Ideal Online Documentation31394 P/R INQUIRIES |
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│BATCH PROCESSING OPTIONS: │ │( 1) SELECT ANOTHER BATCH │ │( 2) CHANGE BATCH DESCRIPTION │ │( 3) ABORT BATCH │ │( 4) ENTER/EDIT PAYROLL │ │( 5) VIEW PAYROLL │ │( 6) PRINT CHEQUES │ │( 7) PRINT PAYROLL JOURNAL │ │( 8) PRINT PAYROLL REPORT │ │( 9) PRINT REGISTER THEN OPTIONALLY DO UPDATE │ │SELECT PROCESSING OPTION: __ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Alternatively, from the Main Payroll menu, select View Current Payroll, View Monthly Payroll or View History Payroll. These are all the same program and you have access to current, monthly and history inquiry from all three. The following screen is displayed.
PAYROLL INQUIRY SEARCH CRITERIA & OPTIONS DISPLAY
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│Nov09/07 VIEW PAYROLL FOR The Ideal Computer Group Inc. │ │ SEARCH CRITERIA: [CURRENT] [ANY] [SCAN: EMP] │ │────────────────────────────────────────────────────────────────────────────────│ │EMPLOYEE: _____ RATE: TD1: │ │DEP: DIV: IN PROGRESS: │ │────────────────────────────────────────────────────────────────────────────────│ │FOLIO: PAY: CHQ#: DATE: SOURCE: │ │===== HOURS/EARNINGS ==== ======= DEDUCTIONS ====== ======== BENEFITS ======= │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │F2=NEXT EMPLOYEE, F3=CHANGE SEARCH CRITERIA, F4=END │ │F5=CURRENT PAYROLL INQUIRY, F12=INQUIRY OPTIONS │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter the code of the employee to view.
[F2] to display next employee.
To scan through all employees, press [F2] repeatedly.
[F3] to change search criteria.
See PROCEDURE - MODIFY SEARCH CRITERIA
[F4] to exit to menu.
[F5] to display list of employees for selection.
Whether current, monthly or history depends on how you initiated the program and whether or not you change the inquiry search criteria. If you initiate the inquiry from the batch options menu, you can inquire upon only the current payroll.
[F12] to specify inquiry options.
[Enter] to accept the default option.
"1" to select employee inquiry options.
"2" to select current/monthly/history inquiry options.
PROCEDURE - MODIFY SEARCH CRITERIA
When you select [F3] to change your search criteria the following prompts display.
This prompt defaults to 1, 2 or 3 depending on how you initiated the program. If you initiate the inquiry from the batch options menu, you can inquire upon only the current payroll.
[Enter] to accept the default option.
"1" to view current payroll only.
[Enter] to accept the default "1".
"1" for any batch.
"2" for a specified batch.
Enter the number of the batch you wish to view
[F5] to display batches for selection.
"2" to view month to date payroll only.
[Enter] to accept the default "1".
"1" for any date or source batch.
"2" to specify source batch.
Enter the number of the batch you wish to view.
[F5] to display batches for selection.
"3" to specify dates.
[Enter] to accept the default "1".
"1" to specify payroll date.
Enter the desired payroll date in the format MMDDYYYY
[Enter] to accept the default system date.
"2" to specify range of payroll dates.
Enter the desired starting date in the format MMDDYYYY
[Enter] to accept the default system date.
Enter the desired starting date in the format MMDDYYYY
[Enter] to accept the default system date.
"3" to view history payroll.
[Enter] to accept the default "1".
"1" for any date or source batch.
"2" to specify source batch.
Enter the number of the batch you wish to view.
[F5] to display batches for selection.
"3" to specify dates.
[Enter] to accept the default "2".
"1" to specify a month.
Enter the desired month in the format YYYYMM
[Enter] to accept the current system date.
"2" to specify a year.
Enter the desired year in the format YYYY.
[Enter] to accept the current year.
"3" to specify a range of months.
Enter the desired month in the format YYYYMM.
[Enter] to accept the default system date.
Enter the desired month in the format YYYYMM.
[Enter] to accept the default system date.
"4" to specify a payroll date.
Enter the desired payroll date in the format MMDDYYYY.
[Enter] to accept the current system date.
"5" to specify a range of payroll dates.
Enter the desired starting date in the format MMDDYYYY.
[Enter] to accept the default system date.
Enter the desired ending date in the format MMDDYYYY.
[Enter] to accept the default system date.
[Enter] to accept the default "N".
"N" to not show special purpose fields.
"Y" to show special purpose fields.
[Enter] to accept the default "1".
"1" to scan by employee.
"2" to scan by department/employee.
"3" to scan by division/department/employee.
[Enter] to continue.
[F4] to exit to menu.
After selecting the desired employee for review the following information is displayed.
Example Payroll Inquiry Selection display:
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│EMPLOYEE: CEDJA CEDAR, JAMES RATE: 950.00 TD1: 7,634 │ │DEP: 000 DIV: 000 IN PROGRESS: 1576 │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Employee code and name.
Payrate.
Tax credit.
Department code.
Division code.
Any current payroll folio(s) for this employee.
Enter the number of the payroll folio you wish to review.
[F2] to return to previous field.
[F3] to return to previous field.
[F4] to exit to menu.
[F5] to display inquiry.
The inquiry will display employees and folios based on the selection criteria selected previously.
