersey. This will affe!t the loo> of the 8mployee formB 3#thority
+eports and the /T3N and S/ !al!#lations.
.a0 )e3erence The in!ome ta9 a#thorityFs referen!e for this !ompany.
)egi&tration o/ The so!ial se!#rityFs referen!e for this !ompany.
,an( Co#e .y sele!ting the !ode for a an>B s#!h as K:S.C-GsyLB the .an> Sort Code field will e entered
a#tomati!ally. <ew an>s !an e set-#p #sing the .an> form. /f the !ompany does not pay
employees dire!tly from their an> a!!o#nt then this and other an> details are optional.
,an( Sort Co#e 3 6 digit !ode witho#t hyphens s#!h as J202227F.
,an( Acco!nt The !ompanyFs .an> 3!!o#nt <#merB #s#ally ' digits #t !an e as many as ,0 digits for some
an>s.
A!to >nc +mp !m2 Short for 3#tomati!ally /n!rement 8mployee <#mer. /f JGesF then when a new employee is
entered they will a#tomati!ally e gi-en the ne9t free 8mployee <#mer. /f J<oF then a #ni=#e
8mployee <#mer m#st e entered man#ally.
A!#it 5og 6n2 The 3#dit Log re!ords ea!h and e-ery edit to an 3d4#stment or 8mployee related re!ord. The
Page 97
3#dit Log stores the date and time of the editB the #ser who performed the edit and the -al#e
!hanged. Vario#s 3#dit +eports e9ist that !an e #sed to determine who !hanged what and whenB
lea-ing the JwhyF to the 3dministrator. 5See 3#dit +eports page ,30.6
The 3#dit Log #ses a lot of dis> spa!e and sho#ld only y t#rned on if a f#ll
se!#rity a#dit is re=#ired. Some performan!e degradation may also o!!#r when
a #ser sa-es a re!ord after an edit e!a#se of the e9tra 3#dit Log re!ords eing
!reated.
A!to Pay 1et-o# This spe!ifies the !ompanyFs ele!troni! pay methodB if any. 8mployees with this pay method will
appear in an ele!troni! payments file !reated d#ring the generation of payslips.
Data Pat- ame This spe!ifies where to p#t the ele!troni! payments file. %a>e s#re that the file e9tension mat!hes
that #sed y the an>ing software. (or e9ampleB pay methods J:e9agonF and Je@F re=#ire files to
end in J.t9tF.
Acco!nt& So3t$are This spe!ifies the a!!o#nts software that the !ompany #ses. 0#ring the generation of payslips an
a!!o#nts file will e !reated in s#!h a format that !an e read y the 3!!o#nts Software.
Department& One or more departments need to e defined and these refle!t the different !ost !entres within the
!ompany. 3 short !lear !ode will help to disting#ish the departments and ma>e for easy on-s!reen
sele!tion. %any of the reports in TT &3&3 will gro#p their o#tp#t y 0epartment. *hen first
entering a list of 0epartments the str#!t#re of the !ompany sho#ld e !onsidered !aref#lly so that
the list is oth !orre!t and !omplete.
*hen a 0epartment Code is !hanged all 8mployee and 3d4#stment details are
also !hanged to refer to the !hanged 0epartment Code. &ayslip re!ordsB
howe-erB are not !hanged so that histori!al integrity is preser-ed. This is fine
#nless the 0epartment Code is eing !hanged to fi9 a spelling error or to
impro-e legiility of the Code. /n this instan!e the &ayslip 0epartment Codes
will need to e !hanged alsoB and the .#l> $pdate 5page "'6 pro!ess !an e
#sed to do this.
U&er& Acce&& One or more #sers need to e gi-en a!!ess to this !ompany. *hen logging in and sele!ting a
!ompany from step of the %ain Control &anelB only those !ompanies that a #ser has a!!ess to
will e displayed.
C!rrent Wee(ly
Perio
#
This defines the start and end date of the !#rrent wee>ly period and is a#tomati!ally #pdated y
the 3d4#stment form.
C!rrent Fortnig-tly
Perio
#
This defines the start and end date of the !#rrent fortnightly period and is a#tomati!ally #pdated y
the 3d4#stment form.
Payment Date The &ayslip Generation form a#tomati!ally !al!#lates a &ay 0ate when the period dates ha-e
een entered in step of that form. The way that the &ay 0ate is !al!#lated for wee>ly periods is
relati-e to either the period start or end date. This relati-e offset is entered here in the 0ays (rom
Start or 0ays (rom 8nd fields.
6or !4a"ple?
3 wee> r#ns from %on to S#n and employees are paid on the (ri in that wee>. This is -2 days
from the period end.
3 wee> r#ns from %on to S#n and employees are paid on the following Th#. This is ^2 days from
the period end.
*ee> and %onth <#mers for the 3#thority +eports are ased on the &ay 0ate and therefore
!hanging the way that the &ay 0ate is !al!#lated d#ring the year !an ha-e serio#s reper!#ssions.
<8V8+ !hange this field #nless !ertain of the res#ltsB or !all for s#pport.
Wee(& Per Cear The n#mer of wee>s in a year. Some !ompanies di-ide an ann#al salary y 72 and then y the
:o#rs per *ee> to get an ho#rly rate. Other !ompanies !onsider the year to !onsist of 72.,27
Page 98
wee>s for this p#rpose. 0o <OT !hange this field #nless yo#r ho#rly rates appear to e
!al!#lating in!orre!tly.
1acro& 9 5ogin 3 %a!ro is a series of !ommands s#!h as Jopen the employee form and display %r. .loggsF. The
#ser !an !reate their own ma!ros and assign one of them to e9e!#te when a #ser logs in to the
spe!ified !ompany.
1acro& 9 5ogo!t 3 %a!ro that e9e!#tes when a #ser e9its TT &3&3 after ha-ing logged in to the spe!ified
!ompany. 89amples in!l#deC
J0isplay a a!>#p reminder messageFB
J89port latest employee data to a spreadsheetFB
JStart the Sage a!!o#nts systemF.
This ta is of #se to !ompanies that ha-e an offi!ial limit to the n#mer of staff it !an employee. (T8 means (#ll Time
8=#i-alentsB whi!h is a way of fra!tionalising a post if the n#mer of ho#rs for a post is less than the normal f#ll time
ho#rs. (or e9ampleB if a gi-en ;o Title has (#ll Time :o#rs of 20 and &ost :o#rs of 30 then the (T8 is 0."7. 3n
employee in this ;o Title wo#ld only !ontri#te 0."7 towards to (T8 Capping totals.
(T8s !an e #sed to share a ;oTitle etween 2 employees #t ma>e the (T8 Capping fig#res total to ,. (or e9ampleB
the ;o Title JCleanerF wo#ld normally ha-e (#ll Time :o#rs of 20 #t is to e shared y ;a!> wor>ing as JCleaner
%orningsF with &ost :o#rs of ,0 and ;ill as JCleaner 8-eningsF with &ost :o#rs of 30. The (T8 for ;a!> is 0.27 and the
(T8 for ;ill is 0."7. Together the total (T8 adds #p to ,.
+mployee& 1a0 8nter the ma9im#m (T8 permitted in this !ompany.
+mployee& S!m The S#m will e the total of all the (T8 fig#res on the ;oTitle form for ea!h employee in this
!ompany that has a !apped ;o Title 5i.e only those employees whose ;o Title Capping field is
ti!>ed6. See the Capping field on the ;oTitle form for more information page ''.
6t-er Sta33 1a0 8nter the ma9im#m n#mer of other (T8s 5staff e9ternal to TT &3&36 permitted in this !ompany.
6t-er Sta33 S!m 8nter the total of all the (T8 fig#res for the other staff.
.otal& Totals will e displayed. 3 !ompany that e9!eeds their !apping 5S#m greater than %a96 may e in
rea!h of employment pra!ti!es in their 4#risdi!tion.
Page 99
:eadings are #sed in Crossata reports 5any report with J!rosstaF in the name6 and appear at the top of !ol#mns of
data. 8a!h :eading shows totalled -al#es !al!#lated from one or more 3d4#stment Types. *hen entering a new
!ompany the #tton !an e #sed to insert defa#lt :eadings.
%ea#ing This is the te9t the appears at the top of !ol#mns or JheadingsF on the Crossta reports. 8a!h
!ompany !an ha-e a different set of :eadings. /n this way the Crossta reports for ea!h !ompany
!an e different. 3 heading !alled JOtherF will always e defined and this a!ts as a J!at!h-allF.
Se= The order in whi!h the headings are displayedB from left to rightB at the top of the Crossta reports.
This helps to order the !ol#mn headings in a logi!al and !lear wayB for e9ampleT showing the main
allowan!es efore the ded#!tions.
;ro!p %ore f#lly >nown as the &rint Gro#p and this helps to define more than one set of headings. The
ma9im#m n#mer of headings in a Crossta report is limited to ,7 d#e to the width of the 32 page
in lands!ape format. *hen more than ,7 headings are re=#iredB the e9tra headings !an e pla!ed
in a different Gro#p. *hen a Crossta report is pre-iewed and there is more than one Gro#p
definedB the #ser will need to spe!ify whi!h Gro#p of :eadings to #se in the report.
(or !ompanies that re=#ire more than ,7 headings or for !ompanies that re=#ire
different gro#ps of headings at different timesB setting #p se-eral Gro#ps is a
!on-enient way of =#i!>ly !hanging the !ol#mn headings #sed in the Crossta
reports.
(or !ompanies that re=#ire a large n#mer of headingsB two Gro#ps !an e
definedT one for the allowan!es and one for the ded#!tions perhaps. *hen
pre-iewing a Crossta report the report sho#ld e printed twi!eT on!e for ea!h
&rint Gro#p.
3nother e9ampleC 3 !ompany may li>e the headings on one Crossat report to
s#mmarise e-erythingB #t they may also li>e another Crossta report 5for
managers perhaps6 that has different headings showing 4#st the ded#!tions in
more detail.
A#*!&tment.ype This list shows the 3d4#stment Types that are !onsolidated 5i.e. totalled6 #nder the :eading
sele!ted on the left. /n the s!reenshot ao-eB the JO-ertimeF :eading will total #p a range of
different o-ertime 3d4#stment Types.
/f an 3d4#stment Type is not #sed #nder any of the :eadingsB then it ill not e
-isile from the Code list on the 3d4#stment form. /n this way any #nne!essary
3d4#stment Types !an e hidden from -iew. 0#e to the fa!t that ea!h !ompany
!an ha-e different headingsB it is therefore possile to ha-e some 3d4#stment
Types -isile only in those !ompanies where they are re=#ired.
Page 100
.a#slip Stationer#
The following tale lists the !hoi!es fo#nd in the &referred &ayslip field of the Company form and des!ries the
stationery and printer re=#irements for ea!h payslip report.
Margins (mm)
Payslip Report Name Paper Settings Printer Top Bottom Left Right
&ayslip 2-&art 32 ] A4 ,lan( A

20.0 20.0 20.0 20.0
&ayslip 2-&art 32 .y 8mployee <#mer ] A4 ,lan( A
20.0 20.0 20.0 20.0
&ayslip 2-&art 32 Te!h S#pplies ] A4 C?

,.02 ,,.6' 7.26 7.0,
&ayslip 3-&art 32 ] A4 C@ Z
3.03 ,2.,' 3.32 3.73
&ayslip 3-&art 32 3s Trim ] A4 C6

3.03 ,2.,' 3.32 3.73
&ayslip 3-&art 32 Trim ] A4 C6
3.03 ,2.,' 3.32 3.73
&ayslip 2-&art 32 Trim ] A4 22 Z

3.03 ,2.,' 6.37 ".02
&ayslip 2-&art 32 Trim .y S#rname ] A4 22 Z
3.03 ,2.,' 6.37 ".02
&ayslip 2-&art 32 *indow ] A4 CA Z

3.," ,2.,' 6.37 ".02
&ayslip 2-&art 32 *indow .y S#rname ] A4 CA Z
3.," ,2.,' 6.37 ".02
&ayslip 37 ] AD ,lan(

7.26 7.26 ,0.0 ,,.6'
&ayslip 37 3sen!e ] AD ,lan(
7.26 7.0, ,0.0 ,,.6'
&ayslip 37 .y 0epartment ] AD ,lan(

7.26 7.26 ,0.0 ,,.6'
&ayslip 89tended Thin ] CD Z
- - - -
&ayslip O-ertime 32 ] A4 ,lan( A

20.0 20.0 20.0 20.0
&ayslip &egas#s ] C4 Z
0 0 0 0
&ayslip &reprinted Thin ] CD Z

- - - -
&ayslip Standard 32 ] A4 ,lan( A
20.0 20.0 20.0 20.0
&ayslip Standard Thin ] CD Z

- - - -
&ayslip Verose 32 ] A4 ,lan( A
20.0 20.0 20.0 20.0
A4 The most !ommon paper siAe in the $1 is 32. /f a reportFs paper siAe needs to e !hangedB please refer to
the +eports E &re-iewing se!tion on page ,,0.
/f all the reports in TT &3&3 are printing in!orre!tly then the printer dri-er may e for!ing
in!orre!t defa#lts. (or e9ampleB the paper siAe JlegalF is -ery !ommon in the $S and is
sometimes set as the defa#lt y mista>e when *indows or a printer is installed. To !he!>
the printer dri-er defa#lts and settingsB refer to the &rinter 0ri-ers se!tion on page ,,,.
AD This paper siAe is half 32 siAe. /f a reportFs paper siAe needs to e !hangedB please refer to the +eports E
&re-iewing se!tion on page ,,0.
,lan( <ormal lan>B non-perforated paper that !an e p#r!hased from all stationers. TT &3&3 will draw all lines
and laels as re=#ired.
C? 3 spe!ial pre-printed type s#pplied y a 3
rd
party.
C@ Spe!ial pre-printed type s#pplied y a 3
rd
party.
CA Spe!ial pre-printed type s#pplied y a 3
rd
party. This paper type allowing 2 payslips to e printed on ea!h
sheet of perforated 32.
Page 101
C4 Spe!ial pre-printed type s#pplied y a 3
rd
party.
C#stom &aper SiAe is re=#ired for this payslip with *idth S 2,,mm and :eight S ,2"mm.
&rinter m#st e set to ha-e Mero &rintale 8dges for this layo#t to print !orre!tly.
&egas#s layo#t 2 5sealed6C &egas#s layo#t 2 5open6C

&egas#s layo#t 3 5sealed6C &egas#s layo#t 3 5open6C

Other &egas#s layo#ts !an also e p#r!hased. (or e9ampleB one layo#t #ses the ottom left of the payslip
for the employee address.
CD Spe!ial pre-printed paper is re=#ired as s#pplied y 8lite .#siness S#pplies 5Tel. 0,2', 272,2,6.
C#stom &aper SiAe is re=#ired for this payslip with *idth S 2,,mm and :eight S ,2"mm.
&ayslip Thin +ange 5sealed6C &ayslip Thin +ange 5open6C

