Views

Use the Views command on the Maintenance submenu to create your own enquiry facilities for Payroll transactions. The application provides two views as default options, but you can add others according to your choices from the settings available. Views defined using this command can be displayed on the screen using the View command on the Payroll menu. Each view record comprises a unique code plus a description and up to six levels of analysis according to the following options:

• Employee Reference

• Group Code

• Tax Year

• Payment Period

• Payment/Deduction Code

• Payment Frequency

• Month

• Year

Example:
You might want to view a breakdown of payroll values by Group, year, and month. Create a new view using the Views command on the Maintenance submenu, assigning a code and description, such as 'GMY' and 'Values by Payroll Group'. In the Level 1 View box select Group Code; in the Level 2 View box select Year; and in the Level 3 View box you select Month. On the Record menu, click Save. Using the View command on the Payroll menu, you select the 'Values by Payroll' Group view and then click Refresh. Values are shown per Pay Group. You can then drill down to see the transactions that make up the values by year and month.

You can also select one of the views to be the default. That is, the one first displayed when you click View on the Payroll menu. Two system views are already set up for you: GRP provides an analysis by group, and YRR provides an analysis by year.

To Define Payroll Views

1. Open the Payroll folder and then click  or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Maintenance.

2. Click Views.

3. To create a new record, click the icon on the toolbar or press CTRL+N.

4. In the View Code box, enter a unique reference to identify the view.

5. In the View Name box, enter a description for the view.

6. Use the list boxes to select the dimension you want for each level of the view. You can specify up to 6 levels.

7. To save the record, click the icon on the toolbar or press CTRL+S.

Click Default for a view to define it as the one displayed first when you use the View command on the Payroll menu.

You cannot change the setting of the System option. This is automatically selected to indicate which views are predefined in the software. You can only amend the description of such 'system' views.