Example Inquiry List display:
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│ Jul05/07 ***** MONTHLY PAYROLL ***** 22:03:27 │ │ ────────────────────────────────────────────────────────────────────────────── │ │ EMPL PAY DATE FOL# SOURCE STAT CHQ DATE CHQ# GROSS NET PAY │ │ ────────────────────────────────────────────────────────────────────────────── │ │ 1 CEDJA Dec30/06 1157 WP5001 H Jan04/07 800.00 593.72 │ │ 2 CEDJA Jan06/07 1173 WP5002 H Jan11/07 800.00 593.72 │ │ 3 CEDJA Jan13/07 1181 WP5003 H Jan18/07 800.00 593.72 │ │ 4 CEDJA Jan20/07 1189 WP5004 H Jan25/07 800.00 593.72 │ │ 5 CEDJA Jan27/07 1197 WP5005 H Feb01/07 800.00 591.63 │ │ 6 CEDJA Feb03/07 1205 WP5006 H Feb08/07 800.00 547.07 │ │ 7 CEDJA Feb10/07 1213 WP5007 H Feb15/07 800.00 591.63 │ │ 8 CEDJA Feb17/07 1221 WP5008 H Feb22/07 800.00 591.63 │ │ ────────────────────────────────────────────────────────────────────────────── │ │ ** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter the line number of the item you wish to view.
[F4] to exit the inquiry and return to the FOLIO field.
[F12] to display list of inquiry options.
See PROCEDURE - INQUIRY OPTIONS.
PROCEDURE - PAYROLL DISPLAY
After selecting the desired employee and payroll folio for review the following information is displayed.
Example Payroll Inquiry Employee Payroll display:
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│Jul05/07 VIEW PAYROLL FOR The Ideal Computer Group Inc. │ │ SEARCH CRITERIA: [MONTHLY] [ANY] [SCAN: EMP] │ │────────────────────────────────────────────────────────────────────────────────│ │EMPLOYEE: CEDJA CEDAR, JAMES RATE: 950.00 TD1: 7,634 │ │DEP: 000 DIV: 000 IN PROGRESS: 1576 │ │────────────────────────────────────────────────────────────────────────────────│ │FOLIO: 1181 PAY: Jan13/07 CHQ#: DATE: Jan18/07 SOURCE: WP5003 │ │===== HOURS/EARNINGS ==== ======= DEDUCTIONS ====== ======== BENEFITS ======= │ │001 SAL HRS 40.00 050 INC TAX 150.36 100 EI 24.64 │ │002 REG HRS 0.00 052 E.I. 17.60 101 CPP 34.44 │ │003 O/T HRS 0.47- 053 C.P.P. 34.44 102 RRSP NT 0.00 │ │004 B.OT HR 0.47 076 LTD 3.88 120 MSP TX 0.00 │ │005 VAC HRS 0.00 077 LIFE 0.00 121 LIFE TX 0.00 │ │006 STAT HR 0.00 078 LTD 2 0.00 │ │007 SICK HR 0.00 086 GARNT 0.00 │ │014 EI HR 40.00 099 V/P W-E 48.00 │ │015 SAL PAY 800.00 │ │F7=MORE F8=MORE F9=MORE │ │REGULAR RATE 20.00 OVERTIME RATE 20.00 TOT BENEFITS 59.08 │ │GROSS PAY 848.00 DEDUCTIONS 254.28 CPP EARNINGS 800.00 │ │TAXABLE INCOME 800.00 NET PAY 593.72 EI EARNINGS 800.00 │ │────────────────────────────────────────────────────────────────────────────────│ │** PRESS ENTER FOR ANOTHER FOLIO, F3 FOR ANOTHER EMPLOYEE: ___ │ │ PRESS F7, F8, F9 (AFTER CODE#) TO VIEW MORE EARNINGS, DEDUCTIONS, BENEFITS. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to view another folio.
You are returned to the FOLIO field.
[F5] to display list for selection.
[F3] to select another employee.
You are returned to the EMPLOYEE CODE field.
[F5] to display list for selection.
[F7] to view more earnings.
If all earnings fields are not displayed, the function key will display more.
[F8] to view more deductions.
If all deductions fields are not displayed, the function key will display more.
[F9] to view more benefits.
If all benefits fields are not displayed, the function key will display more.
PROCEDURE - INQUIRY OPTIONS
To display a full list of the available general inquiry options press F12 after selecting F5 to display a list for selection at either the EMPLOYEE CODE or FOLIO fields.
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GENERAL INQUIRY OPTIONS
F1 = LINE MODE/PAGE MODE
[F1] to toggle from page mode to line mode.
The default is page mode.
F2 = SET POINTER
[F2] to change the pointer without exiting the screen.
Enter an item to begin the display; press [Enter] to begin with the first item.
UPARROW, F3 = UP ONE PAGE
[↑] or [F3] to backup through the display.
One page at a time (in PAGE MODE) or one line at a time (in LINE MODE).
DNARROW, CR = DOWN ONE PAGE
[↓] or [Enter] to advance through the display.
One page at a time (in PAGE MODE) or one line at a time (in LINE MODE).
F4 = EXIT INQUIRY/PROCESSING OPTIONS
[F4] to return to data entry screen.
LINE#+CR = EXIT INQUIRY WITH SELECTED ITEM
LINE#[Enter] to return to data entry with selected item.
F5 = SYSTEM INQUIRY
[F5] to access SYSTEM GLOBAL INQUIRY OPTIONS.
LINE#+F5 = INQUIRE UPON SELECTED ITEM
LINE#[F5] to inquiry on the selected item.
F9 = REPORT
[F9] to print a report.
F12 = THIS LIST OF OPTIONS
[F12] to display this list of options. |