C6 3 spe!ial pre-printed type s#pplied y a 3
rd
party.
A <ormal 32 &age SiAe settings are re=#iredT namely 20mm margins.
/f the report is not printing !orre!tly then &age Set#p sho#ld e !he!>ed. &lease refer to the +eports E
&re-iewing se!tion on page ,,0.
C C#stom &aper SiAeC
Some payslip reports are printed on non-standard siAed paper and the printer m#st e informed of this
Page 102
#n#s#al paper siAe. See the &rinter 0ri-ers se!tion 5page ,,,6 for instr#!tions on how to !reate a
C#stom &aper SiAe for yo#r printer.
Z Mero &rintale 8dgesC
The printer dri-er m#st e set so that there are no $nprintale 3reas that wo#ld otherwise !a#se
payslips to e printed in!orre!tly. This is re=#ired e!a#se different printers ha-e different $nprintale
3reas 5d#e to their me!hani!al design6 and in order to ens#re that the formatting of the payslip report
remains !onsistent for different printers the #nprintale areas m#st e set to Aero. See the &rinter
0ri-ers se!tion 5page ,,,6 for instr#!tions on how to set the $nprintale 3rea.
Sometimes Mero &rintale 8dges !an e a!hie-ed y setting the paper siAe to J32
.orderlessF.
These printers spray or roll in> onto the paper and therefore print on one s#rfa!e or pie!e of paper only.
The =#ality of printingB howe-erB !an e -ery high. &rinters of this type in!l#deC
Laser printersB s#!h as the :& Laser;et series.
/n> ;et printersB s#!h as the Cannon .#le-;et series.
*a9 printersB s#!h as the Nero9 &haser series.
These printers impa!t the paper and are therefore ideal for m#lti-layered or !aron-!opy payslips. &rinters
of this type in!l#deC
0ot matri9 printersB s#!h as the 8pson L@ series.
CheAue Stationer#
The following tale lists the !hoi!es fo#nd in the &referred Che=#e field of the Company form and des!ries the
stationery and printer re=#irements for ea!h payslip report.
Margins (mm)
C-e=!e Report Name Paper Settings Printer Top Bottom Left Right
Che=#e 3nsa!her ] C? Z
,.02 ,,.6' 3.2, 3.76
C? C#stom &aper SiAe is re=#ired for this payslip with *idth S ,"3mm and :eight S )'mm.
Page 103
Depart"ents
To open the 0epartment form sele!t Organisation then 0epartments from the Set#p men#. 0epartments may already
ha-e een set#p #nder the 0epartments ta of the Company #t with only the Code and <ame fields. This 0epartment
form !ontains se-eral other fields that !an only e entered e here.
Co#e 3 short !ode to identify the 0epartment.
ame The f#ll name of the 0epartment.
Print Se=!ence The order in whi!h the 0epartments will e printedB otherwise they will e printed alphaeti!ally.
Contact ame The name of the main person responsile for employees within the 0epartmentB s#!h as the
manager.
.ele-pone 0etails of how to !all the Conta!t.
+mail A##re&& 0etails of how to email the Conta!t.
A##re&& The lo!ation of the Conta!t.
1ar(!p )ate The per!entage applied to the Val#e of payslip re!ords 5that are in this 0epartment6 in order to
prod#!e a new %ar>ed $p Val#e that !an e #sed to in-oi!e or !harge the 0epartment. The
%ar>#p +ate is #sed y the -ario#s &ayslip/n-oi!e reports. 3 Criteria !an e #sed to sele!t 4#st
those payslip re!ords that are to appear 5and e %ar>ed $p6 on the in-oi!e. 3 typi!al #se for this
is when ea!h 0epartment !orresponds to a !lient in a temping agen!y.
3 0epartment Code !an e allo!ated to an employeeFs time when entering 3d4#stment
lines. The Val#e of the ad4#stment !an either e ased on the #s#al 8mployee &ay
+ate or spe!ifi! rates !an e assigned for ea!h 0epartment y #sing the 8mployee
Spe!ial 3d4#stment form 5a!!essed from the 8mployee :eader6.
Page 104
Users
One or more #sers will ha-e een set-#p when TT &3&3 was installed. <ew #sers !an e added at a later date or
e9isting details amended. This form sho#ld only e edited after logging in as TT/nstaller e!a#se only the TT/nstaller
has the ne!essary pri-ileges to alter #ser se!#rity.
Co#e 3 short !ode to identify the #serB #s#ally their initials.
ame The f#ll name of the #ser.
Pa&&$or# The password that the #ser m#st enter when logging in 5see Starting $p page "6. The &assword is
!ase-sensiti-e so lower!ase and #pper!ase letters sho#ld e #sed !aref#lly. &asswords !an only
e !hanged from this form.
;ro!p The gro#p that this #ser elongs to. 8a!h gro#p has !ertain rights and pri-ilegesC
Users /roup? Can #se TT &3&3 only as defined y the restri!tions in the $ser form.
3ny #ser-defined or tailored reports from the TT &3&3 .o9 !annot e
#sed.
0eporters /roup? 3s $sers Gro#p pl#s aility to !reate and #se tailored reports and
other o4e!ts.
(%"inistrators /roupC 3s +eporters Gro#p pl#s f#ll data a!!ess to Tales and
3dministration form.
(gents /roup? 3s 3dministrators pl#s a!!ess to ad-an!ed tools and TT &3&3
!omponent software.
S!per4i&ory U&er2 /f ti!>ed then the #ser has !ertain enhan!ed &ayroll related ailities on the 3d4#stment form. These
e9tra ailities sho#ld only e #sed y a S#per-isory $ser who is -ery well a!=#ainted with the
wor>ings of the 3d4#stment form. Some of the e9tra ailities in!l#deC
8diting the Last $sed 0ate field.
8diting the Show On SlipsQ field.
8diting the /n!ome Ta9Q field.
8diting the So!ial /ns#ran!eQ field.
8diting ad4#stment lines that ha-e een #sed in the !#rrent payroll period.
8diting of old ad4#stments.
C!rrently 5ogge#
6n2
/n a m#tli-#ser or networ> installation this o9 is a#tomati!ally ti!>ed when the #ser is logged in
and #sing TT &3&3B perhaps on another &C on the networ>. Clear this o9 5remo-e the ti!>6 to
for!e the #ser to logo#t. <o other #sers sho#ld e logged in to TT &3&3 if any wor> is eing done
to the dataaseB s#!h as Compa!ting and +epairing. 5See the $tility &rogram se!tion.6
Grant $ser (#ll 3!!essC This #tton gi-es the #ser a!!ess to all the CompaniesB (ormsB (ieldsB
+eports and Criteria a-ailale. This f#ll a!!ess !an then e !#rtailed y editing the lists #nder the
$ser 3!!ess se!tion.
+e#ild /nterfa!e (ileC /t is sometimes ne!essary to for!e a re#ild of an interfa!e file for a #ser.
This may e re=#ired when the #ser is trying to login #t is repeatedly instr#!ted to J#pgradeF their
Page 105
interfa!e file. There are other instan!es when the interfa!e file will e re#iltT see the +e#ilding
/nterfa!e (iles se!tion elow.
U&er Acce&& 8a!h ta !ontains a list of the CompaniesB (ormsB (ieldsB +eports and Criteria that the #ser is
permitted to a!!ess. .y in!l#ding or remo-ing items from the lists the #ser !an e granted or
denied a!!ess to the item.
(or e9ampleB in the s!reenshot of the $ser form ao-eB the (ields ta shows how to disale the
&ay&er$nit field so that when this #ser -iews the 8mployee form the &ay&er$nit field will e
in-isile.
/n a m#lti-!ompany installationB it is possile to limit the #ser to !ertain !ompanies onlyC
To limit the n#mer of forms shown in step * of the %ain Control &anelB #se the Show field on the
(orms ta elow. To pre-ent the editing of details on a formB !lear the 8dit field. To !ompletely
disale a form !lear the View field or delete the form the list. (or e9ampleB in the s!reenshot
elowB the .an> form !an e -iewed #t none of the details !hangedC
Criteria Filter 3or
+mpl
oyee&
/f the Standard @#ery Lang#age 5S@L6 part of a Criteria is ased on the _8mployee` tale instead
of the more #s#al _8mployees` =#ery then that Criteria !an e #sed to restri!t the -iew of
employees a-ailale to the !#rrent #ser. The following e9amples gi-e some ideas ao#t how this
field !an e #sedC
J3ll employees e9!ept 0ire!torsF
J3ll new employeesF
J3ll employees who wor> in the :ead Offi!e onlyF
3 Criteria (ilter !an therefore e #sed to limit the employees that !an e -iewed for two different
reasonsC
Se-urit#? So that the #ser !an -iew only those employees that they are permitted to see.
Convenien-e? So that the #ser !an -iew only those employees that they need to see in order to
perform their 4o f#n!tionB th#s ma>ing editing and reporting easier.
Criteria Filter 3or
A#*!&
tment
&
/f a normal CriteriaFs S@L is ased on the _3d4#stment` tale instead of the normal _3d4#stments`
=#ery then that Criteria !an e #sed to restri!t the -iew of ad4#stments a-ailale to the !#rrent
#ser. The following e9amples gi-e some ideas ao#t how this field !an e #sedC
JO-ertime ad4#stments only.F
J3sen!e type ad4#stments onlyB no payroll ad4#stments.F
3 Criteria (ilter !an therefore e #sed to pre-ent personnel staff from seeing payroll ad4#stments.
>nter3ace Pat- The f#ll path name of the #serFs li-e interfa!e file so that it !an e #pdated a#tomati!ally as
re=#ired. The notes elow m#st e f#lly appre!iated efore setting this field.
*hen se!#rity details are !hanged a new interfa!e file will e re=#ired y the
#ser e!a#se the @eys in the interfa!e file will ha-e een !hanged. <ormallyB
when a #ser logs in they will e ta>en to the $tility program so that they !an get
a !opy of their new interfa!e file 5see Starting $p page "6. .y setting this
/nterfa!e &ath fieldB howe-erB new interfa!e files will a#tomati!ally e !opied for
the #ser.
The 3dministratorFs &C will need to e ale to a!!ess ea!h #serFs /nterfa!e &ath.
3sol#te path names may therefore e re=#ired to a!!ess ea!h #serFs hard dis>
from the 3dministrators &C.
Page 106
0ebuil%ing 7nterfa-e 6iles
TT Software periodi!ally distri#tes #pgrades for TT &3&3 that in!l#de new feat#res and fi9 old #gs. 3n #pgrade
simply repla!es the master &3&3.md file in the TT Se!#rity folder. 3fter the master &3&3.md file has een
#pgraded it is ne!essary to re#ild all interfa!e files for all #sers. This !an e a!!omplished man#ally y first logging in
as TT/nstallerB performing any edits as re=#iredB and then !losing the $ser form. The following message will e
displayedC
*hen finishedB the message elow !onfirms that all interfa!e files ha-e een re#iltC
*hen the #sers login ne9tB they will e ta>en to the $tility program that will then !opy their new interfa!e file to the
!orre!t pla!e for them. The #ser !an then login as normal.
Page 107
Diar#
To open the 0iary form sele!t 0iary from the Set#p men#. 8a!h $ser has their own set of 0iary re!ords that are #sed
to a#tomati!ally dete!t !onditionsB e-ents and e9!eptions within the TT &3&3 dataase. The 0iary is a -ery powerf#l
feat#re of TT &3&3 that !an do a lot of tedio#s data !he!>ing a#tomati!allyB th#s red#!ing the n#mer of reports that
need to e printed o#t and !he!>ed.
One 0iary entry is displayed at a time together with a list of Jres#ltsFC
Co#e The !ode of the $ser whose 0iary is displayed.
ame The name of the $ser whose 0iary is displayed.
Searc- ,y Co#e Choose a different $ser from this list to e9amine another $serFs 0iary. /t is possile to pla!e
alarms and reminders in other peopleFs 0iary.
De&cription 3 #ni=#e des!ription of this 0iary e-ent.
Stan#ar#
7!ery
5ang!age
3lso >nown as S@L. The te!hni!al engine that is the heart of all 0iary logi! !onsisting of
e9pressions that are either tr#e or falseB s#!h asC
8mployee.0epartmentSF3dminF or
8mployee.&ay&er$nit \ ,0.00
0esigning S@L from s!rat!h !an e diffi!#lt #t TT &3&3 will type in S@L for
yo# when yo# do#le !li!> on any field in the 8mployee or 3d4#stment related
forms while the 0iary form is open.
(or e9ampleB open the 0iary form and the 8mployee form then do#le !li!> on
the 8mployee S#rnameB 0ate Of .irth and &ay &er $nit fields. The S@L
appears a#tomati!ally on the 0iary form and !an e man#ally edited and
refined.
The S@L synta9 for a diary entry !orresponds to the synta9 of an S@L *:8+8
!la#se.
The 3dministrator may need help with designing the more !omple9 diary entries.
0esigning diaries to meet indi-id#al needs is one of the areas !o-ered y the
S#pport 3gentB who will e only too happy to pro-ide the S@L part of a new diary
entry.
1emo Some notes of what a!tion to ta>e when this 0iary e-entB alarm or reminder is displayed.
Page 108
or
+mployee )e&!lt& /f the 0iary !on!erns employees then the res#lts in!l#de details ao#t employees.
A#*!&tment )e&!lt& /f the 0iary !on!erns ad4#stments then the res#lts in!l#de details ao#t employees and their
ad4#stments.
Silent This o9 is not ti!>ed when an employee first appears in the res#lts list. /n the !ase where the
$ser is !onstantly eing reminded ao#t the same 0iary e-ent for the same employee repeatedlyB
the res#lt !an e silen!ed y ti!>ing this o9. 3 silent res#lt will no longer !a#se a 0iary 3larm
%essage to e displayed.
(lar" Message
*hen logging in to TT &3&3 and after !hoosing a !ompany in step of the %ain Control &anel any 0iary e-ents for
the !#rrent #ser that ha-e at least one non-silen!ed res#lt will e displayedC
!4a"ples
Some e9amples are shown elow of 0iary remindersB e-ents and alarmsC
K3n employeeFs +ight To *or> will soon e9pire.L
K3n employee will hit their ,0
th
anni-ersary with the !ompany ne9t month.L
KSomeone has een with the !ompany o-er a month and we ha-e not re!ei-ed their S/ Card.L
KSomeoneFs holiday entitlement ends in 3 months #t they ha-e oo>ed #nder ,0R of their holidays.L
K%ore than " ho#rs o-ertime e9ist for someone in 3dmin last month.L
KSomeone has had %onday lateness ded#!tions at least 3 times already this year.L
KSomeone is !ontri#ting more than 7R to their pension.L
KSomeone has een si!> for more than 3 days in a row.L
KSomeone has oo>ed a holiday o-er o#r #sy year end.L
K3 !o#rse is o-er-allo!ated for the siAe of the -en#e.L
KSomeone has e9!eeded P2B000 worth of training this year.L
KLess than 70R of the spa!es on a oo>ed !o#rse that starts ne9t wee> are f#ll.L
KSe-eral employees ha-e e-al#ated a !o#rse as -ery ad.L
Page 109
0eports
.revie3ing
3 report is pre-iewed on s!reenB y defa#ltB and all pre-iews ha-e the following toolarC
Print &rint entire report dire!tly to the !#rrent printer.
Page Set!p Vario#s options are a-ailale whi!h will e sa-ed with the !#rrent report and applied the ne9t time
the report is pre-iewedC
Change the orientation of the paper 5printed payslips only6.
Change the paper siAe and margins 5printed payslips only6.
Change the printer for this report 5any report6.
%argins are #s#ally set to 20mm all aro#ndC
Page 110
&age Orientation is either &ortrait or Lands!apeC
&aper SiAe is nearly always 32.
The 0efa#lt !an e #sed or a Spe!ifi! &rinter sele!tedC
3ll TT &3&3 reportsB with the e9!eption of some spe!ialist payslip stationeryB are formatted to
wor> with &aper SiAe J32F and %argins of J2!mF all aro#nd. %ost report printing prolems !an e
sol-ed y !he!>ing that these settings are inta!t.
/f all reports in TT &3&3 are eing printed in!orre!tly then the #nderlying
*indows printer dri-er may e set to an in!orre!t paper siAeB s#!h as JLegalF. To
!hange the printer dri-er detailsB see the &rinter 0ri-ers se!tion on page ,,,.
? Page
@ Page&
1!ltiple Page&
These #ttons display the report in different ways. The report will always e printed the same
wayB howe-er.
Zoom 3 per!entage !an e sele!ted to Aoom in or o#t of the report.
Clo&e Close the report pre-iew and do not print anything.
633ice 5in(& $sed to e9port the report to *ord or 89!elB see the 89port se!tion elow.
.rinter Drivers
This se!tion is only re=#ired when all TT &3&3 reports are eing formatted or printed in!orre!tly. The
!a#se of this prolem is #s#ally the *indows printer dri-er.
8a!h printer !onne!ted to the &C is !ontrolled y a printer dri-er that is installed and maintained y *indows 5not TT
&3&36. The printer dri-er !ontains details and defa#lts ao#t the printer so that programs li>e *ordB 89!el and TT
&3&3 !an print to the printer.
The printers installed on a &C !an e a!!essed from *indows y #sing the Start men# as shown elowC
? Cli!> Start and sele!t &rinters from the Settings men#B as shown elowC
Page 111
@ 3 list of installed printers will appearB similar to the list elowC
A :ighlight a printer and sele!t &roperties from the (ile men#. 3 &roperties formB similar to the one elowB will e
displayed. .e!a#se different printers #se different dri-ersB the &roperties form is #nli>ely to e e9a!tly the
same. 8ssential elements in!l#de the aility to !reate a JC#stomF paper siAe and the aility to !hange the
$nprintale 3reaC
Page 112
C!&tomer Paper SiEe
Only !ertain payslip report layo#ts
re=#ire a C#stom &aper SiAe to e
defined.
<ot all printers ha-e the aility to set-#p a
C#stomer &aper SiAe and so !are m#st e
ta>en when !hoosing a printer.
To set-#p a JC#stomF paper siAe sele!t the JC#stomF option from the &aper SiAe o9 of the &roperties form 5see the
8pson L@'60 &roperties s!reenshot ao-e6. The dialog elow will then as> for the paper *idth and Length 5i.e.
height6C
The &ayslip Stationery se!tion 5page ,0,6 details the *idth and Length re=#irements for a range of !#stom payslip
siAes.
Unprinta"le Area
Only !ertain payslip report layo#ts
re=#ire an $nprintale 3rea to e
defined.
<ot all printers ha-e the aility to set-#p an
$nprintale 3rea and so !are m#st e ta>en
when !hoosing a printer.
&ress the $nprintale 3rea #tton on the &roperties form 5see the 8pson L@'60 &roperties s!reenshot ao-e6 and the
dialog elow will as> for the meas#rements of the edges of the paper that !annot e printed on. %ost printer dri-ers will
spe!ify some amo#nt of #nprintale spa!e. Some TT &3&3 payslip reports re=#ire that the #nprintale area to e set
to Aero to ens#re that the formatting of the payslip report remains !onsistent a!ross different printers with different
#nprintale areas. To set Mero &rintale %argins ens#re that all the #nprintale areas are set to AeroC
Page 113
Set to Aero.
Data 0estri-tions
The report eing pre-iewed may not !ontain all the data a-ailale. The displayed data !an e restri!ted in 2 waysC
,. (or reporting reasons the #ser !an apply their own !riteria to a report so that only !ertain employeesB ad4#stmentsB
payslips or !o#rses are in!l#ded. This is !alled a Criteria.
2. (or se!#rity or administrati-e reasons the !#rrent #ser may not e permitted to -iew all re!ords or all fields. These
restri!tions !an e applied y an 3dministrator or 3gent from the $ser form. This is !alled a $ser (ilter.
The top of ea!h report shows the title of the report and any Criteria or (ilter !#rrently appliedC
!4porting
3 pre-iewed report !an e e9ported to *ord or 89!el.
:or%
3ny pre-iewed report !an e e9ported to *ord. The e9port #ses an +T( file format 5+i!h Te9t (ormat6 that does not
s#pport linesB o9es or graphi!s. ThereforeB some of the reportFs graphi!al elements will not e e9ported to *ord.
On!e *ord has started and the report displayedB the do!#ment !an e edited and sa-ed li>e any other. The do!#ment
may need a password to safeg#ard sensiti-e information.
!4-el
+eports with !ol#mns !an e e9ported to 89!el and !an then e edited and sa-ed li>e any other sheet. +eports witho#t
!lear !ol#mns may not e9port as e9pe!ted. Only the !ol#mns that appear on the report are e9ported. The 89!el sheet
may need a password to safeg#ard sensiti-e information.
Page 114
!"plo#ee 0eports
To open the 8mployee +eports form sele!t 8mployee from the +eports men#. These reports are ased on employee
data only 5i.e. not ad4#stments or payslips6. 3ll employee reports are a-ailale from this s!reen y following the 3
steps elowC
1 One or more parti!#lar employees !an e man#ally sele!ted for in!l#sion into a report. To sele!t m#ltiple
employees #se the Shift >ey to sele!t a range of employees or the Control >ey to sele!t f#rther employees on an
indi-id#al asis.
/f no employees ha-e een man#ally sele!ted ao-e then a !riteria !an e !hosen from the list whi!h
a#tomati!ally sele!ts or filters those employees whi!h are to e in!l#ded in the report. 3 !riteria always operates
on the latest dataB so the same !riteria may yield a different list of employees on different days.
& Choose a report that will in!l#de all employees or those sele!ted ao-e. The report will then e displayed.
This #tton will e9port the entire 8mployees =#ery to 89!elB filtered to in!l#de those employees
sele!ted in steps 1 or ao-e. The 8mployees =#ery !ontains all employee related fields that the
#ser is permitted to -iew.
This #tton starts the report wiAard. /f the report name is sa-ed with the prefi9 J8mployeeF and a
#ser has een granted a!!ess to #se the report then it will e displayed in step & the ne9t time the
form is opened and !an e #sed li>e any other report. See the Tailoring se!tion for more details.
3 great deal of fle9iility !an e a!hie-ed y mi9ing !riteria and reports. (or e9ampleB the
8mployee0ates report displays interesting data #t e!omes really #sef#l when !omined with the
!riteria J8mployees approa!hing retirementF. 3ny n#mer of new !riteria !an e !reated y the
3dministrator #ser for #se with reports. 5See the Criteria se!tion.6
Sa"ple 0eports
The following pages display some report samplesD
Page 115

