The Payroll Setups feature allows you to copy employee and setup details from the [Payroll Setups] company we have provided, or from any company you have already established within Attaché.
Payroll Setups can be used:
Wen you initially set up a company.
If you want to copy additional setup details from another directory.
To use Payroll Setups
IMPORTANT! Before you begin, ENSURE that you take a backup of your payroll data. See Create an archive and find the archive file.
Navigate to Setups, Payroll, Options, Payroll Setups.
in the Selections tab, Select the company code you wish to copy from, and click Accept (F9). If payroll setup data. already exists, you will be prompted with a confirmation message. Select Yes to proceed or No to cancel the process.
📌Note: See Extra information for the Selections tab below for more info on Company Code selections and Optional Message definition.
You will be prompted then to confirm Yes to copy all data in the directory or No to choose which data you want to copy in.
If you select NO, each individual Masterfile will be presented to you, and you can select Yes or No for each Masterfile (See Full list of Masterfiles that can be imported below).
For each Masterfile you select Yes to, a filter task screen will appear, if you need to select specific ranges.
Once you have gone through all the Masterfile selections, the Processing Finished screen will display and show what files you have copied into the company, and you can click Close (Esc) when complete.
The full list of Masterfiles that can be imported
Copy Employee Masterfiles.
Copy Payroll Allowance.
Copy Payroll Deduction.
Copy Payroll Contribution.
Copy Payroll Income Type.
Copy Payroll Shift Table.
Copy Location.
Copy Employee Bank Account.
Copy Payroll Group.
Copy Cost Centre.
Copy Payroll Tax scale.
Copy Payroll Leave Table.
Copy Payroll Pay Point.
Copy Company Bank Account.
Extra notes on the Payroll Setup process
If you select to copy a code that already exists in the new company, it will not be copied. the code in the new company will remain unchanged.
You can also select Finish (Esc) at any time if for some reason you do not want to proceed with importing. However, if you click Finish (Esc) without finishing the copy, these corresponding files and codes will not be copied. Therefore, you could experience missing codes once you attempt to use the data. If the copy has been interrupted before it has finished, restore the payroll data from the backup before running Payroll Setups again.
Once all files have been selected and details copied, Attaché will automatically copy any corresponding files and codes it requires that are not yet available in the new company. e.g. Standard pays for all employees copied. Elements on these pays not yet set up.
Extra information for the Selections tab
Field | Description |
Setup from Company Code |
|
Optional Message checkbox | Display message if Standard Pay already exists
|