Page 116

Page 117
(%)ust"ent 0eports
To open the 3d4#stment +eports form sele!t 3d4#stment from the +eports men#. These reports are ased on employee
and ad4#stment data only 5i.e. not payslips6.
1 3 date range is re=#ired to filter o#t those ad4#stments to e in!l#ded in the report. 8ither ti!> one of the o9es to
a#tomati!ally enter some of the more !ommon date ranges or man#ally enter a date range. The date range
entered !an e interpreted in , of 3 ways 5one of whi!h m#st e !hosen with the radio or !ir!#lar #ttons6C
a6 6nly A#*!&tment& &tarting in #ate&C Only those ad4#stments with a Start 0ate within the date range will e
in!l#ded. The ad4#stment 8nd 0ate is ignored. (or e9ampleT this is #sed to in!l#de any ad4#stments started
within the date range and !an therefore e #sed to answer s#!h =#estions as Kwho started any o-ertime this
monthQL
6 6nly A#*!&tment& en#ing in #ate&8 Only those ad4#stments with an 8nd 0ate within the date range will e
in!l#ded. The ad4#stment Start 0ate is ignored. (or e9ampleT this is #sed to in!l#de any ad4#stments ending
within the date range and !an therefore e #sed to answer s#!h =#estions as Kwho ret#rns from holiday this
wee>QL
!6 Any A#*!&tment& t-e&e #ate& are in8 3ny ad4#stment with a Start 0ate or 8nd 0ate within the date range will e
in!l#ded. (or e9ampleT this is #sed to in!l#de any asen!e ad4#stments that o-erlap 5either at the eginning
or end of the asen!e period6 with the date range and !an therefore e #sed to answer s#!h =#estions as
Kwho will e away for any part of this wee>QL
3 !riteria !an e !hosen from the list whi!h a#tomati!ally sele!ts or filters those employees andEor ad4#stments
whi!h are to e in!l#ded in the report. 3 !riteria always operates on the latest dataB so the same !riteria may yield
a different list of employees on different days.
& Choose a report that will in!l#de all ad4#stments or only those sele!ted ao-e. The report will then e displayed.
This #tton will e9port the entire 3d4#stments =#ery to 89!elB filtered to in!l#de those employees
andEor ad4#stments sele!ted in steps 1 or ao-e.
This #tton starts the report wiAard. /f the report name is sa-ed with the prefi9 J3d4#stmentF and a
#ser has een granted a!!ess to #se the report then it will e displayed in step & the ne9t time the
form is opened and !an e #sed li>e any other report. See the Tailoring se!tion for more details.
3 great deal of fle9iility !an e a!hie-ed y mi9ing !riteria and reports. (or e9ampleB the
3d4#stments.yType report is lengthy #t e!omes more rele-ant when !omined with the !riteria
J3sen!e of greater than 3 days onlyF.
Page 118
Sa"ple 0eport
The following page is a report sampleC
Page 119
.a#slip 0eports
To open the &ayslip +eports form sele!t &ayslip from the +eports men#. These reports are ased on
employee and payslip data only 5i.e. not ad4#stments6.
1 3 date range is re=#ired to filter o#t those payslips to e in!l#ded in the report. 8ither ti!> one of the o9es to
a#tomati!ally enter some of the more !ommon date ranges or man#ally enter a date range. The date range
entered !an e interpreted in , of 2 ways 5one of whi!h m#st e !hosen with the radio or !ir!#lar #ttons6C
a6 ,y perio# #ate& onlyC Only those payslips with a Start 0ate within the date range will e in!l#ded. The payslip
period 8nd 0ate is ignored. (or e9ampleT this is #sed to in!l#de any payslips entered in a parti!#lar period
regardless of when they were a!t#ally paid to an employee.
6 ,y Pay Date& only8 Only those payslips with a &ay 0ate within the date range will e in!l#ded. The payslip
period dates are ignored. (or e9ampleT this is #sed to in!l#de any payslips y the date they were a!t#ally paid
to an employeeB regardless of the payroll period they were entered. Sele!ting y J&ay 0ates onlyF ens#res that
report totals mat!h the totals on the &ayslip Generation form and any an> payment instr#!tions.
3 !riteria !an e !hosen from the list whi!h a#tomati!ally sele!ts or filters those employees andEor payslips whi!h
are to e in!l#ded in the report. 3 !riteria always operates on the latest dataB so the same !riteria may yield a
different list of employees on different days.
& Choose a report that will in!l#de all payslips or only those sele!ted ao-e. The report will then e displayed.
This #tton will e9port the entire &ayslip tale to 89!elB filtered to in!l#de those employees andEor
payslips sele!ted in steps 1 or ao-e.
This #tton starts the report wiAard. /f the report name is sa-ed with the prefi9 J&ayslipF and a #ser
has een granted a!!ess to #se the report then it will e displayed in step & the ne9t time the form
is opened and !an e #sed li>e any other report. See the Tailoring se!tion for more details.
Page 120
Sa"ple 0eport
The following page is a sample of one of the -ery !ommonly #sed Crossta reportsC
The !ol#mns in this report are defined from the 3d4#stment Type form 5see the 3d4#stment Type se!tion6.
.a#slip Crosstab 0eports
These reports in!l#de a !ol#mn !alled KOtherL. This !ol#mn will always !ontain all -al#es for all 3d4#stment Types that
do not appear in any of the other !ol#mns on this page. This ens#res that the fig#res on the Crossta reports always
present the f#ll analysis.
The Company :eadings ta is #sed to !reate the :eadings for the Crossta reports and one of the :eadings is
a!t#ally e9pli!itly !alled KOtherL. This :eading does not need to !ontain e-ery 3d4#stment Type e!a#se the KOtherL
!ol#mn of the Crosstas reports will always in!l#de any 3d4#stment Types that do not already appear in any of the
other !ol#mns.
Page 121
Training 0eports
To open the Training +eports form sele!t Training from the +eports men#. These reports are ased
on employee and training data only.
1 3 date range is re=#ired to filter o#t those !o#rses or e9ams to e in!l#ded in the report. 8ither ti!> one of the
o9es to a#tomati!ally enter some of the more !ommon date ranges or man#ally enter a date range. The date
range entered !an e f#rther interpreted in , of 2 ways 5#sing the radio or !ir!#lar #ttons6C
a6 >ncl!#e "lan( #ate&C /n addition to training re!ords eing sele!ted y the Co#rse or 89am 0ateB any lan> dates
will also e sele!ted.
6 ,lan( #ate& onlyC Only training re!ords with lan> Co#rse or 89am dates will e sele!ted.
One or more parti!#lar employees !an e man#ally sele!ted for in!l#sion into a report. To sele!t m#ltiple
employees #se the Shift >ey to sele!t a range of employees or the Control >ey to sele!t f#rther employees on an
indi-id#al asis. This step is optional.
& 3 !riteria !an e !hosen from the list whi!h a#tomati!ally sele!ts or filters those employees andEor !o#rses whi!h
are to e in!l#ded in the report. 3 !riteria always operates on the latest dataB so the same !riteria may yield a
different list of res#lts on different days.
* Choose a report that will in!l#de all !o#rses or those sele!ted ao-e. The report will then e displayed.
This #tton will e9port the entire Co#rse tale to 89!elB filtered to in!l#de those employees andEor
!o#rses sele!ted in steps 1 or ao-e.
This #tton starts the report wiAard. /f the report name is sa-ed with the prefi9 JCo#rseFB J89amF or
JTrainingF and a #ser has een granted a!!ess to #se the report then it will e displayed in step &
the ne9t time the form is opened and !an e #sed li>e any other report. See the Tailoring se!tion
for more details.
Page 122
3 great deal of fle9iility !an e a!hie-ed y mi9ing !riteria and reports. Some e9amples of !riteria areC
JCo#rses for year 2000 only.F
JCo#rses with e9ams.F
JCo#rses of type /T only.F
JCo#rses in the f#t#re that are f#lly oo>ed.F
$o3 To
Get a list of employees who ha-e not ta>en a J(ra#dF type of !o#rse this year yetC
+eportC Co#rse<o8mployeeTraining
*ith CriteriaC JCo#rses of type (ra#d only for this year.F
Get a list of how m#!h ea!h !o#rse s#pplier has !ost the !ompany this yearC
+eportC TrainingCo#rse.yS#pplier
*ith CriteriaC JCo#rses this year.F
&rint e-al#ation forms for those employees who need oneC
+eportC TrainingCo#rse8-al#ation(orm
*ith CriteriaC J8mployees who ha-e !ompleted a !o#rse #t not ret#rned their 8-al#ation Sheet.F
Page 123
(uthorit# 0eports
To open the 3#thority +eports form sele!t 3#thority from the +eports men#. This form is #sed for Ta9 and So!ial
/ns#ran!e ret#rns.
1 8nter the @#arter and Gear for the +et#rns. The %onth and *ee> n#mers sho#ld not e altered. Old @#arters
!an e entered to perform a re-print or re-e9port to dis>. (or ;ersey /T/S ret#rns sele!t 4#st one %onth.
Choose a report or !li!> an 89port #tton. (or those ;#risdi!tions that s#pport ret#rns y emailB #se the Set#p
;#risdi!tions form ens#re that an email address is entered for the /n!ome Ta9 or So!ial Se!#rity a#thorities.
/uernse# 7n-o"e Ta4 an% So-ial Se-urit#
To email Ta9 or So!ial /ns#ran!e ret#rnsB !ertain en!ryption software is #sed to pre-ent o#tsiders
from e9amining the data in the files s#mitted y email. This software is !alled +et#rns Creator. /f
the en!ryption software does not wor> or an error message is displayed after pressing one of the
89port #ttonsB then the en!ryption software may need to e installed again from the /n!ome Ta9 or
So!ial Se!#rity a#thorityFs +et#rns Creator dis>. The a#thorityFs installation dis>s !an e otained
for free from the rele-ant a#thority and may !ontain e9tra software #tilities than !an e installed
andEor ignored.
0eturns Creator version 1?
The email addresses to #se for the ret#rns m#st e entered on the Set#p
;#risdi!tions form and are as followsC
0eturns Creator version 1 in ''6?
0#ring 2006 the G#ernsey So!ial Se!#rity 3#thority in!orre!tly told people to #se
their new email address 5ret#rns!reatorassd.go-.gg6 instead #t this email
address does not wor> with their software. &lease #se the original email address
insteadB as shown in the s!reen shot ao-e. The same prolem applies to the
G#ernsey /n!ome Ta9 3#thority.
0eturns Creator version ?
/f yo# ha-e installed +et#rns Creator -ersion 2.0 5as indi!ated on the C0 from the
States of G#ernsey6 then yo# m#st #se following email addresses to ens#re that
the ret#rns are pro!essed !orre!tlyC
Page 124
@erse# So-ial Se-urit#
7ntro%u-tion
3s of ,
st
;an#ary 200" the ;ersey So!ial Se!#rity +et#rns !an only e s#mitted y floppy dis>. /n
spe!ial !asesB howe-erB it is possile to re=#est to email the file to the 3#thority.
8a!h indi-id#al ;ersey !ompany m#st s#mit a test dis> to the So!ial Se!#rity 3#thority efore
s#mitting a li-e dis> for a f#ll @#arter. The test dis> !an e for a @#arter that has not yet finishedB
s#!h as the !#rrent @#arter.
;ersey !ompanies will not ha-e a &re-iew *ee>ly S/ #tton e!a#se all ;ersey ret#rns are s#mitted
on a monthly asis.
@erse# 7n-o"e Ta4
7ntro%u-tion
$p #ntil and in!l#ding the year ending 3,
st
0e!emer 2007B ;ersey !ompanies need only perform the
/n!ome Ta9 +et#rns for @#arter 2B i.e. on!e at the yearend. *hen entering 2 for the @#arterB ens#re
that the %onths are , to ,2. (rom ,
st
;an#ary 2006 ;ersey !ompanies will e re=#ired to s#mit
ret#rns monthly for the new /n!ome Ta9 System 5/TS6.
$o3 it 3orks
;ersey /T/S ret#rns will always e emailed to empreta4syta9.org. 3 te!hni!al
des!ription of the pro!ed#re is as followsC
,. 3 file ending in J9mlF will e !reated in the TT 0ataase folderB !ontaining the
ret#rns for a single month. The file !ontains Gear To 0ate fig#res so there is no
need for another set of ret#rns at year end.
2. /f an /Ta9 email address has een entered on the Set#p ;#risdi!tion form for
J;erseyF thenC
2.,. 3 spe!ial -alidation and en!ryption lirary written y the ;ersey /n!ome
Ta9 3#thority is #sed y TT &3&3 to -alidate the data in the J9mlF ret#rns
file. /f this lirary is not wor>ing it !an e installed or #pgraded y r#nning
the ma!ro JSet#p /TS[8mp0LLF.
2.2. 3n en!rypted file is then !reated ending in J9ml[en!F. 8n!ryption software
is #sed to pre-ent o#tsiders from e9amining the data in the files s#mitted
y email. /f there are no prolems with this file then TT &3&3 !reates an
email #sing the email address entered on the Set#p ;#risdi!tion form.
2.3. /f the -alidation !he!> dete!ts any prolems then a file ending in JerrF will
e !reated and TT &3&3 will display a spe!ial s!reen 5see elow6 to assist
the #ser in determining the !a#se of the prolem. 3ll prolems m#st e
resol-ed efore a -alidated and en!rypted file will e emailed.
3. /f an /Ta9 email address has not een entered on the Set#p ;#risdi!tion form for
J;erseyF thenC
Page 125
3.,. 3 separate -alidation and en!ryption program written y the ;ersey
/n!ome Ta9 3#thority will start and pro!ess the J9mlF ret#rns file that TT
&3&3 has !reated. /f this program does not start then r#n the ma!ro
JSet#p /TS[8mp8N8F to install it. This program !an also e started
anytime y r#nning the ma!ro J+#n /TS[8mp89eF.
(%vi-e for preparing the @erse# 7TS 0eturns

To assist yo# with yo#r first ;ersey /n!ome Ta9 System ret#rns for ;an#ary 2006B
please read the following notesC

!"plo#ee 7nfor"ation
&lease ma>e s#re that e-ery employee has a -alid Ta9 +ate and Ta9 +eferen!e on
the 8mployee form. /f yo# are trying to enter a Ta9 +ate of ,RB yo# may need to
type in 0.0, instead. This will e fi9ed in the ne9t -ersion of TT &3&3.

7Ta4 De%u-tions
Some employeeVs ta9 ded#!tions may sometimes e o#t y a few pen!e when
!ompared to fig#res prod#!ed y pen and paper. The ;ersey /n!ome Ta9 3#thority
say that this o!!asional slight differen!e !an e ignored. Version 3.70 of TT &3&3
will fi9 this anomaly.

7TS !"ail (%%ress
To !he!> that the !orre!t email address is eing #sed for the /TS +et#rnsB please
sele!t ;#risdi!tion from the Set#p men# and #se the green o9 to find ;ersey.
8ns#re that the /T3N email address is empreta4syta9.org

The S/ email sho#ld e lan> as they only s#pport ret#rns y floppy dis> at the
moment 5;an 20066.

!"ailing the 0eturns
Choose 3#thority from the +eports men# and fill o#t step , as shown elow. <ote
that the %onths m#st e from , to , as shown. (or (er#ary they need to e from 2
to 2 and so on. This is e!a#se the /TS +et#rns are done monthly #t the So!ial
/ns#ran!e +et#rns are done =#arterly. (or the So!ial /ns#ran!e +et#rns at the end
of =#arter , enter %onths from , to 3 as #s#al.
Then press the 89port /n!ome Ta9 +et#rns y email #tton. TT &3&3 will tell yo#
the name and lo!ation of the file that needs to e emailed for the ret#rnsB and then
start an email for yo#. Go# will need to atta!h the file to the email.

.roble"s 3ith the 0eturns
The /TS +et#rns are o-er f#ssy ao#t the data and may !omplain ao#t some fields
eing filled o#t in!orre!tly in TT &3&3. &lease follow the pointers elow to help
resol-e these type of prolemsC

;a% or ;lank Ta4 0eferen-e
/f yo# do not >now an employeeVs Ta9 +eferen!e and ha-e left it lan> then this may
Page 126
e re4e!ted. $se the 8mployee form to enter a d#mmy Ta9 +eferen!e li>e .M00,.
8ns#re that any letters are entered in C3&/T3LS. Some time in the f#t#re ;ersey
/TS will fi9 their ro#tine to allow lan> Ta9 +eferen!esB #t for now a d#mmy
referen!e is re=#ired.

;a% So-ial 7nsuran-e 0eferen-e
8-en tho#gh an employeeVs So!ial /ns#ran!e +eferen!e may loo> fineB the /TS
+et#rns email may re4e!t it. /n this !aseB please delete the old So!ial /ns#ran!e
+eferen!e from the 8mployee formB !lose and reopen the formB and type it in again
afresh. 8ns#re that any letters are entered in C3&/T3LS.

/f yo# ha-e left the So!ial /ns#ran!e +eferen!e lan>B please enter a d#mmy
referen!e li>e ;G000000..

Unkno3n proble"s
Sometimes the /TS ret#rns will fail #t not say why. &lease !he!> that the following
fields do not !ontain any #n#s#al !hara!ters s#!h as W . b \ V Y 6 5 and so on.
/deally there sho#ld only e letters in these fields.
8mployee S#rname
8mployee ;o title
Company <ame
(or f#rther s#pport please email the file ending in JerrF fo#nd in yo#r TT 0ataase
folder to #s and !all o#r :elp 0es>.
Page 127
@erse# ;enefits 7n <in%
9vervie3
The information entered on the 8mployee .enefits /n 1ind s!reens !an e s#mitted to the ;ersey
/n!ome Ta9 3#thority at the end of the year. Version 3."0 and later of TT &3&3 prod#!es an
appro-ed ./1 +et#rn file that !an e s#mitted as followsC
,. Choose @#arter 2 and !he!> that the Gear is !orre!t.
2. 8nter %onths ,2 to ,2 for 0e!emer as ./1 +et#rns are only done in 0e!emer.
3. 3 new #tton will appear at the ottom of the s!reen spe!ifi!ally 4#st for ./1 +et#rns.
2. &ress the ./1 +et#rns #tton and email the ret#rns file as #s#al 5TT &3&3 will tell yo# the
name of the file to in!l#de in the email6.
The ./1 +et#rns file does not !ontain any /TS information and therefore !an e sent independently of
the 0e!emer /TS +et#rns. This is most #sef#l when the ./1 +et#rns are not ready at the same time
as the /TS +et#rns or when yo# need to res#mit #pdated ./1 ret#rns at a later date.
$o3 it 3orks
;ersey ./1 ret#rns will always e emailed to empreta4syta9.org. 3 te!hni!al
des!ription of the pro!ed#re is as followsC
,. 3 file ending in J./1.9mlF will e !reated in the TT 0ataase folderB !ontaining
the ./1 data for a whole year.
2. /f an /Ta9 email address has een entered on the Set#p ;#risdi!tion form for
J;erseyF thenC
2.,. 3 spe!ial -alidation and en!ryption lirary written y the ;ersey /n!ome
Ta9 3#thority is #sed y TT &3&3 to -alidate the data in the J./1.9mlF
ret#rns file. /f this lirary is not wor>ing it !an e installed or #pgraded y
r#nning the ma!ro JSet#p /TS[8mp0LLF.
2.2. 3n en!rypted file is then !reated ending in J./1.9ml[en!F. 8n!ryption
software is #sed to pre-ent o#tsiders from e9amining the data in the files
s#mitted y email. /f there are no prolems with this file then TT &3&3
!reates an email #sing the email address entered on the Set#p ;#risdi!tion
form.
2.3. /f the -alidation !he!> dete!ts any prolems then a file ending in JerrF will
e !reated and TT &3&3 will display a spe!ial s!reen 5see elow6 to assist
the #ser in determining the !a#se of the prolem. 3ll prolems m#st e
resol-ed efore a -alidated and en!rypted file will e emailed.
3. /f an /Ta9 email address has not een entered on the Set#p ;#risdi!tion form for
J;erseyF thenC
3.,. 3 separate -alidation and en!ryption program written y the ;ersey
/n!ome Ta9 3#thority will start and pro!ess the J./1.9mlF ret#rns file that
TT &3&3 has !reated. /f this program does not start then r#n the ma!ro
JSet#p /TS[8mp8N8F to install it. This program !an also e started
anytime y r#nning the ma!ro J+#n /TS[8mp89eF.
Page 128
7sle 9f Man 7n-o"e Ta4 an% So-ial Se-urit#
/sle Of %an !ompanies need to s#mit a T,2 ann#allyB either printed or on dis>. TT &3&3 generates
T,2Fs a#tomati!ally. The T,2 !ontains oth Ta9 and So!ial /ns#ran!e information. The T,2 sho#ld
e a!!ompanied y a hand-entered T3" and s#mitted toC
/n!ome Ta9 0i-isionB
Go-ernment Offi!eB
0o#glasB
/sle of %anB /%, 3TN.
There is no need to pro-ide employees with a T,2 !ertifi!ate e!a#se the TT &3&3 payslips !ontain
all the rele-ant Gear To 0ate fig#res that the employee needs.
Page 129
(u%it 0eports
To open the 3#dit +eports form sele!t 3#dit Log from the +eports men#. This form is #sed to e9amine !hanges that
#sers ha-e made to the dataase and is therefore part of the se!#rity !ontrol system of TT &3&3.
(or the 3#dit Log to e9ist and e #pdated e-ery time a #ser edits dataB the 3#dit Log On !he!>o9 in the Company
form m#st e ti!>ed 5see the Company form page )"6.
1 8nter a date range that will e #sed to e9tra!t re!ords from the 3#dit Log. (or e9ampleB in the s!reenshot ao-eB
any edits made in ;an#ary 2002 will e retrie-ed.
Choose a $ser so that the 3#dit Log e9amines only the edits of a parti!#lar #ser. (or e9ampleB in the s!reenshot
ao-eB we may only e interested in what #ser J;SF has done to the dataase in ;an#ary 2002.
& Choose a field. The report will in!l#de only edits to that parti!#lar field. (or e9ampleB in the s!reenshot ao-eB only
!hanges to the J.an>CodeF field will e displayed in the report.
* Choose an employee to limit the report res#lts to edits made to a parti!#lar employeeFs data only. This is #sef#l in
sit#ations where some dis!repan!y has een dete!ted and the so#r!e of any !hanges needs to e e9amined.
Page 130
Charts
Charts are a -ery #sef#l way to e9amine data and trends. The following !harts are installed as standard.
(bsen-e Da# Sprea%
Choose a year and asen!e type for the !hartC
(bsen-e T#pe .ie
Choose a year for the !hartC
(ge Sprea%
Shows the age distri#tion of all employees within the
!hosen Company.
Servi-e Length
Shows the ser-i!e length for all employees within the
!hosen Company.
Other !harts are added to TT &3&3 from time to time.
Page 131
Tailoring
$sers !an !reate their own o4e!tsT spe!ifi!ally @#eriesB (ormsB +eports and %a!ros. %i!rosoft 3!!ess m#st e
installed to !reate o4e!ts. 0#e to the te!hni!al nat#re of @#eriesB (orms and %a!rosB only the !reation of #ser-defined
+eports will e !onsidered.
3 +eport is est #sed for presenting information that re=#ires formattingB s#!h as se!tions and s#totals. 3 wiAard
e9ists to help in the !reation of a report.
3 @#ery is est #sed for simple listsB #t is a little more te!hni!al in nat#re than report writing. 3 %a!ro is #sed to
perform spe!ial ro#tine tas>s and !an e !omple9 to design. <either @#eries nor %a!ros are re=#ired -ery often.
The TT .(.( ;o4
3ll #ser-defined or tailored reports are !reated from within the TT &3&3 interfa!e. 3 !opy of a tailored +eport m#st
also e stored in the TT &3&3 .o9 for the following reasonsC
Other #sers on other &Cs may need to #se the tailored report and they !an get a !opy of it from the TT &3&3
.o9. The TT &3&3 .o9 is therefore li>e a p#li! lirary. <oteC Only #sers in the $ser Gro#p J+eportersF or
higher !an a!!ess tailored reports 5see Set#p $sers ,076.
3fter an #pgradeB the #serFs TT &3&3 interfa!e program will e o-erwrittenB and therefore any #ser-defined
reports stored there will e lost.
/f the #serFs se!#rity is !hanged then the $tility program will e #sed to install a new TT &3&3 interfa!e file
!ontaining new se!#rity @eys. This means that the #serFs original TT &3&3 interfa!e program will e
o-erwrittenB and therefore any #ser-defined reports stored there will e lost.
The TT &3&3 .o9 is !he!>ed at login and any new o4e!ts are imported into the interfa!e program at that timeB th#s
a#tomati!ally >eeping the TT &3&3 interfa!e #p to date with the latest #ser-defined o4e!ts.
+eports are pla!ed into the .o9 when the 3dministrator opens the .o9 from the 3dministration form or from the
+eports form on the Set#p men#.
Creating a 0eport
The +eport *iAard m#st e #sed to !reate a report initially. On!e the asi! str#!t#re has een s#!!essf#lly !reated y
the *iAardB the report !an e refined f#rther 5see 8diting a +eport page ,376. On ea!h of the +eport formsB the
following #tton is #sed to start the +eport *iAardC
Data Sour-es
/t is important to ase a report on re!ommended @#eries only as o#tlined elowC
(%)ust"ent 0eports
@#eryC 3d4#stment0etails
!"plo#ee 0eports
@#eryC 8mployees
@#eryC 8mployee0ependants
@#eryC 8mployee.enefi!iary
@#eryC 8mployee89pertise
@#eryC 8mployee8ntitlement
@#eryC 8mployee;oTitle:ierar!hy
.a#slip 0eports
@#eryC &ayslip0etails
Training 0eports
@#eryC 8mployeeCo#rse
@#eryC 8mployee89am
The :iCar%
The *iAard g#ides the $ser thro#gh se-eral steps to !reate a report. The following s!reenshots are ta>en from a $ser
trying to !reate a report to list employees y departmentB showing their telephone n#merB and displaying the a-erage
:o#rs &er *ee> for ea!h departmentC
Page 132
The fields that are to appear in the report m#st e !hosen first. 8a!h field !orresponds to a !ol#mn in the report.
Choose fields in the order re=#ired for the report !ol#mns.
Gro#ping will #n!h data together y the -al#e of the gro#ping field. The s!reen elow has sele!ted J0epartmentCodeF
for gro#ping whi!h means that the report will e ro>en down into se!tionsT one for ea!h department.
*ithin ea!h gro#pB the sort order of the re!ords !an e spe!ified so that the list of re!ords in ea!h se!tion are easy to
read and find.
Page 133
The S#mmary Options #tton on the ao-e s!reen !an e #sed to set JtotalsF or Ja-eragesF at the ottom of ea!h gro#p.
The gro#p in this e9ample is J0epartmentCodeF so y ti!>ing the J3-gF o9 for the :o#rs&er*ee> field the ottom of
ea!h se!tion will !ontain the a-erage ho#rs per wee>.
3 range of layo#ts !an e sele!ted. /f there are many fields 5i.e. !ol#mns6 in the report then the Orientation sho#ld e
set to the wider Lands!ape mode.
3 range of styles !an e sele!ted.
Page 134
(inallyB the report m#st e gi-en a nameB s#!h as J8mployeesTelephoneListF.
/ranting Users (--ess to ne3 0eports
The $ser who !reated the report will a#tomati!ally e granted a!!ess to the reportT #t they are the only oneO To grant
other $sers a!!essB the 3dministrator sho#ld login as TT/nstaller and #se the +eports ta of the $ser form to add the
new report to the list of a!!essile reports.
!%iting a 0eport
*hen the *iAard has een #sed to !reate a report 5see Creating a +eport page ,326B it may e ne!essary to f#rther
refine the report !ontentB layo#t or format. 3 report !an also e deleted or sa-ed to floppy dis> for sharing with other
#sers. See the Set#p +eports se!tion 5page )66 for more details.
Page 135
0eport !4a"ple 5 Salar# $istor#
This e9ample prod#!es a report that will show all the JSalaryF payments made sin!e the employee 4oined the !ompany
and the total JSalaryF paid to date.
,6 (rom the &ayslip +eports s!reen press the .#ild
+eport #tton to start the wiAard. Sele!t the following
fields #sing the \ #tton.
26 $se the b #tton to remo-e Code and then the \ #tton
to add (#ll<ame. This is e!a#se we want the employee
(#ll<ame to head #p a gro#p of JSalaryF payslips.
36 &ress the S#mmary Options #tton and ti!> the S#m o9 for the Val#e field. This is e!a#se we want a total for the
Val#e field of the Salary.
26 The remaining 3 steps are !osmeti!B #t rememer that the report name m#st start with the word J&ayslipF. /n this
e9ample the report is !alled &ayslip0etailsT8%&,.
76 The report will e displayed #t at this stage it shows all ad4#stment types. Close and sa-e the report then #se the
Set#p Criteria form to enter a new Criteria that will sele!t 4#st Salary re!ords.
Page 136
66 (inallyB we need to r#n the report for an all en!ompassing date range in step , to ens#re that we do not miss any
JSalaryF payslip re!ords. 0o not forget to enter yo#r new Criteria in step 2 and then sele!t the new report in step 3.
"6 :ere is a sample of the final reportB where yo# !an see my own !osmeti! preferen!es applied y the wiAard.
'6 Some formatting may not e to yo#r tasteT for e9ampleB the S#m of the JSalaryF seems rather small. This !an e
enlarged y sele!ting 0esign from the View men# and ma>ing !hanges #sing a formatting toolar rather li>e *ord.
There are -ario#s o9es that !an also e mo-ed aro#nd.
*hen in 0esign ViewB normal %i!rosoft 3!!ess +eport writing tools !an e #sed. There are many oo>s and !o#rses
a-ailale for report writingB and TT Software offer training sho#ld yo# wish to e9plore report writing in more detail.
Page 137
(%"inistration Tools
This $tilities se!tion is te!hni!al in nat#re and deals with system ho#se>eeping tas>s and spe!ialist
administration or installation tools
(%"inistration 6or"
This form is for 3dministrators or 3gents only. 3 s#pport te!hni!ian will gi-e instr#!tions on how and when to #se the
feat#res on this form if re=#ired.
!m"er 63 U&e& logge# in (or networ> installations of TT &3&3B this shows the n#mer of TT &3&3 $sers
!#rrently logged in to the system. The p#ll down list will re-eal the a!t#al #sers who
are logged in.
Data"a&e Pat- in U&e This is the f#ll path name of the &3&3.td dataase file !#rrently open. The T0. file
!ontains the Tales that hold all the data and this file sho#ld e a!>ed #p reg#larly.
1S Acce&& 4er&ion This is the -ersion of the %i!rosoft 3!!ess program eing #sed. 3 (#ll Li!en!e is
re=#ired for report writing and other ad-an!ed tailoring options. 3 +#ntime Li!en!e
will r#n TT &3&3 and is freeB #nli>e %S 3!!ess proper whi!h m#st e p#r!hasedB
#s#ally as part of the %S Offi!e s#ite.
.. PAPA 4er&ion This is the -ersion of the TT &ayroll and &ersonnel program that is eing #sed. 3
-ersion li>e &.*'k denotesC
& - a ma4or -ersion 5e9tensi-e new feat#res6B
* - a s# -ersion 5with !hanges to the #nderlying dataase str#!t#re6B
' - a minor -ersion 5indi!ates minor program !hanges only6B
k - a &at!h /d 5indi!ating in interim or pre-release -ersion6.
Sec!rity 3ol#er This is the folder in whi!h the &3&3.mdw se!#rity file resides together with the
master !opy of the &3&3Bmd program and the $tility.md program. The white
a!>gro#nd to this field indi!ates that the path !an e !hanged here. Change the
Se!#rity (older setting immediately after the a!t#al folder has een mo-ed to a new
lo!ation on the ser-er or &C.
)e3erence 3ol#er This is the folder in whi!h some e9tra dll and o!9 files reside together with the
%an#al and some other set#p programs s#!h as 0ot<etf9 5-is#al asi! r#ntime
en-ironment6 and /TS[Set#p 5;ersey /T/S ret#rns6. The white a!>gro#nd to this
field indi!ates that the path !an e !hanged here. Change the +eferen!e (older
setting immediately after the a!t#al folder has een mo-ed to a new lo!ation on the
ser-er or &C.
Page 138
1SAcce&& 3ol#er This is the f#ll path name of the folder where %i!rosoft 3!!ess has een installed.
The folder sho#ld !ontain the %S3!!ess.e9e file.
This displays the rights and pri-ileges that the !#rrent #ser of the &C has to the lo!al
dis> and *indows folders. The 3!!ess +ights m#st e displaying O1 in order for
#pgrades and installations to wor> !orre!tly.
6pen .a"le
(rom the 3dministration form it is possile to dire!tly open a data Tale. This need
only e performed when fi9ing data or manip#lating settings in a r#n-time
en-ironment. 53 r#n-time en-ironment is one where only the !omponents of
%i!rosoft 3!!ess ne!essary to r#n TT &3&3 ha-e een installed. /n a r#n-time
en-ironment the tales !annot otherwise e opened.6
6pen 1acro
3lsoB many of the ma!ros in the interfa!e file !an e r#n. (rom time to time -ario#s
#tility ma!ros may e written whi!h !an e e9e!#ted from this +#n %a!ro list. Some
of the standard ma!ros in!l#ded with TT &3&3 are des!ried elowC
8naleS:/(TC This ma!ro allows the HS:/(TI >ey to e #sedB when starting #p TT
&3&3B to pre-ent the %ain Control &anel from opening. Only 3gents may need to
#se the HS:/(TI >ey in this way.
0isaleS:/(TC This ma!ro disales the effe!t of the HS:/(TI >ey when starting #p
TT &3&3. *ith the HS:/(TI disaledB TT &3&3 !annot e pre-ent from starting and
is the re!ommended setting for optim#m se!#rity !ontrol.
Set#p 0ot<et(NC This r#ns 0ot<et(N.e9e 5from the TT referen!es folder6 whi!h
installs the 0ot <et +#ntime en-ironment re=#ired y TT Viewer and the ;ersey /T/S
+et#rns program.
Set#p /TS[8mp8N8C This r#ns /TS[8mp89eSet#p.e9e 5from the TT +eferen!es
folder6 whi!h installs the ;ersey /T/S +et#rns program.
;uttons
3 n#mer of #ttons pro-ide a!!ess to some of the more !ommon 3dministration optionsC
8mail /nformation and Li!en!e 0ataC This #tton sends an email to TT Software !ontaining details on the
!#rrent li!en!eB installation and operational parameters. This information is #sed to #pdate o#r s#pport
dataase so that s#pport !alls !an e handled etter.
Start *indows N& +emote 3ssistan!eC This will initiate the standard *indows N& pro!ess for
estalishing a +emote 3ssistan!e session with TT Software for the p#rposes of helping the #ser at their
des>. This is m#!h faster than a site -isit and enales s#pport to e pro-ided as if the s#pport agent was
a!t#ally on site. Only #se this option when instr#!ted y a TT software s#pport agent.
(or +emote 3ssistan!e to wor> yo# will need a roadand internet !onne!tion and will
need to set yo#r (irewall to allow a!!ess on &ort 33'). (or f#rther te!hni!al help
press StartB then :elp then enter Kremote assistan!e firewallL and loo> thro#gh the
-ario#s %i!rosoft 1nowledge .ase arti!les.
0ownload and $pgradeC This new feat#re for -ersion after 3.20 will allow #pgrades of the &3&3
programB $tility program and the %an#al do!#ment to e downloaded and installed from the internet.
Step 1 displays the !#rrent -ersion in green and !he!>s online for the Latest Versions.
Step will download the files displayed in the o9 and show in red the per!entage !omplete of the
download. The download !an e aorted at any time y simply !losing the form.
Step & is only a-ailale when all the files ha-e een downloaded. *hen pressedB the $tility program is
started and a#tomati!ally goes thro#gh a !omplete #pgrade pro!ess.
+egister ControlsC This is <OT normally #sed and is an ad-an!ed feat#re to inspe!t or man#ally register
OCN files.
Page 139
+e#ild +eferen!eC This #tton performs the following se=#en!e of a!tionsC
,. 8ns#res that any OCN files that TT &3&3 needs are !opied from the TT +eferen!es folder to the
*indowsUSystem 5or e=#i-alent6 folder. 89isting OCN files will not e o-erwritten.
2. $n-registers 5remo-es from *indows6 and then re-registers the OCN files to ens#re that they
e9ist as far as *indows is !on!erned.
3. $n-referen!es 5rea>s the lin> to6 the OCN files and then re-referen!es them to ens#re that TT
&3&3 is referen!ing whate-er OCN files a!t#ally e9ist on the &C. /n this way any e9isting OCN
files will e properly referen!ed.
Compile /nterfa!eC This #tton !ompiles the interfa!e file anew whi!h res#lts in a small performan!e
impro-ement. /f this #tton is greyed o#t 5as shown here6 then the interfa!e file is already !ompiled.
Compiling simply merges and !he!>s TT &3&3 and the +eferen!es. 3ny JCompile errorsF en!o#ntered
imply that TT &3&3 is not happy with the !#rrent +eferen!es.
89plore the TT Se!#rity (olderC *hen performing installation operations an 3dministrator or 3gent often
needs to a!!ess the TT Se!#rity folder. This #tton =#i!>ly opens the TT Se!#rity folder with *indows
89plorerB whi!h !ontains the following important filesC
.(.(."%b? The master !opy of the TT &3&3 interfa!e program. This file m#st not e !hanged or
mo-ed and is the fo#ndation from whi!h all TT &3&3 interfa!e programs are !reated. 53 TT &3&3
interfa!e program is the program that is e9e!#ted to #se TT &3&3 and !ontains se!#rity o4e!ts !alled
@eys.6
.(.(.bo4? The p#li! repository of #ser-defined o4e!ts 5=#eriesB reports and ma!ros6. 3ll #ser-defined
o4e!ts m#st e pla!ed in the o9B regardless of how they were !reatedB so that they will e a-ailale to
all #sers and safe from #pgrades that wo#ld otherwise o-erwrite them.
.(.(."%3? The file that !ontains $ser passwords.
Utilit#."%b? The $tility program. 5See the $tility &rogram se!tion.6
(0@&.e4e? 3 !ompression program #sed to red#!e the siAe of the &3&3.td file efore emailing to a
s#pport agent or a!>ing #p.
.a!>#p the 0ataase (ileC 3fter !ompressing the &3&3.td dataase file lo!ated in the TT 0ataase
folder another dri-e or folder m#st e sele!ted for the final resting pla!e of the a!>#p 5s#!h as a C0-+
dri-e or networ> JsafeF folder6. TT Software does not a!!ept any responsiility for the integrityB safety or
reliaility of the !ontents of the a!>#p file and it is the f#ll responsiility of the #ser to ens#re that
a!>#ps wor> !orre!tly.
Open &3&3 &#li! .o9C This #tton will e9port all #ser-defined or tailored o4e!ts to the TT &3&3 .o9 file
if the following message is affirmedC
The TT &3&3 .o9 window is then displayedC
O4e!ts !an e deleted or renamed. 0o notB howe-erB attempt to 0esign anything from within the .o9T it
is a storage area only.
@#it and +#n $tilitiesC This #tton starts the $tility program after e9iting the !#rrent session. TT &3&3
m#st not e r#nning on the &C for most of the tools in the $tility program to wor>.
Page 140
0eferen-es
%i!rosoft 3!!ess and the &3&3.md interfa!e file referen!e !ertain other files that m#st e9ist in order for the system to
wor>. These referen!ed files !an e e9amined y loo>ing in the J+eferen!esF panel on the 3dministration form. The
normal f#ll !ompliment of referen!es is listed elow.
V,A This is a 0LL 50ynami! Lin> Lirary6 file !ontaining a whole lirary of JVis#al .asi! for
3ppli!ationsF f#n!tions.
Acce&& This is an OL. file 5O4e!t Lirary6 that !ontains f#n!tions for %i!rosoft 3!!ess.
DA6 This is a 0LL file that !ontains f#n!tions for manip#lating data. 03O stands for J0ata 3!!ess
O4e!tsF.
Comctli" ComCtl32.OCN file. This OCN file is a spe!ifi! add on to allow spe!ial feat#res s#!h as the Tree
View on the ;oTitle form.
1SComDlg This OCN file is a spe!ifi! add on to allow spe!ial feat#res s#!h as the Open 0ataase window
that is displayed when sear!hing for a new T0. file.
1SACA5 This OCN file is a spe!ifi! add on that is #sed to display a !alendar when H(2I is pressed on date
fields.
)CCrypt This 0LL is re=#ired for the en!ryption of the G#ernsey Ta9 and So!ial /ns#ran!e ret#rns and is
#s#ally fo#nd at the following lo!ationC CCU*/<0O*SUsystem32U+CCrypt.dll
>.SF+mpDll This 0LL is re=#ired for the en!ryption of the ;ersey /TS ret#rns and is #s#ally fo#nd at the
following lo!ationC CCU&rogram (ilesU/T3NU/TS[8mp0llU/TS[8mp0ll.tl. /f this file is missing then
r#n the ma!ro JSet#p /TS[8mp0LLF.
/t does not ta>e m#!h to #pset 3!!ess or TT &3&3 when the +eferen!es are different in any way from the ones that TT
&3&3 is e9pe!ting. (ort#natelyB any prolems !an #s#ally e fi9ed y !li!>ing the J+e#ild +eferen!esF #tton on the
3dministration form 5see ao-e6. The +eferen!e files themsel-es !an !hange or e different from &C to &C for the
following reasonsC
0ifferent OCNs and 0LLs ha-e different -ersions that may not e !ompatile with ea!h other.
0ifferent -ersions of *indows and 3!!ess install 5or not install sometimes6 different OCNs and 0LLs.
Other programs installed on a &C may install and o-erwrite e9isting OCN and 0LL files that may not e
!ompatile with TT &3&3.
Other OCN and 0LL files that are referen!ed y the referen!es in a !hain of referen!es !an ha-e any of the
ao-e prolems too.
/f prolems persist then this may indi!ate a damaged installation with 3!!ess or *indows. /n this !ase it is est to re-
install 3!!ess or *indows or !all for te!hni!al s#pport.
Page 141
(%"inistration Menu
The p#ll down men# is different when the 3dministration form is open and in!l#des some #sef#l administrati-e
f#n!tionsC
6pen >nter3ace Open an alternati-e interfa!e file. The !#rrent TT &3&3 program will e e9ited.
5in( to Data"a&e /f the &3&3.td dataase file is mo-ed to a new lo!ationB then the Lin> To 0ataase f#n!tion !an
e #sed to find it again. 3lternati-elyB other &3&3.td files !an e opened 5s#!h as older a!> #p
!opies6.
>mport 6"*ect This imports an o4e!t 5taleB =#eryB formB reportB ma!ro or mod#le6 from another %i!rosoft
3!!ess file 5file e9tension %0.6 s#!h as the TT Containder.md file that e9ists on #pgrade
floppies. 3fter importing o4e!ts the KOpen &3&3 &#li! .o9L #tton sho#ld e #sed to ens#re
that the imported o4e!ts are stored safely in the &3&3 .o9. /f the o4e!t is a (orm or +eportB
then the $ser form sho#ld e #sed to gi-e at least one #ser a!!ess to the o4e!t.
U&er An# ;ro!p
Permi
&&ion
&
This displays the %i!rosoft 3!!ess $ser and Gro#p &ermissions form so that !orr#pt or damaged
se!#rity information in the !#rrent interfa!e file !an e repaired.
Wor(gro!p
A#mi
ni&tra
tor
(or ad-an!ed #se and prolems with the &3&3.mdw wor>gro#p file.
Sec!rity in 1acro& (or 3!!ess 2003 #sers this option !an e #sed to t#rn ma!ro se!#rity off so that TT &3&3 opens
witho#t the -erose warning messages.
Start Up This option opens the %i!rosoft 3!!ess Start#p form where some initialisation settings !an e
entered. These settings sho#ld <OT e !hanged witho#t prior appro-al from a s#pport agent.
(rom here it is possile to disale the H(,,I >ey y !learing the $se 3!!ess Spe!ial 1eys field or
always ha-e the dataase window open y ti!>ing the 0isplay 0ataase *indow field.
Page 142
6ption& 3or 1S
Acce&
&
This displays the %i!rosoft 3!!ess Options form so that -ario#s settings !an e e9amined or
altered. /t is strongly re!ommended to <OT alter these options #nless instr#!ted to do so.
:owe-erB some e9amples of the options that !an e !hanged are shown elowC
Page 143
Utilit# .rogra"
The $tility program is started from the 3dministration form 5see page ,3'6. The $tility program manages the state of
the dataase file 5&3&3.td6B the master TT &3&3 file 5&3&3.md6 and the interfa!e files witho#t the need to man#ally
!opy files #sing *indows 89plorer. /f a #serFs interfa!e file needs #pgrading then the $tility program will start
a#tomati!ally so that a new interfa!e file !an e !opied to the #ser.
Compa!t and +epair the dataase file lo!ated at the 0ataase &ath. This sho#ld e performed
periodi!ally 5i.e. on!e per month6 to ens#re optim#m dataase effi!ien!y. 3ll #sers sho#ld e
logged o#t of TT &3&3 d#ring the Compa!t and +epair operationB see the Set#p $ser se!tion for
more information.
Compress and email the dataase lo!ated at the 0ataase &ath to the email address shown.
Compa!t and +epair the master TT &3&3 file and the interfa!e file at the /nterfa!e &ath. This
needs to e performed after a pat!h 5not a f#ll #pgrade6 has een installed that has manip#lated
the master TT &3&3 file andEor the interfa!e file. 3lsoB report writing and !reation of other #ser-
defined o4e!ts !an !a#se the interfa!e file to e9pandT !ompa!ting will red#!e this and help
impro-e performan!e.
Data"a&e Pat- This is the f#ll path name of the &3&3.td dataase file pre-io#sly opened efore the $tility
&rogram was started.
Sec!rity Fol#er The lo!ation of the spe!ial TT Se!#rity folder.
>nter3ace Fol#er The f#ll path name of the !#rrent #serFs interfa!e program.
C!rrent U&er The !ode of the #ser who was pre-io#sly logged into TT &3&3 efore the $tility &rogram was
started. This is re=#ired so that the $serFs new interfa!e file !an e fo#nd. 5The filename is ased
on the name of the #ser and lo!ated in the TT Se!#rity folder.6
On!e a new master TT &3&3 file has een pla!ed on the CC dri-e 5either from the internetB an
email or y floppy6 this #tton will !opy it to the TT Se!#rity o-erwriting 5#pgrading6 the e9isting
master TT &3&3 file.
This #tton will =#i!>ly login as the TT /nstaller #ser so that new interfa!e files !an e !reated
from a new master file. 5<ew interfa!e file will e pla!ed in the TT se!#rity folder.6
This #tton #pgrades the interfa!e file at the /nterfa!e &ath with the new interfa!e file from the TT
Se!#rity folder. /f a #serFs interfa!e file needs #pgrading then the $tility program will start
a#tomati!ally so that this #tton !an e pressed.
This #tton will =#i!>ly restart TT &3&3 logging in a#tomati!ally as the C#rrent $ser.
Page 144
;a-kups
The following items need to e a!>ed #p on a reg#lar asisC
,. The TT &3&3 0ataase fileB !alled &3&3.td. The lo!ation of this file !an e seen in the /nformation o9 of
the $tility form #nder the heading 0ataase &ath 5see s!reenshot ao-e6.
2. The TT &3&3 programs and se!#rity filesB #s#ally the entire UTT Se!#rity folder. The lo!ation of this folder
!an e determined from the /nformation o9 of the $tility form #nder the heading Se!#rity (older.
3. The entire networ> andEor &Cs #sing TT &3&3. Complete a!>#ps enale networ>s and &Cs to e !ompletely
re#ilt in the e-ent of some !atastrophe. The lo!ation of lo!al &C folders !an e determined from the
/nformation o9 of the $tility form #nder the heading /nterfa!e &ath.
/t is the responsiility of the 3dministrator to ens#re that a!>#ps are !reated. /n a networ>ed en-ironmentB a!>#ps
are normally handled y the networ>Fs o-ernight a!>#p to tape. (or stand-alone installationsB a!>#ps m#st e
performed from the lo!al &C dire!t to a Mip dri-e or other a!>#p media.
Page 145
.a#roll /ui%e
This se!tion g#ides the #ser thro#gh the a!t#al payroll re=#irements of ea!h 4#risdi!tion. (or detailed
notes and legal re=#irementsB please refer to the rele-ant a#thorityFs literat#re. TT Software a!!epts
no liaility for any omissions or ina!!#ra!ies in this se!tion.
/uernse#
1 B Setup @uris%i-tion Details
$se the Set#p ;#risdi!tions form 5page '36 to enter the So!ial /ns#ran!e Types and Ta9 Types.
8a!h yearB the So!ial Se!#rity 3#thority will send a letter to employers detailing the new -al#es that will need to e
enteredB spe!ifi!allyT
,. The per!entage rate #sed to !al!#late employee S/ ded#!tionsT !alled the &rimary +ate.
2. The per!entage rate #sed to !al!#late employer S/ ded#!tionsT !alled the Se!ondary +ate.
3. The ma9im#m amo#nt of S/ that !an e ded#!ted from the employee and the employerT !alled the %onthly
Ceiling for employees paid monthly and *ee>ly Ceiling for employees paid wee>ly.
2. The gross earnings amo#nt #nder whi!h no S/ is re=#ired.
There are three main So!ial /ns#ran!e Types that re=#ire a &rimary +ateB Se!ondary +ateB Ceilings and ThresholdC
,. .L$8C So !alled e!a#se the employee will hold a l#e !olo#red !ard from the So!ial Se!#rity 3#thority
whi!h details their So!ial /ns#ran!e +eferen!e that m#st e gi-en to the employer. 3 .L$8 !ard means that
oth &rimary and Se!ondary +ates of So!ial /ns#ran!e needs to e ded#!ted and this applies to the -ast
ma4ority of employees.
2. O+3<G8C So !alled e!a#se the employee will hold an orange !olo#red !ard from the So!ial Se!#rity
3#thority whi!h details their So!ial /ns#ran!e +eferen!e that m#st e gi-en to the employer. 3n O+3<G8
!ard means that no &rimary +ate is re=#ired #t that a Se!ondary +ate isB in other wordsT the employee does
not pay any So!ial /ns#ran!e !ontri#tions #t the employer does. This typi!ally applies to employees o-er
the age of 67.
3. G+88<C So !alled e!a#se the employee will hold a green !olo#red !ard from the So!ial Se!#rity 3#thority
whi!h details their So!ial /ns#ran!e +eferen!e that m#st e gi-en to the employer. 3 G+88< !ard means
that neither a &rimary +ate nor a Se!ondary +ate is re=#iredB in other wordsT the employee and employer do
not pay any So!ial /ns#ran!e !ontri#tions. This typi!ally applies to employees #nder the age of ,6.
There are three main Ta9 Types #t only one is re=#ired and this has not !hanged for many yearsC
,. S.C %eaning Standard .and whi!h in G#ernsey is a simple flat rate for all employees of 20R.
3n email address is also re=#ired for the So!ial Se!#rity 3#thority and the /n!ome Ta9 3#thority. The email address is
#sed to s#mit ret#rns ele!troni!ally.
B !nter !"plo#ee Details
(or ea!h employee the following details m#st e enteredC
,. So!ial /ns#ran!e TypeC The !olo#r of the employeeFs S/ !ard.
2. So!ial /ns#ran!e +eferen!eC (rom the employeeFs S/ !ard.
3. /n!ome Ta9 CodeC 8a!h employee will re!ei-e a Ta9 Coding <oti!e at the start of ea!h year or if their ta9
sit#ation !hanges or if they re=#est a new Ta9 Coding <oti!e. The Ta9 Coding <oti!e will ha-e oth a *ee>ly
and a %onthly amo#nt that m#st e entered into TT &ayroll in the /n!ome Ta9 Code o9 depending on the
employeeFs pay !y!le. The Ta9 Code represents the amo#nt of money that is not ta9ale for the employeeB
s#!h that if the Ta9 Code e9!eeds an employeeFs Ta9ale &ayB they will ha-e no ta9 to ded#!t. /n G#ernseyB
mortgages and other personal !ir!#mstan!es affe!t the siAe of the Ta9 Code.
2. +ight to *or> +eferen!eC 8a!h employee sho#ld ha-e a +T* do!#ment and the referen!e from that
do!#ment m#st e entered into TT &ayroll. /t is illegal to employee a person witho#t a -alid +ight To *or>
do!#ment whi!h !an e otained from the :o#sing 3#thority.
7. +ight to *or> 89piry 0ateC (or persons not orn in G#ernseyB a +T* do!#ment will ha-e an e9piry date. /t is
illegal to employee a person with an o#tdated -alid +ight To *or> do!#ment.
Page 146
& B Cal-ulating S7 an% 7Ta4 %e%u-tions
TT &ayroll !al!#lates the S/ and /Ta9 ded#!tions a#tomati!ally e-ery time payslips are generated.
S/ is ased onC
,. The employeeFs S/ale Gross earnings.
2. The employeeFs So!ial /ns#ran!e Type.
3. The S/ Type &rimary and Se!ondary +ates.
2. The %onthly or *ee>ly Ceiling.
/Ta9 is ased onC
,. The amployeeFs Ta9ale Gross earnings.
2. The employeeFs /n!ome Ta9 Code.
The defa#lt /Ta9 !al!#lation ao-e !an e o-erridden if the G#ernsey /n!ome Ta9 3#thority sends the employer a
0ire!tion <oti!e. This noti!e instr#!ts the employer to ded#!t or ref#nd ta9 in a -ariety of ways and m#st e entered on
the 0ire!tion <oti!e form in TT &ayroll so that the !orre!t /Ta9 is !al!#lated.
* 5 (uthorit# 0eturns
8-ery =#arter the monies ded#!ted for S/ and /Ta9 from an employeeB together with any employer !ontri#tionsB m#st
e s#mitted to the a#thorities together with a report of those ded#!tions and !ontri#tions.
Page 147
TT 2ie3er
The TT Viewer is a small program that r#ns independently from the main TT &3&3 systemB #t #ses the same li-e
dataase in order to allow other people to -iew li-e information witho#t the need to install a f#ll !opy of TT &3&3.
The form elow shows the main parts of TT ViewerC
Criteria Date 5egen# Calen#ar
Criteria 8mployees are sele!ted y !hoosing a Criteria from the sele!tion list o9. Choosing the Criteria
J:ead Offi!eF for e9ampleB will display 4#st those employees who wor> in the head offi!e. The
Criteria m#st ha-e een set#p in TT &3&3 eforehand. The $p and 0own >eys !an e #sed to
mo-e etween different Criteria =#i!>ly or the mo#se !an e #sed to sele!t from the list.
Date The start date for the !alendar area whi!h spans 4#st o-er two months. The $p and 0own >eys
!an e #sed on the 0ay and %onth fields to 4#mp forwards or a!>wards y a day or month.
5egen# $p to ,0 different !olo#rs !an e displayed at on!e. The 3d4#stment Type that ea!h !olo#r
represents will ha-e een set#p from the 3d4#stment Type form in TT &3&3.
Calen#ar Shows #p to ,0 different !olo#rs pl#s wee>ends and an> holidays. The ao-e e9ample has a
an> holiday mar>ed on ;an#ary 2
nd
.
Configuration
3 n#mer of things m#st e set#p and !onfig#red !orre!tly efore the TT Viewer !an e #sed effe!ti-ely.
(%)ust"ent T#pes
(rom the Set#p 3d4#stment Type form within TT &3&3 a Colo#r !an e assigned to #p to ,0 different 3d4#stment
Types. Only these 3d4#stment Types will e #sed in TT Viewer.
/n the e9ample elowB the 3d4#stment Code J:olidayF is assigned the Colo#r J+edFC
<oteC The main !olo#rs 5redB greenB l#e and yellow6 will also e #sed y the 3d4#stment Gearsheet form within TT
&3&3.
Page 148
Criteria
(rom the Set#p Criteria form within TT &3&3 a normal Criteria !an e defined for #se within the TT Viewer. 3 Criteria
is #sed to display a limited sele!tion of employeesB s#!h as only that gro#p of employees in the same department who
sho#ld not all e on holiday at the same time.
/n the e9ample elowB the Criteria sele!ts only those employees who wor> at the J:ead Offi!eFC
User
The $ser form m#st e #sed to define the $ser <ame and &assword that the TT Viewer program will #se to a!!ess the
li-e TT &3&3 dataase. This #ser sho#ld also e granted a!!ess to only those Criteria that are re=#ired y TT Viewer.
The e9ample elow has !reated a #ser !alled KTTViewerL with a!!ess to 4#st two Criteria.
6iles
%i!rosoft 0ot <et (ramewor> m#st e installed in order to #se the TT Viewer. 3ll -ersions of TT &3&3 from -ersion
3.20 onwards already ha-e this installed. The separate 0ot<et(N.e9e installer is a-ailale from the main TT &3&3
folder or from the %i!rosoft wesite.
The TTViewer.e9e program re=#ires only a TTViewer.e9e.!onfig file to e lo!ated in the same folder. The !onfig#ration
file !ontains -ario#s parameters within a long string that !an e set as followsC
Data So!rceG Spe!ifies the lo!ation of the li-e TT &33& dataase.
89ampleC KCCUTT SoftwareUTT &3&3UTT 0ataaseU&3&3.tdL
Sy&tem #ata"a&eG Spe!ifies the lo!ation of the TT &3&3 password file.
89ampleC KCCUTT SoftwareUTT &3&3UTT Se!#rityU&3&3.mdwL
U&er >DG Spe!ifies the $ser that will login to the li-e TT &3&3 datasase from TT Viewer. This #ser
also determines the Criteria that will e displayed in the TT Viewer Criteria sele!tion list.
Pa&&$or#G Spe!ifies the password of the $ser.
Page 149
(ppen%i4 ( 5 2ersion Changes
This se!tion des!ries the !hanges made to ea!h o4e!t in TT &3&3.
2ersion &.*' Changes
%a4or !hanges this -ersion in!l#de the new ;ersey /TS fields and ret#rns.
T#pe 9b)e-t Des-ription <e#3or% .age
(orm 3d4#stment <ow displays the C#rrent 8mployee instead of 4#st the first. 3dded a #tton to 4#mp to the 8mployee form. +1PSCC%
(orm 3d4#stmentType <#mer of a-ailale !olo#rs e9tended to ' for the !odes.
(orm 3d4#stmentType <8* field Time+e!ording[= #sed to indi!ate if this ad4#stment re!ords a!t#al time. This help swith the ;ersey '
ho#r r#le.

(orm 3d4#stmentGearSheet *ider 8ntitlement o9es so that fra!tions are displayed !orre!tly. +ememers whi!h !olo#rs relate to whi!h
ad4#stment types ma>ing initially entry easier.

(orm 3d4#stmentGearSheet Some errors with displaying re!ords that were not entered !hronologi!ally 5in-ol-ed =#ir> with #sing strCriteria6.
3lsoB #sers in Gro#p V$sersV and V+eportersV !an now #se the Gearsheet e!a#se it is ased on the 3d4#stment @ey
and not the tale.

(orm 3d4#stmentGearSheet <ow displays the C#rrent 8mployee instead of 4#st the first. +1PSCC%
(orm 3d4#stmentGearSheet $ses new f#n!tions to display entitlement related fig#res. This allows for non-!alendar year entitlements.
(orm 3d4#stmentGearSheet *hen entering asen!e a!ross two entitlement periods then 2 ad4#stment lines will e entered so that ea!h lo!> of
asen!e is in its own entitlement period. This a-oids the prolem where a holiday that starts on 0e! 30th and ends
on ;an 7th allo!ates the

(orm 3dministration (i9ed e9port to .o9 #tton and now opens the &3&3 .o9 e9!l#si-ely 5so that espo>e !omponents !an e deleted6
and now lists what o4e!ts ha-e een V.o9edV.

(orm 3dministration +emo-ed #tton VOpen system talesV e!a#se !an open any tale dire!tly now.
(orm 3dministration <ew #tton YStart *indows N& +emote 3ssistan!eY.
(orm 3dministration The V.a!>#p T0.V #tton now !alls the f#n!tion .a!>#pT0.56.
(orm 3dministration The <#mer of $sers Loggin /n o9 now also displays a list of who those #sers are.
(orm 3dministration <ew #tton to open $pgrade form. D6W56AD
(orm 3dministration 3dded 3!!ess +ights o9 to display CCU and CCU*indows a!!ess rights.
(orm 3#thority3dministration <8* form displayed after any prolems with the new ;ersey /TS ret#rns to e9plain whi!h employee re!ords had
what errors.

(orm Company $ser 3!!ess list now a#tomati!ally in!l#des all $sers for new !ompanies if none assigned. 3lso the TT/nstaller #ser
is now allowed to !hange the $ser 3!!ess list d#ring installation. This also remo-ed an error.

(orm Company /mpro-ed -alidation for ;ersey 8mployersTa9+eferen!e. (or the !ompanyVs So!ial Se!#rity n#mer Changed lael
from V+egistration <o.V to VS/ +egistrationV for !larity.

(orm Company +emo-ed the .an>Code field as this was ne-er #sed and only !a#sed !onf#sion.
(orm Company <ew ta VOptionsV.
(orm Correspondan!e <ow displays the C#rrent 8mployee instead of 4#st the first. +1PSCC%
(orm Correspondan!e Spelling !orre!ted from VCorrespondan!eV to VCorresponden!eV.
TT Softwar e Limited Page
150
(orm 0ire!tion <ow displays the C#rrent 8mployee instead of 4#st the first. +1PSCC%
(orm 8mployee *hen 8mployee<#mer is !hanged re!ords in the following 8mployee tales are now !orre!tly mo-ed to the new
employee n#merC 0is!iplinaryB ;o 0es!riptionB /n-entoryB Co#rseTypeB S!heme and S!hemeStatement.

(orm 8mployee *hen entering a new employee the Se9 and %aritalStat#sCode fields are filled o#t a#tomati!ally if the 8mployeeVs
Title is V%rVB V%rsV or V%issV.

(orm 8mployee +emo-ed the .an>Code field as this was ne-er #sed and only !a#sed !onf#sion.
(orm 8mployee <ow displays the C#rrent 8mployee instead of 4#st the first. Changed #tton eha-io#r that 4#mps to the 3d4#stment
form.
+1PSCC%
(orm 8mployee 3#topay+eferen!e<#mer field now enlarged to the same length as the .an>3!!o#nt<#mer e!a#se for #ilding
so!ieties the referen!e may e instead.

(orm 8mployee 3ss#me that wee>ly employees earning #nder P60 per #n>nown #nit are eing paid in ho#rs. This sa-es most #sers
some typing.

(orm 8mployee /nserting a new employee ma>es that employee the !#rrent one.
(orm 8mployee Title field shortened e!a#se -ery few titles were that long and a shorter o9 also helps the #ser #nderstand that
VTitleV means the method of address and not the ;o Title.

(orm 8mployee Validation added to the 8mployee /n!omeTa9+eferen!e field for ;ersey employees. >.>S
(orm 8mployee 89tended height of $nitType p#lldown to ,2 re!ords so no need to s!roll.
(orm 8mployee - 3d4#stment Contains new se!tion for the new 8mployee fields !onerning the .alan!e .ro#ght (orward totals.
(orm 8mployee - 0ays 3dded field V*ee>s&erGearV so that the defa#lt from the Company form #sed when the employee re!ord is inserted
!an e amended at a f#t#re date if re=#ired.

(orm 8mployee - 0ependant %ade the +elationship field a sele!tion list for easier data entry.
(orm 8mployee - 0ependant (i9ed error with inserting new 0ependants that wo#ld go against the wrong empolyee.
(orm 8mployee - 8ntitlement 3fter entering an 3d4#stment Type the $nitType 5if not set already6 is set to mat!h.
(orm 8mployee - 8ntitlement Calendar now pops #p when (2 is pressed on the dates.
(orm 8mployee - 8ntitlement $ses new f#n!tions to display entitlement related fig#res. This allows for non-!alendar year entitlements. <ow
shows Ta>enB .oo>ed and Left.

(orm 8mployee - 8ntitlement :as new fields Cal!<#merOf$nits[= and Cal!%#ltiplier.
(orm 8mployee - ;o:istory (i9ed prolem with entering new lines and impro-ed footer area where the 8mployeeVs Lea-e +eason is displayed.
(orm 8mployee - S!heme <ow has a se!tion to show the -al#e of s!hemes in periods.
(orm 8mployee:eader The Sear!h .y S#rname and Sear!h .y <#mer lists now show ,2 employees to !hoose fromB instead of 4#st '.
(orm :elp3o#tTTS* <ew #tton to open $pgrade form. D6W56AD
(orm <ominalLedger /mpro-ed s!reen and help.
(orm &ayslipGeneration 3llows the step 2 message to e displayed for the new &ayslip *entworth 32 *indow ] layo#t.
(orm &ayslipGeneration 0o#le !li!>ing the TT logo now opens the &ayroll 3dministration #tilities form for 3dministrators too.
(orm &ayslipGeneration &erforman!e of the %a>e3!!o#nts(ile56 f#n!tion has een impro-ed.
(orm &ayslipGeneration *ee> 72 and 73 prolemC (loors are not applied to wee> 72^73 #t ea!h wee> indi-id#ally. Therefore some
employees had no S/ ded#!ted #t sho#ld ha-e had when the total of oth wee>s e9!eeded the floor. Same type of
prolem where wee> 72 is #nder the fl

(orm &ayslipGeneration 89tra -alidation on %onthly generation to ens#re that the 8nd 0ate is not more than , month or 7 wee>s ahead of
the start date so that #sers do not a!!idently enter an in!orre!t period.

(orm &ayslipGeneration 89tra -alidation on &ay0ate so that a warning is displayed if the &ay 0ate is !hanged to a date efore the Start 0ate
or after a whole period after the 8nd 0ate. This sho#ld help a-oid some #ser errors.

(orm &ayslipGeneration /sle of %anC +o#nding from yearly S/ fig#res to wee>lyEmonthly limits ha-e een fi9ed to ignore fra!tions.
(orm &ayslipGeneration /f a !ompanyVs *ee>ly&eriodStartE8nd 0ate is ad 5egC ' days long6 and #ser !hanges dates on &ayslipGeneration
151
form to a !orre!t " day periodB then the Generate &ayslips #tton will now enale itself again.
(orm &ayslipGeneration 3pplies S/ Ceilings to V;erseyV 4#risdi!tions for all &ayCy!les nowB d#e to !eiling logi! eing remo-ed from
3ppendS/To&ayslip5;ersey6 =#ery. This has the added ad-antage of remo-ing the prolem of 2 monthly payments
in the same month.

(orm &ayslipGeneration The ;ersey ' ho#r logi! for S/ ded#!tions now ta>es into a!!o#nt .ase$nitTypes 5ie , VShiftV e=#als ' V:o#rsV6.
ThereforeB anything that is not in ho#rsBdays or wee>s or doesnFt ha-e a .ase$nitType in ho#rsBdays or wee>s !an
e ignored.

(orm &ayslipGeneration <ew se!tion for &ay%ethod Ve@"V file format. This format as>s the #ser for Val#e 0ateB has a re!ord type of "
instead of 3 and the &ayee +eferen!e is ,6 !hara!ters long instead of ,7.

(orm &ayslipGeneration The LlyodsLin> file format now #ses the 3#topay+eferen!e<#mer field if it is not lan> for the Lloyds Lin>
V+eferen!eV. 3dded this e!a#se #ilding so!ieties need the 3#topay+eferen!e<#mer instead of the .an>3!!o#nt
n#mer.

(orm &ayslipGeneration The Set&ayslipTa9Val#e56 f#n!tion will now !al!#late ta9 for the new ;ersey /TS in 2006. >.>S
(orm &ayslipGeneration 8-ery time payslips are generated the new f#n!tion SetCal!#lated8ntitlement56 is !alled to #pdate the employees
entitlement.
(orm &ayslipGeneration ;ersey Ceilings !ode !hanged to only edit the S/ payslip line that was generated a#tomati!ally and not the S/ payslip
line generated from any man#ally entered VS/V 3d4#stments.

(orm &ayslipGeneration (or the ;ersey ' ho#r r#leB now #ses the 3sS#mOther field to !he!> if any other time re!ording #nits e9ist. /f soB
the ' ho#r r#le will not e applied and S/ will e ded#!ted.

(orm +eportList$ser0efined <ow also remo-es #serVs a!!ess to a report when it is deleted to pre-ent the same report from eing imported from
the TT &3&3 .o9 again.

(orm Sele!t3d4#stment+eports 3dded a &rintGro#p sele!tor in step 2 if there is more than one &rintGro#p defined #nder the :eadings ta of the
!#rrent Company.

(orm Sele!t3#thority+eports 3llows entry of =#arters as 3B.BC or 0 as well as ,B2B3 or 2.
(orm Sele!t3#thority+eports <ow !hanges #tton te9t depending on whether ret#rns are to e e9ported to floppy dis> or emailed.
(orm Sele!t3#thority+eports <ow emails ;sy @tr S/ +et#rn if an email address is spe!ified on the Set#p ;#risdi!tion form.
(orm Sele!t3#thority+eports <ow prod#!es a new ret#rns file for the new ;ersey /TS in 2006. >.>S
(orm Sele!t3#thority+eports Call the new ;ersey /TS[N%L+et f#n!tion to -alidate and en!rypt the ret#rns then !reates an email.
(orm Sele!t8mployee+eports On the +eport *iAard #tton added V8mployeeS!hemeV to list of re!ommended talesE=#erries to #se.
(orm Sele!t&ayslip+eports <ow #ses $ser.&ayslip+eports&referen!es to set a defa#lt for the step , &ay0ate or &eriod preferen!e. 3lso
rememers what the #ser last sele!ted.

(orm S#3d4#stment (i9ed errorC *hen entering an ad4#stment type with a negati-e defa#lt &ay +ate the Val#e wo#ld e positi-e initially.
(or e9ampleB a VSo!ialCl#V ded#!tion set to -P,2.70 wo#ld defa#lt to P,2.70 on the 3d4#stment form.

(orm S#3d4#stment Changing the 3d4#stment Code for an e9isting line with dates in already no longer resets the dates.
(orm S#3d4#stment /n footer area added new o9es that showB for asen!e !odesB days ta>en and any 8ntitlelement and asso!iated
days left.

(orm S#3d4#stment Limits the list of 3d4#stment Types in the Code o9 ased on the !riteria entered in the
Criteria(ilter(or3d4#stmentTypes field on the $ser form.

(orm S#3d4#stment /mpro-ed the 89planation of the !#rrent ad4#stment slightly.
(orm S#3d4#stment <ow displays the S#3d4#stment/T3N/nfo s#form.
(orm S#3d4#stment $ses new f#n!tions to display and -alidate entitlement related fig#res.
(orm S#3d4#stment 3lready has logi! that sets the OneOff flag if the date range is within 4#st one period. <ow also added logi! that
!lears the OneOff flag if the date range e9tends eyond a single period.

(orm S#3d4#stment Shortened %emo o9 and added a total #nder the <#merOf$nits !ol#mn that shows when there are some
Time+e!ording[= lines in $nitTypeSV:o#rV. This helps to !he!> timesheet totals.

152
(orm S#3d4#stment +emo-ed !ol#mn 3ppearOn&ayslip[= 5a>a VShow on SlipsV6 e!a#se not #sed in any f#n!tional way. Some footer
!hanges for neatness.

(orm S#3d4#stment 3mended f#n!tion Get0efa#lt<#merOf$nits56 so now !al!#lates the n#mer of wor>ing days for ad4#stments li>e a
partial salary etween 2 dates. &re-io#sly had to mana#lly enter the n#mer of wor>ing days. Only wor>s for
3d4#stment Types in V0ayV.

(orm S#3d4#stment <#merOf$nits o9 made wider so that n#mers li>e ''.27 display !orre!tly instead of showing ''.3.
(orm S#3d4#stment/T3N/nfo (or an V/Ta9V line displays some e9tra information in the footer of the 3d4#stment form. <amely the
0ire!tion.<oti!e<#merB LetterB 8mployee./n!omeTa9Type and whether or not ta9 sho#ld e ded#!ted in the normal
way as well as the /ta9 in the ad4#stment l

(orm S#CompanyOptions <8* s#form of Company form to hold <ew field 8mployee(#ll<ame(ormat.
(orm S#0iary <ew !omo o9 to /nsert (#n!tion.
(orm S#8mployee8ntitlement+e-iew 3dded new !ol#mn VSer-i!eV that displays the ser-i!e length of the employee in years. This !an help with
determining the n#mer of days of entitlement.

(orm S#8mployeeLea-e0etails <8* form to etter display the 8mployeeVs Lea-e +eason on the 8mployee - ;o:istory form.
(orm S#:eading &rintGro#p now defa#lts to V0efa#ltV for new heading.
(orm S#So!ial/ns#ran!eLimits /sle of %anC +o#nding from yearly S/ fig#res to wee>lyEmonthly limits ha-e een fi9ed to ignore fra!tions.
(orm Timesheet <ow displays se-en !ol#mns 5was only fo#r6. 3lso step , defa#lts to !#rrent wee>.
(orm TrainingSheet 3dded se!#rity to pre-ent form opening if a!!ess not granted to this form.
(orm $pgrade <8* form to !he!> online for latest -ersionsB download files and !opy files W start a#to-#pgrade ro#tines. D6W56AD
(orm $ser 3 new te9t o9 added to enter Criteria(ilter(or3d4#stmentTypes. /f left lan> then the #ser !an see all the
3d4#stment Types that the Company :eadings allow.

(orm $ser /mpro-ed -isility of help te9t ne9t to #ttons.
(orm $ser <ew #tton to open $pgrade form. D6W56AD
+eport 3d4#stmentCrossta.y8mployee $ses the &rintGro#p field on the Sele!t3d4#stment+eports form.
+eport 3d4#stmentCrossta.y%onth $ses the &rintGro#p field on the Sele!t3d4#stment+eports form.
+eport 3d4#stmentCrossta.y%onth <8* s#mmary report to analyse ad4#stments y %onth instead of 4#st 8mployee andEor 0epartment. (or e9ampleB
!an e #sed for asen!es and o-ertime.

+eport 3d4#stment$nitsCrossta&ortrait $ses the &rintGro#p field on the Sele!t3d4#stment+eports form.
+eport Co#rse8mployee <8* report to list for ea!h Co#rse those employees who are allo!ated.
+eport 8mployee0is!iplinary <8* report to show employee dis!iplinary details.
+eport 8mployee8ntitlement.y0epartment $ses new f#n!tions to display entitlement related fig#res. This allows for non-!alendar year entitlements.
+eport 8mployee8ntitlement.y0epartment Ta>en o9 made wider so that n#mers li>e ''.27 display !orre!tly instead of showing ''.3.
+eport 8mployee&ay0etails <ew !ol#mn :o#rs&er*ee>.
+eport &ayslip X ] 3ll payslip reports !hanged to #se the new 8mployee(#ll<ame(ormatted field from the &ayslip(or&eriod =#ery.
+eport &ayslip O-ertime 32 ] (or ;ersey employees new information in footer area for /n!ome Ta9 +ate and +eferen!e. >.>S
+eport &ayslip Verose 32 ] (or ;ersey employees new information in footer area for /n!ome Ta9 +ate and +eferen!e. >.>S
+eport &ayslip *entworth 32 *indow ] <ew payslip layo#t that prints on spe!ial stationary that is 32B folds in half to ma>e windowed en-elope and has
se!#rity hat!hing to pre-ent seeing inside. Sti!>y margins and tear off edges.

+eport &ayslipCrosstaX :eadings are now displayed o-er the Grand Totals for !larity.
+eport &ayslipCrosstaS#mmary.ySe!tion Changed gro#ping so se!tions stay together on page etter.
+eport &ayslip(or&eriod - S/Crossta;ersey <ew se!tion at end of the ;ersey So!ial Se!#rity +et#rns for the 8mployers 0e!laration and signat#re.
+eport &ayslip(or&eriod - S/Crossta;ersey Changed so that the Gross&ay ne-er e9!eeds the Gross&ayCeiling.
+eport &ayslip(or&eriodS#mmary <ew !ol#mn to display the So!ial /ns#ran!e +eferen!e.
153
2ersion &.'' Changes
The main !hange in -ersion 3.00 is the introd#!tion of a new ;#risdi!tionT the /sle of %an. The >eyword J/O%F is #sed elow to denote spe!ifi! /sle of %an !hanges. Other interesting !hanges are
highlighted elow and the rele-ant page in this man#al is shown for f#rther referen!e.
%8<$ 0eleted Gear 8nd option.
%8<$ +emo-ed Set#p So!ial/ns#ran!eType and repla!ed with Set#p ;#risdi!tion. >61 )
%8<$ <8* men# sele!tion !alled V8ntitlement +e-iewV #nder V&ro!essV men#.
(orm 8mployee ? 89pertise <ew panel at ottom for 0ri-ing and Li!en!e 0etails. 2,
(orm Sele!t3#thority+eports G#ernsey S/ *ee>ly dis> error when employee !hanges S/ Type d#ring a =#arter.
(orm Gear8nd 08L8T80. <o longer need to reset G#ernsey Ta9 Codes to N0.
(orm 3dministration <ew .a!>#p #tton !ompresses the &3&3.td file into &3&3.ar4 #sing TT Se!#rityU3+;32.e9e and as>s where to
!opy &3&3.ar4 to.
,3'
(orm 3d4#stmentGearSheet 3ility to delete 3d4#stments enaled.
(orm Sele!t3#thority+eports The G#ernsey @#arterly Ta9 +et#rns file has a field !alled K<et Ta9ale &ayL that is sometimes negati-e. The min#s
sign has een remo-ed to ma>e life easier for the /n!ome Ta9 3#thority. 3lsoB the Company./n!omeTa9+eferen!e
field is now !he!>ed and m#st e ' !hara!ters.
(orm 8mployee8ntitlement+e-iew <8* form that !reates new 8ntitlements for ne9t year with option to !arry forward lefto-ers. 3lso allows #l>
manip#lation and editing of 8ntitlements.
""
(orm $ser Tidy #p and help te9t.
(orm Criteria 3fter inserting new Criteria as>s Y3llow other $sers to a!!ess this CriteriaQY so that p#lishing new Criteria to all
$sers to easy.
(orm 8mployee - Co#rseType Tidy #p.
(orm S#8mployee - 89pertise <8* form #sed in 8mployee - 89pertise form to hold 0ri-ing and Li!en!e 0etails.
(orm &ayslipGeneration Creates a Log of main a!tions that are then displayed on the impro-ed &ayslip3dministration form.
(orm &ayslip3dministration 0isplays a log of the main a!tions #nderta>en d#ring payslip generation. This helps the #ser to #nderstand what has
happened ehind the s!enes.
(orm Criteria3d4#stmentSele!tion&anel 3dded sele!tion list for sele!tion of single 8mployee. Changed some help te9t.
(orm Criteria&ayslipSele!tion&anel 3dded sele!tion list for sele!tion of single 8mployee. Changed some help te9t.
(orm CriteriaTrainingSele!tion&anel <8* form. <eeded in!ase !riteria !ontains 3s>$ser56 f#n!tion.
(orm Sele!tTraining+eports /f Criteria !ontains 3s>$ser56 f#n!tion then !all new form CriteriaTrainingSele!tion&anel.
(orm Sele!tTraining+eports 3dded new sele!tion option for man#ally sele!ting , or more employees from list. ,22
(orm S#$serStat#s Tidy #p.
(orm /mport Spe!ial Monal import hard-!oded at 7 day wee>s when !alling f#n!tion Get0efa#lt3d4#stmentVal#e56 to maintain
!onsisten!y.
(orm 3d4#stmentGearSheet 3 fo#rth 3d4#stmentType has een addedB !olo#red yellowB so that more types !an e shown on the year-sheet. 73
(orm 3d4#stmentGearSheet Speeded #p drawing of !olo#red days in year-sheet. 53s m#!h as 30 times faster.6 73
(orm 3d4#stmentGearSheet <ew date mar>ers 5la!> s=#ares6 for 0ates of .irthB ;oin and Lea-e Company. 73
(orm 3dministration <ew field in /nformation panel displaying %S 3!!ess -ersion and li!en!e type 5+#ntime or (#ll6. :andy for s#pport
staff.
,3'
(orm 3dministration <ew #tton for emailing information and li!en!e details to TT Software. $sef#l for s#pport and li!en!e re!ords. ,3'
(orm &ayslipGeneration %a>e3!!o#nts(ile56 f#n!tion !hanged to a-oid error !a#sed y not finding !orre!t 3d4#stment Codes or
0epartments.
(orm <ominalLedger Can now sele!t only , 3d4#stment Code and 0epartment to a-oid errors d#ring the %a>e3!!o#nts(ile56 f#n!tion.
154
(orm 8mployee ? &i!t#re 3dded Lin> option to find pi!t#re files in TT 0ataase folder. Old method is 8medding and !osts a lot of memory. 2"
(orm &ayslipGeneration <ew step 2 allows a message to e added to the YVerose 32YB Y37Y and Y37 y 0epartmentY payslips. 66
(orm 8mployee ? 0ays <8* form detailing :o#rs&er0ay for ea!h day of the wee>. $sed for determining days on and off. 3lso shows <8*
field 0ays&er*ee> 5defa#lts to 76. Only needed for ad-an!ed asen!e entry.
,"
(orm Company 3 warning is now displayed for G#ernsey Companies if the Company./n!omeTa9+eferen!e field does not ha-e VNV or
VGV as the 2nd !hara!ter.
(orm $nitType <ew !ol#mns for new fields .ase$nitType and .ase%#ltiplier. Only #sed for new $nit Types that are ased on other
$nit Types. Cannot e #sed with f#ndamental ase $nit Types s#!h as :o#rB 0ayB *ee>B %onth or Gear.
'"
(orm S#3d4#stment (#n!tion Get0efa#ltVal#e56 now !he!>s for any .ase$nitTypes.
(orm &ayslipGeneration G#ernsey (ortnightly So!ial /ns#ran!e now has !orre!t !eilings a#tomati!ally applied ased on the monthly !eilings.
The rele-ant month is the month of the &ay0ate.
(orm 8mployee Speeded #p display of /n!omeTa9+elief fields now that the new G#ernsey ta9 system has settled down.
(orm S#3d4#stment/T3N +emo-ed old -alidation !he!> !on!erning Lea-ers e!a#se !a#sed error.
(orm &ayslipGeneration %onth<#mer ased on year starting 6th 3pril to 7th %ay. >61
(orm &ayslipGeneration (or new installations with no a!ti-e 3d4#stments and if trying to generate payslips regardless then an error !an
res#lt.
(orm Sele!t3#thority+eports /sle of %an ann#al T,2 e9port to dis>. >61
(orm S#8mployee8ntitlement+e-iew &art of 8mployee8ntitlement+e-iew form.
(orm &ayslipGeneration Generates LloydsLin> file nowT same as .3CS CSV format.
(orm 8mployee - ;o:istory 3dded new field CompanyLea-e+eason as self-learning !omo-list at ottom of form. >61
(orm Sele!t3#thority+eports <ew #ttons for /sle Of %an ret#rnsC &rint T,2. >61
(orm &ayslipGeneration 8rror with %onth<#mer for ;ersey S/ Ceilings and G#ernsey (ortnightly paid 5who #se the %onthly Ceilings6 when
0ays (rom &eriod 8nd #sed.
(orm 3dministration The +e#ild +eferen!es #tton now tries to ma>e a +eferen!e if one does not e9ist.
(orm Company ;#risdi!tion in!l#des Y/sle of %anY e!a#se #ses tale Co#ntry. Validates Ta9+eferen!e. %ap graphi! shown. >61
(orm &ayslipGeneration <ow !al!#lates /T3N for /sle of %an !ompanies. Gsy !ompanies now #se the new /n!omeTa9Type tale too for
greater fle9iility.
>61
(orm 8mployee - <e9t Of 1in <ew field for Spo#seOther<ames 5needed in some /sleOf%an forms6. >61
(orm 8mployee *hen !hange %aritalStat#s a pop#p !alendar as>s for %aritalStat#sChanged0ate. 5/n /sleOf%an females who
e!ome %arried or *idowed need form T2,.6
>61
(orm Co#ntry <8*. Shows Co#ntries 5;#risdi!tions6 and lists So!ial/ns#ran!eType and /n!omeTa9Type. This form 5fo#nd in
Set#p ;#risdi!tion6 repla!es the So!ial/ns#ran!eType form.
>61
(orm So!ial/ns#ran!eType 08L8T80. <o longer neededB repla!ed y Co#ntry form. >61
(orm 8mployee 3#thority 0etails panel !hanges to showEhide rele-ant /sleOf%an fields. (lag shown. &anel wider. >61
(orm :elp3o#tTTS* 3dded lin>s to man#alB wesiteB email and s#pport telephone n#mer.
(orm &ayslipGeneration /f a Gsy (ortnight has the same &ay0ate as another *ee>E%onth period and the (ortnight re=#ires an S/ !eiling
then the *ee>lyE%onthly employees wo#ld also get a !eiling.
(orm Sele!t3#thority+eports So that the e9port to dis> for %onthly employees also in!l#des (ortnightly employees.
(orm &ayslipGeneration /f a ;sy *ee> has the same &ay0ate as another (ortnightE%onth period and the *ee> re=#ires an S/ !eiling then
the (ortnightlyE%onthly employees wo#ld also get a !eiling.
(orm S#3d4#stment *hen entering 3sen!e after generating payslipsB no longer get warning ao#t entering details into an old period.
+eport Co#rseCost.y8mployee <8* report. Shares o#t total Co#rse Costs to indi-id#al employees for analysis.
+eport TrainingCo#rse.y0epartment Sele!ted 0ate range displayed in header.
+eport TrainingCo#rse.y8mployee Sele!ted 0ate range displayed in header.
155
+eport TrainingCo#rse.yS#pplier Sele!ted 0ate range displayed in header.
+eport Co#rse89am Sele!ted 0ate range displayed in header.
+eport 89am.yCo#rse8mployee Sele!ted 0ate range displayed in header.
+eport 8mployee:eirar!hyConta!t 8mployee &i!t#re now displayed for Lin>ed photos only 5whi!h is the est option6.
+eport Co#rse<o8mployeeTraining /nformation in header impro-ed.
+eport &ayslip Verose 32 ] (ooter area !hanges for G#ernseyB ;ersey or /sle Of %an !ompanies to etter display Ta9 andEor S/ !odes. 3lso
So!ial/ns#ran!eType is from &ayslip not 8mployee.
>61
+eport &ayslip O-ertime 32 ] (ooter area !hanges for G#ernseyB ;ersey or /sle Of %an !ompanies to etter display Ta9 andEor S/ !odes. 3lso
So!ial/ns#ran!eType is from &ayslip not 8mployee.
>61
+eport &ayslip(or&eriod - S/Crossta;ersey /mpro-ed horiAontal lines.
+eport Co#rse<o8mployeeTraining Sele!ted 0ate range displayed in header.
+eport &ayslipCrossta8mployee.y0epartment 0epartment se!tion headings are repeated at the top of new pages.
+eport &ayslip 37 .y 0epartment ] %essage o9 displayed if step 2 #sed on &ayslip Generation form. &ayslip header !hanged to align to left.
+eport &ayslip 37 ] %essage o9 displayed if step 2 #sed on &ayslip Generation form. &ayslip header !hanged to align to left.
+eport &ayslip Verose 32 ] %essage o9 displayed if step 2 #sed on &ayslip Generation form.
+eport &ayslipCrossta.y0epartment 0epartment se!tion headings are repeated at the top of new pages.
+eport &ayslip(or&eriodS#mmary :eader red#!ed in height so more lines fit in report.
+eport &ayslip(or&eriod - S//sleOf%anT,2 <8* report for /sle Of %an ann#al ret#rnsT form T,2. >61
+eport 8mployeeComplete0etails 8mployee &i!t#re now displayed for Lin>ed photos only 5whi!h is the est option6.
+eport &ayslipCrossta.y0epartment 5<o $nits6 0epartment se!tion headings are repeated at the top of new pages.
8<0 O( %3<$3L
156

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